Purchases and Sales Made in Q1 2024 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q1 2024. The information is specifically focused on institutions that hold shares of AMERICAN EXPRESS CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
50+ 62.5% |
$8.99K - $11.5K
|
130
$35K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
50+ 1.29% |
$8.99K - $11.5K
|
3.93K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
50+ 16.39% |
$8.99K - $11.5K
|
355
$95.5K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
50+ 2.95% |
$8.99K - $11.5K
|
1.74K
$469K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
50+ 0.92% |
$8.99K - $11.5K
|
5.5K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
50New |
$8.99K - $11.5K
|
50
$13.5K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
50+ 0.39% |
$8.99K - $11.5K
|
12.8K
$3.44M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
49+ 2.98% |
$8.81K - $11.2K
|
1.7K
$456K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
49+ 15.08% |
$8.81K - $11.2K
|
374
$101K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
48+ 0.76% |
$8.63K - $11K
|
6.33K
$1.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
48+ 3.2% |
$8.63K - $11K
|
1.55K
$416K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
47New |
$8.45K - $10.8K
|
47
$12.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
47+ 3.2% |
$8.45K - $10.8K
|
1.52K
$408K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
47+ 0.76% |
$8.45K - $10.8K
|
6.2K
$1.67M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
43+ 3.48% |
$7.73K - $9.85K
|
1.28K
$344K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
42+ 3.85% |
$7.55K - $9.62K
|
1.13K
$305K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
42+ 0.98% |
$7.55K - $9.62K
|
4.32K
$1.16M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
42+ 1.58% |
$7.55K - $9.62K
|
2.7K
$726K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
40+ 0.92% |
$7.19K - $9.16K
|
4.41K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
40+ 0.09% |
$7.19K - $9.16K
|
42.6K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
40+ 0.99% |
$7.19K - $9.16K
|
4.08K
$1.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
39+ 1.13% |
$7.01K - $8.94K
|
3.48K
$937K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
39+ 2.9% |
$7.01K - $8.94K
|
1.38K
$372K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
38+ 15.7% |
$6.83K - $8.71K
|
280
$75.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
37+ 1.25% |
$6.65K - $8.48K
|
3.01K
$809K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
37+ 3.25% |
$6.65K - $8.48K
|
1.17K
$316K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
37+ 0.4% |
$6.65K - $8.48K
|
9.22K
$2.48M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
36+ 0.62% |
$6.47K - $8.25K
|
5.8K
$1.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
35+ 1.84% |
$6.29K - $8.02K
|
1.94K
$521K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
35+ 0.58% |
$6.29K - $8.02K
|
6.04K
$1.62M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
35+ 1.58% |
$6.29K - $8.02K
|
2.25K
$606K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
34+ 1.02% |
$6.11K - $7.79K
|
3.36K
$903K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
32+ 2.12% |
$5.75K - $7.33K
|
1.54K
$414K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
32+ 1.62% |
$5.75K - $7.33K
|
2K
$539K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
32+ 2.55% |
$5.75K - $7.33K
|
1.29K
$346K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
32+ 1.62% |
$5.75K - $7.33K
|
2K
$539K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
31+ 2.24% |
$5.57K - $7.1K
|
1.41K
$380K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
31+ 1.65% |
$5.57K - $7.1K
|
1.91K
$514K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30+ 17.75% |
$5.39K - $6.87K
|
199
$53.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
30+ 6.8% |
$5.39K - $6.87K
|
471
$127K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
30+ 0.54% |
$5.39K - $6.87K
|
5.55K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
30+ 0.37% |
$5.39K - $6.87K
|
8.25K
$2.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
29+ 126.09% |
$5.21K - $6.64K
|
52
$14K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
29+ 2.39% |
$5.21K - $6.64K
|
1.24K
$334K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
29+ 8.17% |
$5.21K - $6.64K
|
384
$103K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
29+ 0.79% |
$5.21K - $6.64K
|
3.71K
$998K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
29+ 0.41% |
$5.21K - $6.64K
|
7.08K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
28+ 0.22% |
$5.03K - $6.42K
|
12.9K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
27+ 2.08% |
$4.85K - $6.19K
|
1.33K
$357K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
26+ 0.16% |
$4.67K - $5.96K
|
16.1K
$4.33M
|