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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20+ 2.44% |
$3.6K - $4.58K
|
840
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
19+ 0.36% |
$3.42K - $4.35K
|
5.26K
$1.61M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
18+ 1.15% |
$3.24K - $4.12K
|
1.59K
$484K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
18+ 1.07% |
$3.24K - $4.12K
|
1.7K
$518K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
18+ 2.53% |
$3.24K - $4.12K
|
729
$223K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
17+ 1.31% |
$3.06K - $3.9K
|
1.32K
$402K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
17+ 1.19% |
$3.06K - $3.9K
|
1.45K
$443K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
17+ 0.82% |
$3.06K - $3.9K
|
2.09K
$640K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
15+ 1.04% |
$2.7K - $3.44K
|
1.45K
$444K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
15+ 0.24% |
$2.7K - $3.44K
|
6.15K
$1.88M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 0.55% |
$2.7K - $3.44K
|
2.72K
$832K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
14+ 0.35% |
$2.52K - $3.21K
|
4.06K
$1.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
14+ 0.16% |
$2.52K - $3.21K
|
8.53K
$2.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
14+ 0.24% |
$2.52K - $3.21K
|
5.76K
$1.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13+ 0.28% |
$2.34K - $2.98K
|
4.7K
$1.44M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
13+ 0.19% |
$2.34K - $2.98K
|
6.91K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13+ 28.89% |
$2.34K - $2.98K
|
58
$17.7K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 0.79% |
$2.34K - $2.98K
|
1.67K
$510K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
12+ 0.5% |
$2.16K - $2.75K
|
2.41K
$737K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
12+ 0.23% |
$2.16K - $2.75K
|
5.16K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
12+ 0.7% |
$2.16K - $2.75K
|
1.73K
$529K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
12+ 0.03% |
$2.16K - $2.75K
|
40.9K
$12.5M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
11+ 37.93% |
$1.98K - $2.52K
|
40
$12.2K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
11New |
$1.98K - $2.52K
|
11
$3.36K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
11+ 3.64% |
$1.98K - $2.52K
|
313
$95.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10+ 0.66% |
$1.8K - $2.29K
|
1.53K
$467K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
10+ 0.48% |
$1.8K - $2.29K
|
2.11K
$646K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
10+ 0.11% |
$1.8K - $2.29K
|
8.85K
$2.7M
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
9+ 0.47% |
$1.62K - $2.06K
|
1.91K
$584K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
9+ 1.6% |
$1.62K - $2.06K
|
572
$175K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
9+ 0.4% |
$1.62K - $2.06K
|
2.25K
$686K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
9+ 0.74% |
$1.62K - $2.06K
|
1.22K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9+ 0.11% |
$1.62K - $2.06K
|
8.09K
$2.47M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
8+ 0.73% |
$1.44K - $1.83K
|
1.11K
$339K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
8+ 0.17% |
$1.44K - $1.83K
|
4.78K
$1.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8+ 0.04% |
$1.44K - $1.83K
|
21.2K
$6.48M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
8+ 2.92% |
$1.44K - $1.83K
|
282
$86.2K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
8+ 32.0% |
$1.44K - $1.83K
|
33
$10.1K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
8+ 6.3% |
$1.44K - $1.83K
|
135
$41.3K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 15.09% |
$1.44K - $1.83K
|
61
$18.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
7+ 0.27% |
$1.26K - $1.6K
|
2.58K
$788K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.67% |
$1.26K - $1.6K
|
1.05K
$320K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
7+ 0.32% |
$1.26K - $1.6K
|
2.23K
$680K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7+ 0.3% |
$1.26K - $1.6K
|
2.35K
$719K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.16% |
$1.08K - $1.37K
|
3.86K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
6+ 0.47% |
$1.08K - $1.37K
|
1.28K
$390K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 0.4% |
$1.08K - $1.37K
|
1.5K
$458K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.14% |
$1.08K - $1.37K
|
4.23K
$1.29M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
5+ 0.21% |
$899 - $1.15K
|
2.41K
$735K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$899 - $1.15K
|
4.43K
$1.35M
|