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 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
8+ 6.3% |
$1.44K - $1.83K
|
135
$36.3K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 15.09% |
$1.44K - $1.83K
|
61
$16.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
7+ 0.27% |
$1.26K - $1.6K
|
2.58K
$694K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.67% |
$1.26K - $1.6K
|
1.05K
$282K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
7+ 0.32% |
$1.26K - $1.6K
|
2.23K
$599K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7+ 0.3% |
$1.26K - $1.6K
|
2.35K
$633K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.16% |
$1.08K - $1.37K
|
3.86K
$1.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
6+ 0.47% |
$1.08K - $1.37K
|
1.28K
$343K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 0.4% |
$1.08K - $1.37K
|
1.5K
$404K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.14% |
$1.08K - $1.37K
|
4.23K
$1.14M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
5+ 0.21% |
$899 - $1.15K
|
2.41K
$647K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$899 - $1.15K
|
4.43K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
5+ 0.17% |
$899 - $1.15K
|
2.95K
$793K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.5% |
$899 - $1.15K
|
1.01K
$270K
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
4+ 0.15% |
$719 - $916
|
2.75K
$741K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4+ 0.19% |
$719 - $916
|
2.14K
$577K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
4+ 0.06% |
$719 - $916
|
6.31K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.26% |
$719 - $916
|
1.55K
$417K
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
4+ 0.29% |
$719 - $916
|
1.41K
$378K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4+ 0.23% |
$719 - $916
|
1.73K
$464K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4+ 0.04% |
$719 - $916
|
9.69K
$2.61M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 0.61% |
$719 - $916
|
655
$176K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
4+ 0.05% |
$719 - $916
|
7.41K
$1.99M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
4+ 0.13% |
$719 - $916
|
3.02K
$812K
|
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
BUY
|
- |
4+ 0.03% |
$719 - $916
|
14.8K
$3.98M
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
4+ 0.14% |
$719 - $916
|
2.91K
$782K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
3+ 0.2% |
$539 - $687
|
1.48K
$399K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
3+ 3.0% |
$539 - $687
|
103
$27.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.5% |
$539 - $687
|
604
$163K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.26% |
$539 - $687
|
1.18K
$317K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3+ 0.02% |
$539 - $687
|
13.3K
$3.58M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3+ 0.19% |
$539 - $687
|
1.56K
$419K
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
BUY
|
- |
3+ 0.18% |
$539 - $687
|
1.63K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3+ 0.24% |
$539 - $687
|
1.27K
$341K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.49% |
$360 - $458
|
407
$110K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 12.5% |
$360 - $458
|
18
$4.84K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 0.1% |
$360 - $458
|
2.09K
$563K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 5.13% |
$360 - $458
|
41
$11K
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
2+ 0.12% |
$360 - $458
|
1.61K
$432K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$360 - $458
|
2
$538
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 0.68% |
$360 - $458
|
295
$79.4K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2+ 0.02% |
$360 - $458
|
8.67K
$2.33M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 1.23% |
$360 - $458
|
165
$44.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$180 - $229
|
3.21K
$862K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.06% |
$180 - $229
|
1.77K
$476K
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$180 - $229
|
1.83K
$493K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1+ 0.06% |
$180 - $229
|
1.61K
$434K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.05% |
$180 - $229
|
2.11K
$567K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.03% |
$180 - $229
|
3.65K
$983K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$180 - $229
|
1.56K
$419K
|