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 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-10- 0.03% |
$1.8K - $2.29K
|
32.6K
$8.78M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-10- 0.35% |
$1.8K - $2.29K
|
2.89K
$776K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-10- 1.19% |
$1.8K - $2.29K
|
830
$223K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-10- 0.73% |
$1.8K - $2.29K
|
1.36K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-10- 6.45% |
$1.8K - $2.29K
|
145
$39K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-12- 0.13% |
$2.16K - $2.75K
|
8.97K
$2.41M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-12- 0.79% |
$2.16K - $2.75K
|
1.5K
$404K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-13- 0.19% |
$2.34K - $2.98K
|
6.88K
$1.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-13- 0.1% |
$2.34K - $2.98K
|
13.4K
$3.61M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-14- 0.13% |
$2.52K - $3.21K
|
11.2K
$3M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-14- 0.11% |
$2.52K - $3.21K
|
12.7K
$3.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-15- 0.85% |
$2.7K - $3.44K
|
1.76K
$473K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-15- 0.93% |
$2.7K - $3.44K
|
1.59K
$428K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-15- 0.12% |
$2.7K - $3.44K
|
12.7K
$3.41M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-15- 0.71% |
$2.7K - $3.44K
|
2.08K
$561K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-16- 0.11% |
$2.88K - $3.67K
|
15.1K
$4.05M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-16- 0.36% |
$2.88K - $3.67K
|
4.49K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-16- 1.05% |
$2.88K - $3.67K
|
1.51K
$405K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-16- 2.47% |
$2.88K - $3.67K
|
633
$170K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-16- 1.47% |
$2.88K - $3.67K
|
1.08K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-16- 0.45% |
$2.88K - $3.67K
|
3.55K
$955K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-17- 0.68% |
$3.06K - $3.9K
|
2.47K
$665K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-17- 1.03% |
$3.06K - $3.9K
|
1.63K
$439K
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-17- 0.82% |
$3.06K - $3.9K
|
2.06K
$553K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-18- 39.13% |
$3.24K - $4.12K
|
28
$7.53K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-18- 0.31% |
$3.24K - $4.12K
|
5.81K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-19- 2.41% |
$3.42K - $4.35K
|
770
$207K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-19- 3.63% |
$3.42K - $4.35K
|
505
$136K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-20- 0.64% |
$3.6K - $4.58K
|
3.11K
$836K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-20- 0.69% |
$3.6K - $4.58K
|
2.87K
$772K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-20- 0.85% |
$3.6K - $4.58K
|
2.33K
$627K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20- 1.33% |
$3.6K - $4.58K
|
1.48K
$398K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.34% |
$3.6K - $4.58K
|
5.94K
$1.6M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-21- 0.47% |
$3.78K - $4.81K
|
4.47K
$1.2M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-21- 0.29% |
$3.78K - $4.81K
|
7.3K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-21- 1.2% |
$3.78K - $4.81K
|
1.73K
$465K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.72% |
$3.78K - $4.81K
|
2.89K
$778K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-22- 0.91% |
$3.96K - $5.04K
|
2.39K
$642K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-23- 1.1% |
$4.14K - $5.27K
|
2.07K
$558K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24- 2.11% |
$4.31K - $5.5K
|
1.12K
$300K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 2.35% |
$4.49K - $5.73K
|
1.04K
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25- 0.64% |
$4.49K - $5.73K
|
3.87K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-25- 0.35% |
$4.49K - $5.73K
|
7.05K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-25- 8.45% |
$4.49K - $5.73K
|
271
$72.9K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-25- 2.13% |
$4.49K - $5.73K
|
1.15K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-25- 0.93% |
$4.49K - $5.73K
|
2.65K
$713K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-25- 0.88% |
$4.49K - $5.73K
|
2.82K
$760K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-26- 1.2% |
$4.67K - $5.96K
|
2.14K
$575K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-26- 16.88% |
$4.67K - $5.96K
|
128
$34.4K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-27- 1.59% |
$4.85K - $6.19K
|
1.67K
$449K
|