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
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-32- 2.3% |
$5.75K - $7.33K
|
1.36K
$422K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-32- 0.15% |
$5.75K - $7.33K
|
21.1K
$6.56M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-32- 0.7% |
$5.75K - $7.33K
|
4.55K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-33- 1.5% |
$5.93K - $7.56K
|
2.16K
$673K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-34- 2.08% |
$6.11K - $7.79K
|
1.6K
$497K
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-34- 0.5% |
$6.11K - $7.79K
|
6.76K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-34- 1.48% |
$6.11K - $7.79K
|
2.27K
$706K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-35- 5.03% |
$6.29K - $8.02K
|
661
$206K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-35- 2.31% |
$6.29K - $8.02K
|
1.48K
$461K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-35- 0.96% |
$6.29K - $8.02K
|
3.61K
$1.12M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-35- 1.18% |
$6.29K - $8.02K
|
2.93K
$912K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-37- 0.82% |
$6.65K - $8.48K
|
4.47K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-37- 2.53% |
$6.65K - $8.48K
|
1.43K
$444K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-38- 2.2% |
$6.83K - $8.71K
|
1.69K
$525K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
SELL
|
- |
-38- 0.49% |
$6.83K - $8.71K
|
7.66K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-39- 0.54% |
$7.01K - $8.94K
|
7.15K
$2.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-40- 0.21% |
$7.19K - $9.16K
|
18.9K
$5.86M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-40- 0.54% |
$7.19K - $9.16K
|
7.39K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-41- 3.21% |
$7.37K - $9.39K
|
1.24K
$384K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-42- 40.0% |
$7.55K - $9.62K
|
63
$19.6K
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-43- 1.12% |
$7.73K - $9.85K
|
3.8K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-43- 0.53% |
$7.73K - $9.85K
|
8.08K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-43- 0.31% |
$7.73K - $9.85K
|
14K
$4.34M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-43- 3.96% |
$7.73K - $9.85K
|
1.04K
$324K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-44- 2.82% |
$7.91K - $10.1K
|
1.52K
$472K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-44- 3.1% |
$7.91K - $10.1K
|
1.37K
$427K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-44- 59.46% |
$7.91K - $10.1K
|
30
$9.33K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-45- 3.84% |
$8.09K - $10.3K
|
1.13K
$351K
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-46- 0.41% |
$8.27K - $10.5K
|
11.1K
$3.45M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-46- 0.71% |
$8.27K - $10.5K
|
6.4K
$1.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-46- 0.49% |
$8.27K - $10.5K
|
9.43K
$2.93M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-46- 2.92% |
$8.27K - $10.5K
|
1.53K
$475K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-46- 2.49% |
$8.27K - $10.5K
|
1.8K
$560K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-46- 69.7% |
$8.27K - $10.5K
|
20
$6.22K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-46- 2.4% |
$8.27K - $10.5K
|
1.87K
$583K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-47- 0.4% |
$8.45K - $10.8K
|
11.7K
$3.63M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-47- 1.96% |
$8.45K - $10.8K
|
2.35K
$731K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-49- 1.4% |
$8.81K - $11.2K
|
3.46K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-49- 1.51% |
$8.81K - $11.2K
|
3.19K
$993K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-49- 4.09% |
$8.81K - $11.2K
|
1.15K
$358K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-49- 1.05% |
$8.81K - $11.2K
|
4.64K
$1.44M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-49- 0.97% |
$8.81K - $11.2K
|
5.01K
$1.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-50- 2.43% |
$8.99K - $11.5K
|
2.01K
$625K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-50- 3.63% |
$8.99K - $11.5K
|
1.33K
$413K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-50- 0.24% |
$8.99K - $11.5K
|
20.8K
$6.46M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-50- 5.35% |
$8.99K - $11.5K
|
884
$275K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-50- 4.0% |
$8.99K - $11.5K
|
1.2K
$373K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-50- 1.62% |
$8.99K - $11.5K
|
3.04K
$945K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-50- 0.8% |
$8.99K - $11.5K
|
6.24K
$1.94M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-50- 1.38% |
$8.99K - $11.5K
|
3.56K
$1.11M
|