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 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-58- 0.32% |
$10.4K - $13.3K
|
17.9K
$5.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-59- 2.09% |
$10.6K - $13.5K
|
2.77K
$833K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-59- 0.89% |
$10.6K - $13.5K
|
6.6K
$1.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-60- 2.11% |
$10.8K - $13.7K
|
2.78K
$838K
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-60- 11.26% |
$10.8K - $13.7K
|
473
$143K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-60- 4.88% |
$10.8K - $13.7K
|
1.17K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-60- 0.7% |
$10.8K - $13.7K
|
8.52K
$2.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-61- 0.87% |
$11K - $14K
|
6.93K
$2.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-61- 38.61% |
$11K - $14K
|
97
$29.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-61- 2.96% |
$11K - $14K
|
2K
$602K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-63- 4.41% |
$11.3K - $14.4K
|
1.36K
$411K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-64- 0.58% |
$11.5K - $14.7K
|
11K
$3.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-66- 0.07% |
$11.9K - $15.1K
|
100K
$30.2M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-66- 4.33% |
$11.9K - $15.1K
|
1.46K
$439K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-66- 5.2% |
$11.9K - $15.1K
|
1.2K
$363K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-67- 0.05% |
$12K - $15.4K
|
127K
$38.4M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-67- 4.91% |
$12K - $15.4K
|
1.3K
$391K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-70- 3.05% |
$12.6K - $16K
|
2.22K
$669K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-70- 5.29% |
$12.6K - $16K
|
1.25K
$378K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-70- 4.17% |
$12.6K - $16K
|
1.61K
$484K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-70- 9.23% |
$12.6K - $16K
|
688
$207K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-71- 2.76% |
$12.8K - $16.3K
|
2.5K
$752K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-73- 2.63% |
$13.1K - $16.7K
|
2.7K
$814K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-74- 1.47% |
$13.3K - $17K
|
4.97K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-74- 0.71% |
$13.3K - $17K
|
10.3K
$3.12M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-75- 6.29% |
$13.5K - $17.2K
|
1.12K
$337K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-75- 1.03% |
$13.5K - $17.2K
|
7.19K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-75- 4.0% |
$13.5K - $17.2K
|
1.8K
$542K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-76- 0.28% |
$13.7K - $17.4K
|
27.2K
$8.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-77- 1.14% |
$13.8K - $17.6K
|
6.67K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-77- 3.83% |
$13.8K - $17.6K
|
1.93K
$582K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-77- 0.31% |
$13.8K - $17.6K
|
24.8K
$7.48M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-77- 0.42% |
$13.8K - $17.6K
|
18.1K
$5.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-79- 2.55% |
$14.2K - $18.1K
|
3.02K
$908K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-80- 1.94% |
$14.4K - $18.3K
|
4.04K
$1.22M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-81- 0.52% |
$14.6K - $18.6K
|
15.5K
$4.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-82- 2.39% |
$14.7K - $18.8K
|
3.35K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-83- 0.76% |
$14.9K - $19K
|
10.9K
$3.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-84- 0.36% |
$15.1K - $19.2K
|
23.3K
$7.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-85- 5.26% |
$15.3K - $19.5K
|
1.53K
$461K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-85- 2.12% |
$15.3K - $19.5K
|
3.92K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-86- 6.95% |
$15.5K - $19.7K
|
1.15K
$347K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-86- 2.94% |
$15.5K - $19.7K
|
2.84K
$857K
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-88- 0.3% |
$15.8K - $20.2K
|
29.4K
$8.87M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-89- 2.37% |
$16K - $20.4K
|
3.67K
$1.11M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-90- 1.12% |
$16.2K - $20.6K
|
7.96K
$2.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-90- 2.12% |
$16.2K - $20.6K
|
4.17K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-90- 0.91% |
$16.2K - $20.6K
|
9.84K
$2.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-90- 8.5% |
$16.2K - $20.6K
|
969
$292K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-91- 1.96% |
$16.4K - $20.8K
|
4.56K
$1.37M
|