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
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-80- 1.94% |
$14.4K - $18.3K
|
4.04K
$1.09M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-81- 0.52% |
$14.6K - $18.6K
|
15.5K
$4.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-82- 2.39% |
$14.7K - $18.8K
|
3.35K
$901K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-83- 0.76% |
$14.9K - $19K
|
10.9K
$2.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-84- 0.36% |
$15.1K - $19.2K
|
23.3K
$6.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-85- 5.26% |
$15.3K - $19.5K
|
1.53K
$412K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-85- 2.12% |
$15.3K - $19.5K
|
3.92K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-86- 6.95% |
$15.5K - $19.7K
|
1.15K
$310K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-86- 2.94% |
$15.5K - $19.7K
|
2.84K
$765K
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-88- 0.3% |
$15.8K - $20.2K
|
29.4K
$7.92M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-89- 2.37% |
$16K - $20.4K
|
3.67K
$988K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-90- 1.12% |
$16.2K - $20.6K
|
7.96K
$2.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-90- 2.12% |
$16.2K - $20.6K
|
4.17K
$1.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-90- 0.91% |
$16.2K - $20.6K
|
9.84K
$2.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-90- 8.5% |
$16.2K - $20.6K
|
969
$261K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-91- 1.96% |
$16.4K - $20.8K
|
4.56K
$1.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-92- 0.41% |
$16.5K - $21.1K
|
22.2K
$5.97M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-93- 4.42% |
$16.7K - $21.3K
|
2.01K
$541K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-94- 1.5% |
$16.9K - $21.5K
|
6.16K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Valueworks LLC
New York, NY |
SELL
|
- |
-94- 0.8% |
$16.9K - $21.5K
|
11.6K
$3.12M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-95- 5.37% |
$17.1K - $21.8K
|
1.68K
$451K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-95- 5.41% |
$17.1K - $21.8K
|
1.66K
$447K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-95- 5.07% |
$17.1K - $21.8K
|
1.78K
$479K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-96- 2.28% |
$17.3K - $22K
|
4.12K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-97- 0.52% |
$17.4K - $22.2K
|
18.4K
$4.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-98- 3.88% |
$17.6K - $22.5K
|
2.43K
$654K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-99- 1.84% |
$17.8K - $22.7K
|
5.27K
$1.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-100- 5.0% |
$18K - $22.9K
|
1.9K
$511K
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-100- 1.05% |
$18K - $22.9K
|
9.45K
$2.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-100- 3.33% |
$18K - $22.9K
|
2.9K
$780K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 2.31% |
$18K - $22.9K
|
4.22K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-100- 9.09% |
$18K - $22.9K
|
1K
$269K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-100- 2.15% |
$18K - $22.9K
|
4.56K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-100- 50.0% |
$18K - $22.9K
|
100
$26.9K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-100- 76.92% |
$18K - $22.9K
|
30
$8.07K
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-100- 6.25% |
$18K - $22.9K
|
1.5K
$404K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-100- 7.58% |
$18K - $22.9K
|
1.22K
$328K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 2.31% |
$18K - $22.9K
|
4.22K
$1.14M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 3.19% |
$18K - $22.9K
|
3.03K
$816K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-100- 2.75% |
$18K - $22.9K
|
3.53K
$950K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-101- 4.79% |
$18.2K - $23.1K
|
2.01K
$540K
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-101- 1.25% |
$18.2K - $23.1K
|
7.95K
$2.14M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-102- 2.31% |
$18.3K - $23.4K
|
4.32K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-103- 3.31% |
$18.5K - $23.6K
|
3.01K
$809K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-105- 56.15% |
$18.9K - $24.1K
|
82
$22.1K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-107- 3.66% |
$19.2K - $24.5K
|
2.82K
$758K
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-108- 1.63% |
$19.4K - $24.7K
|
6.54K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-109- 4.62% |
$19.6K - $25K
|
2.25K
$605K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-110- 20.22% |
$19.8K - $25.2K
|
434
$117K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-111- 4.53% |
$20K - $25.4K
|
2.34K
$629K
|