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 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-92- 0.41% |
$16.5K - $21.1K
|
22.2K
$6.69M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-93- 4.42% |
$16.7K - $21.3K
|
2.01K
$606K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-94- 1.5% |
$16.9K - $21.5K
|
6.16K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Valueworks LLC
New York, NY |
SELL
|
- |
-94- 0.8% |
$16.9K - $21.5K
|
11.6K
$3.49M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-95- 5.37% |
$17.1K - $21.8K
|
1.68K
$505K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-95- 5.41% |
$17.1K - $21.8K
|
1.66K
$501K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-95- 5.07% |
$17.1K - $21.8K
|
1.78K
$536K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-96- 2.28% |
$17.3K - $22K
|
4.12K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-97- 0.52% |
$17.4K - $22.2K
|
18.4K
$5.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-98- 3.88% |
$17.6K - $22.5K
|
2.43K
$732K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-99- 1.84% |
$17.8K - $22.7K
|
5.27K
$1.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-100- 5.0% |
$18K - $22.9K
|
1.9K
$572K
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-100- 1.05% |
$18K - $22.9K
|
9.45K
$2.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-100- 3.33% |
$18K - $22.9K
|
2.9K
$874K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 2.31% |
$18K - $22.9K
|
4.22K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-100- 9.09% |
$18K - $22.9K
|
1K
$301K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-100- 2.15% |
$18K - $22.9K
|
4.56K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-100- 50.0% |
$18K - $22.9K
|
100
$30.1K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-100- 76.92% |
$18K - $22.9K
|
30
$9.04K
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-100- 6.25% |
$18K - $22.9K
|
1.5K
$452K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-100- 7.58% |
$18K - $22.9K
|
1.22K
$368K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 2.31% |
$18K - $22.9K
|
4.22K
$1.27M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 3.19% |
$18K - $22.9K
|
3.03K
$914K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-100- 2.75% |
$18K - $22.9K
|
3.53K
$1.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-101- 4.79% |
$18.2K - $23.1K
|
2.01K
$604K
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-101- 1.25% |
$18.2K - $23.1K
|
7.95K
$2.39M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-102- 2.31% |
$18.3K - $23.4K
|
4.32K
$1.3M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-103- 3.31% |
$18.5K - $23.6K
|
3.01K
$906K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-105- 56.15% |
$18.9K - $24.1K
|
82
$24.7K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-107- 3.66% |
$19.2K - $24.5K
|
2.82K
$849K
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-108- 1.63% |
$19.4K - $24.7K
|
6.54K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-109- 4.62% |
$19.6K - $25K
|
2.25K
$678K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-110- 20.22% |
$19.8K - $25.2K
|
434
$131K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-111- 4.53% |
$20K - $25.4K
|
2.34K
$704K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-112- 0.16% |
$20.1K - $25.7K
|
72.1K
$21.7M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-114- 1.48% |
$20.5K - $26.1K
|
7.61K
$2.29M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-115- 0.66% |
$20.7K - $26.3K
|
17.2K
$5.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-116- 1.76% |
$20.9K - $26.6K
|
6.46K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-119- 7.6% |
$21.4K - $27.3K
|
1.45K
$436K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-120- 2.65% |
$21.6K - $27.5K
|
4.4K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-120- 0.17% |
$21.6K - $27.5K
|
69.6K
$21M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-121- 0.56% |
$21.8K - $27.7K
|
21.7K
$6.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-122- 2.68% |
$21.9K - $28K
|
4.43K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-124- 0.22% |
$22.3K - $28.4K
|
57.5K
$17.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-125- 5.35% |
$22.5K - $28.6K
|
2.21K
$667K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-125- 1.68% |
$22.5K - $28.6K
|
7.32K
$2.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-126- 23.55% |
$22.7K - $28.9K
|
409
$123K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-127- 11.71% |
$22.8K - $29.1K
|
958
$289K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-128- 3.58% |
$23K - $29.3K
|
3.45K
$1.04M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-128- 20.0% |
$23K - $29.3K
|
512
$154K
|