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 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-129- 3.99% |
$23.2K - $29.6K
|
3.1K
$935K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-130- 8.58% |
$23.4K - $29.8K
|
1.39K
$417K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-130- 10.66% |
$23.4K - $29.8K
|
1.09K
$328K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-130- 5.18% |
$23.4K - $29.8K
|
2.38K
$717K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-131- 3.77% |
$23.6K - $30K
|
3.35K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-132- 4.58% |
$23.7K - $30.2K
|
2.75K
$828K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-132- 9.74% |
$23.7K - $30.2K
|
1.22K
$368K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-132- 6.88% |
$23.7K - $30.2K
|
1.79K
$538K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-133- 9.07% |
$23.9K - $30.5K
|
1.33K
$402K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-135- 57.94% |
$24.3K - $30.9K
|
98
$29.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-138- 9.56% |
$24.8K - $31.6K
|
1.31K
$393K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-140- 6.14% |
$25.2K - $32.1K
|
2.14K
$645K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-140- 1.67% |
$25.2K - $32.1K
|
8.22K
$2.48M
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-143- 2.72% |
$25.7K - $32.8K
|
5.12K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-144- 0.86% |
$25.9K - $33K
|
16.5K
$4.98M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-144- 0.86% |
$25.9K - $33K
|
16.5K
$4.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-145- 10.01% |
$26.1K - $33.2K
|
1.3K
$393K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-146- 8.27% |
$26.2K - $33.5K
|
1.62K
$488K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-147- 94.84% |
$26.4K - $33.7K
|
8
$2.41K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-155- 12.13% |
$27.9K - $35.5K
|
1.12K
$338K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-158- 10.06% |
$28.4K - $36.2K
|
1.41K
$425K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-158- 1.55% |
$28.4K - $36.2K
|
10K
$3.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-160- 0.17% |
$28.8K - $36.7K
|
94.6K
$28.5M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-160- 10.93% |
$28.8K - $36.7K
|
1.3K
$393K
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-162- 1.61% |
$29.1K - $37.1K
|
9.87K
$2.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-163- 4.9% |
$29.3K - $37.3K
|
3.16K
$953K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-165- 5.62% |
$29.7K - $37.8K
|
2.77K
$835K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-166- 11.14% |
$29.8K - $38K
|
1.32K
$399K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-168- 2.53% |
$30.2K - $38.5K
|
6.47K
$1.95M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-171- 7.94% |
$30.7K - $39.2K
|
1.98K
$597K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-171- 0.07% |
$30.7K - $39.2K
|
249K
$75.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-173- 0.87% |
$31.1K - $39.6K
|
19.7K
$5.93M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-175- 14.88% |
$31.5K - $40.1K
|
1K
$302K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-179- 3.01% |
$32.2K - $41K
|
5.77K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-180- 10.04% |
$32.4K - $41.2K
|
1.61K
$486K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-187- 5.63% |
$33.6K - $42.8K
|
3.13K
$944K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-187- 0.54% |
$33.6K - $42.8K
|
34.5K
$10.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-192- 2.52% |
$34.5K - $44K
|
7.42K
$2.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-195- 1.1% |
$35.1K - $44.7K
|
17.5K
$5.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-195- 1.68% |
$35.1K - $44.7K
|
11.4K
$3.44M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-197- 32.56% |
$35.4K - $45.1K
|
408
$123K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
SELL
|
- |
-198- 4.5% |
$35.6K - $45.4K
|
4.2K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-200- 1.56% |
$36K - $45.8K
|
12.6K
$3.81M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-200- 10.56% |
$36K - $45.8K
|
1.69K
$510K
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-201- 4.85% |
$36.1K - $46.1K
|
3.94K
$1.19M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-203- 2.9% |
$36.5K - $46.5K
|
6.79K
$2.05M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-203- 13.49% |
$36.5K - $46.5K
|
1.3K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-204- 11.81% |
$36.7K - $46.7K
|
1.52K
$459K
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-206- 0.44% |
$37K - $47.2K
|
46.7K
$14.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-209- 4.98% |
$37.6K - $47.9K
|
3.99K
$1.2M
|