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 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-180- 10.04% |
$32.4K - $41.2K
|
1.61K
$428K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-187- 5.63% |
$33.6K - $42.8K
|
3.13K
$831K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-187- 0.54% |
$33.6K - $42.8K
|
34.5K
$9.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-192- 2.52% |
$34.5K - $44K
|
7.42K
$1.97M
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-192- 7.73% |
$34.5K - $44K
|
2.29K
$609K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-195- 1.1% |
$35.1K - $44.7K
|
17.5K
$4.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-195- 1.68% |
$35.1K - $44.7K
|
11.4K
$3.03M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-197- 32.56% |
$35.4K - $45.1K
|
408
$108K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
SELL
|
- |
-198- 4.5% |
$35.6K - $45.4K
|
4.2K
$1.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-200- 1.56% |
$36K - $45.8K
|
12.6K
$3.36M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-200- 10.56% |
$36K - $45.8K
|
1.69K
$450K
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-201- 4.85% |
$36.1K - $46.1K
|
3.94K
$1.05M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-203- 2.9% |
$36.5K - $46.5K
|
6.79K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-203- 13.49% |
$36.5K - $46.5K
|
1.3K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-204- 11.81% |
$36.7K - $46.7K
|
1.52K
$405K
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-206- 0.44% |
$37K - $47.2K
|
46.7K
$12.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-209- 4.98% |
$37.6K - $47.9K
|
3.99K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-210- 1.67% |
$37.8K - $48.1K
|
12.4K
$3.29M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-210- 4.03% |
$37.8K - $48.1K
|
5K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-210- 1.62% |
$37.8K - $48.1K
|
12.8K
$3.39M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-210- 5.78% |
$37.8K - $48.1K
|
3.42K
$908K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-215- 3.24% |
$38.7K - $49.3K
|
6.42K
$1.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-218- 0.5% |
$39.2K - $49.9K
|
43.2K
$11.5M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-219- 0.94% |
$39.4K - $50.2K
|
23K
$6.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Qv Investors Inc.
|
SELL
|
- |
-220- 1.91% |
$39.6K - $50.4K
|
11.3K
$3M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-220- 4.17% |
$39.6K - $50.4K
|
5.05K
$1.34M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-221- 1.64% |
$39.7K - $50.6K
|
13.2K
$3.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-221- 24.92% |
$39.7K - $50.6K
|
666
$177K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-223- 3.71% |
$40.1K - $51.1K
|
5.78K
$1.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-224- 0.22% |
$40.3K - $51.3K
|
101K
$26.7M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-225- 6.27% |
$40.5K - $51.6K
|
3.36K
$893K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-225- 1.64% |
$40.5K - $51.6K
|
13.5K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-228- 0.34% |
$41K - $52.2K
|
66.2K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-229- 2.95% |
$41.2K - $52.5K
|
7.52K
$2M
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-230- 1.09% |
$41.4K - $52.7K
|
20.9K
$5.55M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-230- 1.49% |
$41.4K - $52.7K
|
15.2K
$4.02M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-231- 3.6% |
$41.5K - $52.9K
|
6.19K
$1.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-232- 0.8% |
$41.7K - $53.2K
|
28.9K
$7.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-233- 1.23% |
$41.9K - $53.4K
|
18.7K
$4.96M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-233- 0.54% |
$41.9K - $53.4K
|
42.9K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-234- 40.48% |
$42.1K - $53.6K
|
344
$91.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-235- 9.71% |
$42.3K - $53.8K
|
2.19K
$580K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-237- 20.17% |
$42.6K - $54.3K
|
938
$249K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-237- 2.55% |
$42.6K - $54.3K
|
9.07K
$2.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-238- 4.86% |
$42.8K - $54.5K
|
4.66K
$1.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-240- 3.42% |
$43.1K - $55K
|
6.78K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-241- 8.76% |
$43.3K - $55.2K
|
2.51K
$666K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
SELL
|
- |
-250- 5.41% |
$44.9K - $57.3K
|
4.37K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-250- 2.54% |
$44.9K - $57.3K
|
9.61K
$2.55M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-254- 3.8% |
$45.7K - $58.2K
|
6.42K
$1.7M
|