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 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-258- 0.83% |
$46.4K - $59.1K
|
30.7K
$8.26M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-259- 1.42% |
$46.6K - $59.3K
|
18K
$4.84M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-259- 1.19% |
$46.6K - $59.3K
|
21.5K
$5.79M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-261- 17.58% |
$46.9K - $59.8K
|
1.22K
$329K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-264- 5.08% |
$47.5K - $60.5K
|
4.93K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-268- 71.85% |
$48.2K - $61.4K
|
105
$28.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-270- 8.04% |
$48.5K - $61.9K
|
3.09K
$831K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-270- 0.55% |
$48.5K - $61.9K
|
48.5K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-272- 0.8% |
$48.9K - $62.3K
|
33.8K
$9.1M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-274- 22.93% |
$49.3K - $62.8K
|
921
$248K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-277- 9.75% |
$49.8K - $63.5K
|
2.57K
$690K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-279- 25.23% |
$50.2K - $63.9K
|
827
$223K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-279- 1.89% |
$50.2K - $63.9K
|
14.5K
$3.9M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-279- 0.33% |
$50.2K - $63.9K
|
83.5K
$22.5M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-282- 3.49% |
$50.7K - $64.6K
|
7.8K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-283- 15.22% |
$50.9K - $64.8K
|
1.58K
$424K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-290- 56.86% |
$52.1K - $66.4K
|
220
$59.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-293- 16.09% |
$52.7K - $67.1K
|
1.53K
$411K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-293- 10.76% |
$52.7K - $67.1K
|
2.43K
$654K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-303- 6.24% |
$54.5K - $69.4K
|
4.55K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-308- 0.1% |
$55.4K - $70.6K
|
298K
$80.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-309- 1.59% |
$55.6K - $70.8K
|
19.2K
$5.16M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-316- 4.85% |
$56.8K - $72.4K
|
6.2K
$1.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-318- 3.1% |
$57.2K - $72.9K
|
9.93K
$2.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-319- 2.18% |
$57.4K - $73.1K
|
14.3K
$3.86M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-319- 9.72% |
$57.4K - $73.1K
|
2.96K
$797K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-320- 2.32% |
$57.5K - $73.3K
|
13.5K
$3.63M
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-320- 0.5% |
$57.5K - $73.3K
|
64.3K
$17.3M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-320- 0.11% |
$57.5K - $73.3K
|
298K
$80.2M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-322- 3.31% |
$57.9K - $73.8K
|
9.39K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-323- 2.42% |
$58.1K - $74K
|
13K
$3.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-325- 0.8% |
$58.4K - $74.5K
|
40.5K
$10.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-325- 1.25% |
$58.4K - $74.5K
|
25.7K
$6.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-327- 11.5% |
$58.8K - $74.9K
|
2.52K
$677K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-329- 1.13% |
$59.2K - $75.4K
|
28.9K
$7.77M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-330- 8.59% |
$59.3K - $75.6K
|
3.51K
$944K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-332- 15.85% |
$59.7K - $76.1K
|
1.76K
$474K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-333- 45.37% |
$59.9K - $76.3K
|
401
$108K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-334- 10.4% |
$60K - $76.5K
|
2.88K
$775K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-336- 2.97% |
$60.4K - $77K
|
11K
$2.95M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-336- 24.6% |
$60.4K - $77K
|
1.03K
$277K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-342- 2.6% |
$61.5K - $78.4K
|
12.8K
$3.44M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-343- 3.45% |
$61.7K - $78.6K
|
9.61K
$2.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-345- 5.88% |
$62K - $79K
|
5.52K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-345- 7.27% |
$62K - $79K
|
4.4K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-345- 0.95% |
$62K - $79K
|
36.1K
$9.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-346- 3.63% |
$62.2K - $79.3K
|
9.19K
$2.47M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-347- 1.94% |
$62.4K - $79.5K
|
17.6K
$4.72M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-350- 4.12% |
$62.9K - $80.2K
|
8.15K
$2.19M
|
|
|
Jun 03, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-350- 0.08% |
$62.9K - $80.2K
|
428K
$115M
|