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 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-390- 2.47% |
$70.1K - $89.4K
|
15.4K
$4.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-390- 1.45% |
$70.1K - $89.4K
|
26.5K
$7.97M
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-390- 1.65% |
$70.1K - $89.4K
|
23.2K
$6.99M
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-399- 1.79% |
$71.7K - $91.4K
|
21.9K
$6.61M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-399- 24.55% |
$71.7K - $91.4K
|
1.23K
$369K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-400- 13.34% |
$71.9K - $91.6K
|
2.6K
$783K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-402- 2.84% |
$72.3K - $92.1K
|
13.8K
$4.15M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-405- 10.09% |
$72.8K - $92.8K
|
3.61K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-409- 1.36% |
$73.5K - $93.7K
|
29.6K
$8.91M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-411- 2.32% |
$73.9K - $94.2K
|
17.3K
$5.21M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-417- 4.08% |
$75K - $95.5K
|
9.8K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-418- 8.38% |
$75.2K - $95.8K
|
4.57K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-419- 1.59% |
$75.3K - $96K
|
25.9K
$7.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-420- 4.12% |
$75.5K - $96.2K
|
9.76K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-421- 0.78% |
$75.7K - $96.5K
|
53.4K
$16.1M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-421- 7.06% |
$75.7K - $96.5K
|
5.54K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
SELL
|
- |
-434- 1.05% |
$78K - $99.4K
|
41K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-435- 19.49% |
$78.2K - $99.7K
|
1.8K
$541K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-439- 0.3% |
$78.9K - $101K
|
145K
$43.7M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-440- 5.5% |
$79.1K - $101K
|
7.56K
$2.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-445- 1.27% |
$80K - $102K
|
34.7K
$10.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-445- 24.97% |
$80K - $102K
|
1.34K
$403K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-447- 3.99% |
$80.4K - $102K
|
10.8K
$3.24M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-454- 1.9% |
$81.6K - $104K
|
23.5K
$7.08M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-460- 7.78% |
$82.7K - $105K
|
5.45K
$1.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-463- 17.8% |
$83.2K - $106K
|
2.14K
$644K
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-468- 20.96% |
$84.1K - $107K
|
1.77K
$532K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-469- 2.28% |
$84.3K - $107K
|
20.1K
$6.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-473- 0.8% |
$85K - $108K
|
58.7K
$17.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-479- 4.54% |
$86.1K - $110K
|
10.1K
$3.04M
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-480- 19.35% |
$86.3K - $110K
|
2K
$603K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-483- 7.83% |
$86.8K - $111K
|
5.69K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-494- 17.69% |
$88.8K - $113K
|
2.3K
$692K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-496- 9.49% |
$89.2K - $114K
|
4.73K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-498- 22.85% |
$89.5K - $114K
|
1.68K
$506K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-500- 16.49% |
$89.9K - $115K
|
2.53K
$763K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-509- 2.13% |
$91.5K - $117K
|
23.4K
$7.04M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-510- 8.12% |
$91.7K - $117K
|
5.77K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-510- 8.31% |
$91.7K - $117K
|
5.63K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-527- 9.34% |
$94.7K - $121K
|
5.11K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-534- 0.42% |
$96K - $122K
|
126K
$37.8M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-537- 1.9% |
$96.5K - $123K
|
27.7K
$8.34M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-550- 1.16% |
$98.9K - $126K
|
46.9K
$14.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-550- 19.57% |
$98.9K - $126K
|
2.26K
$681K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-550- 6.55% |
$98.9K - $126K
|
7.85K
$2.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-555- 1.1% |
$99.8K - $127K
|
50.1K
$15.1M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-557- 8.77% |
$100K - $128K
|
5.8K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-557- 5.6% |
$100K - $128K
|
9.39K
$2.83M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-560- 1.65% |
$101K - $128K
|
33.5K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-565- 4.59% |
$102K - $129K
|
11.7K
$3.54M
|