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 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-572- 11.89% |
$103K - $131K
|
4.24K
$1.28M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-576- 4.76% |
$104K - $132K
|
11.5K
$3.47M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-578- 11.48% |
$104K - $132K
|
4.46K
$1.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-588- 2.93% |
$106K - $135K
|
19.5K
$5.87M
|
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-592- 0.06% |
$106K - $136K
|
1.02M
$308M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-594- 6.57% |
$107K - $136K
|
8.45K
$2.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-599- 28.2% |
$108K - $137K
|
1.53K
$459K
|
|
|
May 09, 2024
Q1 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-601- 1.31% |
$108K - $138K
|
45.4K
$13.7M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-604- 38.97% |
$109K - $138K
|
946
$285K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-605- 1.04% |
$109K - $139K
|
57.5K
$17.3M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-610- 8.83% |
$110K - $140K
|
6.3K
$1.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-629- 17.28% |
$113K - $144K
|
3.01K
$908K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-633- 12.99% |
$114K - $145K
|
4.24K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-643- 11.92% |
$116K - $147K
|
4.75K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-646- 4.97% |
$116K - $148K
|
12.4K
$3.72M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-654- 5.59% |
$118K - $150K
|
11K
$3.33M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-655- 6.29% |
$118K - $150K
|
9.76K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-657- 4.88% |
$118K - $151K
|
12.8K
$3.86M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-658- 0.55% |
$118K - $151K
|
118K
$35.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-663- 1.83% |
$119K - $152K
|
35.6K
$10.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-663- 1.58% |
$119K - $152K
|
41.2K
$12.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-664- 0.14% |
$119K - $152K
|
480K
$144M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-672- 1.86% |
$121K - $154K
|
35.4K
$10.7M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-679- 6.71% |
$122K - $156K
|
9.44K
$2.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-685- 13.06% |
$123K - $157K
|
4.56K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-686- 19.24% |
$123K - $157K
|
2.88K
$867K
|
|
|
May 06, 2024
Q1 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-687- 0.63% |
$124K - $157K
|
109K
$32.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-702- 5.09% |
$126K - $161K
|
13.1K
$3.94M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-702- 8.86% |
$126K - $161K
|
7.22K
$2.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-710- 28.12% |
$128K - $163K
|
1.82K
$547K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-713- 0.72% |
$128K - $163K
|
98.3K
$29.6M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-713- 0.39% |
$128K - $163K
|
181K
$54.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-717- 2.32% |
$129K - $164K
|
30.2K
$9.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-726- 11.92% |
$131K - $166K
|
5.36K
$1.62M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-727- 20.11% |
$131K - $167K
|
2.89K
$870K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-732- 1.9% |
$132K - $168K
|
37.7K
$11.4M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-738- 0.62% |
$133K - $169K
|
117K
$35.4M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-744- 0.42% |
$134K - $170K
|
178K
$53.5M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-765- 4.44% |
$138K - $175K
|
16.5K
$4.97M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-770- 2.01% |
$138K - $176K
|
37.6K
$11.3M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-775- 1.17% |
$139K - $178K
|
65.7K
$19.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-779- 8.52% |
$140K - $178K
|
8.36K
$2.52M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-785- 7.74% |
$141K - $180K
|
9.35K
$2.82M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-797- 14.13% |
$143K - $183K
|
4.84K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-800- 3.35% |
$144K - $183K
|
23K
$6.94M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-802- 1.9% |
$144K - $184K
|
41.3K
$12.5M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-816- 0.53% |
$147K - $187K
|
152K
$45.9M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-827- 0.92% |
$149K - $189K
|
89.1K
$26.8M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-843- 0.32% |
$152K - $193K
|
264K
$79.7M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-844- 25.38% |
$152K - $193K
|
2.48K
$748K
|