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 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-770- 2.01% |
$138K - $176K
|
37.6K
$11.7M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-775- 1.17% |
$139K - $178K
|
65.7K
$20.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-779- 8.52% |
$140K - $178K
|
8.36K
$2.6M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-785- 7.74% |
$141K - $180K
|
9.35K
$2.91M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-797- 14.13% |
$143K - $183K
|
4.84K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-800- 3.35% |
$144K - $183K
|
23K
$7.17M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-802- 1.9% |
$144K - $184K
|
41.3K
$12.9M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-816- 0.53% |
$147K - $187K
|
152K
$47.4M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-827- 0.92% |
$149K - $189K
|
89.1K
$27.7M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-843- 0.32% |
$152K - $193K
|
264K
$82.3M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-844- 25.38% |
$152K - $193K
|
2.48K
$772K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-862- 16.67% |
$155K - $198K
|
4.31K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-869- 2.44% |
$156K - $199K
|
34.8K
$10.8M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-885- 36.42% |
$159K - $203K
|
1.55K
$481K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-900- 0.57% |
$162K - $206K
|
157K
$48.7M
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-900- 0.56% |
$162K - $206K
|
161K
$50M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-903- 23.63% |
$162K - $207K
|
2.92K
$908K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-908- 1.56% |
$163K - $208K
|
57.1K
$17.8M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-914- 2.9% |
$164K - $209K
|
30.6K
$9.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-924- 6.81% |
$166K - $212K
|
12.6K
$3.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-928- 4.04% |
$167K - $213K
|
22K
$6.86M
|
|
|
May 14, 2024
Q1 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-941- 0.36% |
$169K - $216K
|
260K
$80.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-952- 2.6% |
$171K - $218K
|
35.7K
$11.1M
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
SELL
|
- |
-952- 0.31% |
$171K - $218K
|
306K
$95.3M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-954- 16.36% |
$172K - $219K
|
4.88K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-983- 3.11% |
$177K - $225K
|
30.6K
$9.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-999- 25.16% |
$180K - $229K
|
2.97K
$924K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1K- 11.18% |
$180K - $229K
|
7.95K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 5.28% |
$180K - $230K
|
18K
$5.59M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.02K- 41.48% |
$182K - $233K
|
1.43K
$445K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.02K- 12.36% |
$184K - $234K
|
7.24K
$2.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-1.03K- 7.7% |
$186K - $237K
|
12.4K
$3.85M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.03K- 7.03% |
$186K - $237K
|
13.7K
$4.25M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-1.04K- 5.39% |
$187K - $238K
|
18.2K
$5.68M
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-1.04K- 11.68% |
$187K - $239K
|
7.87K
$2.45M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.04K- 45.23% |
$187K - $239K
|
1.26K
$393K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.05K- 9.68% |
$189K - $241K
|
9.84K
$3.06M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.06K- 56.69% |
$191K - $244K
|
812
$253K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.06K- 3.11% |
$191K - $244K
|
33.1K
$10.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-1.07K- 11.17% |
$193K - $246K
|
8.53K
$2.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.11K- 6.01% |
$199K - $253K
|
17.3K
$5.38M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.11K- 4.7% |
$199K - $254K
|
22.5K
$7M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.13KClosed |
$204K - $260K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1.14K- 14.78% |
$205K - $261K
|
6.57K
$2.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.16K- 2.25% |
$209K - $267K
|
50.7K
$15.8M
|
|
|
Feb 05, 2025
Q1 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-1.17K- 20.28% |
$210K - $268K
|
4.6K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.18K- 43.5% |
$213K - $271K
|
1.54K
$478K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 44.93% |
$213K - $271K
|
1.45K
$451K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.19K- 0.93% |
$213K - $272K
|
126K
$39.3M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.21K- 4.54% |
$218K - $277K
|
25.4K
$7.91M
|