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 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-702- 5.09% |
$126K - $161K
|
13.1K
$3.87M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-702- 8.86% |
$126K - $161K
|
7.22K
$2.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-710- 28.12% |
$128K - $163K
|
1.82K
$537K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-713- 0.72% |
$128K - $163K
|
98.3K
$29.1M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-713- 0.39% |
$128K - $163K
|
181K
$53.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-717- 2.32% |
$129K - $164K
|
30.2K
$8.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-726- 11.92% |
$131K - $166K
|
5.36K
$1.59M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-727- 20.11% |
$131K - $167K
|
2.89K
$855K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-732- 1.9% |
$132K - $168K
|
37.7K
$11.2M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-738- 0.62% |
$133K - $169K
|
117K
$34.7M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-744- 0.42% |
$134K - $170K
|
178K
$52.6M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-765- 4.44% |
$138K - $175K
|
16.5K
$4.88M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-770- 2.01% |
$138K - $176K
|
37.6K
$11.1M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-775- 1.17% |
$139K - $178K
|
65.7K
$19.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-779- 8.52% |
$140K - $178K
|
8.36K
$2.47M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-785- 7.74% |
$141K - $180K
|
9.35K
$2.77M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-797- 14.13% |
$143K - $183K
|
4.84K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-800- 3.35% |
$144K - $183K
|
23K
$6.82M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-802- 1.9% |
$144K - $184K
|
41.3K
$12.2M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-816- 0.53% |
$147K - $187K
|
152K
$45.1M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-827- 0.92% |
$149K - $189K
|
89.1K
$26.4M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-843- 0.32% |
$152K - $193K
|
264K
$78.3M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-844- 25.38% |
$152K - $193K
|
2.48K
$735K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-862- 16.67% |
$155K - $198K
|
4.31K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-869- 2.44% |
$156K - $199K
|
34.8K
$10.3M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-885- 36.42% |
$159K - $203K
|
1.55K
$457K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-900- 0.57% |
$162K - $206K
|
157K
$46.4M
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-900- 0.56% |
$162K - $206K
|
161K
$47.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-903- 23.63% |
$162K - $207K
|
2.92K
$864K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-908- 1.56% |
$163K - $208K
|
57.1K
$16.9M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-914- 2.9% |
$164K - $209K
|
30.6K
$9.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-924- 6.81% |
$166K - $212K
|
12.6K
$3.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-928- 4.04% |
$167K - $213K
|
22K
$6.53M
|
|
|
May 14, 2024
Q1 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-941- 0.36% |
$169K - $216K
|
260K
$76.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-952- 2.6% |
$171K - $218K
|
35.7K
$10.6M
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
SELL
|
- |
-952- 0.31% |
$171K - $218K
|
306K
$90.7M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-954- 16.36% |
$172K - $219K
|
4.88K
$1.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-983- 3.11% |
$177K - $225K
|
30.6K
$9.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-999- 25.16% |
$180K - $229K
|
2.97K
$880K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1K- 11.18% |
$180K - $229K
|
7.95K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 5.28% |
$180K - $230K
|
18K
$5.32M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.02K- 41.48% |
$182K - $233K
|
1.43K
$424K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.02K- 12.36% |
$184K - $234K
|
7.24K
$2.14M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.03K- 20.87% |
$185K - $235K
|
3.89K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-1.03K- 7.7% |
$186K - $237K
|
12.4K
$3.66M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.03K- 7.03% |
$186K - $237K
|
13.7K
$4.04M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-1.04K- 5.39% |
$187K - $238K
|
18.2K
$5.4M
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-1.04K- 11.68% |
$187K - $239K
|
7.87K
$2.33M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.04K- 45.23% |
$187K - $239K
|
1.26K
$374K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.05K- 9.68% |
$189K - $241K
|
9.84K
$2.91M
|