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 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.16K- 2.25% |
$209K - $267K
|
50.7K
$13.5M
|
|
|
Feb 05, 2025
Q1 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-1.17K- 20.28% |
$210K - $268K
|
4.6K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.18K- 43.5% |
$213K - $271K
|
1.54K
$408K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 44.93% |
$213K - $271K
|
1.45K
$385K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.19K- 0.93% |
$213K - $272K
|
126K
$33.5M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.21K- 4.54% |
$218K - $277K
|
25.4K
$6.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.21K- 30.91% |
$218K - $277K
|
2.71K
$719K
|
|
|
May 15, 2024
Q1 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-1.26K- 19.61% |
$227K - $289K
|
5.17K
$1.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.28K- 8.89% |
$229K - $292K
|
13.1K
$3.47M
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.3K- 1.07% |
$234K - $298K
|
120K
$31.8M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.3K- 5.22% |
$234K - $298K
|
23.6K
$6.27M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.3K- 6.85% |
$234K - $299K
|
17.7K
$4.71M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.32K- 3.99% |
$238K - $303K
|
31.8K
$8.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.33K- 34.0% |
$240K - $305K
|
2.59K
$687K
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.34K- 44.19% |
$240K - $306K
|
1.69K
$448K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.34K- 4.03% |
$240K - $306K
|
31.9K
$8.46M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.35K- 0.91% |
$243K - $309K
|
146K
$38.8M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.38K- 2.53% |
$249K - $317K
|
53.3K
$14.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.39K- 12.1% |
$250K - $318K
|
10.1K
$2.68M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.39K- 20.16% |
$250K - $318K
|
5.5K
$1.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.4K- 0.78% |
$251K - $320K
|
179K
$47.4M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.41K- 4.11% |
$253K - $323K
|
32.9K
$8.73M
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.42K- 38.76% |
$256K - $326K
|
2.25K
$597K
|
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1.42K- 0.72% |
$256K - $326K
|
196K
$52M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.48K- 11.03% |
$265K - $338K
|
11.9K
$3.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 4.31% |
$270K - $344K
|
33.3K
$8.84M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.5K- 81.79% |
$270K - $344K
|
334
$88.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.51K- 1.84% |
$271K - $346K
|
80.3K
$21.3M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-1.54K- 33.91% |
$277K - $353K
|
3K
$796K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.55K- 13.17% |
$279K - $355K
|
10.2K
$2.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.56K- 1.9% |
$280K - $357K
|
80.5K
$21.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.57K- 2.88% |
$282K - $359K
|
52.7K
$14M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.59K- 9.72% |
$286K - $365K
|
14.8K
$3.93M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.63K- 13.95% |
$293K - $373K
|
10K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.64K- 1.59% |
$294K - $375K
|
101K
$26.8M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.64K- 7.99% |
$294K - $375K
|
18.9K
$5.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.67K- 39.95% |
$301K - $384K
|
2.52K
$668K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.69K- 23.09% |
$304K - $387K
|
5.63K
$1.49M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.69K- 8.01% |
$304K - $388K
|
19.4K
$5.16M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.7K- 45.39% |
$305K - $389K
|
2.04K
$542K
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.7K- 0.97% |
$306K - $390K
|
174K
$46.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.7K- 1.26% |
$306K - $390K
|
133K
$35.4M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 2.59% |
$312K - $398K
|
65.4K
$17.4M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-1.74K- 15.73% |
$313K - $398K
|
9.32K
$2.47M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.76K- 2.2% |
$316K - $402K
|
78.1K
$20.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-1.76K- 4.06% |
$316K - $403K
|
41.6K
$11M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.76K- 1.71% |
$317K - $404K
|
101K
$26.9M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.78K- 34.53% |
$320K - $407K
|
3.37K
$895K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.79K- 72.37% |
$321K - $409K
|
682
$181K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.82K- 4.7% |
$328K - $417K
|
37K
$9.82M
|