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 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.16K- 12.22% |
$388K - $494K
|
15.5K
$4.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.19K- 7.77% |
$394K - $502K
|
26K
$7.83M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.2K- 81.5% |
$396K - $505K
|
500
$151K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.21K- 57.16% |
$398K - $507K
|
1.66K
$500K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-2.22K- 3.08% |
$399K - $508K
|
69.8K
$21M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-2.26K- 1.37% |
$406K - $518K
|
162K
$48.9M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.26K- 20.7% |
$407K - $518K
|
8.66K
$2.61M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-2.27K- 87.43% |
$409K - $521K
|
327
$98.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.29K- 4.01% |
$411K - $524K
|
54.7K
$16.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.31K- 2.71% |
$414K - $528K
|
82.7K
$24.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.31K- 4.24% |
$415K - $528K
|
52.1K
$15.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.32K- 4.48% |
$418K - $532K
|
49.6K
$14.9M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.35K- 32.7% |
$422K - $538K
|
4.83K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-2.36K- 14.69% |
$424K - $540K
|
13.7K
$4.12M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.37K- 0.29% |
$425K - $542K
|
824K
$248M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-2.4K- 2.0% |
$431K - $549K
|
117K
$35.3M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.4K- 11.87% |
$432K - $550K
|
17.8K
$5.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.41K- 62.03% |
$433K - $552K
|
1.48K
$444K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.42K- 13.35% |
$435K - $555K
|
15.7K
$4.74M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-2.43K- 6.82% |
$436K - $556K
|
33.2K
$9.99M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-2.44K- 11.88% |
$439K - $559K
|
18.1K
$5.45M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.47K- 21.23% |
$444K - $566K
|
9.16K
$2.76M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-2.49K- 7.02% |
$448K - $571K
|
33K
$9.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-2.5K- 10.32% |
$449K - $572K
|
21.7K
$6.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.5K- 8.67% |
$449K - $572K
|
26.3K
$7.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.5K- 96.15% |
$449K - $573K
|
100
$30.1K
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.54K- 6.81% |
$456K - $582K
|
34.7K
$10.5M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-2.59K- 12.05% |
$465K - $593K
|
18.9K
$5.69M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.59K- 1.91% |
$466K - $593K
|
133K
$40.1M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.6K- 1.94% |
$468K - $596K
|
132K
$39.7M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.63K- 5.72% |
$474K - $604K
|
43.4K
$13.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-2.65K- 14.91% |
$477K - $608K
|
15.1K
$4.56M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-2.66K- 21.31% |
$477K - $608K
|
9.8K
$2.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-2.66K- 26.99% |
$478K - $609K
|
7.19K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.67K- 9.43% |
$480K - $612K
|
25.7K
$7.73M
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.72K- 0.72% |
$488K - $622K
|
377K
$114M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.72K- 1.41% |
$489K - $623K
|
190K
$57.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.73K- 18.37% |
$490K - $625K
|
12.1K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.74K- 25.3% |
$493K - $628K
|
8.1K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-2.77K- 47.07% |
$498K - $634K
|
3.11K
$938K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.77K- 2.15% |
$499K - $635K
|
126K
$38M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.78K- 5.01% |
$499K - $636K
|
52.6K
$15.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.78K- 7.62% |
$500K - $637K
|
33.7K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.81K- 21.09% |
$505K - $644K
|
10.5K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.84K- 3.81% |
$511K - $651K
|
71.8K
$21.6M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.88K- 54.23% |
$517K - $659K
|
2.43K
$731K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.92K- 7.23% |
$524K - $668K
|
37.4K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.92K- 1.43% |
$525K - $669K
|
201K
$60.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.93K- 25.44% |
$527K - $672K
|
8.6K
$2.59M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.02K- 3.47% |
$544K - $693K
|
84.1K
$25.3M
|