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 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.84K- 6.36% |
$330K - $421K
|
27K
$7.18M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.86K- 42.69% |
$335K - $427K
|
2.5K
$664K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.91K- 1.43% |
$344K - $439K
|
132K
$35M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.94K- 13.2% |
$349K - $445K
|
12.8K
$3.39M
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.95K- 0.56% |
$351K - $447K
|
344K
$91.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.96K- 57.63% |
$353K - $450K
|
1.44K
$383K
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-2K- 2.99% |
$360K - $458K
|
65K
$17.3M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-2K- 2.99% |
$360K - $458K
|
65K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.02K- 14.87% |
$364K - $463K
|
11.6K
$3.07M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.03K- 99.66% |
$365K - $465K
|
7
$1.86K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.05K- 5.15% |
$368K - $469K
|
37.7K
$10M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.07K- 11.83% |
$372K - $474K
|
15.4K
$4.09M
|
|
|
May 07, 2024
Q1 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-2.07K- 3.33% |
$372K - $474K
|
60.1K
$16M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.1K- 2.83% |
$377K - $481K
|
72K
$19.1M
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-2.1K- 45.07% |
$378K - $481K
|
2.56K
$679K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.1K- 2.73% |
$378K - $482K
|
75K
$19.9M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.11K- 15.82% |
$379K - $483K
|
11.2K
$2.98M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.12K- 99.76% |
$380K - $485K
|
5
$1.33K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.16K- 12.22% |
$388K - $494K
|
15.5K
$4.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.19K- 7.77% |
$394K - $502K
|
26K
$6.9M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.2K- 81.5% |
$396K - $505K
|
500
$133K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.21K- 57.16% |
$398K - $507K
|
1.66K
$440K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-2.22K- 3.08% |
$399K - $508K
|
69.8K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-2.26K- 1.37% |
$406K - $518K
|
162K
$43.1M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.26K- 20.7% |
$407K - $518K
|
8.66K
$2.3M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-2.27K- 87.43% |
$409K - $521K
|
327
$86.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.29K- 4.01% |
$411K - $524K
|
54.7K
$14.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.31K- 2.71% |
$414K - $528K
|
82.7K
$22M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.31K- 4.24% |
$415K - $528K
|
52.1K
$13.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.32K- 4.48% |
$418K - $532K
|
49.6K
$13.2M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.35K- 32.7% |
$422K - $538K
|
4.83K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-2.36K- 14.69% |
$424K - $540K
|
13.7K
$3.63M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.37K- 0.29% |
$425K - $542K
|
824K
$219M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-2.4K- 2.0% |
$431K - $549K
|
117K
$31.1M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.4K- 11.87% |
$432K - $550K
|
17.8K
$4.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.41K- 62.03% |
$433K - $552K
|
1.48K
$392K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.42K- 13.35% |
$435K - $555K
|
15.7K
$4.17M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-2.43K- 6.82% |
$436K - $556K
|
33.2K
$8.81M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-2.44K- 11.88% |
$439K - $559K
|
18.1K
$4.8M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.47K- 21.23% |
$444K - $566K
|
9.16K
$2.43M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-2.49K- 7.02% |
$448K - $571K
|
33K
$8.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-2.5K- 10.32% |
$449K - $572K
|
21.7K
$5.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.5K- 8.67% |
$449K - $572K
|
26.3K
$6.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.5K- 96.15% |
$449K - $573K
|
100
$26.5K
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.54K- 6.81% |
$456K - $582K
|
34.7K
$9.21M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-2.59K- 12.05% |
$465K - $593K
|
18.9K
$5.01M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.59K- 1.91% |
$466K - $593K
|
133K
$35.3M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.6K- 1.94% |
$468K - $596K
|
132K
$34.9M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.63K- 5.72% |
$474K - $604K
|
43.4K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-2.65K- 14.91% |
$477K - $608K
|
15.1K
$4.02M
|