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 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-3.05K- 13.97% |
$548K - $699K
|
18.8K
$5.66M
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.08K- 52.67% |
$554K - $706K
|
2.77K
$834K
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.11K- 21.79% |
$558K - $712K
|
11.2K
$3.36M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.15K- 1.45% |
$567K - $722K
|
215K
$64.7M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.17K- 1.51% |
$569K - $725K
|
207K
$62.4M
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-3.21K- 9.43% |
$577K - $736K
|
30.9K
$9.3M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.22K- 18.75% |
$579K - $738K
|
13.9K
$4.2M
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.24K- 4.4% |
$583K - $742K
|
70.4K
$21.2M
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-3.33K- 16.59% |
$599K - $763K
|
16.7K
$5.05M
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-3.36K- 4.59% |
$604K - $770K
|
69.8K
$21M
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-3.37K- 2.58% |
$605K - $771K
|
127K
$38.2M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.39K- 1.33% |
$609K - $776K
|
251K
$75.6M
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-3.4K- 4.75% |
$611K - $779K
|
68.2K
$20.6M
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.49K- 3.85% |
$628K - $800K
|
87.3K
$26.3M
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-3.5K- 3.4% |
$630K - $802K
|
99.4K
$29.9M
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.56K- 2.94% |
$639K - $815K
|
118K
$35.4M
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.58K- 22.68% |
$644K - $820K
|
12.2K
$3.68M
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-3.6K- 9.42% |
$647K - $825K
|
34.6K
$10.4M
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-3.62K- 2.88% |
$651K - $830K
|
122K
$36.8M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.64K- 1.91% |
$655K - $835K
|
187K
$56.3M
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.7K- 3.65% |
$665K - $847K
|
97.5K
$29.4M
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-3.8K- 3.28% |
$683K - $871K
|
112K
$33.8M
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-3.84K- 7.22% |
$690K - $879K
|
49.3K
$14.8M
|
|
Apr 24, 2024
Q1 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-3.9K- 5.59% |
$701K - $894K
|
65.9K
$19.9M
|
|
May 06, 2024
Q1 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-3.95K- 1.89% |
$710K - $905K
|
205K
$61.8M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4K- 3.97% |
$720K - $917K
|
96.8K
$29.2M
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-4.04K- 2.1% |
$726K - $925K
|
188K
$56.6M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.16K- 15.84% |
$748K - $954K
|
22.1K
$6.66M
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.19K- 8.07% |
$753K - $959K
|
47.7K
$14.4M
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.21K- 44.57% |
$757K - $964K
|
5.23K
$1.58M
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.22K- 9.96% |
$758K - $966K
|
38.1K
$11.5M
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-4.41K- 3.84% |
$793K - $1.01M
|
110K
$33.3M
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.47K- 54.29% |
$803K - $1.02M
|
3.76K
$1.13M
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-4.51K- 1.92% |
$812K - $1.03M
|
231K
$69.5M
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.52K- 1.31% |
$813K - $1.04M
|
339K
$102M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.67KClosed |
$840K - $1.07M
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.71K- 48.9% |
$847K - $1.08M
|
4.93K
$1.48M
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.78K- 79.54% |
$860K - $1.1M
|
1.23K
$371K
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-4.79K- 47.41% |
$861K - $1.1M
|
5.31K
$1.6M
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-4.8K- 21.25% |
$864K - $1.1M
|
17.8K
$5.37M
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-4.84K- 3.29% |
$871K - $1.11M
|
142K
$42.8M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.08K- 36.17% |
$913K - $1.16M
|
8.96K
$2.7M
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-5.16K- 29.44% |
$928K - $1.18M
|
12.4K
$3.73M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.19K- 1.15% |
$932K - $1.19M
|
446K
$134M
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.19K- 0.81% |
$933K - $1.19M
|
639K
$193M
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5.27K- 23.72% |
$947K - $1.21M
|
16.9K
$5.1M
|
|
May 15, 2024
Q1 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-5.3K- 23.25% |
$953K - $1.21M
|
17.5K
$5.27M
|
|
May 14, 2024
Q1 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-5.48K- 1.26% |
$985K - $1.26M
|
429K
$129M
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-5.53K- 0.63% |
$994K - $1.27M
|
868K
$261M
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.58K- 63.57% |
$1M - $1.28M
|
3.2K
$963K
|