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 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.76K+ 12.3% |
$1.21M - $1.55M
|
61.7K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
6.57KNew |
$1.18M - $1.51M
|
6.57K
$1.75M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
6.42K+ 3.81% |
$1.15M - $1.47M
|
175K
$46.4M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.41K+ 168.1% |
$1.15M - $1.47M
|
10.2K
$2.72M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
6.39K+ 260.76% |
$1.15M - $1.46M
|
8.84K
$2.35M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
6.12KNew |
$1.1M - $1.4M
|
6.12K
$1.63M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.06K+ 99.93% |
$1.09M - $1.39M
|
12.1K
$3.22M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.98K+ 137.42% |
$1.07M - $1.37M
|
10.3K
$2.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.93K+ 86.35% |
$1.07M - $1.36M
|
12.8K
$3.4M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.91K+ 90.01% |
$1.06M - $1.35M
|
12.5K
$3.31M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.83K+ 2.37% |
$1.05M - $1.34M
|
252K
$66.8M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
5.82K+ 6.4% |
$1.05M - $1.33M
|
96.8K
$25.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.78K+ 0.89% |
$1.04M - $1.32M
|
654K
$174M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.76K+ 10.79% |
$1.04M - $1.32M
|
59.2K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.75K+ 214.88% |
$1.03M - $1.32M
|
8.42K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Sprucegrove Investment Management LTD
Toronto, A6 |
BUY
|
- |
5.7K+ 10.2% |
$1.02M - $1.31M
|
61.6K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.61KNew |
$1.01M - $1.29M
|
5.61K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5.6KNew |
$1.01M - $1.28M
|
5.6K
$1.49M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
5.56K+ 11.09% |
$999K - $1.27M
|
55.7K
$14.8M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.51K+ 10.08% |
$991K - $1.26M
|
60.1K
$16M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
5.46KNew |
$982K - $1.25M
|
5.46K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
5.46K+ 11.6% |
$982K - $1.25M
|
52.5K
$13.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.45KNew |
$980K - $1.25M
|
5.45K
$1.45M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
5.35KNew |
$963K - $1.23M
|
5.35K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.29K+ 899.49% |
$951K - $1.21M
|
5.88K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
5.24K+ 331.46% |
$942K - $1.2M
|
6.82K
$1.81M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5.2KNew |
$934K - $1.19M
|
5.2K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.12K+ 89.13% |
$920K - $1.17M
|
10.9K
$2.88M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.11KNew |
$919K - $1.17M
|
5.11K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.05K+ 0.72% |
$908K - $1.16M
|
703K
$187M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.98KNew |
$896K - $1.14M
|
4.98K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
4.95K+ 8.6% |
$889K - $1.13M
|
62.5K
$16.6M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.82K+ 13.04% |
$867K - $1.11M
|
41.8K
$11.1M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.8K+ 15.5% |
$863K - $1.1M
|
35.8K
$9.49M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.73K+ 22.34% |
$850K - $1.08M
|
25.9K
$6.87M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.73K+ 127.63% |
$850K - $1.08M
|
8.43K
$2.24M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.63K+ 7.09% |
$832K - $1.06M
|
69.9K
$18.6M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.61K+ 8.07% |
$828K - $1.06M
|
61.7K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
4.49KNew |
$807K - $1.03M
|
4.49K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
4.47KNew |
$804K - $1.02M
|
4.47K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.37K+ 63.04% |
$786K - $1M
|
11.3K
$3M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.32K+ 237.87% |
$776K - $989K
|
6.13K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.31K+ 95.56% |
$774K - $987K
|
8.81K
$2.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
4.15K+ 11.54% |
$745K - $950K
|
40.1K
$10.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4.13K+ 12.52% |
$742K - $945K
|
37.1K
$9.84M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.06KNew |
$730K - $930K
|
4.06K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.02K+ 218.62% |
$722K - $920K
|
5.85K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
4K+ 8.91% |
$720K - $917K
|
48.9K
$13M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.79K+ 169.81% |
$681K - $867K
|
6.01K
$1.6M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.75K+ 7.96% |
$674K - $859K
|
50.9K
$13.5M
|