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 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.68K+ 10222.22% |
$662K - $843K
|
3.72K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
3.67K+ 3.83% |
$660K - $841K
|
99.5K
$31M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
3.65KNew |
$657K - $837K
|
3.65K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.55K+ 167.98% |
$638K - $812K
|
5.66K
$1.76M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.55K+ 5.59% |
$638K - $812K
|
67K
$20.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
3.52K+ 3.35% |
$634K - $807K
|
109K
$33.8M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.44K+ 34.51% |
$618K - $788K
|
13.4K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.43K+ 276.33% |
$617K - $786K
|
4.67K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.36K+ 6.56% |
$604K - $770K
|
54.6K
$17M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.36K+ 5.91% |
$603K - $769K
|
60.1K
$18.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
3.33KNew |
$598K - $762K
|
3.33K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.32KNew |
$597K - $760K
|
3.32K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.3K+ 42.54% |
$592K - $755K
|
11K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.29KNew |
$591K - $753K
|
3.29K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.27K+ 4.86% |
$587K - $748K
|
70.5K
$21.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
3.24K+ 14.61% |
$582K - $742K
|
25.4K
$7.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
3.17KNew |
$569K - $726K
|
3.17K
$985K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.15K+ 4.76% |
$567K - $722K
|
69.4K
$21.6M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.15K+ 20.34% |
$567K - $722K
|
18.6K
$5.8M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.09K+ 6.27% |
$555K - $707K
|
52.3K
$16.3M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.06K+ 29.81% |
$549K - $700K
|
13.3K
$4.14M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.04K+ 36.3% |
$546K - $695K
|
11.4K
$3.54M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.02K+ 51.53% |
$543K - $692K
|
8.88K
$2.76M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.01K+ 114.59% |
$541K - $689K
|
5.63K
$1.75M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.98K+ 21.96% |
$535K - $682K
|
16.5K
$5.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.94K+ 65.45% |
$529K - $674K
|
7.44K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.9K+ 77.76% |
$521K - $664K
|
6.63K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.88KNew |
$519K - $661K
|
2.88K
$897K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.87KNew |
$515K - $657K
|
2.87K
$892K
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
2.86K+ 2.33% |
$515K - $656K
|
126K
$39.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.81K+ 5.39% |
$506K - $645K
|
55.1K
$17.1M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.75K+ 11.2% |
$494K - $630K
|
27.3K
$8.49M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.75K+ 5.42% |
$494K - $630K
|
53.4K
$16.6M
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.64K+ 2.34% |
$474K - $604K
|
116K
$35.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
2.63K+ 12.15% |
$472K - $602K
|
24.2K
$7.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
BUY
|
- |
2.63KNew |
$472K - $601K
|
2.63K
$816K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.62K+ 107.74% |
$471K - $600K
|
5.05K
$1.57M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.61KNew |
$470K - $599K
|
2.61K
$813K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.58KNew |
$464K - $592K
|
2.58K
$803K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.58K+ 18.08% |
$463K - $591K
|
16.8K
$5.24M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.58K+ 1.08% |
$463K - $591K
|
241K
$74.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.52KNew |
$452K - $576K
|
2.52K
$782K
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.51KNew |
$452K - $576K
|
2.51K
$782K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.43K+ 31.71% |
$437K - $557K
|
10.1K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.43K+ 22.75% |
$437K - $556K
|
13.1K
$4.07M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.42K+ 56.63% |
$436K - $555K
|
6.7K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.41K+ 156.49% |
$433K - $552K
|
3.95K
$1.23M
|
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.4K+ 1.39% |
$431K - $550K
|
175K
$54.6M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.39K+ 19.57% |
$430K - $548K
|
14.6K
$4.55M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.39K+ 0.68% |
$429K - $547K
|
353K
$110M
|