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 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.39K+ 19.57% |
$430K - $548K
|
14.6K
$4.06M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.39K+ 0.68% |
$429K - $547K
|
353K
$98M
|
|
|
May 07, 2024
Q1 2024
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
2.38K+ 2.74% |
$428K - $546K
|
89.3K
$24.8M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.36K+ 12.59% |
$425K - $541K
|
21.1K
$5.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.32KNew |
$416K - $530K
|
2.32K
$643K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.3K+ 33.82% |
$414K - $527K
|
9.1K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2.26KNew |
$406K - $517K
|
2.26K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.24KNew |
$402K - $513K
|
2.24K
$622K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.2K+ 18.47% |
$395K - $504K
|
14.1K
$3.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Jlb & Associates Inc
|
BUY
|
- |
2.18K+ 21.6% |
$391K - $499K
|
12.3K
$3.41M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
2.14KNew |
$384K - $489K
|
2.14K
$594K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.13K+ 36.28% |
$383K - $488K
|
7.99K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.11KNew |
$379K - $483K
|
2.11K
$586K
|
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
BUY
|
- |
2.1K+ 8.03% |
$378K - $482K
|
28.3K
$7.86M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.06K+ 2.17% |
$370K - $472K
|
97.1K
$27M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.06K+ 151.4% |
$370K - $472K
|
3.42K
$950K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
2.02K+ 77.47% |
$364K - $463K
|
4.63K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.02K+ 109.01% |
$363K - $463K
|
3.87K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.02KNew |
$363K - $463K
|
2.02K
$561K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.02KNew |
$363K - $462K
|
2.02K
$561K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
2.02KNew |
$362K - $462K
|
2.02K
$560K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.01KNew |
$362K - $461K
|
2.01K
$559K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2K+ 16.14% |
$360K - $458K
|
14.4K
$4M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2KNew |
$360K - $458K
|
2K
$556K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.99KNew |
$358K - $456K
|
1.99K
$553K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.98K+ 1.23% |
$356K - $454K
|
163K
$45.3M
|
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.97K+ 24.6% |
$354K - $451K
|
9.97K
$2.77M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.96K+ 18.58% |
$352K - $449K
|
12.5K
$3.47M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 248.39% |
$347K - $442K
|
2.71K
$752K
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.92K+ 306.21% |
$346K - $441K
|
2.55K
$709K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.92K+ 3.58% |
$345K - $440K
|
55.5K
$15.4M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.89K+ 16.33% |
$340K - $433K
|
13.5K
$3.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.85K+ 34.47% |
$333K - $425K
|
7.23K
$2.01M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.85K+ 3.24% |
$332K - $423K
|
58.9K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.83KNew |
$329K - $419K
|
1.83K
$508K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.82K+ 4.46% |
$328K - $417K
|
42.7K
$11.9M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.81K+ 107.76% |
$325K - $414K
|
3.48K
$967K
|
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
1.81K+ 9.87% |
$325K - $414K
|
20.1K
$5.58M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.8K+ 9.42% |
$323K - $412K
|
20.9K
$5.81M
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.79KNew |
$322K - $410K
|
1.79K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.78KNew |
$319K - $407K
|
1.78K
$493K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.77K+ 4.76% |
$319K - $406K
|
39.1K
$10.9M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.75K+ 5.39% |
$315K - $401K
|
34.2K
$9.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.74K+ 80.55% |
$312K - $398K
|
3.89K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.72K+ 16.86% |
$309K - $393K
|
11.9K
$3.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.72K+ 127.11% |
$309K - $393K
|
3.07K
$852K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.65K+ 2.89% |
$297K - $378K
|
58.9K
$16.4M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.64KNew |
$294K - $375K
|
1.64K
$454K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.63K+ 7.06% |
$292K - $373K
|
24.7K
$6.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.63KNew |
$292K - $372K
|
1.63K
$452K
|