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 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.48K+ 1.66% |
$267K - $340K
|
90.9K
$27.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.47KNew |
$265K - $338K
|
1.47K
$444K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.47K+ 19.4% |
$264K - $336K
|
9.04K
$2.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
1.47K+ 1.78% |
$263K - $336K
|
83.9K
$25.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
1.47K+ 8.42% |
$263K - $336K
|
18.9K
$5.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.43K+ 2.7% |
$257K - $328K
|
54.4K
$16.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.43KNew |
$257K - $328K
|
1.43K
$431K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.43K+ 14.52% |
$257K - $328K
|
11.3K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.42K+ 80.29% |
$256K - $326K
|
3.19K
$962K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.41K+ 8.52% |
$253K - $322K
|
17.9K
$5.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.41K+ 12.94% |
$253K - $322K
|
12.3K
$3.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.4K+ 20.0% |
$252K - $321K
|
8.41K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.4K+ 25.48% |
$252K - $321K
|
6.9K
$2.08M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.4K+ 33.8% |
$252K - $321K
|
5.54K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.38KNew |
$248K - $316K
|
1.38K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.37K+ 12.62% |
$245K - $313K
|
12.2K
$3.67M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.35K+ 13.1% |
$243K - $310K
|
11.7K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
1.35KNew |
$243K - $309K
|
1.35K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.35K+ 37.03% |
$242K - $309K
|
4.99K
$1.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.35KNew |
$242K - $309K
|
1.35K
$406K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.34K+ 8.44% |
$240K - $306K
|
17.2K
$5.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.34K+ 9.25% |
$240K - $306K
|
15.8K
$4.75M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.33K+ 4.38% |
$240K - $306K
|
31.8K
$9.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.31KNew |
$236K - $300K
|
1.31K
$395K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.31KNew |
$235K - $299K
|
1.31K
$394K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.3KNew |
$234K - $299K
|
1.3K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.3K+ 4.39% |
$234K - $298K
|
31K
$9.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.3KNew |
$233K - $297K
|
1.3K
$391K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.3K+ 115.52% |
$233K - $297K
|
2.42K
$728K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.29K+ 3.53% |
$232K - $296K
|
37.9K
$11.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.27K+ 26.83% |
$229K - $292K
|
6.02K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.27K+ 10.29% |
$229K - $292K
|
13.6K
$4.11M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.27K+ 39.79% |
$227K - $290K
|
4.44K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.26K+ 5.49% |
$227K - $289K
|
24.2K
$7.29M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.26KNew |
$226K - $288K
|
1.26K
$379K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.25KNew |
$225K - $287K
|
1.25K
$378K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 19.7% |
$224K - $285K
|
7.57K
$2.28M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.24KNew |
$222K - $283K
|
1.24K
$372K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.23KNew |
$221K - $282K
|
1.23K
$371K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.21KNew |
$218K - $278K
|
1.21K
$366K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.21KNew |
$217K - $277K
|
1.21K
$364K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.2KNew |
$216K - $276K
|
1.2K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.19K+ 87.26% |
$214K - $273K
|
2.56K
$771K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.18KNew |
$212K - $270K
|
1.18K
$355K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.18KNew |
$212K - $270K
|
1.18K
$355K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.16KNew |
$209K - $266K
|
1.16K
$350K
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.16K+ 33.78% |
$208K - $266K
|
4.59K
$1.38M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.16K+ 15.35% |
$208K - $265K
|
8.68K
$2.61M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.15K+ 11.69% |
$207K - $263K
|
11K
$3.31M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.14KNew |
$204K - $260K
|
1.14K
$342K
|