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 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.19K+ 87.26% |
$214K - $273K
|
2.56K
$679K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.18KNew |
$212K - $270K
|
1.18K
$312K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.18KNew |
$212K - $270K
|
1.18K
$312K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.16KNew |
$209K - $266K
|
1.16K
$308K
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.16K+ 33.78% |
$208K - $266K
|
4.59K
$1.22M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.16K+ 15.35% |
$208K - $265K
|
8.68K
$2.3M
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.15KNew |
$207K - $264K
|
1.15K
$306K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.15K+ 11.69% |
$207K - $263K
|
11K
$2.91M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.14KNew |
$204K - $260K
|
1.14K
$301K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.13K+ 14.69% |
$204K - $260K
|
8.85K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 3.54% |
$202K - $257K
|
32.8K
$8.71M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.12KNew |
$202K - $257K
|
1.12K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
1.12KNew |
$201K - $256K
|
1.12K
$297K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.11K+ 19.28% |
$199K - $254K
|
6.85K
$1.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.09KNew |
$196K - $250K
|
1.09K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.09K+ 5.35% |
$196K - $250K
|
21.4K
$5.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.09KNew |
$195K - $249K
|
1.09K
$288K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.08KNew |
$194K - $247K
|
1.08K
$286K
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.08KNew |
$194K - $247K
|
1.08K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.08KNew |
$194K - $247K
|
1.08K
$286K
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.07KNew |
$192K - $245K
|
1.07K
$284K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.07KNew |
$192K - $244K
|
1.07K
$283K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.07KNew |
$192K - $244K
|
1.07K
$283K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.07KNew |
$192K - $244K
|
1.07K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.06KNew |
$191K - $244K
|
1.06K
$282K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.06KNew |
$191K - $243K
|
1.06K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.06KNew |
$190K - $242K
|
1.06K
$281K
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1.06KNew |
$190K - $242K
|
1.06K
$280K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.05KNew |
$189K - $241K
|
1.05K
$279K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.05KNew |
$189K - $240K
|
1.05K
$278K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.05KNew |
$188K - $240K
|
1.05K
$278K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
1.04KNew |
$188K - $239K
|
1.04K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.04KNew |
$187K - $238K
|
1.04K
$276K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.04KNew |
$186K - $238K
|
1.04K
$275K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.03K+ 19.4% |
$186K - $237K
|
6.36K
$1.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.03KNew |
$186K - $237K
|
1.03K
$274K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.03K+ 7.48% |
$185K - $236K
|
14.8K
$3.93M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.03KNew |
$185K - $236K
|
1.03K
$273K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.03K+ 1.01% |
$185K - $236K
|
103K
$27.3M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.03KNew |
$184K - $235K
|
1.03K
$272K
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.02KNew |
$184K - $234K
|
1.02K
$272K
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
1.02KNew |
$183K - $234K
|
1.02K
$271K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.02KNew |
$183K - $234K
|
1.02K
$271K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.02KNew |
$183K - $233K
|
1.02K
$270K
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.02KNew |
$183K - $233K
|
1.02K
$270K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.02KNew |
$183K - $233K
|
1.02K
$270K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1.01KNew |
$182K - $232K
|
1.01K
$269K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.01KNew |
$182K - $231K
|
1.01K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.01KNew |
$181K - $231K
|
1.01K
$268K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
1.01KNew |
$181K - $231K
|
1.01K
$268K
|