Purchases and Sales Made in Q2 2024 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
818+ 4.16% |
$178K - $199K
|
20.5K
$6.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
817+ 3.22% |
$178K - $199K
|
26.2K
$7.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
808+ 3.76% |
$176K - $196K
|
22.3K
$6.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
808+ 17.6% |
$176K - $196K
|
5.4K
$1.63M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
800+ 13.89% |
$174K - $194K
|
6.56K
$1.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
793+ 11.16% |
$172K - $193K
|
7.9K
$2.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
788+ 28.66% |
$171K - $192K
|
3.54K
$1.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
774+ 57.46% |
$168K - $188K
|
2.12K
$639K
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
774+ 1.18% |
$168K - $188K
|
66.1K
$19.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
766+ 9.1% |
$167K - $186K
|
9.18K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
759+ 1.29% |
$165K - $184K
|
59.6K
$18M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
746+ 27.73% |
$162K - $181K
|
3.44K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
739+ 4.32% |
$161K - $180K
|
17.9K
$5.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
734+ 5.61% |
$160K - $178K
|
13.8K
$4.16M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
732+ 2.23% |
$159K - $178K
|
33.6K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
727+ 25.17% |
$158K - $177K
|
3.62K
$1.09M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
723+ 1.0% |
$157K - $176K
|
72.9K
$22M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
716+ 12.66% |
$156K - $174K
|
6.37K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
713+ 1273.21% |
$155K - $173K
|
769
$232K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
711+ 4.14% |
$155K - $173K
|
17.9K
$5.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
688New |
$150K - $167K
|
688
$207K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
687+ 13.79% |
$149K - $167K
|
5.67K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
687+ 1.76% |
$149K - $167K
|
39.7K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
686+ 0.69% |
$149K - $167K
|
100K
$30.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
666+ 5.89% |
$145K - $162K
|
12K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
664+ 0.66% |
$144K - $161K
|
101K
$30.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
657+ 1.18% |
$143K - $160K
|
56.1K
$16.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
656+ 5.16% |
$143K - $159K
|
13.4K
$4.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
655+ 4.5% |
$142K - $159K
|
15.2K
$4.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
648+ 2.04% |
$141K - $158K
|
32.4K
$9.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
645+ 15.27% |
$140K - $157K
|
4.87K
$1.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
644+ 9.57% |
$140K - $157K
|
7.37K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
637+ 2.63% |
$139K - $155K
|
24.8K
$7.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
626+ 7.99% |
$136K - $152K
|
8.46K
$2.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
613+ 5.22% |
$133K - $149K
|
12.3K
$3.72M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
611+ 25.29% |
$133K - $149K
|
3.03K
$912K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
610+ 8.95% |
$133K - $148K
|
7.43K
$2.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
610+ 42.21% |
$133K - $148K
|
2.06K
$619K
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
BUY
|
- |
591+ 3.01% |
$129K - $144K
|
20.2K
$6.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
590+ 2.71% |
$128K - $143K
|
22.4K
$6.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
590+ 20.41% |
$128K - $143K
|
3.48K
$1.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
588+ 13.29% |
$128K - $143K
|
5.01K
$1.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
587+ 587.0% |
$128K - $143K
|
687
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
584+ 56.75% |
$127K - $142K
|
1.61K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
577+ 1.46% |
$125K - $140K
|
40.1K
$12.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
575+ 6.91% |
$125K - $140K
|
8.9K
$2.68M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
565New |
$123K - $137K
|
565
$170K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
564+ 11.94% |
$123K - $137K
|
5.29K
$1.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
563+ 0.97% |
$122K - $137K
|
58.6K
$17.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
557+ 19.76% |
$121K - $135K
|
3.38K
$1.02M
|