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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
565New |
$123K - $137K
|
565
$152K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
564+ 11.94% |
$123K - $137K
|
5.29K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
563+ 0.97% |
$122K - $137K
|
58.6K
$15.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
557+ 19.76% |
$121K - $135K
|
3.38K
$908K
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
550+ 14.42% |
$120K - $134K
|
4.37K
$1.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
546+ 23.0% |
$119K - $133K
|
2.92K
$786K
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
535+ 5.54% |
$116K - $130K
|
10.2K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
534+ 1.26% |
$116K - $130K
|
43K
$11.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
532+ 7.7% |
$116K - $129K
|
7.44K
$2M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
527+ 6.57% |
$115K - $128K
|
8.55K
$2.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
527+ 34.74% |
$115K - $128K
|
2.04K
$550K
|
|
|
Jul 11, 2024
Q2 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
525+ 1.47% |
$114K - $128K
|
36.2K
$9.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
518+ 5.24% |
$113K - $126K
|
10.4K
$2.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
517+ 24.95% |
$112K - $126K
|
2.59K
$697K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
508+ 19.76% |
$110K - $123K
|
3.08K
$828K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
508+ 24.19% |
$110K - $123K
|
2.61K
$702K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
507+ 0.87% |
$110K - $123K
|
59K
$15.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
504+ 3.74% |
$110K - $123K
|
14K
$3.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
503+ 2.97% |
$109K - $122K
|
17.4K
$4.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
500New |
$109K - $122K
|
500
$135K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
500+ 100.0% |
$109K - $122K
|
1K
$269K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
499+ 51.5% |
$109K - $121K
|
1.47K
$395K
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
497+ 2.0% |
$108K - $121K
|
25.3K
$6.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
493+ 11.49% |
$107K - $120K
|
4.79K
$1.29M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
490New |
$107K - $119K
|
490
$132K
|
|
|
Aug 01, 2024
Q2 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
480+ 2.06% |
$104K - $117K
|
23.8K
$6.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
BUY
|
- |
470+ 2.73% |
$102K - $114K
|
17.7K
$4.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
467+ 8.45% |
$102K - $114K
|
5.99K
$1.61M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
457+ 7.46% |
$99.4K - $111K
|
6.58K
$1.77M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
452+ 47.43% |
$98.3K - $110K
|
1.41K
$378K
|
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
BUY
|
- |
447+ 11.78% |
$97.2K - $109K
|
4.24K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
447+ 5.19% |
$97.2K - $109K
|
9.07K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
441+ 15.53% |
$95.9K - $107K
|
3.28K
$883K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
440+ 3.63% |
$95.7K - $107K
|
12.6K
$3.38M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
438+ 46.74% |
$95.3K - $106K
|
1.38K
$370K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
437+ 28.88% |
$95K - $106K
|
1.95K
$525K
|
|
|
Jul 18, 2024
Q2 2024
|
Fcf Advisors LLC
|
BUY
|
- |
432+ 1.53% |
$94K - $105K
|
28.7K
$7.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
426+ 13.04% |
$92.7K - $104K
|
3.69K
$994K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
421+ 26.38% |
$91.6K - $102K
|
2.02K
$543K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
419New |
$91.1K - $102K
|
419
$113K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
417+ 39.45% |
$90.7K - $101K
|
1.47K
$397K
|
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
417+ 3.67% |
$90.7K - $101K
|
11.8K
$3.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
408+ 4.21% |
$88.7K - $99.2K
|
10.1K
$2.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
408New |
$88.7K - $99.2K
|
408
$110K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
407+ 12.94% |
$88.5K - $98.9K
|
3.55K
$956K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
401+ 36.36% |
$87.2K - $97.5K
|
1.5K
$405K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
400+ 2.1% |
$87K - $97.2K
|
19.4K
$5.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
400+ 17.69% |
$87K - $97.2K
|
2.66K
$716K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
399+ 10.58% |
$86.8K - $97K
|
4.17K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
399+ 4.6% |
$86.8K - $97K
|
9.08K
$2.44M
|