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 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
241+ 19.5% |
$52.4K - $58.6K
|
1.48K
$445K
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
238+ 7.09% |
$51.8K - $57.9K
|
3.6K
$1.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
237+ 13.72% |
$51.5K - $57.6K
|
1.96K
$592K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
237+ 2.32% |
$51.5K - $57.6K
|
10.5K
$3.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
236+ 0.71% |
$51.3K - $57.4K
|
33.7K
$10.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Unison Asset Management LLC
|
BUY
|
- |
235+ 0.69% |
$51.1K - $57.1K
|
34.1K
$10.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
231+ 18.77% |
$50.2K - $56.2K
|
1.46K
$441K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
231+ 1.7% |
$50.2K - $56.2K
|
13.9K
$4.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
230+ 26.11% |
$50K - $55.9K
|
1.11K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
226+ 3.83% |
$49.2K - $54.9K
|
6.12K
$1.84M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
225+ 1.46% |
$48.9K - $54.7K
|
15.6K
$4.71M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
224+ 1.07% |
$48.7K - $54.4K
|
21.1K
$6.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
224+ 7.44% |
$48.7K - $54.4K
|
3.24K
$975K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
223+ 18.44% |
$48.5K - $54.2K
|
1.43K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
223+ 3.96% |
$48.5K - $54.2K
|
5.85K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
219+ 20.92% |
$47.6K - $53.2K
|
1.27K
$381K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
212+ 8.42% |
$46.1K - $51.5K
|
2.73K
$823K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
210+ 15.42% |
$45.7K - $51K
|
1.57K
$474K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
209+ 18.19% |
$45.5K - $50.8K
|
1.36K
$409K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
208+ 5.23% |
$45.2K - $50.6K
|
4.19K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
208+ 0.81% |
$45.2K - $50.6K
|
25.8K
$7.78M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
207+ 4.87% |
$45K - $50.3K
|
4.46K
$1.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
206+ 12.15% |
$44.8K - $50.1K
|
1.9K
$573K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
206+ 1.9% |
$44.8K - $50.1K
|
11.1K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
206+ 1716.67% |
$44.8K - $50.1K
|
218
$65.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
205+ 41.33% |
$44.6K - $49.8K
|
701
$211K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
204+ 7.9% |
$44.4K - $49.6K
|
2.79K
$839K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
202+ 2.72% |
$43.9K - $49.1K
|
7.64K
$2.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
200New |
$43.5K - $48.6K
|
200
$60.3K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
200+ 3.61% |
$43.5K - $48.6K
|
5.74K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
200+ 10.47% |
$43.5K - $48.6K
|
2.11K
$636K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
192+ 8.29% |
$41.8K - $46.7K
|
2.51K
$755K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
191+ 47.63% |
$41.5K - $46.4K
|
592
$178K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
191+ 2.58% |
$41.5K - $46.4K
|
7.6K
$2.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
190+ 3.09% |
$41.3K - $46.2K
|
6.34K
$1.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
189+ 10.52% |
$41.1K - $45.9K
|
1.99K
$598K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
188+ 0.65% |
$40.9K - $45.7K
|
29.1K
$8.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
188+ 7.62% |
$40.9K - $45.7K
|
2.65K
$800K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
187+ 9.11% |
$40.7K - $45.5K
|
2.24K
$675K
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
185+ 1.26% |
$40.2K - $45K
|
14.9K
$4.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
184+ 3.49% |
$40K - $44.7K
|
5.45K
$1.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
183New |
$39.8K - $44.5K
|
183
$55.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
183+ 3.98% |
$39.8K - $44.5K
|
4.78K
$1.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
180+ 0.48% |
$39.2K - $43.8K
|
38K
$11.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
179+ 10.37% |
$38.9K - $43.5K
|
1.91K
$574K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
174+ 26.44% |
$37.8K - $42.3K
|
832
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
172+ 6.79% |
$37.4K - $41.8K
|
2.71K
$815K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
171+ 8.95% |
$37.2K - $41.6K
|
2.08K
$627K
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
170+ 1.56% |
$37K - $41.3K
|
11.1K
$3.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
170+ 1.67% |
$37K - $41.3K
|
10.4K
$3.12M
|