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
|
Platform Technology Partners
|
BUY
|
- |
166+ 4.58% |
$36.1K - $40.4K
|
3.79K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
166+ 3.32% |
$36.1K - $40.4K
|
5.17K
$1.56M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
165+ 9.62% |
$35.9K - $40.1K
|
1.88K
$567K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
165+ 7.64% |
$35.9K - $40.1K
|
2.33K
$701K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
165+ 412.5% |
$35.9K - $40.1K
|
205
$61.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
164+ 0.82% |
$35.7K - $39.9K
|
20.2K
$6.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
164+ 6.3% |
$35.7K - $39.9K
|
2.77K
$834K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
164+ 0.71% |
$35.7K - $39.9K
|
23.2K
$6.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
164+ 13.09% |
$35.7K - $39.9K
|
1.42K
$427K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
164+ 0.71% |
$35.7K - $39.9K
|
23.2K
$6.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
162+ 4.19% |
$35.2K - $39.4K
|
4.02K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
160+ 9.65% |
$34.8K - $38.9K
|
1.82K
$548K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
159+ 5.52% |
$34.6K - $38.6K
|
3.04K
$915K
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
159+ 0.73% |
$34.6K - $38.6K
|
21.8K
$6.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
158+ 1.68% |
$34.4K - $38.4K
|
9.55K
$2.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
157+ 0.93% |
$34.1K - $38.2K
|
17K
$5.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
157+ 5.08% |
$34.1K - $38.2K
|
3.25K
$978K
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
155+ 2.83% |
$33.7K - $37.7K
|
5.63K
$1.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
154+ 1.47% |
$33.5K - $37.4K
|
10.6K
$3.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
153+ 31.68% |
$33.3K - $37.2K
|
636
$192K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
151+ 2.75% |
$32.8K - $36.7K
|
5.65K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
147+ 1.35% |
$32K - $35.7K
|
11K
$3.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
146+ 3.29% |
$31.8K - $35.5K
|
4.58K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
145+ 0.55% |
$31.5K - $35.2K
|
26.6K
$8.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
142+ 6.91% |
$30.9K - $34.5K
|
2.2K
$662K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
142+ 0.67% |
$30.9K - $34.5K
|
21.4K
$6.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
140+ 1.56% |
$30.5K - $34K
|
9.14K
$2.75M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
139+ 13.9% |
$30.2K - $33.8K
|
1.14K
$343K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
138+ 3.25% |
$30K - $33.5K
|
4.38K
$1.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
137+ 13.56% |
$29.8K - $33.3K
|
1.15K
$346K
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
137+ 5.47% |
$29.8K - $33.3K
|
2.64K
$795K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
137+ 0.01% |
$29.8K - $33.3K
|
1.11M
$336M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
135+ 12.4% |
$29.4K - $32.8K
|
1.22K
$369K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
132+ 3.46% |
$28.7K - $32.1K
|
3.95K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
132+ 13.78% |
$28.7K - $32.1K
|
1.09K
$328K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
131+ 3.91% |
$28.5K - $31.8K
|
3.48K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
131New |
$28.5K - $31.8K
|
131
$39.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
129+ 1.82% |
$28.1K - $31.4K
|
7.21K
$2.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
125+ 4.95% |
$27.2K - $30.4K
|
2.65K
$799K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
121+ 2.35% |
$26.3K - $29.4K
|
5.28K
$1.59M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
120+ 1.04% |
$26.1K - $29.2K
|
11.6K
$3.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
120+ 10.2% |
$26.1K - $29.2K
|
1.3K
$391K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
117+ 7.68% |
$25.4K - $28.4K
|
1.64K
$494K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
116+ 3.33% |
$25.2K - $28.2K
|
3.6K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
115+ 4.83% |
$25K - $28K
|
2.5K
$752K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
114+ 0.71% |
$24.8K - $27.7K
|
16.3K
$4.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
113+ 2.53% |
$24.6K - $27.5K
|
4.58K
$1.38M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
113+ 3.2% |
$24.6K - $27.5K
|
3.64K
$1.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
112+ 0.79% |
$24.4K - $27.2K
|
14.4K
$4.33M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
110+ 1.02% |
$23.9K - $26.7K
|
10.9K
$3.27M
|