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 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
110+ 1.67% |
$23.9K - $26.7K
|
6.68K
$2.01M
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
110+ 1.54% |
$23.9K - $26.7K
|
7.26K
$2.19M
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
108+ 5.16% |
$23.5K - $26.3K
|
2.2K
$663K
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
107+ 2.43% |
$23.3K - $26K
|
4.51K
$1.36M
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
106+ 5.41% |
$23.1K - $25.8K
|
2.06K
$622K
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
105+ 11.67% |
$22.8K - $25.5K
|
1.01K
$303K
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
103+ 25.75% |
$22.4K - $25K
|
503
$152K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
102+ 2.53% |
$22.2K - $24.8K
|
4.13K
$1.24M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
102+ 1.0% |
$22.2K - $24.8K
|
10.3K
$3.1M
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
102+ 0.1% |
$22.2K - $24.8K
|
99.5K
$30M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
102+ 1.19% |
$22.2K - $24.8K
|
8.67K
$2.61M
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
101+ 0.13% |
$22K - $24.6K
|
78.2K
$23.6M
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
100+ 1.73% |
$21.8K - $24.3K
|
5.87K
$1.77M
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
100New |
$21.8K - $24.3K
|
100
$30.1K
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
100+ 11.35% |
$21.8K - $24.3K
|
981
$296K
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
100+ 1.01% |
$21.8K - $24.3K
|
10K
$3.03M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
100+ 0.49% |
$21.8K - $24.3K
|
20.7K
$6.23M
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
100+ 0.29% |
$21.8K - $24.3K
|
34.6K
$10.4M
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
100+ 1.35% |
$21.8K - $24.3K
|
7.49K
$2.26M
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
100+ 0.61% |
$21.8K - $24.3K
|
16.6K
$5.01M
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
98+ 0.89% |
$21.3K - $23.8K
|
11.1K
$3.36M
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
96+ 0.99% |
$20.9K - $23.3K
|
9.75K
$2.94M
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
95+ 0.34% |
$20.7K - $23.1K
|
27.7K
$8.34M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
95+ 3.43% |
$20.7K - $23.1K
|
2.87K
$863K
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
94+ 4.26% |
$20.4K - $22.8K
|
2.3K
$694K
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
93+ 0.38% |
$20.2K - $22.6K
|
24.4K
$7.34M
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
92+ 9.79% |
$20K - $22.4K
|
1.03K
$311K
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
91+ 8.19% |
$19.8K - $22.1K
|
1.2K
$362K
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
90+ 5.67% |
$19.6K - $21.9K
|
1.68K
$505K
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
90+ 3.49% |
$19.6K - $21.9K
|
2.67K
$804K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
88+ 9.08% |
$19.1K - $21.4K
|
1.06K
$318K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
88+ 2.06% |
$19.1K - $21.4K
|
4.37K
$1.32M
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
87+ 1.62% |
$18.9K - $21.1K
|
5.45K
$1.64M
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
87+ 1.81% |
$18.9K - $21.1K
|
4.9K
$1.48M
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
87+ 1.35% |
$18.9K - $21.1K
|
6.55K
$1.97M
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
85+ 6.36% |
$18.5K - $20.7K
|
1.42K
$428K
|
|
Jul 22, 2024
Q2 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
85+ 0.33% |
$18.5K - $20.7K
|
25.8K
$7.78M
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
85+ 1.16% |
$18.5K - $20.7K
|
7.43K
$2.24M
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
85+ 9.23% |
$18.5K - $20.7K
|
1.01K
$303K
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
83+ 47.43% |
$18.1K - $20.2K
|
258
$77.7K
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
82+ 0.89% |
$17.8K - $19.9K
|
9.33K
$2.81M
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
82+ 4.86% |
$17.8K - $19.9K
|
1.77K
$533K
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
80+ 3.95% |
$17.4K - $19.4K
|
2.11K
$635K
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
80+ 7.91% |
$17.4K - $19.4K
|
1.09K
$329K
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
79+ 4.71% |
$17.2K - $19.2K
|
1.76K
$530K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
79+ 6.15% |
$17.2K - $19.2K
|
1.36K
$411K
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
78+ 2.64% |
$17K - $19K
|
3.03K
$912K
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
75+ 2.08% |
$16.3K - $18.2K
|
3.69K
$1.11M
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
75+ 0.41% |
$16.3K - $18.2K
|
18.2K
$5.49M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
74+ 1.56% |
$16.1K - $18K
|
4.8K
$1.45M
|