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 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
72+ 0.7% |
$15.7K - $17.5K
|
10.4K
$3.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
71+ 3.32% |
$15.4K - $17.3K
|
2.21K
$665K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
69+ 1.22% |
$15K - $16.8K
|
5.7K
$1.72M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
69New |
$15K - $16.8K
|
69
$20.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
68+ 0.38% |
$14.8K - $16.5K
|
18.1K
$5.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
68+ 0.27% |
$14.8K - $16.5K
|
25.5K
$7.69M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
67+ 1.77% |
$14.6K - $16.3K
|
3.86K
$1.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
67New |
$14.6K - $16.3K
|
67
$20.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
67+ 0.1% |
$14.6K - $16.3K
|
67.5K
$20.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
66+ 5.48% |
$14.4K - $16K
|
1.27K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
65+ 0.36% |
$14.1K - $15.8K
|
18.2K
$5.48M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
62+ 3.82% |
$13.5K - $15.1K
|
1.69K
$508K
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
61+ 2.02% |
$13.3K - $14.8K
|
3.08K
$928K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
61+ 2.13% |
$13.3K - $14.8K
|
2.93K
$883K
|
|
|
Jul 16, 2024
Q2 2024
|
Qv Investors Inc.
|
BUY
|
- |
60+ 0.53% |
$13.1K - $14.6K
|
11.4K
$3.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
60+ 0.86% |
$13.1K - $14.6K
|
7.06K
$2.13M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
58+ 1.91% |
$12.6K - $14.1K
|
3.09K
$931K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
57+ 2.85% |
$12.4K - $13.9K
|
2.06K
$619K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
57+ 3.51% |
$12.4K - $13.9K
|
1.68K
$506K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
56+ 2.8% |
$12.2K - $13.6K
|
2.06K
$620K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
56+ 2.8% |
$12.2K - $13.6K
|
2.06K
$620K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
55+ 1.35% |
$12K - $13.4K
|
4.12K
$1.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
55+ 1.89% |
$12K - $13.4K
|
2.97K
$893K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
55+ 0.97% |
$12K - $13.4K
|
5.71K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
55+ 29.57% |
$12K - $13.4K
|
241
$72.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
54+ 5.95% |
$11.7K - $13.1K
|
962
$290K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
52+ 0.97% |
$11.3K - $12.6K
|
5.39K
$1.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
52+ 33.99% |
$11.3K - $12.6K
|
205
$61.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
51+ 0.94% |
$11.1K - $12.4K
|
5.46K
$1.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
51+ 1.07% |
$11.1K - $12.4K
|
4.81K
$1.45M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
51+ 0.06% |
$11.1K - $12.4K
|
87.3K
$26.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
50+ 0.23% |
$10.9K - $12.2K
|
21.6K
$6.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
50+ 3.99% |
$10.9K - $12.2K
|
1.3K
$393K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
49+ 0.96% |
$10.7K - $11.9K
|
5.16K
$1.56M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
49+ 42.24% |
$10.7K - $11.9K
|
165
$49.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
49+ 0.67% |
$10.7K - $11.9K
|
7.37K
$2.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
49+ 5.15% |
$10.7K - $11.9K
|
1K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
49+ 4.7% |
$10.7K - $11.9K
|
1.09K
$329K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
47+ 4.66% |
$10.2K - $11.4K
|
1.06K
$318K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
47+ 5.05% |
$10.2K - $11.4K
|
978
$295K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
46+ 0.73% |
$10K - $11.2K
|
6.35K
$1.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
46+ 0.32% |
$10K - $11.2K
|
14.4K
$4.35M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
46+ 4.11% |
$10K - $11.2K
|
1.16K
$351K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
45+ 0.5% |
$9.79K - $10.9K
|
9.04K
$2.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
45+ 1.03% |
$9.79K - $10.9K
|
4.42K
$1.33M
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
44+ 0.56% |
$9.57K - $10.7K
|
7.92K
$2.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
44+ 1.73% |
$9.57K - $10.7K
|
2.59K
$781K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
44+ 1.64% |
$9.57K - $10.7K
|
2.72K
$819K
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
44New |
$9.57K - $10.7K
|
44
$13.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
43+ 0.93% |
$9.35K - $10.5K
|
4.68K
$1.41M
|