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 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
43+ 4.12% |
$9.35K - $10.5K
|
1.09K
$332K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
43+ 18.86% |
$9.35K - $10.5K
|
271
$82.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
43+ 4.02% |
$9.35K - $10.5K
|
1.11K
$340K
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
41+ 0.4% |
$8.92K - $9.97K
|
10.4K
$3.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
39+ 4.16% |
$8.48K - $9.48K
|
976
$298K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
39New |
$8.48K - $9.48K
|
39
$11.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
38+ 1.34% |
$8.27K - $9.24K
|
2.88K
$880K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
38+ 0.68% |
$8.27K - $9.24K
|
5.67K
$1.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
38+ 2.5% |
$8.27K - $9.24K
|
1.56K
$475K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
38New |
$8.27K - $9.24K
|
38
$11.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
37+ 3.92% |
$8.05K - $8.99K
|
982
$300K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
37+ 0.86% |
$8.05K - $8.99K
|
4.34K
$1.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
37+ 4.87% |
$8.05K - $8.99K
|
796
$243K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
37+ 14.34% |
$8.05K - $8.99K
|
295
$90.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
37+ 2.77% |
$8.05K - $8.99K
|
1.37K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
37+ 0.67% |
$8.05K - $8.99K
|
5.58K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
37+ 2.35% |
$8.05K - $8.99K
|
1.61K
$493K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
36New |
$7.83K - $8.75K
|
36
$11K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
36+ 0.14% |
$7.83K - $8.75K
|
25.9K
$7.91M
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
35New |
$7.61K - $8.51K
|
35
$10.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
35+ 1.15% |
$7.61K - $8.51K
|
3.07K
$939K
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
34+ 1.1% |
$7.4K - $8.26K
|
3.14K
$958K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
34+ 7.0% |
$7.4K - $8.26K
|
520
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
34+ 0.17% |
$7.4K - $8.26K
|
20.1K
$6.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
34+ 2.1% |
$7.4K - $8.26K
|
1.65K
$505K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
33+ 1.34% |
$7.18K - $8.02K
|
2.5K
$765K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
33+ 4.44% |
$7.18K - $8.02K
|
776
$237K
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
33+ 2.2% |
$7.18K - $8.02K
|
1.53K
$468K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
32+ 0.72% |
$6.96K - $7.78K
|
4.48K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
32+ 4.03% |
$6.96K - $7.78K
|
827
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
32+ 2.85% |
$6.96K - $7.78K
|
1.16K
$353K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
31+ 3.21% |
$6.74K - $7.54K
|
997
$305K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
31+ 1.92% |
$6.74K - $7.54K
|
1.64K
$502K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
31+ 0.11% |
$6.74K - $7.54K
|
28.7K
$8.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
31+ 103.33% |
$6.74K - $7.54K
|
61
$18.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
30+ 0.58% |
$6.53K - $7.29K
|
5.19K
$1.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
29+ 2.12% |
$6.31K - $7.05K
|
1.39K
$426K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
29+ 2.53% |
$6.31K - $7.05K
|
1.17K
$358K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
29+ 13.88% |
$6.31K - $7.05K
|
238
$72.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
28+ 0.9% |
$6.09K - $6.81K
|
3.14K
$959K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
28+ 0.83% |
$6.09K - $6.81K
|
3.38K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
27+ 337.5% |
$5.87K - $6.56K
|
35
$10.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
27+ 2.4% |
$5.87K - $6.56K
|
1.15K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
27+ 0.38% |
$5.87K - $6.56K
|
7.17K
$2.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
27+ 0.79% |
$5.87K - $6.56K
|
3.43K
$1.05M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
26+ 0.87% |
$5.66K - $6.32K
|
3.01K
$919K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
26+ 0.29% |
$5.66K - $6.32K
|
8.97K
$2.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
26+ 0.57% |
$5.66K - $6.32K
|
4.56K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
26+ 1.7% |
$5.66K - $6.32K
|
1.56K
$475K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
26+ 0.22% |
$5.66K - $6.32K
|
11.7K
$3.58M
|