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 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
26+ 0.28% |
$5.66K - $6.32K
|
9.24K
$2.78M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
25+ 192.31% |
$5.44K - $6.08K
|
38
$11.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
25+ 1.39% |
$5.44K - $6.08K
|
1.83K
$550K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
25+ 2.41% |
$5.44K - $6.08K
|
1.06K
$320K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
25+ 1.11% |
$5.44K - $6.08K
|
2.28K
$687K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
25+ 0.28% |
$5.44K - $6.08K
|
8.87K
$2.67M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
24+ 0.21% |
$5.22K - $5.83K
|
11.4K
$3.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
24+ 2.23% |
$5.22K - $5.83K
|
1.1K
$332K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
24+ 0.61% |
$5.22K - $5.83K
|
3.95K
$1.19M
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
24+ 1.63% |
$5.22K - $5.83K
|
1.5K
$451K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
23+ 0.98% |
$5K - $5.59K
|
2.38K
$717K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
23+ 0.96% |
$5K - $5.59K
|
2.42K
$730K
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
23+ 2.44% |
$5K - $5.59K
|
966
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
22+ 1.79% |
$4.79K - $5.35K
|
1.25K
$377K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
21+ 2.13% |
$4.57K - $5.1K
|
1.01K
$303K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
21+ 1.45% |
$4.57K - $5.1K
|
1.47K
$442K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
21+ 0.66% |
$4.57K - $5.1K
|
3.21K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
21+ 0.52% |
$4.57K - $5.1K
|
4.1K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
20+ 1.53% |
$4.35K - $4.86K
|
1.32K
$399K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
20+ 0.34% |
$4.35K - $4.86K
|
5.96K
$1.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 0.74% |
$4.35K - $4.86K
|
2.73K
$822K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
20+ 33.33% |
$4.35K - $4.86K
|
80
$24.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
20+ 0.25% |
$4.35K - $4.86K
|
8.01K
$2.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
19+ 2.74% |
$4.13K - $4.62K
|
712
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19+ 1.28% |
$4.13K - $4.62K
|
1.5K
$451K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
18+ 1.79% |
$3.92K - $4.38K
|
1.03K
$309K
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
18+ 1.76% |
$3.92K - $4.38K
|
1.04K
$314K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
17+ 1.67% |
$3.7K - $4.13K
|
1.04K
$312K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
17+ 1.67% |
$3.7K - $4.13K
|
1.03K
$311K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
17+ 0.43% |
$3.7K - $4.13K
|
3.97K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
17+ 0.16% |
$3.7K - $4.13K
|
10.4K
$3.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
16+ 0.8% |
$3.48K - $3.89K
|
2.03K
$611K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15+ 1.38% |
$3.26K - $3.65K
|
1.1K
$331K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
15+ 0.06% |
$3.26K - $3.65K
|
23.3K
$7.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
15+ 0.11% |
$3.26K - $3.65K
|
13.2K
$3.98M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 1.24% |
$3.05K - $3.4K
|
1.15K
$346K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14+ 0.3% |
$3.05K - $3.4K
|
4.72K
$1.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13+ 0.1% |
$2.83K - $3.16K
|
12.8K
$3.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
13+ 0.52% |
$2.83K - $3.16K
|
2.51K
$755K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
12New |
$2.61K - $2.92K
|
12
$3.62K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
12+ 0.74% |
$2.61K - $2.92K
|
1.64K
$493K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 1.83% |
$2.61K - $2.92K
|
667
$201K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
12+ 0.64% |
$2.61K - $2.92K
|
1.88K
$568K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
12+ 0.36% |
$2.61K - $2.92K
|
3.36K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
12+ 9.02% |
$2.61K - $2.92K
|
145
$43.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 2.22% |
$2.39K - $2.67K
|
507
$153K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11+ 26.83% |
$2.39K - $2.67K
|
52
$15.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
10+ 0.5% |
$2.18K - $2.43K
|
2.01K
$607K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10+ 0.62% |
$2.18K - $2.43K
|
1.62K
$488K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.23% |
$2.18K - $2.43K
|
4.42K
$1.33M
|