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
|
Trinity Point Wealth, LLC
|
BUY
|
- |
10+ 0.17% |
$2.18K - $2.43K
|
5.81K
$1.75M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 0.67% |
$2.18K - $2.43K
|
1.51K
$455K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 2.79% |
$2.18K - $2.43K
|
369
$111K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.85% |
$2.18K - $2.43K
|
1.18K
$356K
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
10+ 0.13% |
$2.18K - $2.43K
|
7.67K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
10New |
$2.18K - $2.43K
|
10
$3.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 1.95% |
$2.18K - $2.43K
|
522
$157K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
9+ 0.72% |
$1.96K - $2.19K
|
1.26K
$380K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
9+ 36.0% |
$1.96K - $2.19K
|
34
$10.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
9New |
$1.96K - $2.19K
|
9
$2.71K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 0.31% |
$1.96K - $2.19K
|
2.96K
$891K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.41% |
$1.96K - $2.19K
|
2.21K
$667K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 5.33% |
$1.74K - $1.94K
|
158
$47.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8New |
$1.74K - $1.94K
|
8
$2.41K
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
7+ 0.44% |
$1.52K - $1.7K
|
1.59K
$480K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
7+ 0.57% |
$1.52K - $1.7K
|
1.23K
$372K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
7New |
$1.52K - $1.7K
|
7
$2.11K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
6+ 0.1% |
$1.31K - $1.46K
|
6.21K
$1.87M
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
6+ 0.27% |
$1.31K - $1.46K
|
2.23K
$673K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 13.64% |
$1.31K - $1.46K
|
50
$15.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 3.64% |
$1.31K - $1.46K
|
171
$51.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5+ 0.41% |
$1.09K - $1.22K
|
1.23K
$372K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$1.09K - $1.22K
|
4.44K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
BUY
|
- |
5+ 0.07% |
$1.09K - $1.22K
|
7.39K
$2.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
5+ 0.05% |
$1.09K - $1.22K
|
10K
$3.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 0.4% |
$1.09K - $1.22K
|
1.25K
$375K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5+ 0.13% |
$1.09K - $1.22K
|
3.89K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.51% |
$1.09K - $1.22K
|
980
$295K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5+ 0.3% |
$1.09K - $1.22K
|
1.69K
$508K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5+ 0.05% |
$1.09K - $1.22K
|
9.2K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.17% |
$1.09K - $1.22K
|
2.92K
$880K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
5+ 0.02% |
$1.09K - $1.22K
|
22.2K
$6.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.35% |
$870 - $972
|
1.15K
$348K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.27% |
$870 - $972
|
1.49K
$448K
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
4+ 0.28% |
$870 - $972
|
1.41K
$425K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4+ 4.44% |
$870 - $972
|
94
$28.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.26% |
$870 - $972
|
1.55K
$468K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4+ 0.04% |
$870 - $972
|
9.07K
$2.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4+ 23.53% |
$870 - $972
|
21
$6.33K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.44% |
$870 - $972
|
904
$272K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4+ 0.43% |
$870 - $972
|
942
$284K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
4+ 0.13% |
$870 - $972
|
3.11K
$938K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
4+ 0.12% |
$870 - $972
|
3.43K
$1.03M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4+ 0.22% |
$870 - $972
|
1.81K
$545K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 3.09% |
$653 - $729
|
100
$30.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.21% |
$653 - $729
|
1.42K
$427K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.25% |
$653 - $729
|
1.18K
$356K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 3.41% |
$653 - $729
|
91
$27.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
3+ 0.26% |
$653 - $729
|
1.14K
$344K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.1% |
$653 - $729
|
2.92K
$879K
|