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 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4+ 0.22% |
$870 - $972
|
1.81K
$487K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 3.09% |
$653 - $729
|
100
$26.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.21% |
$653 - $729
|
1.42K
$381K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.25% |
$653 - $729
|
1.18K
$318K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 3.41% |
$653 - $729
|
91
$24.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
3+ 0.26% |
$653 - $729
|
1.14K
$307K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.1% |
$653 - $729
|
2.92K
$785K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.18% |
$653 - $729
|
1.65K
$443K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3+ 0.06% |
$653 - $729
|
5.05K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.1% |
$653 - $729
|
2.91K
$783K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2+ 0.14% |
$435 - $486
|
1.44K
$386K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$435 - $486
|
472
$127K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$435 - $486
|
3.99K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.21% |
$435 - $486
|
954
$257K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$435 - $486
|
1.6K
$430K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
2+ 0.07% |
$435 - $486
|
3.04K
$817K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$435 - $486
|
903
$243K
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
2+ 0.12% |
$435 - $486
|
1.61K
$433K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.04% |
$435 - $486
|
4.55K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
2+ 0.22% |
$435 - $486
|
907
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.16% |
$435 - $486
|
1.27K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.11% |
$435 - $486
|
1.9K
$512K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.77% |
$435 - $486
|
262
$70.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.11% |
$218 - $243
|
931
$250K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$218 - $243
|
2.16K
$581K
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$218 - $243
|
1.83K
$493K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$218 - $243
|
1.22K
$328K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$218 - $243
|
408
$110K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.24% |
$218 - $243
|
410
$110K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.08% |
$218 - $243
|
1.33K
$358K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.62% |
$218 - $243
|
162
$43.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.1% |
$218 - $243
|
1.03K
$276K
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$218 - $243
|
9.4K
$2.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1+ 0.0% |
$218 - $243
|
23.4K
$6.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1New |
$218 - $243
|
1
$269
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$218 - $243
|
3.41K
$918K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.12% |
$218 - $243
|
813
$219K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$218 - $243
|
3
$807
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$218 - $243
|
17.9K
$4.82M
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.01% |
$218 - $243
|
8.53K
$2.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 1.64% |
$218 - $243
|
62
$16.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Valueworks LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$218 - $243
|
11.6K
$3.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1+ 0.07% |
$218 - $243
|
1.42K
$382K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.13% |
$218 - $243
|
784
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.05% |
$218 - $243
|
2.06K
$553K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.31% |
$218 - $243
|
322
$86.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.08% |
$218 - $243
|
1.32K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.09% |
$218 - $243
|
1.1K
$295K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.08% |
$218 - $243
|
1.22K
$329K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|