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 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1- 0.09% |
$218 - $243
|
1.07K
$324K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.05% |
$218 - $243
|
1.94K
$585K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-2- 0.01% |
$435 - $486
|
29.4K
$8.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.13% |
$435 - $486
|
1.56K
$469K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 14.29% |
$435 - $486
|
12
$3.62K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-2- 0.18% |
$435 - $486
|
1.13K
$341K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2- 0.34% |
$435 - $486
|
581
$175K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3- 0.21% |
$653 - $729
|
1.45K
$436K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-3- 0.22% |
$653 - $729
|
1.35K
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-3- 0.28% |
$653 - $729
|
1.06K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3- 0.11% |
$653 - $729
|
2.75K
$828K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-4- 0.25% |
$870 - $972
|
1.58K
$476K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-4- 0.11% |
$870 - $972
|
3.52K
$1.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 0.4% |
$870 - $972
|
993
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4- 3.81% |
$870 - $972
|
101
$30.4K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-5- 0.21% |
$1.09K - $1.22K
|
2.4K
$723K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 0.65% |
$1.09K - $1.22K
|
764
$230K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5- 0.14% |
$1.09K - $1.22K
|
3.55K
$1.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-5- 0.33% |
$1.09K - $1.22K
|
1.52K
$458K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5- 0.34% |
$1.09K - $1.22K
|
1.45K
$437K
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-5- 0.24% |
$1.09K - $1.22K
|
2.1K
$632K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5- 0.04% |
$1.09K - $1.22K
|
11.4K
$3.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-5- 0.01% |
$1.09K - $1.22K
|
34.8K
$10.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5- 4.85% |
$1.09K - $1.22K
|
98
$29.5K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-6- 1.05% |
$1.31K - $1.46K
|
566
$171K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-6- 0.16% |
$1.31K - $1.46K
|
3.82K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 0.53% |
$1.52K - $1.7K
|
1.32K
$397K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-7- 0.74% |
$1.52K - $1.7K
|
933
$281K
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-7- 0.16% |
$1.52K - $1.7K
|
4.31K
$1.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-7- 0.35% |
$1.52K - $1.7K
|
2.02K
$609K
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-7- 0.28% |
$1.52K - $1.7K
|
2.5K
$754K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7- 0.74% |
$1.52K - $1.7K
|
941
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-7- 0.97% |
$1.52K - $1.7K
|
718
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-7- 0.1% |
$1.52K - $1.7K
|
6.99K
$2.11M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-8- 0.37% |
$1.74K - $1.94K
|
2.16K
$652K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-8- 0.22% |
$1.74K - $1.94K
|
3.55K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-8- 0.88% |
$1.74K - $1.94K
|
902
$272K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-8- 0.48% |
$1.74K - $1.94K
|
1.65K
$496K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-9- 0.2% |
$1.96K - $2.19K
|
4.42K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-9- 0.07% |
$1.96K - $2.19K
|
13.5K
$4.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-9- 0.06% |
$1.96K - $2.19K
|
14.9K
$4.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-10- 0.25% |
$2.18K - $2.43K
|
4.03K
$1.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-10- 0.17% |
$2.18K - $2.43K
|
6.01K
$1.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-10- 0.12% |
$2.18K - $2.43K
|
8.03K
$2.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-10- 0.22% |
$2.18K - $2.43K
|
4.54K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 0.56% |
$2.18K - $2.43K
|
1.77K
$533K
|
|
|
Aug 14, 2024
Q2 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-10- 0.04% |
$2.18K - $2.43K
|
25.6K
$7.71M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-11- 0.47% |
$2.39K - $2.67K
|
2.34K
$705K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 4.78% |
$2.61K - $2.92K
|
239
$72K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 0.95% |
$2.61K - $2.92K
|
1.25K
$375K
|