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 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-13- 0.62% |
$2.83K - $3.16K
|
2.1K
$633K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-13- 0.73% |
$2.83K - $3.16K
|
1.76K
$529K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-13- 32.5% |
$2.83K - $3.16K
|
27
$8.14K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-13- 1.24% |
$2.83K - $3.16K
|
1.04K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-13Closed |
$2.83K - $3.16K
|
0
$0
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-13- 0.22% |
$2.83K - $3.16K
|
5.81K
$1.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-14- 1.22% |
$3.05K - $3.4K
|
1.14K
$343K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-14- 0.83% |
$3.05K - $3.4K
|
1.68K
$506K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-15- 0.22% |
$3.26K - $3.65K
|
6.86K
$2.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-15- 0.18% |
$3.26K - $3.65K
|
8.35K
$2.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-15- 0.62% |
$3.26K - $3.65K
|
2.42K
$728K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-15- 0.53% |
$3.26K - $3.65K
|
2.81K
$846K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-16- 0.5% |
$3.48K - $3.89K
|
3.21K
$968K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-16- 1.21% |
$3.48K - $3.89K
|
1.31K
$395K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-16- 0.62% |
$3.48K - $3.89K
|
2.58K
$777K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-17- 1.72% |
$3.7K - $4.13K
|
969
$292K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-17- 0.43% |
$3.7K - $4.13K
|
3.97K
$1.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-17- 0.19% |
$3.7K - $4.13K
|
8.86K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-17- 0.84% |
$3.7K - $4.13K
|
2K
$601K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-18- 0.88% |
$3.92K - $4.38K
|
2.02K
$610K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-18- 1.39% |
$3.92K - $4.38K
|
1.27K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-18- 1.31% |
$3.92K - $4.38K
|
1.36K
$409K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-19- 1.76% |
$4.13K - $4.62K
|
1.06K
$319K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-19- 1.42% |
$4.13K - $4.62K
|
1.32K
$396K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-19- 1.81% |
$4.13K - $4.62K
|
1.03K
$310K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-19- 0.73% |
$4.13K - $4.62K
|
2.57K
$774K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-19- 4.46% |
$4.13K - $4.62K
|
407
$123K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-20- 1.01% |
$4.35K - $4.86K
|
1.96K
$589K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-20- 0.4% |
$4.35K - $4.86K
|
4.95K
$1.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-20- 0.89% |
$4.35K - $4.86K
|
2.23K
$670K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-20- 1.37% |
$4.35K - $4.86K
|
1.44K
$434K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-20- 0.92% |
$4.35K - $4.86K
|
2.14K
$646K
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-20- 0.45% |
$4.35K - $4.86K
|
4.47K
$1.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-21- 0.33% |
$4.57K - $5.1K
|
6.34K
$1.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-21- 0.44% |
$4.57K - $5.1K
|
4.7K
$1.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-21- 1.86% |
$4.57K - $5.1K
|
1.11K
$335K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-21- 1.54% |
$4.57K - $5.1K
|
1.34K
$403K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-21- 0.94% |
$4.57K - $5.1K
|
2.22K
$668K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-22- 1.69% |
$4.79K - $5.35K
|
1.28K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-22- 26.83% |
$4.79K - $5.35K
|
60
$18.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-23- 0.65% |
$5K - $5.59K
|
3.54K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-23- 1.28% |
$5K - $5.59K
|
1.78K
$535K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-23- 1.03% |
$5K - $5.59K
|
2.2K
$663K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-24- 0.17% |
$5.22K - $5.83K
|
14.5K
$4.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-25- 1.28% |
$5.44K - $6.08K
|
1.93K
$581K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-25- 1.62% |
$5.44K - $6.08K
|
1.51K
$456K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-25- 0.93% |
$5.44K - $6.08K
|
2.68K
$806K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-25- 0.93% |
$5.44K - $6.08K
|
2.67K
$805K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-25- 0.56% |
$5.44K - $6.08K
|
4.41K
$1.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-26- 0.93% |
$5.66K - $6.32K
|
2.76K
$830K
|