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 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-26- 8.81% |
$5.66K - $6.32K
|
269
$81K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-27- 0.27% |
$5.87K - $6.56K
|
9.81K
$2.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-28- 2.03% |
$6.09K - $6.81K
|
1.35K
$406K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-28- 0.3% |
$6.09K - $6.81K
|
9.4K
$2.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-28- 0.71% |
$6.09K - $6.81K
|
3.91K
$1.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-29- 55.77% |
$6.31K - $7.05K
|
23
$6.93K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-29- 1.35% |
$6.31K - $7.05K
|
2.11K
$637K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-29- 4.97% |
$6.31K - $7.05K
|
555
$167K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-29- 0.3% |
$6.31K - $7.05K
|
9.73K
$2.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-29- 1.5% |
$6.31K - $7.05K
|
1.91K
$575K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-29- 0.14% |
$6.31K - $7.05K
|
20.9K
$6.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 0.57% |
$6.53K - $7.29K
|
5.22K
$1.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-30- 0.81% |
$6.53K - $7.29K
|
3.68K
$1.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-30- 2.7% |
$6.53K - $7.29K
|
1.08K
$326K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-30- 0.91% |
$6.53K - $7.29K
|
3.26K
$982K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-30- 1.8% |
$6.53K - $7.29K
|
1.64K
$494K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-31- 0.25% |
$6.74K - $7.54K
|
12.1K
$3.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-32- 0.92% |
$6.96K - $7.78K
|
3.45K
$1.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-32- 1.33% |
$6.96K - $7.78K
|
2.38K
$716K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-32- 2.29% |
$6.96K - $7.78K
|
1.37K
$412K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-32- 0.81% |
$6.96K - $7.78K
|
3.92K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-33- 2.19% |
$7.18K - $8.02K
|
1.47K
$444K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-33- 0.57% |
$7.18K - $8.02K
|
5.73K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-34- 0.22% |
$7.4K - $8.26K
|
15.6K
$4.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Somerville Kurt F
|
SELL
|
- |
-35- 1.07% |
$7.61K - $8.51K
|
3.25K
$979K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-36- 0.78% |
$7.83K - $8.75K
|
4.59K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-36- 0.76% |
$7.83K - $8.75K
|
4.71K
$1.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-37- 5.6% |
$8.05K - $8.99K
|
624
$188K
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-38- 3.73% |
$8.27K - $9.24K
|
982
$296K
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-39- 0.67% |
$8.48K - $9.48K
|
5.82K
$1.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-40- 1.19% |
$8.7K - $9.72K
|
3.32K
$999K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-40- 0.47% |
$8.7K - $9.72K
|
8.48K
$2.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-41- 0.6% |
$8.92K - $9.97K
|
6.74K
$2.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-41- 23.84% |
$8.92K - $9.97K
|
131
$39.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-42- 3.04% |
$9.14K - $10.2K
|
1.34K
$404K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-43- 1.32% |
$9.35K - $10.5K
|
3.22K
$970K
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-43- 1.35% |
$9.35K - $10.5K
|
3.13K
$944K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-43- 3.48% |
$9.35K - $10.5K
|
1.19K
$359K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-44- 2.68% |
$9.57K - $10.7K
|
1.6K
$481K
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-44- 0.25% |
$9.57K - $10.7K
|
17.8K
$5.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-45- 3.88% |
$9.79K - $10.9K
|
1.12K
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-45- 0.69% |
$9.79K - $10.9K
|
6.49K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-45- 3.15% |
$9.79K - $10.9K
|
1.38K
$416K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-46- 0.81% |
$10K - $11.2K
|
5.64K
$1.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-46- 1.89% |
$10K - $11.2K
|
2.38K
$718K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-46- 2.4% |
$10K - $11.2K
|
1.87K
$565K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-47- 1.52% |
$10.2K - $11.4K
|
3.04K
$916K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-48- 2.72% |
$10.4K - $11.7K
|
1.71K
$516K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-49- 0.56% |
$10.7K - $11.9K
|
8.74K
$2.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 0.23% |
$10.9K - $12.2K
|
22.1K
$6.67M
|