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 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.62% |
$10.9K - $12.2K
|
3.04K
$916K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-50- 2.33% |
$10.9K - $12.2K
|
2.1K
$633K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-50- 1.56% |
$10.9K - $12.2K
|
3.16K
$951K
|
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-50- 0.71% |
$10.9K - $12.2K
|
7K
$2.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-50- 1.73% |
$10.9K - $12.2K
|
2.85K
$858K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-50- 7.51% |
$10.9K - $12.2K
|
616
$186K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-50- 3.94% |
$10.9K - $12.2K
|
1.22K
$367K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-51- 0.91% |
$11.1K - $12.4K
|
5.54K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-51- 0.27% |
$11.1K - $12.4K
|
19K
$5.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-51- 0.51% |
$11.1K - $12.4K
|
9.98K
$3.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-52- 0.97% |
$11.3K - $12.6K
|
5.31K
$1.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-52- 18.18% |
$11.3K - $12.6K
|
234
$70.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-52- 0.6% |
$11.3K - $12.6K
|
8.62K
$2.6M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-53- 2.39% |
$11.5K - $12.9K
|
2.17K
$654K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-53- 1.92% |
$11.5K - $12.9K
|
2.71K
$817K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-53- 5.29% |
$11.5K - $12.9K
|
948
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-53- 2.89% |
$11.5K - $12.9K
|
1.78K
$538K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-54- 0.19% |
$11.7K - $13.1K
|
27.8K
$8.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-54- 0.42% |
$11.7K - $13.1K
|
12.8K
$3.85M
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-55- 0.44% |
$12K - $13.4K
|
12.3K
$3.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-55- 4.67% |
$12K - $13.4K
|
1.12K
$338K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-55- 8.12% |
$12K - $13.4K
|
622
$187K
|
|
|
Aug 12, 2024
Q2 2024
|
Humankind Investments LLC
|
SELL
|
- |
-56- 4.58% |
$12.2K - $13.6K
|
1.17K
$352K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-58- 3.9% |
$12.6K - $14.1K
|
1.43K
$431K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-60- 2.31% |
$13.1K - $14.6K
|
2.54K
$765K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-60- 3.65% |
$13.1K - $14.6K
|
1.59K
$478K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-61- 3.19% |
$13.3K - $14.8K
|
1.85K
$557K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-61- 0.9% |
$13.3K - $14.8K
|
6.73K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-61- 3.19% |
$13.3K - $14.8K
|
1.85K
$559K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-61- 0.34% |
$13.3K - $14.8K
|
18.1K
$5.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-63- 0.42% |
$13.7K - $15.3K
|
15K
$4.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-64- 2.99% |
$13.9K - $15.6K
|
2.08K
$625K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-65- 1.37% |
$14.1K - $15.8K
|
4.69K
$1.41M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-66- 0.5% |
$14.4K - $16K
|
13.2K
$3.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-67- 2.94% |
$14.6K - $16.3K
|
2.21K
$666K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-68- 4.93% |
$14.8K - $16.5K
|
1.31K
$395K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-70- 4.57% |
$15.2K - $17K
|
1.46K
$440K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-70- 0.55% |
$15.2K - $17K
|
12.7K
$3.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-70- 3.5% |
$15.2K - $17K
|
1.93K
$582K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-74- 0.36% |
$16.1K - $18K
|
20.8K
$6.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-75- 3.95% |
$16.3K - $18.2K
|
1.83K
$550K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-75- 0.8% |
$16.3K - $18.2K
|
9.24K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-75- 0.59% |
$16.3K - $18.2K
|
12.7K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-76- 0.49% |
$16.5K - $18.5K
|
15.3K
$4.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-77- 0.78% |
$16.7K - $18.7K
|
9.85K
$2.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-78- 5.98% |
$17K - $19K
|
1.23K
$370K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-79- 7.41% |
$17.2K - $19.2K
|
987
$297K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-80- 0.52% |
$17.4K - $19.4K
|
15.4K
$4.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-80- 3.8% |
$17.4K - $19.4K
|
2.03K
$610K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-81- 0.42% |
$17.6K - $19.7K
|
19.3K
$5.82M
|