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 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-83- 2.91% |
$18.1K - $20.2K
|
2.77K
$833K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-84- 3.27% |
$18.3K - $20.4K
|
2.48K
$748K
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-86- 0.26% |
$18.7K - $20.9K
|
33.4K
$10.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-86- 0.96% |
$18.7K - $20.9K
|
8.91K
$2.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-87- 2.6% |
$18.9K - $21.1K
|
3.26K
$983K
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-87- 3.48% |
$18.9K - $21.1K
|
2.41K
$727K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-88- 6.35% |
$19.1K - $21.4K
|
1.3K
$391K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-89- 18.9% |
$19.4K - $21.6K
|
382
$115K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-90- 1.63% |
$19.6K - $21.9K
|
5.43K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-90- 11.98% |
$19.6K - $21.9K
|
661
$199K
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-90- 1.25% |
$19.6K - $21.9K
|
7.1K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-90- 0.32% |
$19.6K - $21.9K
|
28.4K
$8.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-91- 2.21% |
$19.8K - $22.1K
|
4.03K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-93- 0.95% |
$20.2K - $22.6K
|
9.75K
$2.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-93- 2.01% |
$20.2K - $22.6K
|
4.54K
$1.37M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-93- 3.59% |
$20.2K - $22.6K
|
2.5K
$754K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-94- 0.41% |
$20.4K - $22.8K
|
22.6K
$6.82M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-94- 7.24% |
$20.4K - $22.8K
|
1.2K
$363K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-95- 3.77% |
$20.7K - $23.1K
|
2.42K
$730K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-95- 7.53% |
$20.7K - $23.1K
|
1.17K
$352K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-95- 1.17% |
$20.7K - $23.1K
|
8K
$2.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-96- 0.46% |
$20.9K - $23.3K
|
21K
$6.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-96- 3.29% |
$20.9K - $23.3K
|
2.82K
$850K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-96- 0.28% |
$20.9K - $23.3K
|
34.2K
$10.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-97- 5.57% |
$21.1K - $23.6K
|
1.64K
$495K
|
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-97- 0.83% |
$21.1K - $23.6K
|
11.6K
$3.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-97- 3.66% |
$21.1K - $23.6K
|
2.55K
$769K
|
|
|
Jul 29, 2024
Q2 2024
|
William Allan, LLC
|
SELL
|
- |
-97- 0.66% |
$21.1K - $23.6K
|
14.7K
$4.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-97- 1.49% |
$21.1K - $23.6K
|
6.42K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-97- 0.39% |
$21.1K - $23.6K
|
25K
$7.53M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 7.41% |
$21.8K - $24.3K
|
1.25K
$377K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-100- 1.22% |
$21.8K - $24.3K
|
8.12K
$2.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-100- 4.44% |
$21.8K - $24.3K
|
2.15K
$648K
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-100- 2.91% |
$21.8K - $24.3K
|
3.34K
$1M
|
|
|
Aug 07, 2024
Q2 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-100- 0.79% |
$21.8K - $24.3K
|
12.6K
$3.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-100- 2.84% |
$21.8K - $24.3K
|
3.43K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 1.03% |
$21.8K - $24.3K
|
9.61K
$2.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-100- 1.89% |
$21.8K - $24.3K
|
5.19K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Puzo Michael J
|
SELL
|
- |
-100- 6.67% |
$21.8K - $24.3K
|
1.4K
$422K
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-100- 2.29% |
$21.8K - $24.3K
|
4.26K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-100- 6.25% |
$21.8K - $24.3K
|
1.5K
$452K
|
|
|
Jul 18, 2024
Q2 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-101- 0.46% |
$22K - $24.6K
|
21.9K
$6.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-102- 5.28% |
$22.2K - $24.8K
|
1.83K
$552K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-104- 0.97% |
$22.6K - $25.3K
|
10.6K
$3.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-105- 0.36% |
$22.8K - $25.5K
|
28.8K
$8.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-107- 3.06% |
$23.3K - $26K
|
3.39K
$1.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-109- 13.47% |
$23.7K - $26.5K
|
700
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-109- 1.99% |
$23.7K - $26.5K
|
5.37K
$1.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-110- 3.52% |
$23.9K - $26.7K
|
3.01K
$907K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-110- 1.66% |
$23.9K - $26.7K
|
6.51K
$1.96M
|