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 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-110- 5.8% |
$23.9K - $26.7K
|
1.79K
$546K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-111- 7.07% |
$24.1K - $27K
|
1.46K
$446K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-112- 4.61% |
$24.4K - $27.2K
|
2.32K
$708K
|
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-112- 2.6% |
$24.4K - $27.2K
|
4.2K
$1.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-112- 3.24% |
$24.4K - $27.2K
|
3.34K
$1.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-115- 5.49% |
$25K - $28K
|
1.98K
$605K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-115- 0.73% |
$25K - $28K
|
15.6K
$4.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-116- 1.76% |
$25.2K - $28.2K
|
6.49K
$1.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-117- 1.97% |
$25.4K - $28.4K
|
5.84K
$1.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-120- 2.12% |
$26.1K - $29.2K
|
5.54K
$1.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-121- 0.44% |
$26.3K - $29.4K
|
27.6K
$8.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-121- 5.83% |
$26.3K - $29.4K
|
1.95K
$597K
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-122- 6.76% |
$26.5K - $29.7K
|
1.68K
$514K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-122- 5.31% |
$26.5K - $29.7K
|
2.17K
$664K
|
|
|
Aug 14, 2024
Q2 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-124- 12.63% |
$27K - $30.1K
|
858
$262K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-125- 73.53% |
$27.2K - $30.4K
|
45
$13.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-125- 2.33% |
$27.2K - $30.4K
|
5.23K
$1.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-126- 0.26% |
$27.4K - $30.6K
|
48.8K
$14.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-126- 1.37% |
$27.4K - $30.6K
|
9.1K
$2.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
SELL
|
- |
-126- 2.36% |
$27.4K - $30.6K
|
5.21K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-127- 7.77% |
$27.6K - $30.9K
|
1.51K
$461K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-128- 2.2% |
$27.8K - $31.1K
|
5.68K
$1.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-130- 2.91% |
$28.3K - $31.6K
|
4.34K
$1.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-133- 10.18% |
$28.9K - $32.3K
|
1.17K
$359K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-133- 7.76% |
$28.9K - $32.3K
|
1.58K
$483K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-140- 4.77% |
$30.5K - $34K
|
2.79K
$853K
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-143- 12.69% |
$31.1K - $34.8K
|
984
$301K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-143- 8.92% |
$31.1K - $34.8K
|
1.46K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-143- 5.59% |
$31.1K - $34.8K
|
2.42K
$738K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-144- 62.07% |
$31.3K - $35K
|
88
$26.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-144- 1.85% |
$31.3K - $35K
|
7.65K
$2.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-146- 9.62% |
$31.8K - $35.5K
|
1.37K
$419K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-147- 1.93% |
$32K - $35.7K
|
7.47K
$2.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-149- 3.27% |
$32.4K - $36.2K
|
4.41K
$1.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-150- 3.6% |
$32.6K - $36.5K
|
4.02K
$1.23M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-150- 1.91% |
$32.6K - $36.5K
|
7.7K
$2.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-150- 1.3% |
$32.6K - $36.5K
|
11.4K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-150- 2.42% |
$32.6K - $36.5K
|
6.05K
$1.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-151- 11.29% |
$32.8K - $36.7K
|
1.19K
$362K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-151- 9.49% |
$32.8K - $36.7K
|
1.44K
$440K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-152- 0.18% |
$33.1K - $36.9K
|
83.8K
$25.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-152- 12.43% |
$33.1K - $36.9K
|
1.07K
$327K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-152- 1.51% |
$33.1K - $36.9K
|
9.93K
$3.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-155- 5.23% |
$33.7K - $37.7K
|
2.81K
$858K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-156- 0.45% |
$33.9K - $37.9K
|
34.5K
$10.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-159- 0.89% |
$34.6K - $38.6K
|
17.6K
$5.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-160- 1.01% |
$34.8K - $38.9K
|
15.6K
$4.77M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-164- 0.71% |
$35.7K - $39.9K
|
22.9K
$7M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-169- 4.96% |
$36.8K - $41.1K
|
3.24K
$990K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-171- 1.55% |
$37.2K - $41.6K
|
10.9K
$3.32M
|