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 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-172- 0.21% |
$37.4K - $41.8K
|
81.1K
$24.8M
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-175- 0.37% |
$38.1K - $42.5K
|
46.8K
$14.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-175- 4.57% |
$38.1K - $42.5K
|
3.65K
$1.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-175- 7.79% |
$38.1K - $42.5K
|
2.07K
$633K
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-175- 1.38% |
$38.1K - $42.5K
|
12.5K
$3.81M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-175- 3.49% |
$38.1K - $42.5K
|
4.84K
$1.48M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-176- 3.92% |
$38.3K - $42.8K
|
4.31K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-176- 2.74% |
$38.3K - $42.8K
|
6.25K
$1.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-177- 8.1% |
$38.5K - $43K
|
2.01K
$614K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-181- 0.83% |
$39.4K - $44K
|
21.7K
$6.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-187- 4.11% |
$40.7K - $45.5K
|
4.36K
$1.33M
|
|
|
Aug 15, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-188- 7.5% |
$40.9K - $45.7K
|
2.32K
$709K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-191- 9.52% |
$41.5K - $46.4K
|
1.82K
$555K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-193- 4.75% |
$42K - $46.9K
|
3.87K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-194- 11.45% |
$42.2K - $47.2K
|
1.5K
$458K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-195- 0.71% |
$42.4K - $47.4K
|
27.2K
$8.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-195- 3.1% |
$42.4K - $47.4K
|
6.1K
$1.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-196- 0.78% |
$42.6K - $47.6K
|
24.9K
$7.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-198- 1.4% |
$43.1K - $48.1K
|
14K
$4.27M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-200- 2.62% |
$43.5K - $48.6K
|
7.43K
$2.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-200- 6.11% |
$43.5K - $48.6K
|
3.07K
$938K
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-200- 3.91% |
$43.5K - $48.6K
|
4.92K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-200- 0.35% |
$43.5K - $48.6K
|
57K
$17.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-200- 2.18% |
$43.5K - $48.6K
|
8.96K
$2.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-203- 3.72% |
$44.2K - $49.3K
|
5.26K
$1.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-205- 4.84% |
$44.6K - $49.8K
|
4.03K
$1.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-205- 4.16% |
$44.6K - $49.8K
|
4.72K
$1.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-205- 6.74% |
$44.6K - $49.8K
|
2.84K
$867K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-206- 3.33% |
$44.8K - $50.1K
|
5.98K
$1.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-209- 0.22% |
$45.5K - $50.8K
|
94.3K
$28.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-210- 1.11% |
$45.7K - $51K
|
18.6K
$5.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-210- 16.1% |
$45.7K - $51K
|
1.09K
$334K
|
|
|
Aug 06, 2024
Q2 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-215- 0.68% |
$46.8K - $52.3K
|
31.4K
$9.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-216- 0.9% |
$47K - $52.5K
|
23.7K
$7.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-216- 14.04% |
$47K - $52.5K
|
1.32K
$404K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-218- 7.06% |
$47.4K - $53K
|
2.87K
$878K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-219- 1.33% |
$47.6K - $53.2K
|
16.3K
$4.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-220- 6.39% |
$47.9K - $53.5K
|
3.23K
$985K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-222- 3.84% |
$48.3K - $54K
|
5.56K
$1.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-224- 2.49% |
$48.7K - $54.4K
|
8.76K
$2.68M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-229- 5.4% |
$49.8K - $55.7K
|
4.01K
$1.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-232- 45.94% |
$50.5K - $56.4K
|
273
$83.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-236- 3.68% |
$51.3K - $57.4K
|
6.18K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-237- 1.64% |
$51.5K - $57.6K
|
14.2K
$4.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-239- 5.45% |
$52K - $58.1K
|
4.15K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-245- 2.62% |
$53.3K - $59.6K
|
9.11K
$2.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-245- 0.99% |
$53.3K - $59.6K
|
24.6K
$7.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-247- 1.38% |
$53.7K - $60K
|
17.7K
$5.41M
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-250- 9.08% |
$54.4K - $60.8K
|
2.5K
$765K
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-250- 0.31% |
$54.4K - $60.8K
|
80.2K
$24.5M
|