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
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-250- 1.94% |
$54.4K - $60.8K
|
12.6K
$3.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-256- 1.42% |
$55.7K - $62.2K
|
17.7K
$5.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-256- 4.82% |
$55.7K - $62.2K
|
5.06K
$1.52M
|
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-258- 2.33% |
$56.1K - $62.7K
|
10.8K
$3.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-265- 0.52% |
$57.6K - $64.4K
|
50.4K
$15.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-266- 21.4% |
$57.9K - $64.7K
|
977
$294K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-267- 9.86% |
$58.1K - $64.9K
|
2.44K
$736K
|
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-270- 22.13% |
$58.7K - $65.6K
|
950
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-278- 1.45% |
$60.5K - $67.6K
|
18.9K
$5.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-285- 16.64% |
$62K - $69.3K
|
1.43K
$430K
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-285- 1.1% |
$62K - $69.3K
|
25.7K
$7.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-287- 1.0% |
$62.4K - $69.8K
|
28.3K
$8.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-288- 3.42% |
$62.6K - $70K
|
8.13K
$2.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-288- 5.46% |
$62.6K - $70K
|
4.98K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-288- 0.22% |
$62.6K - $70K
|
132K
$39.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-290- 0.41% |
$63.1K - $70.5K
|
71.2K
$21.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-292- 3.2% |
$63.5K - $71K
|
8.82K
$2.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-292- 3.3% |
$63.5K - $71K
|
8.55K
$2.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-293- 3.27% |
$63.7K - $71.2K
|
8.68K
$2.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-293- 0.44% |
$63.7K - $71.2K
|
66.8K
$20.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-295- 4.31% |
$64.2K - $71.7K
|
6.55K
$1.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-295- 1.66% |
$64.2K - $71.7K
|
17.4K
$5.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-299- 8.93% |
$65K - $72.7K
|
3.05K
$918K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-300- 25.55% |
$65.3K - $72.9K
|
874
$263K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-300- 39.58% |
$65.3K - $72.9K
|
458
$138K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-300- 6.54% |
$65.3K - $72.9K
|
4.29K
$1.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-306- 0.18% |
$66.6K - $74.4K
|
167K
$50.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-312- 3.85% |
$67.9K - $75.8K
|
7.78K
$2.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-313- 5.08% |
$68.1K - $76.1K
|
5.85K
$1.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-314- 1.21% |
$68.3K - $76.3K
|
25.6K
$7.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-321- 0.78% |
$69.8K - $78K
|
41K
$12.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-321- 0.71% |
$69.8K - $78K
|
45.2K
$13.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-324- 24.81% |
$70.5K - $78.8K
|
982
$296K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-325- 1.57% |
$70.7K - $79K
|
20.4K
$6.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-325- 2.63% |
$70.7K - $79K
|
12K
$3.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-325- 5.61% |
$70.7K - $79K
|
5.47K
$1.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-327- 8.95% |
$71.1K - $79.5K
|
3.33K
$1M
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-331- 11.51% |
$72K - $80.5K
|
2.55K
$767K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-333- 16.79% |
$72.4K - $80.9K
|
1.65K
$497K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-334- 15.95% |
$72.6K - $81.2K
|
1.76K
$530K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-335- 3.49% |
$72.9K - $81.4K
|
9.27K
$2.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-336- 0.64% |
$73.1K - $81.7K
|
51.8K
$15.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-341- 0.57% |
$74.2K - $82.9K
|
59.3K
$17.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-343- 18.42% |
$74.6K - $83.4K
|
1.52K
$458K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-343- 0.59% |
$74.6K - $83.4K
|
57.8K
$17.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-350- 26.92% |
$76.1K - $85.1K
|
950
$286K
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-350- 5.62% |
$76.1K - $85.1K
|
5.88K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-350- 2.23% |
$76.1K - $85.1K
|
15.4K
$4.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-351- 0.53% |
$76.3K - $85.3K
|
65.9K
$19.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-353- 17.19% |
$76.8K - $85.8K
|
1.7K
$512K
|