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 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-355- 26.03% |
$77.2K - $86.3K
|
1.01K
$304K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-362- 5.21% |
$78.7K - $88K
|
6.59K
$1.99M
|
|
|
Jul 29, 2024
Q2 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-364- 4.27% |
$79.2K - $88.5K
|
8.16K
$2.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-364- 2.67% |
$79.2K - $88.5K
|
13.3K
$4M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-364- 4.59% |
$79.2K - $88.5K
|
7.57K
$2.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-366- 20.33% |
$79.6K - $89K
|
1.43K
$432K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-368- 16.2% |
$80K - $89.5K
|
1.9K
$573K
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-370- 3.37% |
$80.5K - $89.9K
|
10.6K
$3.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-373- 6.2% |
$81.1K - $90.7K
|
5.65K
$1.7M
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-375- 2.93% |
$81.6K - $91.2K
|
12.4K
$3.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-380- 2.65% |
$82.7K - $92.4K
|
14K
$4.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-383- 5.96% |
$83.3K - $93.1K
|
6.04K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-389- 2.57% |
$84.6K - $94.6K
|
14.8K
$4.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-390- 3.99% |
$84.8K - $94.8K
|
9.37K
$2.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 27.59% |
$87K - $97.2K
|
1.05K
$316K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-400- 5.9% |
$87K - $97.2K
|
6.38K
$1.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-400- 3.91% |
$87K - $97.2K
|
9.82K
$2.96M
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-400- 8.75% |
$87K - $97.2K
|
4.17K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-413- 3.13% |
$89.8K - $100K
|
12.8K
$3.85M
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-415- 1.35% |
$90.3K - $101K
|
30.3K
$9.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-420- 18.84% |
$91.4K - $102K
|
1.81K
$545K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-423- 1.33% |
$92K - $103K
|
31.3K
$9.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-426- 21.13% |
$92.7K - $104K
|
1.59K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-430- 5.13% |
$93.5K - $105K
|
7.96K
$2.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-435- 6.52% |
$94.6K - $106K
|
6.24K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-436- 1.06% |
$94.8K - $106K
|
40.8K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-441- 4.42% |
$95.9K - $107K
|
9.54K
$2.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-455- 2.59% |
$99K - $111K
|
17.1K
$5.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-458- 64.69% |
$99.6K - $111K
|
250
$75.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-459- 1.79% |
$99.8K - $112K
|
25.2K
$7.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-464- 0.76% |
$101K - $113K
|
60.6K
$18.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-466- 2.55% |
$101K - $113K
|
17.8K
$5.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-468- 6.32% |
$102K - $114K
|
6.93K
$2.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-485- 1.78% |
$105K - $118K
|
26.7K
$8.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-487- 1.29% |
$106K - $118K
|
37.2K
$11.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-487- 1.14% |
$106K - $118K
|
42.4K
$12.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-489- 0.78% |
$106K - $119K
|
62K
$18.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-491- 7.91% |
$107K - $119K
|
5.71K
$1.72M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-495- 6.19% |
$108K - $120K
|
7.5K
$2.26M
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-500- 2.18% |
$109K - $122K
|
22.5K
$6.77M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-500- 1.51% |
$109K - $122K
|
32.7K
$9.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-500- 22.94% |
$109K - $122K
|
1.68K
$506K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-500- 49.55% |
$109K - $122K
|
509
$153K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-502- 2.88% |
$109K - $122K
|
16.9K
$5.09M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-508- 6.38% |
$110K - $123K
|
7.45K
$2.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-509- 5.39% |
$111K - $124K
|
8.93K
$2.69M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-512- 2.92% |
$111K - $124K
|
17K
$5.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-520- 4.26% |
$113K - $126K
|
11.7K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-521- 12.77% |
$113K - $127K
|
3.56K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-522- 12.1% |
$114K - $127K
|
3.79K
$1.14M
|