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 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-734- 7.99% |
$160K - $178K
|
8.46K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-736- 7.51% |
$160K - $179K
|
9.07K
$2.73M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-738- 2.22% |
$161K - $179K
|
32.5K
$9.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-739- 23.66% |
$161K - $180K
|
2.38K
$718K
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-741- 0.4% |
$161K - $180K
|
185K
$55.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-742- 29.9% |
$161K - $180K
|
1.74K
$524K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-755- 32.66% |
$164K - $184K
|
1.56K
$469K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-756- 6.71% |
$164K - $184K
|
10.5K
$3.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-765- 2.03% |
$166K - $186K
|
36.9K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-775- 6.01% |
$169K - $188K
|
12.1K
$3.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Jacobs & CO
|
SELL
|
- |
-778- 1.92% |
$169K - $189K
|
39.7K
$12M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-782- 1.33% |
$170K - $190K
|
57.9K
$17.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-794- 3.62% |
$173K - $193K
|
21.1K
$6.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-805- 11.49% |
$175K - $196K
|
6.2K
$1.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
SELL
|
- |
-814- 1.17% |
$177K - $198K
|
68.7K
$20.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-819- 0.42% |
$178K - $199K
|
195K
$58.7M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-833- 30.59% |
$181K - $202K
|
1.89K
$569K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-837- 7.51% |
$182K - $203K
|
10.3K
$3.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-840- 33.4% |
$183K - $204K
|
1.68K
$505K
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-843- 28.95% |
$183K - $205K
|
2.07K
$623K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-847- 8.65% |
$184K - $206K
|
8.95K
$2.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-849- 46.78% |
$185K - $206K
|
966
$291K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-850- 1.29% |
$185K - $207K
|
65.2K
$19.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-858- 3.88% |
$187K - $209K
|
21.3K
$6.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-859- 3.45% |
$187K - $209K
|
24.1K
$7.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-870- 1.17% |
$189K - $211K
|
73.3K
$22.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-871- 5.17% |
$189K - $212K
|
16K
$4.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-873- 29.37% |
$190K - $212K
|
2.1K
$632K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-884- 5.11% |
$192K - $215K
|
16.4K
$4.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-893- 44.52% |
$194K - $217K
|
1.11K
$335K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-907- 19.89% |
$197K - $220K
|
3.65K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-910- 32.88% |
$198K - $221K
|
1.86K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-929- 40.43% |
$202K - $226K
|
1.37K
$412K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-933- 0.61% |
$203K - $227K
|
151K
$45.6M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-945- 16.67% |
$206K - $230K
|
4.72K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-945- 0.81% |
$206K - $230K
|
116K
$35M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-952- 0.08% |
$207K - $231K
|
1.17M
$352M
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-961- 5.05% |
$209K - $234K
|
18.1K
$5.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-968- 11.26% |
$211K - $235K
|
7.63K
$2.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-976- 26.7% |
$212K - $237K
|
2.68K
$807K
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-980- 0.52% |
$213K - $238K
|
187K
$56.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-989- 0.48% |
$215K - $240K
|
206K
$62.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-990- 17.0% |
$215K - $241K
|
4.83K
$1.46M
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-994- 3.78% |
$216K - $242K
|
25.3K
$7.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-999- 15.21% |
$217K - $243K
|
5.57K
$1.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1K- 4.28% |
$218K - $243K
|
22.4K
$6.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-1K- 27.31% |
$218K - $243K
|
2.66K
$802K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 7.68% |
$219K - $245K
|
12.1K
$3.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.01K- 2.99% |
$219K - $245K
|
32.7K
$9.84M
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.01K- 0.9% |
$219K - $245K
|
111K
$33.4M
|