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 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.01K- 4.17% |
$220K - $246K
|
23.2K
$7M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.01K- 3.11% |
$221K - $246K
|
31.6K
$9.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.01K- 70.27% |
$221K - $246K
|
429
$129K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.02K- 1.56% |
$223K - $249K
|
64.4K
$19.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-1.04K- 49.36% |
$226K - $253K
|
1.07K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.04K- 13.1% |
$226K - $253K
|
6.91K
$2.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-1.04K- 5.52% |
$227K - $253K
|
17.8K
$5.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.05K- 12.51% |
$228K - $255K
|
7.34K
$2.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.06K- 15.98% |
$230K - $257K
|
5.57K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.07K- 1.78% |
$233K - $261K
|
59K
$17.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.08K- 5.82% |
$236K - $263K
|
17.6K
$5.29M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 0.7% |
$239K - $267K
|
156K
$46.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.11K- 42.85% |
$241K - $269K
|
1.48K
$444K
|
|
|
Aug 09, 2024
Q2 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.11K- 3.05% |
$241K - $270K
|
35.3K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.12K- 28.43% |
$244K - $273K
|
2.83K
$852K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.13K- 46.35% |
$245K - $273K
|
1.3K
$392K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.13K- 29.15% |
$246K - $274K
|
2.74K
$827K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.13K- 3.32% |
$247K - $276K
|
33K
$9.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.15K- 3.93% |
$250K - $279K
|
28.1K
$8.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.17K- 10.52% |
$255K - $285K
|
9.98K
$3.01M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.18K- 1.25% |
$257K - $287K
|
93.4K
$28.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.18K- 56.07% |
$257K - $288K
|
927
$279K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 3.6% |
$261K - $292K
|
32.1K
$9.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.2K- 2.49% |
$262K - $293K
|
47.2K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.21K- 0.99% |
$262K - $293K
|
121K
$36.5M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.21K- 58.09% |
$262K - $293K
|
870
$262K
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.21K- 10.16% |
$263K - $294K
|
10.7K
$3.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-1.22K- 2.44% |
$266K - $297K
|
48.9K
$14.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.23K- 36.56% |
$267K - $299K
|
2.13K
$643K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.24K- 0.7% |
$269K - $301K
|
175K
$52.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.26K- 12.49% |
$274K - $306K
|
8.83K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.28K- 0.64% |
$278K - $311K
|
200K
$60.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.29K- 11.57% |
$281K - $314K
|
9.87K
$2.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.29K- 2.84% |
$281K - $314K
|
44.3K
$13.3M
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.3K- 56.52% |
$283K - $316K
|
1K
$301K
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-1.3K- 50.0% |
$283K - $316K
|
1.3K
$392K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.31K- 0.73% |
$285K - $318K
|
177K
$53.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.32K- 0.9% |
$286K - $320K
|
145K
$43.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.32K- 7.06% |
$286K - $320K
|
17.3K
$5.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
SELL
|
- |
-1.32K- 3.22% |
$287K - $321K
|
39.7K
$12M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.33K- 0.75% |
$288K - $322K
|
176K
$52.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.33K- 42.31% |
$288K - $322K
|
1.81K
$544K
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.33K- 5.92% |
$289K - $324K
|
21.2K
$6.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-1.35K- 0.66% |
$293K - $327K
|
204K
$61.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.35K- 6.57% |
$294K - $329K
|
19.3K
$5.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.36K- 7.92% |
$296K - $331K
|
15.8K
$4.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.37K- 37.82% |
$297K - $332K
|
2.24K
$676K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.4K- 3.49% |
$304K - $340K
|
38.7K
$11.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.44K- 46.97% |
$313K - $350K
|
1.63K
$490K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.47K- 39.97% |
$319K - $357K
|
2.21K
$664K
|