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 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.47KClosed |
$320K - $358K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.48K- 25.14% |
$321K - $359K
|
4.4K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.5K- 10.64% |
$326K - $365K
|
12.6K
$3.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.51K- 4.74% |
$328K - $367K
|
30.3K
$9.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.54K- 2.88% |
$335K - $374K
|
51.9K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.56K- 0.39% |
$339K - $379K
|
397K
$120M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.59K- 0.74% |
$346K - $387K
|
213K
$64.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.62K- 1.94% |
$351K - $393K
|
81.8K
$24.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.64K- 3.61% |
$357K - $399K
|
43.8K
$13.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.65K- 3.6% |
$359K - $401K
|
44.2K
$13.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.67K- 1.42% |
$362K - $405K
|
116K
$34.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.69K- 1.53% |
$368K - $412K
|
109K
$32.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.7K- 1.34% |
$369K - $412K
|
125K
$37.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.7K- 6.22% |
$369K - $413K
|
25.6K
$7.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.7K- 12.02% |
$370K - $413K
|
12.4K
$3.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.7K- 0.85% |
$370K - $413K
|
198K
$59.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.74K- 53.56% |
$378K - $422K
|
1.51K
$454K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.78K- 8.14% |
$387K - $433K
|
20.1K
$6.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.79K- 7.28% |
$388K - $434K
|
22.7K
$6.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.79K- 24.84% |
$390K - $436K
|
5.43K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-1.8K- 7.96% |
$390K - $436K
|
20.7K
$6.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-1.8K- 1.61% |
$392K - $438K
|
110K
$33.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-1.8K- 4.33% |
$392K - $438K
|
39.8K
$12M
|
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.81K- 2.25% |
$393K - $440K
|
78.5K
$23.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.85K- 0.97% |
$403K - $450K
|
188K
$56.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.85K- 25.28% |
$403K - $450K
|
5.48K
$1.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.86K- 15.44% |
$404K - $452K
|
10.2K
$3.07M
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.88K- 2.66% |
$408K - $456K
|
68.5K
$20.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.91K- 1.86% |
$416K - $465K
|
101K
$30.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-1.94K- 3.94% |
$422K - $472K
|
47.3K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.97K- 4.69% |
$429K - $479K
|
40.1K
$12.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2K- 24.61% |
$434K - $485K
|
6.11K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-2.02K- 11.16% |
$439K - $491K
|
16.1K
$4.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.04K- 0.46% |
$443K - $496K
|
444K
$134M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.07K- 2.27% |
$450K - $503K
|
88.8K
$26.8M
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.07K- 9.43% |
$451K - $504K
|
19.9K
$6M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.08K- 22.77% |
$452K - $505K
|
7.04K
$2.12M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2.08K- 11.89% |
$452K - $506K
|
15.4K
$4.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.09K- 2.9% |
$453K - $507K
|
69.9K
$21.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.09K- 4.11% |
$455K - $508K
|
48.8K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.12K- 52.11% |
$460K - $514K
|
1.95K
$586K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.17K- 24.02% |
$472K - $527K
|
6.87K
$2.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.2K- 13.64% |
$479K - $535K
|
13.9K
$4.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-2.2K- 40.02% |
$479K - $535K
|
3.3K
$994K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.21K- 0.71% |
$481K - $538K
|
311K
$93.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.24K- 62.9% |
$487K - $544K
|
1.32K
$398K
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.28K- 1.75% |
$495K - $553K
|
128K
$38.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.28K- 6.88% |
$496K - $554K
|
30.8K
$9.29M
|
|
|
Aug 29, 2024
Q2 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-2.39K- 36.57% |
$520K - $581K
|
4.15K
$1.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.42K- 14.62% |
$526K - $588K
|
14.1K
$4.26M
|