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 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.68K+ 39.1% |
$801K - $895K
|
13.1K
$4M
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.65KNew |
$795K - $888K
|
3.65K
$1.12M
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
3.64K+ 18.42% |
$791K - $885K
|
23.4K
$7.15M
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.6K+ 5.18% |
$782K - $874K
|
73K
$22.3M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.59K+ 132.99% |
$780K - $872K
|
6.29K
$1.92M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.56K+ 4.23% |
$774K - $865K
|
87.6K
$26.8M
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
3.53K+ 35.7% |
$767K - $857K
|
13.4K
$4.09M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.5K+ 0.62% |
$762K - $851K
|
564K
$172M
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
3.5KNew |
$761K - $851K
|
3.5K
$1.07M
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
3.5K+ 26.23% |
$761K - $851K
|
16.8K
$5.15M
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.49K+ 25.88% |
$759K - $848K
|
17K
$5.19M
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.48KNew |
$757K - $846K
|
3.48K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.45K+ 110.7% |
$749K - $837K
|
6.56K
$2M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.44K+ 63.17% |
$749K - $837K
|
8.89K
$2.72M
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
3.4K+ 22.91% |
$740K - $826K
|
18.2K
$5.57M
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
3.3K+ 99.34% |
$717K - $801K
|
6.62K
$2.02M
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.28KNew |
$714K - $798K
|
3.28K
$1M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.27K+ 13.27% |
$712K - $796K
|
27.9K
$8.53M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.26K+ 146.87% |
$709K - $793K
|
5.48K
$1.68M
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.22KNew |
$701K - $783K
|
3.22K
$984K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.17K+ 144.79% |
$689K - $770K
|
5.36K
$1.64M
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.15KNew |
$685K - $766K
|
3.15K
$963K
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.12K+ 2.7% |
$679K - $759K
|
119K
$36.3M
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.1K+ 7.4% |
$673K - $752K
|
44.9K
$13.7M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.07K+ 65.6% |
$667K - $745K
|
7.74K
$2.37M
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
2.92KNew |
$636K - $710K
|
2.92K
$893K
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.92K+ 52.16% |
$634K - $709K
|
8.5K
$2.6M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.89K+ 23.95% |
$629K - $703K
|
15K
$4.58M
|
|
Aug 14, 2024
Q2 2024
|
Redwood Grove Capital, LLC
Palo Alto, CA |
BUY
|
- |
2.87K+ 5.67% |
$624K - $698K
|
53.5K
$16.4M
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.81K+ 57.03% |
$612K - $684K
|
7.75K
$2.37M
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
2.81KNew |
$612K - $684K
|
2.81K
$860K
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.81K+ 53.52% |
$612K - $684K
|
8.07K
$2.47M
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.75K+ 39.86% |
$599K - $669K
|
9.66K
$2.95M
|
|
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
2.71KNew |
$589K - $658K
|
2.71K
$827K
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.66K+ 7.18% |
$579K - $647K
|
39.7K
$12.1M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.64K+ 172.95% |
$574K - $642K
|
4.17K
$1.27M
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.63KNew |
$572K - $639K
|
2.63K
$803K
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
2.61K+ 8.53% |
$568K - $635K
|
33.2K
$10.1M
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.6K+ 217.0% |
$566K - $633K
|
3.8K
$1.16M
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.6KNew |
$566K - $633K
|
2.6K
$796K
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.59K+ 4.3% |
$562K - $628K
|
62.7K
$19.2M
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.57K+ 5.95% |
$559K - $625K
|
45.8K
$14M
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.55KNew |
$554K - $619K
|
2.55K
$778K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.54KNew |
$552K - $617K
|
2.54K
$776K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.52K+ 4.09% |
$547K - $611K
|
64K
$19.6M
|
|
Jul 16, 2024
Q2 2024
|
Hendley & CO Inc
|
BUY
|
- |
2.5KNew |
$544K - $608K
|
2.5K
$764K
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2.49KNew |
$542K - $606K
|
2.49K
$762K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.44K+ 2.08% |
$531K - $593K
|
120K
$36.6M
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.42K+ 34571.43% |
$526K - $588K
|
2.43K
$742K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.37K+ 16.96% |
$515K - $576K
|
16.3K
$4.99M
|