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 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.44K+ 2.08% |
$531K - $593K
|
120K
$33.3M
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.42K+ 34571.43% |
$526K - $588K
|
2.43K
$674K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.37K+ 16.96% |
$515K - $576K
|
16.3K
$4.54M
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.3K+ 24.34% |
$500K - $559K
|
11.8K
$3.26M
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
2.3K+ 3.55% |
$500K - $559K
|
67K
$18.6M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.3K+ 26.54% |
$500K - $559K
|
11K
$3.05M
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
2.28K+ 101.02% |
$496K - $554K
|
4.54K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.24K+ 26.61% |
$487K - $545K
|
10.7K
$2.96M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.23K+ 7.39% |
$485K - $542K
|
32.4K
$9M
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.22K+ 92.21% |
$482K - $538K
|
4.62K
$1.28M
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.21KNew |
$481K - $538K
|
2.21K
$615K
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.18KNew |
$473K - $529K
|
2.18K
$605K
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
2.15K+ 224.27% |
$468K - $523K
|
3.11K
$865K
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.15K+ 5.04% |
$468K - $523K
|
44.8K
$12.5M
|
|
Jul 23, 2024
Q2 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
2.1KNew |
$457K - $510K
|
2.1K
$584K
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.1K+ 105.0% |
$457K - $510K
|
4.1K
$1.14M
|
|
Aug 14, 2024
Q2 2024
|
Skye Global Management LP
West Palm Beach, FL |
BUY
|
- |
2.1KNew |
$457K - $510K
|
2.1K
$584K
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.09KNew |
$453K - $507K
|
2.09K
$579K
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
2.08K+ 44.95% |
$453K - $506K
|
6.71K
$1.87M
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.07K+ 329.94% |
$451K - $504K
|
2.7K
$750K
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
2.07K+ 10.96% |
$450K - $502K
|
20.9K
$5.81M
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.04KNew |
$444K - $496K
|
2.04K
$567K
|
|
Aug 09, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
2K+ 3.08% |
$435K - $486K
|
67K
$18.6M
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
2K+ 3.08% |
$435K - $486K
|
67K
$18.6M
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.92K+ 39.7% |
$417K - $466K
|
6.75K
$1.88M
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.9KNew |
$412K - $461K
|
1.9K
$527K
|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.87KNew |
$408K - $456K
|
1.87K
$521K
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.82KNew |
$395K - $442K
|
1.82K
$505K
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
1.81K+ 24.46% |
$395K - $441K
|
9.23K
$2.56M
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.79K+ 20.29% |
$390K - $436K
|
10.6K
$2.95M
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.79KNew |
$390K - $436K
|
1.79K
$498K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.77K+ 2.15% |
$385K - $431K
|
84.2K
$23.4M
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.75K+ 4.52% |
$381K - $426K
|
40.6K
$11.3M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.73KNew |
$377K - $422K
|
1.73K
$482K
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.73K+ 62.04% |
$375K - $420K
|
4.51K
$1.25M
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.73KNew |
$375K - $420K
|
1.73K
$480K
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.71K+ 0.38% |
$373K - $416K
|
447K
$124M
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.66K+ 2.44% |
$362K - $404K
|
69.9K
$19.4M
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.65KNew |
$358K - $400K
|
1.65K
$458K
|
|
Aug 14, 2024
Q2 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
1.62K+ 0.98% |
$352K - $394K
|
168K
$46.6M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.61KNew |
$350K - $391K
|
1.61K
$447K
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 0.47% |
$348K - $389K
|
341K
$94.8M
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.57KNew |
$341K - $381K
|
1.57K
$435K
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.56KNew |
$339K - $379K
|
1.56K
$433K
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.55K+ 0.95% |
$338K - $377K
|
165K
$45.7M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.55K+ 403.92% |
$336K - $376K
|
1.93K
$536K
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.55K+ 20.42% |
$336K - $376K
|
9.11K
$2.53M
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.53K+ 5.75% |
$333K - $372K
|
28.1K
$7.81M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.53K+ 12.26% |
$333K - $372K
|
14K
$3.89M
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.53K+ 3.02% |
$332K - $371K
|
52.1K
$14.5M
|