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
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.48K+ 96.42% |
$323K - $360K
|
3.02K
$910K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.47K+ 12.15% |
$321K - $358K
|
13.6K
$4.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 54.23% |
$319K - $357K
|
4.18K
$1.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
1.46K+ 18.12% |
$318K - $356K
|
9.54K
$2.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.45KNew |
$316K - $353K
|
1.45K
$438K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.43K+ 210.26% |
$312K - $349K
|
2.12K
$638K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.41KNew |
$308K - $344K
|
1.41K
$426K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.41KNew |
$306K - $342K
|
1.41K
$425K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.39K+ 14.71% |
$302K - $337K
|
10.8K
$3.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.38KNew |
$300K - $335K
|
1.38K
$415K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.38KNew |
$299K - $334K
|
1.38K
$414K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.36K+ 29.64% |
$296K - $331K
|
5.96K
$1.8M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.35K+ 4.01% |
$294K - $328K
|
35K
$10.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.33K+ 19.86% |
$289K - $324K
|
8.03K
$2.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.33K+ 1.37% |
$289K - $323K
|
98.1K
$29.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.32K+ 6.87% |
$287K - $320K
|
20.5K
$6.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.31K+ 6.1% |
$284K - $318K
|
22.8K
$6.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.3K+ 2.51% |
$283K - $316K
|
53.1K
$16M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.3K+ 11.53% |
$283K - $316K
|
12.6K
$3.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.28K+ 2.08% |
$279K - $312K
|
62.8K
$18.9M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.28K+ 30.71% |
$278K - $311K
|
5.44K
$1.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.27K+ 2.21% |
$277K - $309K
|
58.8K
$17.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
1.26KNew |
$275K - $307K
|
1.26K
$381K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.26K+ 5.59% |
$274K - $306K
|
23.8K
$7.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.25KNew |
$271K - $303K
|
1.25K
$375K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.24KNew |
$270K - $301K
|
1.24K
$374K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.23K+ 16.06% |
$268K - $299K
|
8.9K
$2.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.23K+ 3.1% |
$268K - $299K
|
40.9K
$12.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 2.24% |
$266K - $297K
|
55.9K
$16.8M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.22KNew |
$265K - $297K
|
1.22K
$368K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.22K+ 89.54% |
$264K - $295K
|
2.57K
$775K
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.2K+ 46.15% |
$261K - $292K
|
3.8K
$1.14M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1.19K+ 8.79% |
$258K - $288K
|
14.7K
$4.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.17KNew |
$255K - $285K
|
1.17K
$353K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.16K+ 17.48% |
$253K - $283K
|
7.82K
$2.36M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.16KNew |
$252K - $282K
|
1.16K
$349K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.15K+ 27.12% |
$250K - $280K
|
5.4K
$1.63M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.14K+ 51.42% |
$248K - $277K
|
3.36K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.13KNew |
$246K - $274K
|
1.13K
$340K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.12K+ 15.43% |
$243K - $271K
|
8.35K
$2.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.11K+ 34.77% |
$241K - $270K
|
4.3K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.11K+ 24.33% |
$241K - $270K
|
5.67K
$1.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 8.42% |
$241K - $269K
|
14.3K
$4.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.07KNew |
$233K - $260K
|
1.07K
$322K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.06KNew |
$230K - $257K
|
1.06K
$319K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.06K+ 71.59% |
$230K - $257K
|
2.53K
$763K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.05KNew |
$229K - $255K
|
1.05K
$317K
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.05KNew |
$228K - $255K
|
1.05K
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.05KNew |
$228K - $255K
|
1.05K
$315K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.04K+ 15.04% |
$227K - $253K
|
7.97K
$2.4M
|