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 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.05KNew |
$229K - $255K
|
1.05K
$290K
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.05KNew |
$228K - $255K
|
1.05K
$289K
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.05KNew |
$228K - $255K
|
1.05K
$289K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.04K+ 15.04% |
$227K - $253K
|
7.97K
$2.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
1.04KNew |
$226K - $253K
|
1.04K
$287K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.04K+ 10.57% |
$226K - $253K
|
10.9K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
1KNew |
$218K - $243K
|
1K
$276K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1KNew |
$218K - $243K
|
1K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
1KNew |
$218K - $243K
|
1K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1K+ 4.24% |
$218K - $243K
|
24.6K
$6.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
994+ 10.51% |
$216K - $242K
|
10.4K
$2.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
984New |
$214K - $239K
|
984
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
982+ 0.06% |
$214K - $239K
|
1.66M
$459M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
975+ 3.97% |
$212K - $237K
|
25.5K
$7.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
973+ 4.65% |
$212K - $237K
|
21.9K
$6.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Mirova
Paris, I0 |
BUY
|
- |
960+ 2.34% |
$209K - $233K
|
42K
$11.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
958New |
$208K - $233K
|
958
$264K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
953+ 3.42% |
$207K - $232K
|
28.8K
$7.95M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
952New |
$207K - $231K
|
952
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
947New |
$206K - $230K
|
947
$261K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
943+ 1.73% |
$205K - $229K
|
55.3K
$15.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
942New |
$205K - $229K
|
942
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
935+ 14.44% |
$203K - $227K
|
7.41K
$2.04M
|
|
|
Jul 11, 2024
Q2 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
933+ 4.96% |
$203K - $227K
|
19.7K
$5.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
930+ 59.92% |
$202K - $226K
|
2.48K
$685K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
929+ 25.0% |
$202K - $226K
|
4.65K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
924New |
$201K - $225K
|
924
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
921+ 76.81% |
$200K - $224K
|
2.12K
$585K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
904New |
$197K - $220K
|
904
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Sprucegrove Investment Management LTD
Toronto, A6 |
BUY
|
- |
900+ 1.46% |
$196K - $219K
|
62.5K
$17.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
900New |
$196K - $219K
|
900
$248K
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
900New |
$196K - $219K
|
900
$248K
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
898New |
$195K - $218K
|
898
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
898New |
$195K - $218K
|
898
$248K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
896+ 7.67% |
$195K - $218K
|
12.6K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
896New |
$195K - $218K
|
896
$247K
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
895New |
$195K - $218K
|
895
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
893New |
$194K - $217K
|
893
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
893New |
$194K - $217K
|
893
$246K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
887+ 86.71% |
$193K - $216K
|
1.91K
$527K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
886New |
$193K - $215K
|
886
$245K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
884New |
$192K - $215K
|
884
$244K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
877New |
$191K - $213K
|
877
$242K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
875+ 8.82% |
$190K - $213K
|
10.8K
$2.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
874New |
$190K - $212K
|
874
$241K
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
870New |
$189K - $211K
|
870
$240K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
868New |
$189K - $211K
|
868
$240K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
867+ 0.8% |
$189K - $211K
|
109K
$30.2M
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
865New |
$188K - $210K
|
865
$239K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
851New |
$185K - $207K
|
851
$235K
|