Purchases and Sales Made in Q4 2023 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
1.27KNew |
$179K - $238K
|
1.27K
$414K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.27KNew |
$179K - $238K
|
1.27K
$412K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.25KNew |
$177K - $235K
|
1.25K
$408K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.25KNew |
$177K - $235K
|
1.25K
$408K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.25KNew |
$177K - $235K
|
1.25K
$408K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
1.25KNew |
$177K - $235K
|
1.25K
$407K
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.25KNew |
$177K - $235K
|
1.25K
$407K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.24KNew |
$176K - $233K
|
1.24K
$405K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.24KNew |
$175K - $233K
|
1.24K
$404K
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$175K - $232K
|
1.24K
$403K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.24KNew |
$175K - $232K
|
1.24K
$403K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.23KNew |
$174K - $231K
|
1.23K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.23KNew |
$174K - $231K
|
1.23K
$401K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.22KNew |
$173K - $230K
|
1.22K
$399K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.22KNew |
$173K - $229K
|
1.22K
$398K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.22KNew |
$172K - $229K
|
1.22K
$397K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.22KNew |
$172K - $229K
|
1.22K
$397K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.22KNew |
$172K - $229K
|
1.22K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$172K - $229K
|
1.22K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.22K+ 55.72% |
$172K - $229K
|
3.4K
$1.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.22KNew |
$172K - $229K
|
1.22K
$397K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
1.22KNew |
$172K - $228K
|
1.22K
$396K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
1.22K+ 3.7% |
$172K - $228K
|
34K
$11.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.21KNew |
$172K - $228K
|
1.21K
$396K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
1.21KNew |
$171K - $228K
|
1.21K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.21K+ 2.7% |
$171K - $227K
|
46.1K
$15M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1.2KNew |
$170K - $225K
|
1.2K
$391K
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.2K+ 0.75% |
$170K - $225K
|
162K
$52.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.2KNew |
$169K - $225K
|
1.2K
$391K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.2KNew |
$169K - $225K
|
1.2K
$390K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.2KNew |
$169K - $224K
|
1.2K
$389K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.2KNew |
$169K - $224K
|
1.2K
$389K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
1.19KNew |
$169K - $224K
|
1.19K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.19K+ 4.74% |
$168K - $223K
|
26.3K
$8.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.18KNew |
$166K - $221K
|
1.18K
$383K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.18KNew |
$166K - $221K
|
1.18K
$383K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.18KNew |
$166K - $221K
|
1.18K
$383K
|
|
|
Jan 29, 2024
Q4 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
1.18KNew |
$166K - $221K
|
1.18K
$383K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
1.17KNew |
$166K - $220K
|
1.17K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.17KNew |
$165K - $220K
|
1.17K
$382K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.17K+ 3.53% |
$165K - $220K
|
34.3K
$11.2M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.17KNew |
$165K - $219K
|
1.17K
$380K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.17KNew |
$165K - $219K
|
1.17K
$380K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.16K+ 22.65% |
$164K - $218K
|
6.28K
$2.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.16KNew |
$163K - $217K
|
1.16K
$376K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.15K+ 8.53% |
$163K - $217K
|
14.7K
$4.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
1.15KNew |
$163K - $216K
|
1.15K
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.15KNew |
$163K - $216K
|
1.15K
$375K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.15KNew |
$162K - $215K
|
1.15K
$374K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.15KNew |
$162K - $215K
|
1.15K
$374K
|