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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.15KNew |
$162K - $215K
|
1.15K
$364K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
1.14KNew |
$161K - $214K
|
1.14K
$361K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.14KNew |
$161K - $214K
|
1.14K
$361K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.14KNew |
$161K - $214K
|
1.14K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.14KNew |
$161K - $213K
|
1.14K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.14KNew |
$160K - $213K
|
1.14K
$360K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.13KNew |
$160K - $213K
|
1.13K
$360K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
1.13KNew |
$160K - $212K
|
1.13K
$359K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.13K+ 281.25% |
$159K - $211K
|
1.53K
$484K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.12KNew |
$159K - $211K
|
1.12K
$356K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.12KNew |
$158K - $211K
|
1.12K
$356K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.11KNew |
$157K - $209K
|
1.11K
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.11K+ 3.13% |
$157K - $208K
|
36.6K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.11KNew |
$157K - $208K
|
1.11K
$352K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.11KNew |
$156K - $208K
|
1.11K
$351K
|
|
|
Jan 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
1.11KNew |
$156K - $208K
|
1.11K
$351K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
1.1KNew |
$156K - $207K
|
1.1K
$350K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.1KNew |
$156K - $207K
|
1.1K
$350K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.1K+ 8.77% |
$156K - $207K
|
13.7K
$4.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.1KNew |
$156K - $207K
|
1.1K
$350K
|
|
|
Jan 16, 2024
Q4 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
1.1KNew |
$155K - $207K
|
1.1K
$349K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.1K+ 12.94% |
$155K - $207K
|
9.6K
$3.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
1.09K+ 23.82% |
$154K - $205K
|
5.68K
$1.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.09KNew |
$154K - $205K
|
1.09K
$346K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.09KNew |
$154K - $205K
|
1.09K
$346K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.09KNew |
$154K - $205K
|
1.09K
$346K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.09KNew |
$154K - $205K
|
1.09K
$346K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.09KNew |
$154K - $205K
|
1.09K
$346K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
1.09KNew |
$154K - $204K
|
1.09K
$345K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.09KNew |
$153K - $204K
|
1.09K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.09KNew |
$153K - $204K
|
1.09K
$345K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.09KNew |
$153K - $204K
|
1.09K
$344K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.08KNew |
$152K - $202K
|
1.08K
$342K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.08KNew |
$152K - $202K
|
1.08K
$342K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.07KNew |
$152K - $202K
|
1.07K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.07KNew |
$151K - $201K
|
1.07K
$339K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.07KNew |
$150K - $200K
|
1.07K
$338K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.06K+ 23.22% |
$150K - $200K
|
5.64K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.06K+ 11.97% |
$150K - $200K
|
9.95K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.06K+ 9.39% |
$150K - $199K
|
12.4K
$3.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 546.88% |
$148K - $197K
|
1.24K
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.05KNew |
$148K - $197K
|
1.05K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.04K+ 21.93% |
$148K - $196K
|
5.81K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.04K+ 0.9% |
$146K - $194K
|
116K
$36.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
1K+ 8.1% |
$141K - $188K
|
13.3K
$4.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
989+ 8.25% |
$140K - $186K
|
13K
$4.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
981+ 1.09% |
$139K - $184K
|
91K
$28.9M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
979+ 4.94% |
$138K - $184K
|
20.8K
$6.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
975+ 4.21% |
$138K - $183K
|
24.2K
$7.67M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
975+ 8.57% |
$138K - $183K
|
12.3K
$3.92M
|