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
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
927+ 10.26% |
$131K - $174K
|
9.96K
$3.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
912+ 50.17% |
$129K - $171K
|
2.73K
$890K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
906+ 16.73% |
$128K - $170K
|
6.32K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
905+ 0.62% |
$128K - $170K
|
147K
$48M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
904+ 3.43% |
$128K - $170K
|
27.2K
$8.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
891+ 1.58% |
$126K - $167K
|
57.2K
$18.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
888+ 29.31% |
$125K - $167K
|
3.92K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
883+ 2.43% |
$125K - $166K
|
37.3K
$12.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
850+ 68.0% |
$120K - $160K
|
2.1K
$684K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
849+ 22.64% |
$120K - $159K
|
4.6K
$1.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
844+ 3.44% |
$119K - $159K
|
25.4K
$8.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
838+ 2.04% |
$118K - $157K
|
41.9K
$13.7M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
828+ 10.74% |
$117K - $155K
|
8.54K
$2.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
807+ 7.88% |
$114K - $152K
|
11K
$3.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
797+ 1.2% |
$113K - $150K
|
67.1K
$21.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
788+ 22.54% |
$111K - $148K
|
4.28K
$1.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
778+ 2.75% |
$110K - $146K
|
29.1K
$9.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
771+ 23.35% |
$109K - $145K
|
4.07K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
769+ 1.16% |
$109K - $144K
|
67.2K
$21.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
755+ 45.07% |
$107K - $142K
|
2.43K
$792K
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
753+ 20.85% |
$106K - $141K
|
4.36K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
744+ 6.25% |
$105K - $140K
|
12.6K
$4.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
737+ 3.42% |
$104K - $138K
|
22.3K
$7.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
735+ 0.9% |
$104K - $138K
|
82.5K
$26.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
726+ 2.15% |
$103K - $136K
|
34.5K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
725+ 1.12% |
$102K - $136K
|
65.4K
$21.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
710+ 2.02% |
$100K - $133K
|
35.9K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
699+ 43.28% |
$98.8K - $131K
|
2.31K
$754K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
696New |
$98.4K - $131K
|
696
$227K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
691+ 6.22% |
$97.6K - $130K
|
11.8K
$3.85M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
690+ 12.68% |
$97.5K - $130K
|
6.13K
$2M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
676+ 5.35% |
$95.5K - $127K
|
13.3K
$4.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
675New |
$95.4K - $127K
|
675
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
668+ 21.0% |
$94.4K - $125K
|
3.85K
$1.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
667+ 24.51% |
$94.3K - $125K
|
3.39K
$1.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
663+ 6.14% |
$93.7K - $125K
|
11.5K
$3.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
658+ 3.43% |
$93K - $124K
|
19.8K
$6.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
658+ 2.73% |
$93K - $124K
|
24.7K
$8.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
656+ 7.32% |
$92.7K - $123K
|
9.62K
$3.13M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
655New |
$92.6K - $123K
|
655
$213K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
649+ 0.88% |
$91.7K - $122K
|
74.1K
$24.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
649New |
$91.7K - $122K
|
649
$211K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
638New |
$90.2K - $120K
|
638
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
634New |
$89.6K - $119K
|
634
$207K
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
628New |
$88.7K - $118K
|
628
$205K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
625+ 10.91% |
$88.3K - $117K
|
6.35K
$2.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
611+ 16.42% |
$86.3K - $115K
|
4.33K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
610+ 72.62% |
$86.2K - $115K
|
1.45K
$473K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
610+ 23.74% |
$86.2K - $115K
|
3.18K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
609+ 22.88% |
$86.1K - $114K
|
3.27K
$1.07M
|