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 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
609+ 5.55% |
$86.1K - $114K
|
11.6K
$3.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
607+ 7.14% |
$85.8K - $114K
|
9.11K
$2.97M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
603+ 10.12% |
$85.2K - $113K
|
6.56K
$2.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
600New |
$84.8K - $113K
|
600
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
600New |
$84.8K - $113K
|
600
$196K
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
599+ 2.76% |
$84.6K - $112K
|
22.3K
$7.28M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
595+ 5.75% |
$84.1K - $112K
|
11K
$3.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
594+ 27.9% |
$83.9K - $112K
|
2.72K
$887K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
593+ 4.62% |
$83.8K - $111K
|
13.4K
$4.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
592+ 21.51% |
$83.7K - $111K
|
3.34K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
591+ 2.94% |
$83.5K - $111K
|
20.7K
$6.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
578+ 1.13% |
$81.7K - $109K
|
51.8K
$16.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
577+ 21.59% |
$81.5K - $108K
|
3.25K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
577+ 39.93% |
$81.5K - $108K
|
2.02K
$659K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
575+ 100.0% |
$81.3K - $108K
|
1.15K
$375K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
573+ 5.92% |
$81K - $108K
|
10.3K
$3.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
572+ 0.8% |
$80.8K - $107K
|
72.2K
$23.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
565+ 5.08% |
$79.8K - $106K
|
11.7K
$3.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
550+ 200.0% |
$77.7K - $103K
|
825
$269K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
548+ 4.47% |
$77.4K - $103K
|
12.8K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
544New |
$76.9K - $102K
|
544
$177K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
542+ 18.76% |
$76.6K - $102K
|
3.43K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
531+ 4.15% |
$75K - $99.7K
|
13.3K
$4.34M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
525+ 2.24% |
$74.2K - $98.6K
|
23.9K
$7.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
524+ 9.19% |
$74K - $98.4K
|
6.23K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
520New |
$73.5K - $97.7K
|
520
$169K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
510New |
$72.1K - $95.8K
|
510
$166K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
506+ 29.32% |
$71.5K - $95K
|
2.23K
$727K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
502+ 5.61% |
$70.9K - $94.3K
|
9.44K
$3.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
498+ 29.63% |
$70.4K - $93.5K
|
2.18K
$710K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
492+ 27.14% |
$69.5K - $92.4K
|
2.31K
$751K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
491+ 11.54% |
$69.4K - $92.2K
|
4.75K
$1.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
480+ 3.61% |
$67.8K - $90.1K
|
13.8K
$4.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
469+ 16.42% |
$66.3K - $88.1K
|
3.33K
$1.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
465+ 28.35% |
$65.7K - $87.3K
|
2.11K
$686K
|
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
464+ 15.15% |
$65.6K - $87.1K
|
3.53K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
462+ 20.18% |
$65.3K - $86.8K
|
2.75K
$896K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
461+ 71.47% |
$65.1K - $86.6K
|
1.11K
$360K
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
454+ 3.41% |
$64.2K - $85.3K
|
13.8K
$4.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
BUY
|
- |
450+ 6.62% |
$63.6K - $84.5K
|
7.25K
$2.36M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
443+ 9.74% |
$62.6K - $83.2K
|
4.99K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
439+ 0.73% |
$62K - $82.4K
|
60.7K
$19.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
435+ 17.71% |
$61.5K - $81.7K
|
2.89K
$942K
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
435+ 1.22% |
$61.5K - $81.7K
|
36.1K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
432+ 2.46% |
$61K - $81.1K
|
18K
$5.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
432+ 21.55% |
$61K - $81.1K
|
2.44K
$794K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
426+ 1.96% |
$60.2K - $80K
|
22.2K
$7.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
414+ 5.65% |
$58.5K - $77.7K
|
7.75K
$2.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
408+ 121.07% |
$57.7K - $76.6K
|
745
$243K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
405+ 0.69% |
$57.2K - $76.1K
|
59.1K
$19.3M
|