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 14, 2024
Q4 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
300+ 16.66% |
$42.4K - $56.3K
|
2.1K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
300+ 0.61% |
$42.4K - $56.3K
|
49.2K
$15.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
298+ 15.43% |
$42.1K - $56K
|
2.23K
$708K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
298+ 4.51% |
$42.1K - $56K
|
6.91K
$2.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
292+ 2.77% |
$41.3K - $54.8K
|
10.8K
$3.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
291+ 5.44% |
$41.1K - $54.6K
|
5.64K
$1.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
289+ 0.5% |
$40.8K - $54.3K
|
58.1K
$18.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
283+ 4.45% |
$40K - $53.1K
|
6.64K
$2.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
281+ 7.65% |
$39.7K - $52.8K
|
3.95K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
276+ 15.32% |
$39K - $51.8K
|
2.08K
$659K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
274+ 4.41% |
$38.7K - $51.5K
|
6.48K
$2.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
274+ 0.94% |
$38.7K - $51.5K
|
29.5K
$9.38M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
274New |
$38.7K - $51.5K
|
274
$87K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
270+ 12.42% |
$38.2K - $50.7K
|
2.44K
$776K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
263+ 22.48% |
$37.2K - $49.4K
|
1.43K
$455K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
261+ 5.74% |
$36.9K - $49K
|
4.81K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
260+ 16.53% |
$36.7K - $48.8K
|
1.83K
$582K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
BUY
|
- |
260+ 0.4% |
$36.7K - $48.8K
|
64.6K
$20.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
260New |
$36.7K - $48.8K
|
260
$82.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
260+ 0.22% |
$36.7K - $48.8K
|
119K
$37.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
258+ 9.63% |
$36.5K - $48.5K
|
2.94K
$932K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
255+ 13.23% |
$36K - $47.9K
|
2.18K
$693K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
250New |
$35.3K - $47K
|
250
$79.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
249+ 2.8% |
$35.2K - $46.8K
|
9.14K
$2.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
248+ 1.88% |
$35K - $46.6K
|
13.4K
$4.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
246+ 0.61% |
$34.8K - $46.2K
|
40.3K
$12.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
245+ 1.08% |
$34.6K - $46K
|
23K
$7.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
245+ 14.3% |
$34.6K - $46K
|
1.96K
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
243New |
$34.3K - $45.6K
|
243
$77.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
242+ 2.67% |
$34.2K - $45.4K
|
9.3K
$2.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
235+ 4.45% |
$33.2K - $44.1K
|
5.52K
$1.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
230+ 0.65% |
$32.5K - $43.2K
|
35.5K
$11.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
230+ 0.69% |
$32.5K - $43.2K
|
33.5K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
230+ 4.66% |
$32.5K - $43.2K
|
5.17K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
230New |
$32.5K - $43.2K
|
230
$73K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
226+ 0.6% |
$31.9K - $42.4K
|
37.9K
$12M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
225+ 0.66% |
$31.8K - $42.3K
|
34.2K
$10.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
220+ 0.81% |
$31.1K - $41.3K
|
27.4K
$8.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
216+ 0.57% |
$30.5K - $40.6K
|
38.4K
$12.2M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
216+ 14.61% |
$30.5K - $40.6K
|
1.69K
$538K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
211+ 7.52% |
$29.8K - $39.6K
|
3.02K
$957K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
210+ 4.71% |
$29.7K - $39.4K
|
4.67K
$1.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
209+ 3.08% |
$29.5K - $39.3K
|
6.99K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
209+ 5.14% |
$29.5K - $39.3K
|
4.27K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
209+ 1.07% |
$29.5K - $39.3K
|
19.8K
$6.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
208+ 0.38% |
$29.4K - $39.1K
|
54.4K
$17.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
207+ 7.65% |
$29.3K - $38.9K
|
2.91K
$924K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
206+ 1.93% |
$29.1K - $38.7K
|
10.9K
$3.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
205+ 9.51% |
$29K - $38.5K
|
2.36K
$749K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
205+ 0.73% |
$29K - $38.5K
|
28.2K
$8.95M
|