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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
204+ 4.8% |
$28.8K - $38.3K
|
4.45K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
202+ 8.91% |
$28.5K - $37.9K
|
2.47K
$783K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
202+ 2.97% |
$28.5K - $37.9K
|
7K
$2.22M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
202+ 8.91% |
$28.5K - $37.9K
|
2.47K
$783K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
201New |
$28.4K - $37.7K
|
201
$63.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
201+ 7.35% |
$28.4K - $37.7K
|
2.94K
$932K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200+ 10.76% |
$28.3K - $37.6K
|
2.06K
$654K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
200New |
$28.3K - $37.6K
|
200
$63.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
200+ 1.59% |
$28.3K - $37.6K
|
12.8K
$4.05M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
200New |
$28.3K - $37.6K
|
200
$63.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
199+ 11.2% |
$28.1K - $37.4K
|
1.98K
$627K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
199+ 9.98% |
$28.1K - $37.4K
|
2.19K
$696K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
194+ 3.83% |
$27.4K - $36.4K
|
5.26K
$1.67M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
193+ 4.48% |
$27.3K - $36.2K
|
4.5K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
192+ 4.7% |
$27.1K - $36.1K
|
4.28K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
184+ 0.14% |
$26K - $34.6K
|
135K
$42.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
181+ 1.37% |
$25.6K - $34K
|
13.4K
$4.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
181+ 2.7% |
$25.6K - $34K
|
6.89K
$2.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
180+ 1.68% |
$25.4K - $33.8K
|
10.9K
$3.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
178+ 1.81% |
$25.2K - $33.4K
|
10K
$3.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
175+ 7.94% |
$24.7K - $32.9K
|
2.38K
$755K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
175+ 0.95% |
$24.7K - $32.9K
|
18.5K
$5.89M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
175+ 4.41% |
$24.7K - $32.9K
|
4.14K
$1.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
174+ 67.97% |
$24.6K - $32.7K
|
430
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
173+ 0.3% |
$24.4K - $32.5K
|
57.5K
$18.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
171+ 10.13% |
$24.2K - $32.1K
|
1.86K
$590K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
171New |
$24.2K - $32.1K
|
171
$54.3K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
170New |
$24K - $31.9K
|
170
$54K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
170+ 12.92% |
$24K - $31.9K
|
1.49K
$472K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
170+ 0.39% |
$24K - $31.9K
|
44.2K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
170+ 1.48% |
$24K - $31.9K
|
11.6K
$3.69M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
170New |
$24K - $31.9K
|
170
$54K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
169New |
$23.9K - $31.7K
|
169
$53.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
167+ 0.3% |
$23.6K - $31.4K
|
55.4K
$17.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
165+ 0.81% |
$23.3K - $31K
|
20.5K
$6.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
164+ 8.26% |
$23.2K - $30.8K
|
2.15K
$682K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
162+ 1.46% |
$22.9K - $30.4K
|
11.2K
$3.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
161New |
$22.8K - $30.2K
|
161
$51.1K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
161+ 1.46% |
$22.8K - $30.2K
|
11.2K
$3.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
160+ 1.6% |
$22.6K - $30K
|
10.2K
$3.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
159+ 7.15% |
$22.5K - $29.9K
|
2.38K
$757K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
158+ 1.56% |
$22.3K - $29.7K
|
10.3K
$3.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
158+ 11.63% |
$22.3K - $29.7K
|
1.52K
$482K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
157+ 4.99% |
$22.2K - $29.5K
|
3.3K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
157+ 2.97% |
$22.2K - $29.5K
|
5.45K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
156+ 7.14% |
$22K - $29.3K
|
2.34K
$743K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
156+ 4.8% |
$22K - $29.3K
|
3.4K
$1.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
155+ 8.29% |
$21.9K - $29.1K
|
2.02K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
154New |
$21.8K - $28.9K
|
154
$48.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
153New |
$21.6K - $28.7K
|
153
$48.6K
|