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 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
150+ 3.57% |
$21.2K - $28.2K
|
4.35K
$1.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
150+ 6.28% |
$21.2K - $28.2K
|
2.54K
$805K
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
150+ 6.82% |
$21.2K - $28.2K
|
2.35K
$746K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
150New |
$21.2K - $28.2K
|
150
$47.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
145New |
$20.5K - $27.2K
|
145
$46K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
141+ 6.86% |
$19.9K - $26.5K
|
2.2K
$697K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
140+ 3.85% |
$19.8K - $26.3K
|
3.78K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
139+ 4.49% |
$19.6K - $26.1K
|
3.24K
$1.03M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
138+ 2.12% |
$19.5K - $25.9K
|
6.64K
$2.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
137+ 0.72% |
$19.4K - $25.7K
|
19.1K
$6.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
136+ 3.66% |
$19.2K - $25.5K
|
3.86K
$1.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
135+ 4.7% |
$19.1K - $25.4K
|
3.01K
$955K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
134+ 3.18% |
$18.9K - $25.2K
|
4.35K
$1.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
133+ 3.75% |
$18.8K - $25K
|
3.68K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
133+ 2.52% |
$18.8K - $25K
|
5.41K
$1.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
133+ 0.97% |
$18.8K - $25K
|
13.8K
$4.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
131+ 3.95% |
$18.5K - $24.6K
|
3.45K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
131+ 4.68% |
$18.5K - $24.6K
|
2.93K
$930K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
127+ 5.06% |
$17.9K - $23.9K
|
2.64K
$836K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
126+ 1.34% |
$17.8K - $23.7K
|
9.54K
$3.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
126New |
$17.8K - $23.7K
|
126
$40K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
123+ 0.94% |
$17.4K - $23.1K
|
13.2K
$4.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
123+ 0.36% |
$17.4K - $23.1K
|
34.7K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
123+ 52.12% |
$17.4K - $23.1K
|
359
$114K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
121+ 6.89% |
$17.1K - $22.7K
|
1.88K
$596K
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
120+ 0.09% |
$17K - $22.5K
|
127K
$40.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
119+ 132.22% |
$16.8K - $22.3K
|
209
$66.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
118+ 7.09% |
$16.7K - $22.2K
|
1.78K
$566K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
118+ 0.26% |
$16.7K - $22.2K
|
46.1K
$14.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
115+ 5.32% |
$16.3K - $21.6K
|
2.28K
$723K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
114+ 0.85% |
$16.1K - $21.4K
|
13.5K
$4.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
112+ 8.28% |
$15.8K - $21K
|
1.46K
$465K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
107+ 3.7% |
$15.1K - $20.1K
|
3K
$952K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
107+ 3.68% |
$15.1K - $20.1K
|
3.01K
$956K
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
106+ 0.84% |
$15K - $19.9K
|
12.7K
$4.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
106+ 3.05% |
$15K - $19.9K
|
3.59K
$1.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
104+ 0.34% |
$14.7K - $19.5K
|
30.9K
$9.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
104+ 2.73% |
$14.7K - $19.5K
|
3.92K
$1.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
103+ 4.18% |
$14.6K - $19.3K
|
2.57K
$815K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
102+ 9.2% |
$14.4K - $19.2K
|
1.21K
$384K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
101+ 3.13% |
$14.3K - $19K
|
3.33K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
101+ 0.12% |
$14.3K - $19K
|
87.1K
$27.7M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
101New |
$14.3K - $19K
|
101
$32.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
100+ 4.0% |
$14.1K - $18.8K
|
2.6K
$825K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
100+ 1.21% |
$14.1K - $18.8K
|
8.36K
$2.65M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
100+ 1.13% |
$14.1K - $18.8K
|
8.98K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
98+ 0.16% |
$13.8K - $18.4K
|
60.9K
$19.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
97+ 7.78% |
$13.7K - $18.2K
|
1.34K
$426K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
95New |
$13.4K - $17.8K
|
95
$30.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
94+ 6.48% |
$13.3K - $17.7K
|
1.55K
$490K
|