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 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
50+ 1.39% |
$7.07K - $9.39K
|
3.65K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
50+ 3.23% |
$7.07K - $9.39K
|
1.6K
$507K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
50+ 1.14% |
$7.07K - $9.39K
|
4.46K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
49+ 3.4% |
$6.92K - $9.2K
|
1.49K
$473K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49+ 0.36% |
$6.92K - $9.2K
|
13.5K
$4.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
48+ 0.96% |
$6.78K - $9.01K
|
5.05K
$1.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
47+ 0.2% |
$6.64K - $8.83K
|
23.8K
$7.55M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
47New |
$6.64K - $8.83K
|
47
$14.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
45+ 1.41% |
$6.36K - $8.45K
|
3.24K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
45New |
$6.36K - $8.45K
|
45
$14.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
45+ 1.87% |
$6.36K - $8.45K
|
2.45K
$777K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
44+ 0.23% |
$6.22K - $8.26K
|
19.5K
$6.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
44+ 0.06% |
$6.22K - $8.26K
|
71.6K
$22.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
43New |
$6.08K - $8.08K
|
43
$13.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
43+ 0.75% |
$6.08K - $8.08K
|
5.77K
$1.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
42+ 0.26% |
$5.94K - $7.89K
|
16K
$5.09M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
41+ 1.34% |
$5.79K - $7.7K
|
3.11K
$987K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.74% |
$5.65K - $7.51K
|
1.5K
$476K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
40+ 2.67% |
$5.65K - $7.51K
|
1.54K
$489K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
40+ 1.32% |
$5.65K - $7.51K
|
3.08K
$978K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
39New |
$5.51K - $7.32K
|
39
$12.4K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
39+ 0.78% |
$5.51K - $7.32K
|
5.06K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
38+ 0.02% |
$5.37K - $7.14K
|
253K
$80.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
38+ 0.46% |
$5.37K - $7.14K
|
8.23K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
38New |
$5.37K - $7.14K
|
38
$12.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
37+ 2.64% |
$5.23K - $6.95K
|
1.44K
$457K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
37+ 41.11% |
$5.23K - $6.95K
|
127
$40.3K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
37New |
$5.23K - $6.95K
|
37
$11.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
36+ 0.39% |
$5.09K - $6.76K
|
9.18K
$2.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
35+ 0.94% |
$4.95K - $6.57K
|
3.75K
$1.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
35+ 66.04% |
$4.95K - $6.57K
|
88
$27.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
35+ 0.94% |
$4.95K - $6.57K
|
3.74K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
34+ 1.96% |
$4.8K - $6.39K
|
1.77K
$562K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
33+ 0.07% |
$4.66K - $6.2K
|
50.7K
$16.1M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
33+ 1.78% |
$4.66K - $6.2K
|
1.88K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32+ 2.18% |
$4.52K - $6.01K
|
1.5K
$476K
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
31+ 0.28% |
$4.38K - $5.82K
|
11.1K
$3.53M
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
31+ 0.28% |
$4.38K - $5.82K
|
11.1K
$3.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
30+ 1.45% |
$4.24K - $5.63K
|
2.1K
$668K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
30+ 0.26% |
$4.24K - $5.63K
|
11.7K
$3.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
28+ 1.8% |
$3.96K - $5.26K
|
1.58K
$503K
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
28+ 0.1% |
$3.96K - $5.26K
|
27.1K
$8.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
27+ 12.16% |
$3.82K - $5.07K
|
249
$79K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
27+ 0.27% |
$3.82K - $5.07K
|
9.93K
$3.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
27+ 0.39% |
$3.82K - $5.07K
|
7K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
27+ 1.24% |
$3.82K - $5.07K
|
2.2K
$700K
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
BUY
|
- |
25+ 0.14% |
$3.53K - $4.7K
|
17.3K
$5.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
25+ 0.06% |
$3.53K - $4.7K
|
43.1K
$13.7M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
25New |
$3.53K - $4.7K
|
25
$7.94K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
25New |
$3.53K - $4.7K
|
25
$7.94K
|