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 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
24+ 0.56% |
$3.39K - $4.51K
|
4.29K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
24+ 480.0% |
$3.39K - $4.51K
|
29
$9.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
24+ 0.66% |
$3.39K - $4.51K
|
3.68K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
24+ 0.29% |
$3.39K - $4.51K
|
8.32K
$2.71M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
24+ 4.8% |
$3.39K - $4.51K
|
524
$171K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
22+ 1.35% |
$3.11K - $4.13K
|
1.65K
$537K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
22+ 0.67% |
$3.11K - $4.13K
|
3.28K
$1.07M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
22New |
$3.11K - $4.13K
|
22
$7.17K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
21+ 0.58% |
$2.97K - $3.94K
|
3.67K
$1.2M
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
20New |
$2.83K - $3.76K
|
20
$6.52K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
20+ 0.51% |
$2.83K - $3.76K
|
3.91K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20+ 0.78% |
$2.83K - $3.76K
|
2.57K
$838K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
20+ 0.78% |
$2.83K - $3.76K
|
2.6K
$846K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
20+ 0.08% |
$2.83K - $3.76K
|
23.8K
$7.77M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.45% |
$2.68K - $3.57K
|
4.22K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
18+ 0.85% |
$2.54K - $3.38K
|
2.14K
$697K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
18+ 0.35% |
$2.54K - $3.38K
|
5.2K
$1.69M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
17+ 2.65% |
$2.4K - $3.19K
|
658
$214K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
17+ 0.64% |
$2.4K - $3.19K
|
2.69K
$877K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
17+ 0.64% |
$2.4K - $3.19K
|
2.69K
$877K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
15+ 0.36% |
$2.12K - $2.82K
|
4.24K
$1.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15+ 4.41% |
$2.12K - $2.82K
|
355
$116K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
15+ 3.02% |
$2.12K - $2.82K
|
512
$167K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
15New |
$2.12K - $2.82K
|
15
$4.89K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
14+ 0.2% |
$1.98K - $2.63K
|
6.89K
$2.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
14+ 0.13% |
$1.98K - $2.63K
|
10.4K
$3.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14+ 38.89% |
$1.98K - $2.63K
|
50
$16.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14+ 0.87% |
$1.98K - $2.63K
|
1.63K
$530K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
14New |
$1.98K - $2.63K
|
14
$4.56K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
13New |
$1.84K - $2.44K
|
13
$4.24K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
13+ 0.52% |
$1.84K - $2.44K
|
2.51K
$817K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 2.55% |
$1.7K - $2.25K
|
483
$157K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
12+ 0.14% |
$1.7K - $2.25K
|
8.84K
$2.88M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11+ 1.85% |
$1.55K - $2.07K
|
605
$197K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
10+ 0.72% |
$1.41K - $1.88K
|
1.4K
$457K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
10+ 0.36% |
$1.41K - $1.88K
|
2.8K
$912K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 0.33% |
$1.27K - $1.69K
|
2.71K
$882K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
9+ 0.23% |
$1.27K - $1.69K
|
3.96K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 0.55% |
$1.27K - $1.69K
|
1.66K
$539K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
9+ 1.23% |
$1.27K - $1.69K
|
743
$242K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
8+ 0.36% |
$1.13K - $1.5K
|
2.22K
$723K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
8+ 0.19% |
$1.13K - $1.5K
|
4.12K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8+ 0.28% |
$1.13K - $1.5K
|
2.86K
$931K
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
7+ 0.06% |
$989 - $1.31K
|
11.5K
$3.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
7+ 0.16% |
$989 - $1.31K
|
4.43K
$1.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
6+ 0.16% |
$848 - $1.13K
|
3.83K
$1.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
6+ 0.1% |
$848 - $1.13K
|
6.3K
$2.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.25% |
$848 - $1.13K
|
2.42K
$788K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
5+ 27.78% |
$707 - $939
|
23
$7.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 0.58% |
$707 - $939
|
865
$282K
|