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 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5+ 0.14% |
$707 - $939
|
3.63K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
5+ 0.07% |
$707 - $939
|
7.41K
$2.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
5+ 0.17% |
$707 - $939
|
2.9K
$946K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4+ 0.22% |
$565 - $751
|
1.79K
$584K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.26% |
$565 - $751
|
1.56K
$507K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
4+ 0.18% |
$565 - $751
|
2.22K
$724K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 13.79% |
$565 - $751
|
33
$10.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.18% |
$424 - $563
|
1.63K
$532K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3+ 0.14% |
$424 - $563
|
2.15K
$702K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
3+ 0.14% |
$424 - $563
|
2.09K
$682K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
3+ 0.14% |
$424 - $563
|
2.07K
$675K
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
3+ 0.19% |
$424 - $563
|
1.6K
$523K
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.16% |
$424 - $563
|
1.85K
$604K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 1.31% |
$424 - $563
|
232
$75.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3+ 0.08% |
$424 - $563
|
3.65K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3+ 0.64% |
$424 - $563
|
469
$153K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.09% |
$283 - $376
|
2.29K
$747K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
2+ 0.11% |
$283 - $376
|
1.77K
$576K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.11% |
$283 - $376
|
1.78K
$580K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
2+ 0.05% |
$283 - $376
|
3.76K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2+ 0.13% |
$283 - $376
|
1.55K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 0.04% |
$283 - $376
|
5.66K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.14% |
$283 - $376
|
1.46K
$477K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.26% |
$283 - $376
|
782
$255K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$141 - $188
|
1.52K
$496K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.63% |
$141 - $188
|
160
$52.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$141 - $188
|
4.2K
$1.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$141 - $188
|
405
$132K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$141 - $188
|
2.11K
$689K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.01% |
$141 - $188
|
8.56K
$2.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1+ 0.11% |
$141 - $188
|
887
$289K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$141 - $188
|
9.4K
$3.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$141 - $188
|
2.02K
$658K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1+ 0.03% |
$141 - $188
|
3.32K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1+ 0.07% |
$141 - $188
|
1.47K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.1% |
$141 - $188
|
965
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.05% |
$141 - $188
|
2.05K
$669K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-1- 0.17% |
$141 - $188
|
601
$196K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1- 0.03% |
$141 - $188
|
3.73K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1- 0.06% |
$141 - $188
|
1.61K
$525K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.05% |
$141 - $188
|
2.15K
$702K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$141 - $188
|
10.7K
$3.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1- 0.05% |
$141 - $188
|
2.06K
$670K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1- 0.05% |
$141 - $188
|
2.04K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1- 0.62% |
$141 - $188
|
161
$52.5K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.27% |
$141 - $188
|
43
$14K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.61% |
$141 - $188
|
163
$53.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2- 0.06% |
$283 - $376
|
3.43K
$1.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2- 0.01% |
$283 - $376
|
22.2K
$7.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2- 0.07% |
$283 - $376
|
2.84K
$926K
|