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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2- 0.08% |
$283 - $376
|
2.51K
$818K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 4.92% |
$424 - $563
|
58
$18.9K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-3- 0.16% |
$424 - $563
|
1.88K
$611K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3- 0.01% |
$424 - $563
|
20.5K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-4- 0.34% |
$565 - $751
|
1.16K
$377K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-5- 0.1% |
$707 - $939
|
5.2K
$1.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-5- 0.31% |
$707 - $939
|
1.62K
$527K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-5- 0.08% |
$707 - $939
|
5.95K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.25% |
$707 - $939
|
1.98K
$644K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-5- 2.36% |
$707 - $939
|
207
$67.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-5- 0.07% |
$707 - $939
|
7.18K
$2.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 0.88% |
$848 - $1.13K
|
679
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 2.01% |
$848 - $1.13K
|
293
$95.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6- 0.15% |
$848 - $1.13K
|
3.95K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-7- 0.29% |
$989 - $1.31K
|
2.45K
$798K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-7- 0.17% |
$989 - $1.31K
|
4.01K
$1.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-9- 1.01% |
$1.27K - $1.69K
|
879
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-9- 1.12% |
$1.27K - $1.69K
|
795
$259K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-10- 0.11% |
$1.41K - $1.88K
|
9.14K
$2.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-10- 0.25% |
$1.41K - $1.88K
|
4.01K
$1.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-11- 0.72% |
$1.55K - $2.07K
|
1.52K
$497K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-12- 0.53% |
$1.7K - $2.25K
|
2.26K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-12- 0.11% |
$1.7K - $2.25K
|
10.8K
$3.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-13- 0.61% |
$1.84K - $2.44K
|
2.13K
$694K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-13- 0.62% |
$1.84K - $2.44K
|
2.1K
$684K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-13- 0.62% |
$1.84K - $2.44K
|
2.1K
$684K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-14- 23.33% |
$1.98K - $2.63K
|
46
$15K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-14- 0.36% |
$1.98K - $2.63K
|
3.9K
$1.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-14- 0.88% |
$1.98K - $2.63K
|
1.58K
$515K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-14- 6.86% |
$1.98K - $2.63K
|
190
$61.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-15- 30.0% |
$2.12K - $2.82K
|
35
$11.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-15- 0.33% |
$2.12K - $2.82K
|
4.52K
$1.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-15- 0.69% |
$2.12K - $2.82K
|
2.16K
$702K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-15- 0.82% |
$2.12K - $2.82K
|
1.81K
$589K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-16- 45.71% |
$2.26K - $3K
|
19
$6.19K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-17- 0.7% |
$2.4K - $3.19K
|
2.41K
$785K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-18- 0.51% |
$2.54K - $3.38K
|
3.51K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-19- 0.19% |
$2.68K - $3.57K
|
9.85K
$3.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-19- 0.26% |
$2.68K - $3.57K
|
7.26K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-19- 1.32% |
$2.68K - $3.57K
|
1.42K
$463K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-19- 8.26% |
$2.68K - $3.57K
|
211
$68.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-20- 0.52% |
$2.83K - $3.76K
|
3.84K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-21- 0.25% |
$2.97K - $3.94K
|
8.22K
$2.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-22- 1.45% |
$3.11K - $4.13K
|
1.5K
$488K
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-22- 0.04% |
$3.11K - $4.13K
|
58.1K
$18.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-22- 5.57% |
$3.11K - $4.13K
|
373
$122K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-23- 0.33% |
$3.25K - $4.32K
|
7.05K
$2.3M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-23- 1.49% |
$3.25K - $4.32K
|
1.52K
$495K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-24- 0.13% |
$3.39K - $4.51K
|
18K
$5.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-24- 1.56% |
$3.39K - $4.51K
|
1.51K
$493K
|