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 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-25- 1.25% |
$3.53K - $4.7K
|
1.97K
$642K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-25- 1.54% |
$3.53K - $4.7K
|
1.6K
$522K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-25- 0.31% |
$3.53K - $4.7K
|
7.93K
$2.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-25- 0.8% |
$3.53K - $4.7K
|
3.09K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-25- 1.68% |
$3.53K - $4.7K
|
1.47K
$478K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-25- 1.25% |
$3.53K - $4.7K
|
1.97K
$642K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-26- 0.6% |
$3.67K - $4.88K
|
4.28K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-26- 0.63% |
$3.67K - $4.88K
|
4.12K
$1.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-27- 0.34% |
$3.82K - $5.07K
|
8K
$2.61M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-27- 1.55% |
$3.82K - $5.07K
|
1.72K
$560K
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
SELL
|
- |
-28- 0.06% |
$3.96K - $5.26K
|
43.4K
$14.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-29- 2.71% |
$4.1K - $5.45K
|
1.04K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-29- 1.92% |
$4.1K - $5.45K
|
1.49K
$484K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-30- 0.96% |
$4.24K - $5.63K
|
3.11K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-30- 1.72% |
$4.24K - $5.63K
|
1.71K
$559K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-31- 0.37% |
$4.38K - $5.82K
|
8.36K
$2.72M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-31- 1.38% |
$4.38K - $5.82K
|
2.21K
$720K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-31- 1.04% |
$4.38K - $5.82K
|
2.95K
$960K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-31- 72.09% |
$4.38K - $5.82K
|
12
$3.91K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-32- 0.55% |
$4.52K - $6.01K
|
5.75K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-32- 9.85% |
$4.52K - $6.01K
|
293
$95.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.21% |
$4.52K - $6.01K
|
15.4K
$5.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-33- 33.33% |
$4.66K - $6.2K
|
66
$21.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.37% |
$4.8K - $6.39K
|
9.04K
$2.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-34- 2.05% |
$4.8K - $6.39K
|
1.62K
$529K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-35- 8.39% |
$4.95K - $6.57K
|
382
$124K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-35- 15.77% |
$4.95K - $6.57K
|
187
$60.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-36- 0.85% |
$5.09K - $6.76K
|
4.22K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-37- 2.61% |
$5.23K - $6.95K
|
1.38K
$450K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-38- 0.98% |
$5.37K - $7.14K
|
3.85K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-38- 2.59% |
$5.37K - $7.14K
|
1.43K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-38- 0.02% |
$5.37K - $7.14K
|
190K
$62M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-38- 2.71% |
$5.37K - $7.14K
|
1.37K
$445K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-39- 0.21% |
$5.51K - $7.32K
|
18.2K
$5.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-40- 0.34% |
$5.65K - $7.51K
|
11.6K
$3.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-40- 2.33% |
$5.65K - $7.51K
|
1.68K
$546K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-40- 1.16% |
$5.65K - $7.51K
|
3.41K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-42- 1.7% |
$5.94K - $7.89K
|
2.43K
$793K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-42- 15.27% |
$5.94K - $7.89K
|
233
$75.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-43- 2.8% |
$6.08K - $8.08K
|
1.49K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-44- 8.13% |
$6.22K - $8.26K
|
497
$162K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-45- 1.76% |
$6.36K - $8.45K
|
2.51K
$818K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-48- 1.85% |
$6.78K - $9.01K
|
2.55K
$831K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-48- 0.51% |
$6.78K - $9.01K
|
9.44K
$3.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-50- 2.15% |
$7.07K - $9.39K
|
2.28K
$743K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-50- 1.04% |
$7.07K - $9.39K
|
4.77K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-50- 0.74% |
$7.07K - $9.39K
|
6.66K
$2.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-50- 2.66% |
$7.07K - $9.39K
|
1.83K
$596K
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-50- 0.6% |
$7.07K - $9.39K
|
8.24K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-50- 0.63% |
$7.07K - $9.39K
|
7.88K
$2.57M
|