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 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-76- 14.73% |
$10.7K - $14.3K
|
440
$140K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-76- 4.15% |
$10.7K - $14.3K
|
1.76K
$558K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-79- 1.4% |
$11.2K - $14.8K
|
5.58K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-80- 0.78% |
$11.3K - $15K
|
10.1K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-80- 0.94% |
$11.3K - $15K
|
8.39K
$2.66M
|
|
|
Jan 05, 2024
Q4 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-81- 0.22% |
$11.4K - $15.2K
|
36.3K
$11.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-81- 2.03% |
$11.4K - $15.2K
|
3.91K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-81- 3.72% |
$11.4K - $15.2K
|
2.09K
$665K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-82- 0.95% |
$11.6K - $15.4K
|
8.58K
$2.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-83- 2.61% |
$11.7K - $15.6K
|
3.09K
$981K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-83- 0.86% |
$11.7K - $15.6K
|
9.57K
$3.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-85- 3.49% |
$12K - $16K
|
2.35K
$747K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-87- 1.09% |
$12.3K - $16.3K
|
7.89K
$2.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-87- 1.87% |
$12.3K - $16.3K
|
4.55K
$1.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-88- 4.03% |
$12.4K - $16.5K
|
2.1K
$666K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-88- 3.0% |
$12.4K - $16.5K
|
2.84K
$902K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-88- 1.29% |
$12.4K - $16.5K
|
6.75K
$2.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-90- 1.85% |
$12.7K - $16.9K
|
4.77K
$1.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-91- 3.53% |
$12.9K - $17.1K
|
2.49K
$790K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-93- 12.5% |
$13.1K - $17.5K
|
651
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-93- 0.49% |
$13.1K - $17.5K
|
19.1K
$6.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-94- 2.92% |
$13.3K - $17.7K
|
3.13K
$993K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-96- 1.06% |
$13.6K - $18K
|
8.94K
$2.84M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-97- 3.56% |
$13.7K - $18.2K
|
2.63K
$833K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-97- 0.26% |
$13.7K - $18.2K
|
37.2K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-99- 0.06% |
$14K - $18.6K
|
164K
$51.9M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 7.43% |
$14.1K - $18.8K
|
1.25K
$395K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-100- 2.03% |
$14.1K - $18.8K
|
4.83K
$1.53M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-100- 2.3% |
$14.1K - $18.8K
|
4.26K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-100- 2.13% |
$14.1K - $18.8K
|
4.59K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-100- 1.33% |
$14.1K - $18.8K
|
7.44K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-100- 5.69% |
$14.1K - $18.8K
|
1.66K
$526K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-100- 43.48% |
$14.1K - $18.8K
|
130
$41.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-104- 0.56% |
$14.7K - $19.5K
|
18.5K
$5.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-105- 0.25% |
$14.8K - $19.7K
|
42.6K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-105- 5.99% |
$14.8K - $19.7K
|
1.65K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-105- 6.66% |
$14.8K - $19.7K
|
1.47K
$467K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-107- 8.98% |
$15.1K - $20.1K
|
1.09K
$344K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-109- 3.3% |
$15.4K - $20.5K
|
3.19K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-109- 0.5% |
$15.4K - $20.5K
|
21.8K
$6.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-110- 0.81% |
$15.5K - $20.7K
|
13.5K
$4.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-110- 0.8% |
$15.5K - $20.7K
|
13.6K
$4.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-110- 2.54% |
$15.5K - $20.7K
|
4.22K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-110- 4.91% |
$15.5K - $20.7K
|
2.13K
$677K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-114- 2.63% |
$16.1K - $21.4K
|
4.22K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-114- 0.48% |
$16.1K - $21.4K
|
23.9K
$7.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-116- 3.21% |
$16.4K - $21.8K
|
3.5K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-117- 3.55% |
$16.5K - $22K
|
3.18K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-117- 3.79% |
$16.5K - $22K
|
2.97K
$942K
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-120- 2.67% |
$17K - $22.5K
|
4.37K
$1.39M
|