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
|
Palisade Asset Management, LLC
|
SELL
|
- |
-250- 3.03% |
$35.3K - $47K
|
8K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-250- 10.63% |
$35.3K - $47K
|
2.1K
$528K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-250- 8.07% |
$35.3K - $47K
|
2.85K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-257- 15.36% |
$36.3K - $48.3K
|
1.42K
$356K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-260- 1.88% |
$36.7K - $48.8K
|
13.6K
$3.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-263- 2.23% |
$37.2K - $49.4K
|
11.5K
$2.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-273- 5.72% |
$38.6K - $51.3K
|
4.5K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-273- 2.67% |
$38.6K - $51.3K
|
9.95K
$2.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
SELL
|
- |
-275- 11.03% |
$38.9K - $51.6K
|
2.22K
$558K
|
|
|
Feb 09, 2024
Q4 2023
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-275- 1.5% |
$38.9K - $51.6K
|
18K
$4.53M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-277- 1.19% |
$39.1K - $52K
|
22.9K
$5.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-278- 1.24% |
$39.3K - $52.2K
|
22.2K
$5.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-280- 8.35% |
$39.6K - $52.6K
|
3.07K
$772K
|
|
|
Jan 24, 2024
Q4 2023
|
Qv Investors Inc.
|
SELL
|
- |
-280- 2.37% |
$39.6K - $52.6K
|
11.5K
$2.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-280- 0.88% |
$39.6K - $52.6K
|
31.5K
$7.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-289- 2.78% |
$40.8K - $54.3K
|
10.1K
$2.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-293- 19.59% |
$41.4K - $55K
|
1.2K
$302K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-294- 14.92% |
$41.5K - $55.2K
|
1.68K
$421K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-296- 1.38% |
$41.8K - $55.6K
|
21.2K
$5.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-298- 15.93% |
$42.1K - $56K
|
1.57K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-298- 4.44% |
$42.1K - $56K
|
6.42K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-299- 12.01% |
$42.3K - $56.2K
|
2.19K
$550K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-300- 95.54% |
$42.4K - $56.3K
|
14
$3.52K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-300- 7.63% |
$42.4K - $56.3K
|
3.63K
$912K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-302- 10.68% |
$42.7K - $56.7K
|
2.53K
$635K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-302- 0.33% |
$42.7K - $56.7K
|
90.8K
$22.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-309- 22.07% |
$43.7K - $58K
|
1.09K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-309- 2.88% |
$43.7K - $58K
|
10.4K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-310- 15.21% |
$43.8K - $58.2K
|
1.73K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-310- 9.99% |
$43.8K - $58.2K
|
2.79K
$702K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-317- 0.19% |
$44.8K - $59.5K
|
163K
$40.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-321- 0.18% |
$45.4K - $60.3K
|
180K
$45.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-322- 5.24% |
$45.5K - $60.5K
|
5.82K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-325- 8.77% |
$45.9K - $61K
|
3.38K
$849K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-326- 17.71% |
$46.1K - $61.2K
|
1.52K
$381K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-326- 19.45% |
$46.1K - $61.2K
|
1.35K
$339K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-326- 17.02% |
$46.1K - $61.2K
|
1.59K
$399K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-327- 8.68% |
$46.2K - $61.4K
|
3.44K
$865K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-331- 5.2% |
$46.8K - $62.2K
|
6.03K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-333- 19.6% |
$47.1K - $62.5K
|
1.37K
$343K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-338- 10.5% |
$47.8K - $63.5K
|
2.88K
$724K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-339- 13.84% |
$47.9K - $63.7K
|
2.11K
$531K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-343- 4.74% |
$48.5K - $64.4K
|
6.9K
$1.73M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-346- 7.89% |
$48.9K - $65K
|
4.04K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-350- 5.08% |
$49.5K - $65.7K
|
6.54K
$1.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-350- 3.92% |
$49.5K - $65.7K
|
8.58K
$2.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-357- 1.5% |
$50.4K - $67K
|
23.4K
$5.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-358- 1.12% |
$50.6K - $67.2K
|
31.6K
$7.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-358- 17.94% |
$50.6K - $67.2K
|
1.64K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-358- 10.9% |
$50.6K - $67.2K
|
2.93K
$735K
|