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 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-359- 1.25% |
$50.7K - $67.4K
|
28.3K
$7.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Valueworks LLC
New York, NY |
SELL
|
- |
-368- 3.05% |
$52K - $69.1K
|
11.7K
$2.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-370- 7.23% |
$52.3K - $69.5K
|
4.75K
$1.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-372- 10.21% |
$52.6K - $69.9K
|
3.27K
$836K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-379- 22.32% |
$53.6K - $71.2K
|
1.32K
$337K
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-390- 1.24% |
$55.1K - $73.2K
|
31K
$7.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-391- 9.67% |
$55.3K - $73.4K
|
3.65K
$933K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-392- 5.35% |
$55.4K - $73.6K
|
6.93K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-393- 10.15% |
$55.5K - $73.8K
|
3.48K
$888K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-395- 2.74% |
$55.8K - $74.2K
|
14K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-395- 0.16% |
$55.8K - $74.2K
|
245K
$62.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-397- 0.23% |
$56.1K - $74.6K
|
173K
$44.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-398- 4.2% |
$56.2K - $74.7K
|
9.07K
$2.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-400- 75.47% |
$56.5K - $75.1K
|
130
$33.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-400- 1.11% |
$56.5K - $75.1K
|
35.7K
$9.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Nixon Capital, LLC
Austin, TX |
SELL
|
- |
-401- 0.57% |
$56.7K - $75.3K
|
70.4K
$18M
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-404- 79.53% |
$57.1K - $75.9K
|
104
$26.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-405- 1.76% |
$57.2K - $76.1K
|
22.6K
$5.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-406- 18.29% |
$57.4K - $76.2K
|
1.81K
$463K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-406- 8.03% |
$57.4K - $76.2K
|
4.65K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-406- 14.78% |
$57.4K - $76.2K
|
2.34K
$598K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-408- 0.9% |
$57.7K - $76.6K
|
45.2K
$11.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-409- 15.63% |
$57.8K - $76.8K
|
2.21K
$564K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-409- 10.97% |
$57.8K - $76.8K
|
3.32K
$848K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-411- 10.12% |
$58.1K - $77.2K
|
3.65K
$932K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-413- 2.5% |
$58.4K - $77.6K
|
16.1K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
SELL
|
- |
-418- 26.76% |
$59.1K - $78.5K
|
1.14K
$292K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-431- 3.44% |
$60.9K - $80.9K
|
12.1K
$3.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-431- 6.26% |
$60.9K - $80.9K
|
6.45K
$1.65M
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-435- 2.02% |
$61.5K - $81.7K
|
21.1K
$5.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-438- 4.04% |
$61.9K - $82.3K
|
10.4K
$2.66M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-442- 12.67% |
$62.5K - $83K
|
3.05K
$778K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-448- 11.34% |
$63.3K - $84.1K
|
3.5K
$895K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-453- 5.05% |
$64K - $85.1K
|
8.52K
$2.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-454- 24.73% |
$64.2K - $85.3K
|
1.38K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-454- 1.79% |
$64.2K - $85.3K
|
24.9K
$6.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-455- 29.26% |
$64.3K - $85.4K
|
1.1K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-456- 9.28% |
$64.4K - $85.6K
|
4.46K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-457- 0.68% |
$64.6K - $85.8K
|
66.9K
$17.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-461- 6.17% |
$65.1K - $86.6K
|
7.01K
$1.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-464- 0.46% |
$65.6K - $87.1K
|
101K
$25.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-470- 1.81% |
$66.4K - $88.3K
|
25.5K
$6.51M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-471- 1.31% |
$66.6K - $88.5K
|
35.6K
$9.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-474- 8.86% |
$67K - $89K
|
4.87K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-475- 9.2% |
$67.1K - $89.2K
|
4.69K
$1.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-486- 0.78% |
$68.7K - $91.3K
|
61.9K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-489- 11.57% |
$69.1K - $91.8K
|
3.74K
$955K
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-494- 8.49% |
$69.8K - $92.8K
|
5.33K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-498- 8.58% |
$70.4K - $93.5K
|
5.3K
$1.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-500- 17.12% |
$70.7K - $93.9K
|
2.42K
$618K
|