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 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 6.99% |
$178K - $237K
|
16.8K
$4.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.27K- 6.53% |
$179K - $238K
|
18.1K
$4.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.29K- 3.05% |
$182K - $241K
|
40.9K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.3K- 17.91% |
$183K - $243K
|
5.94K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.3K- 1.28% |
$184K - $244K
|
101K
$25.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.32K- 2.73% |
$186K - $248K
|
46.9K
$12M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.33K- 4.41% |
$188K - $250K
|
28.9K
$7.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.35K- 1.12% |
$190K - $253K
|
119K
$30.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.41K- 31.08% |
$200K - $265K
|
3.13K
$800K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.41K- 2.57% |
$200K - $265K
|
53.6K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.44K- 2.68% |
$203K - $270K
|
52.2K
$13.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.46K- 19.14% |
$207K - $275K
|
6.18K
$1.58M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.48K- 0.62% |
$209K - $278K
|
238K
$60.8M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.49K- 32.88% |
$211K - $280K
|
3.04K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-1.5K- 29.19% |
$211K - $281K
|
3.63K
$926K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.5K- 2.21% |
$212K - $282K
|
66.5K
$17M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.5K- 1.01% |
$212K - $282K
|
148K
$37.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.51K- 4.97% |
$213K - $283K
|
28.8K
$7.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-1.51K- 1.4% |
$214K - $284K
|
106K
$27.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.51K- 1.45% |
$214K - $284K
|
103K
$26.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.52K- 13.87% |
$214K - $285K
|
9.42K
$2.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-1.52K- 35.88% |
$215K - $285K
|
2.71K
$693K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.55K- 19.82% |
$219K - $291K
|
6.28K
$1.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.57K- 7.16% |
$222K - $295K
|
20.4K
$5.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.57K- 26.98% |
$222K - $295K
|
4.26K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-1.58K- 29.17% |
$223K - $297K
|
3.84K
$980K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.59K- 26.48% |
$224K - $298K
|
4.41K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.59K- 19.95% |
$225K - $298K
|
6.38K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1.61K- 0.81% |
$227K - $301K
|
197K
$50.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.61K- 66.19% |
$227K - $301K
|
820
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.61K- 2.86% |
$227K - $302K
|
54.6K
$13.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.61K- 26.42% |
$228K - $303K
|
4.5K
$1.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.65K- 24.77% |
$233K - $310K
|
5.01K
$1.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.68K- 27.26% |
$238K - $316K
|
4.49K
$1.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.68K- 27.71% |
$238K - $316K
|
4.39K
$1.12M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.7K- 6.72% |
$240K - $319K
|
23.6K
$6.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-1.74K- 1.55% |
$245K - $326K
|
110K
$28.1M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.75K- 5.7% |
$247K - $329K
|
29K
$7.4M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.81K- 53.51% |
$255K - $339K
|
1.57K
$401K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.82K- 30.26% |
$257K - $341K
|
4.19K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.85K- 0.33% |
$261K - $346K
|
559K
$143M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.86K- 31.91% |
$263K - $349K
|
3.97K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.89K- 21.64% |
$267K - $355K
|
6.84K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-1.89K- 0.92% |
$267K - $355K
|
203K
$51.7M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.9K- 1.19% |
$268K - $357K
|
158K
$40.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.92K- 1.24% |
$271K - $361K
|
153K
$39.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.95K- 5.88% |
$276K - $367K
|
31.3K
$7.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.99K- 10.87% |
$281K - $373K
|
16.3K
$4.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.99K- 6.6% |
$282K - $374K
|
28.2K
$7.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2K- 20.93% |
$283K - $376K
|
7.57K
$1.93M
|