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 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-7.33K- 86.39% |
$1.04M - $1.38M
|
1.16K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-7.35K- 2.68% |
$1.04M - $1.38M
|
267K
$71.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-7.45K- 12.15% |
$1.05M - $1.4M
|
53.9K
$14.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-7.52K- 6.14% |
$1.06M - $1.41M
|
115K
$30.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-7.64K- 27.12% |
$1.08M - $1.43M
|
20.5K
$5.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-7.71K- 39.74% |
$1.09M - $1.45M
|
11.7K
$3.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.94K- 1.22% |
$1.12M - $1.49M
|
644K
$173M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-7.96K- 74.65% |
$1.12M - $1.49M
|
2.7K
$727K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-7.97K- 1.48% |
$1.13M - $1.5M
|
529K
$142M
|
|
|
Jan 25, 2024
Q4 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-8K- 20.51% |
$1.13M - $1.5M
|
31K
$8.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-8.03K- 51.42% |
$1.13M - $1.51M
|
7.59K
$2.04M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-8.22K- 99.04% |
$1.16M - $1.54M
|
80
$21.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
SELL
|
- |
-8.46K- 52.52% |
$1.2M - $1.59M
|
7.65K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.58K- 1.39% |
$1.21M - $1.61M
|
610K
$164M
|
|
|
Jan 30, 2024
Q4 2023
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-8.71K- 0.24% |
$1.23M - $1.64M
|
3.56M
$959M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-8.73K- 65.65% |
$1.23M - $1.64M
|
4.57K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9K- 0.18% |
$1.27M - $1.69M
|
4.92M
$1.32B
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-9.05K- 52.22% |
$1.28M - $1.7M
|
8.28K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-9.06K- 6.87% |
$1.28M - $1.7M
|
123K
$33M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-9.12K- 11.68% |
$1.29M - $1.71M
|
69K
$18.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-9.15K- 94.01% |
$1.29M - $1.72M
|
583
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-9.39K- 87.68% |
$1.33M - $1.76M
|
1.32K
$355K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.41K- 14.95% |
$1.33M - $1.77M
|
53.6K
$14.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-9.58K- 2.16% |
$1.35M - $1.8M
|
434K
$117M
|
|
|
Feb 06, 2024
Q4 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-9.63K- 0.54% |
$1.36M - $1.81M
|
1.77M
$476M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-9.74K- 4.55% |
$1.38M - $1.83M
|
204K
$54.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-9.85K- 3.45% |
$1.39M - $1.85M
|
275K
$74.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-9.92K- 3.73% |
$1.4M - $1.86M
|
256K
$69M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-9.95K- 1.46% |
$1.41M - $1.87M
|
673K
$181M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-10.4K- 15.47% |
$1.48M - $1.96M
|
57.1K
$15.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-10.9K- 3.53% |
$1.54M - $2.05M
|
298K
$80.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-10.9K- 85.62% |
$1.55M - $2.05M
|
1.84K
$494K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-11.1K- 5.18% |
$1.56M - $2.08M
|
202K
$54.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.5K- 1.09% |
$1.63M - $2.17M
|
1.05M
$282M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-11.7K- 40.06% |
$1.66M - $2.2M
|
17.5K
$4.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.8K- 20.02% |
$1.67M - $2.22M
|
47.1K
$12.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-11.9K- 6.86% |
$1.67M - $2.23M
|
161K
$43.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-11.9K- 21.71% |
$1.68M - $2.23M
|
42.9K
$11.5M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-11.9K- 21.71% |
$1.68M - $2.23M
|
42.9K
$11.5M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-12.2K- 46.0% |
$1.73M - $2.3M
|
14.4K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12.9K- 31.34% |
$1.82M - $2.43M
|
28.3K
$7.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-13.3K- 9.57% |
$1.88M - $2.5M
|
126K
$33.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-13.5K- 2.78% |
$1.91M - $2.53M
|
472K
$127M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-13.8K- 3.55% |
$1.94M - $2.58M
|
374K
$101M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.9K- 4.42% |
$2.1M - $2.79M
|
321K
$86.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-14.9K- 1.5% |
$2.1M - $2.79M
|
978K
$263M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-15K- 91.23% |
$2.12M - $2.82M
|
1.44K
$389K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.4K- 4.56% |
$2.32M - $3.09M
|
344K
$92.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-16.7K- 87.31% |
$2.36M - $3.14M
|
2.43K
$654K
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-16.8K- 63.82% |
$2.37M - $3.15M
|
9.51K
$2.56M
|