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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.41K+ 7.3% |
$1.33M - $1.77M
|
138K
$41.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9.22K+ 7.31% |
$1.3M - $1.73M
|
135K
$40.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
9.09K+ 7.77% |
$1.28M - $1.71M
|
126K
$38.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
9K+ 107.12% |
$1.27M - $1.69M
|
17.4K
$5.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
8.96K+ 43.57% |
$1.27M - $1.68M
|
29.5K
$8.92M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
8.93KNew |
$1.26M - $1.68M
|
8.93K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
8.87K+ 4.54% |
$1.25M - $1.66M
|
204K
$61.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
8.8K+ 43.49% |
$1.24M - $1.65M
|
29K
$8.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
8.65K+ 121.19% |
$1.22M - $1.62M
|
15.8K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.49K+ 9.81% |
$1.2M - $1.59M
|
95K
$28.7M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
8.08KNew |
$1.14M - $1.52M
|
8.08K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
8.05K+ 43.24% |
$1.14M - $1.51M
|
26.7K
$8.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8.02K+ 6.28% |
$1.13M - $1.51M
|
136K
$41M
|
|
|
Feb 12, 2024
Q4 2023
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
8KNew |
$1.13M - $1.5M
|
8K
$2.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.84K+ 10.98% |
$1.11M - $1.47M
|
79.3K
$23.9M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.79K+ 4.84% |
$1.1M - $1.46M
|
169K
$51M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
7.75KNew |
$1.1M - $1.46M
|
7.75K
$2.34M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
7.71KNew |
$1.09M - $1.45M
|
7.71K
$2.33M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.65KNew |
$1.08M - $1.44M
|
7.65K
$2.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
7.61KNew |
$1.07M - $1.43M
|
7.61K
$2.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
7.53K+ 19.04% |
$1.06M - $1.41M
|
47.1K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.5K+ 12.78% |
$1.06M - $1.41M
|
66.2K
$20M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.43K+ 6.9% |
$1.05M - $1.4M
|
115K
$34.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
7.43KNew |
$1.05M - $1.4M
|
7.43K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
7.33KNew |
$1.04M - $1.38M
|
7.33K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
7.28K+ 2.01% |
$1.03M - $1.37M
|
370K
$112M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
7.27K+ 21.32% |
$1.03M - $1.36M
|
41.4K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7.21K+ 242.52% |
$1.02M - $1.35M
|
10.2K
$3.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
7.08K+ 312.81% |
$1M - $1.33M
|
9.35K
$2.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.02KNew |
$992K - $1.32M
|
7.02K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
6.88K+ 26.29% |
$973K - $1.29M
|
33.1K
$9.99M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.88K+ 5.95% |
$973K - $1.29M
|
123K
$37M
|
|
|
Feb 14, 2024
Q4 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
6.85K+ 243.74% |
$968K - $1.29M
|
9.66K
$2.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.79K+ 782.72% |
$960K - $1.28M
|
7.66K
$2.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
6.77K+ 115.74% |
$957K - $1.27M
|
12.6K
$3.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.75K+ 219.09% |
$954K - $1.27M
|
9.83K
$2.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6.72KNew |
$950K - $1.26M
|
6.72K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.71K+ 103.15% |
$947K - $1.26M
|
13.2K
$3.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.69K+ 1.0% |
$945K - $1.26M
|
674K
$204M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.65K+ 196.17% |
$940K - $1.25M
|
10K
$3.03M
|
|
|
Feb 27, 2024
Q4 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
6.49K+ 110.72% |
$917K - $1.22M
|
12.3K
$3.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.33K+ 11.51% |
$895K - $1.19M
|
61.3K
$18.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
6.29KNew |
$888K - $1.18M
|
6.29K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.16K+ 24.12% |
$870K - $1.16M
|
31.7K
$9.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
6.16KNew |
$870K - $1.16M
|
6.16K
$1.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
6.06K+ 49.7% |
$856K - $1.14M
|
18.3K
$5.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
6.02KNew |
$851K - $1.13M
|
6.02K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
6.01KNew |
$850K - $1.13M
|
6.01K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6K+ 121.72% |
$847K - $1.13M
|
10.9K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.93K+ 2.9% |
$838K - $1.11M
|
210K
$63.5M
|