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 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.97K+ 22.95% |
$561K - $745K
|
21.3K
$5.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.92KNew |
$554K - $736K
|
3.92K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.89KNew |
$549K - $730K
|
3.89K
$1.08M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
3.88KNew |
$548K - $728K
|
3.88K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
3.87KNew |
$547K - $727K
|
3.87K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.79K+ 5.03% |
$535K - $711K
|
79.1K
$22M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.75KNew |
$530K - $705K
|
3.75K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.73K+ 26.77% |
$527K - $701K
|
17.7K
$4.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.64K+ 7.39% |
$515K - $684K
|
52.9K
$14.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
3.64K+ 173.38% |
$515K - $684K
|
5.74K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.58KNew |
$505K - $672K
|
3.58K
$994K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.57KNew |
$505K - $671K
|
3.57K
$993K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
3.57K+ 7.38% |
$504K - $670K
|
51.9K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.55K+ 3.12% |
$501K - $666K
|
117K
$32.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.5K+ 32.58% |
$495K - $658K
|
14.3K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
3.48KNew |
$491K - $653K
|
3.48K
$966K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
3.44KNew |
$485K - $645K
|
3.44K
$954K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.39KNew |
$479K - $636K
|
3.39K
$941K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.3K+ 38.38% |
$467K - $620K
|
11.9K
$3.31M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.22K+ 8.56% |
$455K - $604K
|
40.8K
$11.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.21KNew |
$454K - $603K
|
3.21K
$893K
|
|
|
Feb 08, 2024
Q4 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
3.17K+ 64.07% |
$448K - $596K
|
8.12K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.17K+ 13.38% |
$448K - $595K
|
26.9K
$7.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.14K+ 4.09% |
$444K - $590K
|
79.9K
$22.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.13K+ 21.21% |
$443K - $588K
|
17.9K
$4.97M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.13K+ 3.41% |
$442K - $587K
|
94.7K
$26.3M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.08K+ 111.27% |
$435K - $578K
|
5.85K
$1.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Jlb & Associates Inc
|
BUY
|
- |
3.06K+ 43.58% |
$432K - $574K
|
10.1K
$2.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.02KNew |
$426K - $567K
|
3.02K
$838K
|
|
|
Feb 14, 2024
Q4 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
2.99KNew |
$423K - $562K
|
2.99K
$831K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.99K+ 0.3% |
$422K - $561K
|
999K
$277M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.97K+ 4.77% |
$420K - $559K
|
65.3K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.97KNew |
$420K - $559K
|
2.97K
$826K
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.97KNew |
$420K - $558K
|
2.97K
$825K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.96K+ 5.46% |
$419K - $556K
|
57.2K
$15.9M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.96K+ 21.83% |
$418K - $556K
|
16.5K
$4.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.95K+ 22.87% |
$416K - $553K
|
15.8K
$4.4M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.94KNew |
$416K - $553K
|
2.94K
$818K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.9KNew |
$409K - $544K
|
2.9K
$805K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
2.89KNew |
$408K - $543K
|
2.89K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.88KNew |
$408K - $542K
|
2.88K
$801K
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.88KNew |
$407K - $540K
|
2.88K
$799K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.86KNew |
$405K - $538K
|
2.86K
$796K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.85KNew |
$403K - $536K
|
2.85K
$793K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.84K+ 3.8% |
$401K - $533K
|
77.5K
$21.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.83KNew |
$399K - $531K
|
2.83K
$785K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.75KNew |
$388K - $516K
|
2.75K
$764K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.74KNew |
$387K - $514K
|
2.74K
$761K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.73KNew |
$385K - $512K
|
2.73K
$758K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.7K+ 163.34% |
$382K - $507K
|
4.35K
$1.21M
|