Purchases and Sales Made in Q1 2024 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12.7K+ 32.91% |
$2.28M - $2.91M
|
51.2K
$16.5M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
12.6KNew |
$2.26M - $2.88M
|
12.6K
$4.05M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.5K+ 10.55% |
$2.25M - $2.87M
|
131K
$42.3M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.3K+ 415.03% |
$2.22M - $2.83M
|
15.3K
$4.94M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
12.3K+ 4.35% |
$2.22M - $2.82M
|
296K
$95.3M
|
|
|
May 02, 2024
Q1 2024
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
12.2K+ 0.34% |
$2.2M - $2.81M
|
3.58M
$1.15B
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
12.1KNew |
$2.18M - $2.77M
|
12.1K
$3.9M
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
12.1K+ 158.18% |
$2.18M - $2.77M
|
19.8K
$6.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
11.4K+ 16.39% |
$2.05M - $2.62M
|
81.2K
$26.2M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
11.3K+ 36.96% |
$2.04M - $2.6M
|
42.1K
$13.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
11.3KNew |
$2.03M - $2.59M
|
11.3K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11.2K+ 62.02% |
$2.01M - $2.56M
|
29.2K
$9.42M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
10.9KNew |
$1.96M - $2.5M
|
10.9K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.7KNew |
$1.93M - $2.46M
|
10.7K
$3.46M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
10.4KNew |
$1.87M - $2.39M
|
10.4K
$3.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10.4K+ 43.57% |
$1.86M - $2.38M
|
34.2K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Mirova
Paris, I0 |
BUY
|
- |
10.4K+ 33.79% |
$1.86M - $2.37M
|
41K
$13.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Australian Super Pty LTD
|
BUY
|
- |
10.3KNew |
$1.84M - $2.35M
|
10.3K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.99K+ 13.62% |
$1.8M - $2.29M
|
83.3K
$26.9M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
9.98K+ 16.16% |
$1.79M - $2.29M
|
71.7K
$23.1M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.96K+ 9.41% |
$1.79M - $2.28M
|
116K
$37.3M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
9.81KNew |
$1.76M - $2.25M
|
9.81K
$3.16M
|
|
|
May 09, 2024
Q1 2024
|
Torray LLC
|
BUY
|
- |
9.53K+ 12.84% |
$1.71M - $2.18M
|
83.7K
$27M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
9.44KNew |
$1.7M - $2.16M
|
9.44K
$3.04M
|
|
|
May 08, 2024
Q1 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
9.13KNew |
$1.64M - $2.09M
|
9.13K
$2.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.07K+ 11.47% |
$1.63M - $2.08M
|
88.2K
$28.4M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
9K+ 17.11% |
$1.62M - $2.06M
|
61.6K
$19.8M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
8.69K+ 60.53% |
$1.56M - $1.99M
|
23.1K
$7.43M
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
8.48KNew |
$1.52M - $1.94M
|
8.48K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
8.39KNew |
$1.51M - $1.92M
|
8.39K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.32K+ 206.81% |
$1.5M - $1.91M
|
12.3K
$3.98M
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
8.26KNew |
$1.49M - $1.89M
|
8.26K
$2.66M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.2K+ 26.22% |
$1.47M - $1.88M
|
39.5K
$12.7M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8.18K+ 63.91% |
$1.47M - $1.87M
|
21K
$6.76M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8K+ 72.43% |
$1.44M - $1.83M
|
19K
$6.14M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
7.96K+ 471.46% |
$1.43M - $1.82M
|
9.65K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
7.87K+ 37.77% |
$1.41M - $1.8M
|
28.7K
$9.25M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
7.62KNew |
$1.37M - $1.75M
|
7.62K
$2.46M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
7.52K+ 25.91% |
$1.35M - $1.72M
|
36.6K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
7.43K+ 2.79% |
$1.34M - $1.7M
|
274K
$88.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.33KNew |
$1.32M - $1.68M
|
7.33K
$2.36M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.22K+ 5.22% |
$1.3M - $1.65M
|
145K
$46.9M
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
7.17K+ 142.97% |
$1.29M - $1.64M
|
12.2K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
7.08K+ 72.78% |
$1.27M - $1.62M
|
16.8K
$5.42M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
7.04K+ 717.21% |
$1.27M - $1.61M
|
8.03K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.94K+ 12.71% |
$1.25M - $1.59M
|
61.5K
$19.8M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.83K+ 12.75% |
$1.23M - $1.56M
|
60.4K
$19.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.76K+ 12.3% |
$1.21M - $1.55M
|
61.7K
$19.9M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
6.57KNew |
$1.18M - $1.51M
|
6.57K
$2.12M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
6.42K+ 3.81% |
$1.15M - $1.47M
|
175K
$56.3M
|