Purchases and Sales Made in Q2 2024 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
383+ 31.55% |
$83.3K - $93.1K
|
1.6K
$520K
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
382+ 0.24% |
$83.1K - $92.9K
|
161K
$52.5M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
378+ 2.96% |
$82.2K - $91.9K
|
13.2K
$4.29M
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
376+ 44.76% |
$81.8K - $91.4K
|
1.22K
$396K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
375+ 9.08% |
$81.6K - $91.2K
|
4.51K
$1.47M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
373+ 6.09% |
$81.1K - $90.7K
|
6.5K
$2.12M
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
367+ 8.23% |
$79.8K - $89.2K
|
4.83K
$1.57M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
364+ 25.78% |
$79.2K - $88.5K
|
1.78K
$579K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
361+ 3.88% |
$78.5K - $87.8K
|
9.67K
$3.15M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
355+ 5.24% |
$77.2K - $86.3K
|
7.13K
$2.32M
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
345+ 13.6% |
$75K - $83.9K
|
2.88K
$939K
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
343+ 12.83% |
$74.6K - $83.4K
|
3.02K
$983K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
342+ 26.09% |
$74.4K - $83.1K
|
1.65K
$539K
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
340+ 2.33% |
$74K - $82.6K
|
15K
$4.87M
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
335+ 14.91% |
$72.9K - $81.4K
|
2.58K
$841K
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
335+ 32.97% |
$72.9K - $81.4K
|
1.35K
$440K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
334+ 4.0% |
$72.6K - $81.2K
|
8.68K
$2.83M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
334+ 2.7% |
$72.6K - $81.2K
|
12.7K
$4.14M
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
333New |
$72.4K - $80.9K
|
333
$109K
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
330+ 2.44% |
$71.8K - $80.2K
|
13.9K
$4.52M
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
329+ 4.56% |
$71.6K - $80K
|
7.55K
$2.46M
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
325+ 2.51% |
$70.7K - $79K
|
13.3K
$4.33M
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
324+ 80.6% |
$70.5K - $78.8K
|
726
$237K
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
321+ 0.36% |
$69.8K - $78K
|
89.4K
$29.1M
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
320New |
$69.6K - $77.8K
|
320
$104K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
317+ 26.89% |
$68.9K - $77.1K
|
1.5K
$488K
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
313+ 3.59% |
$68.1K - $76.1K
|
9.02K
$2.94M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
301+ 3.55% |
$65.5K - $73.2K
|
8.78K
$2.86M
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
300+ 4.35% |
$65.3K - $72.9K
|
7.2K
$2.35M
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
300+ 12.0% |
$65.3K - $72.9K
|
2.8K
$912K
|
|
Aug 13, 2024
Q2 2024
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
300+ 3.19% |
$65.3K - $72.9K
|
9.69K
$3.16M
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
299+ 6.08% |
$65K - $72.7K
|
5.22K
$1.7M
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
298+ 7.7% |
$64.8K - $72.4K
|
4.17K
$1.36M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
297+ 5.94% |
$64.6K - $72.2K
|
5.3K
$1.73M
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
294+ 3.0% |
$63.9K - $71.5K
|
10.1K
$3.29M
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
292+ 7.0% |
$63.5K - $71K
|
4.46K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
290New |
$63.1K - $70.5K
|
290
$94.5K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
281New |
$61.1K - $68.3K
|
281
$91.6K
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
279+ 0.17% |
$60.7K - $67.8K
|
162K
$52.9M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
278+ 3.82% |
$60.5K - $67.6K
|
7.55K
$2.46M
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
BUY
|
- |
278+ 1.55% |
$60.5K - $67.6K
|
18.2K
$5.92M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
270+ 4.49% |
$58.7K - $65.6K
|
6.28K
$2.05M
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
270+ 13.13% |
$58.7K - $65.6K
|
2.33K
$758K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
267+ 3.69% |
$58.1K - $64.9K
|
7.5K
$2.45M
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
265+ 28.01% |
$57.6K - $64.4K
|
1.21K
$395K
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
264+ 15.03% |
$57.4K - $64.2K
|
2.02K
$659K
|
|
Aug 14, 2024
Q2 2024
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
260+ 0.61% |
$56.6K - $63.2K
|
43.1K
$14M
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
257+ 0.2% |
$55.9K - $62.5K
|
128K
$41.6M
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
256+ 12.23% |
$55.7K - $62.2K
|
2.35K
$766K
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
251+ 20.69% |
$54.6K - $61K
|
1.46K
$477K
|