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 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-502- 2.88% |
$109K - $122K
|
16.9K
$5.37M
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-508- 6.38% |
$110K - $123K
|
7.45K
$2.37M
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-509- 5.39% |
$111K - $124K
|
8.93K
$2.83M
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-512- 2.92% |
$111K - $124K
|
17K
$5.4M
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-520- 4.26% |
$113K - $126K
|
11.7K
$3.71M
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-521- 12.77% |
$113K - $127K
|
3.56K
$1.13M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-522- 12.1% |
$114K - $127K
|
3.79K
$1.2M
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-522- 1.41% |
$114K - $127K
|
36.5K
$11.6M
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-530- 7.05% |
$115K - $129K
|
6.99K
$2.22M
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-540- 12.68% |
$117K - $131K
|
3.72K
$1.18M
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-544- 3.68% |
$118K - $132K
|
14.2K
$4.52M
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-544- 2.88% |
$118K - $132K
|
18.3K
$5.82M
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-569- 7.99% |
$124K - $138K
|
6.56K
$2.08M
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-575- 64.75% |
$125K - $140K
|
313
$99.4K
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-592- 26.06% |
$129K - $144K
|
1.68K
$533K
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-596- 1.93% |
$130K - $145K
|
30.3K
$9.61M
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-597- 23.23% |
$130K - $145K
|
1.97K
$626K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-598- 7.52% |
$130K - $145K
|
7.36K
$2.34M
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-600- 1.04% |
$131K - $146K
|
56.9K
$18.1M
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-604- 29.77% |
$131K - $147K
|
1.43K
$452K
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-606- 1.48% |
$132K - $147K
|
40.3K
$12.8M
|
|
Aug 05, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-608- 4.91% |
$132K - $148K
|
11.8K
$3.74M
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-608- 1.4% |
$132K - $148K
|
42.8K
$13.6M
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-611- 31.49% |
$133K - $149K
|
1.33K
$422K
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-612- 41.3% |
$133K - $149K
|
870
$276K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-614- 1.66% |
$134K - $149K
|
36.4K
$11.6M
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-616- 12.89% |
$134K - $150K
|
4.16K
$1.32M
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-620- 4.5% |
$135K - $151K
|
13.2K
$4.18M
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-620- 3.18% |
$135K - $151K
|
18.9K
$5.99M
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-624- 3.61% |
$136K - $152K
|
16.7K
$5.29M
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-630- 4.98% |
$137K - $153K
|
12K
$3.81M
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-634- 10.02% |
$138K - $154K
|
5.7K
$1.81M
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-638- 4.46% |
$139K - $155K
|
13.7K
$4.34M
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-638- 2.09% |
$139K - $155K
|
29.9K
$9.51M
|
|
Aug 14, 2024
Q2 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-648- 12.54% |
$141K - $158K
|
4.52K
$1.43M
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-649- 12.4% |
$141K - $158K
|
4.59K
$1.46M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-656- 7.54% |
$143K - $159K
|
8.05K
$2.55M
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-660- 4.3% |
$144K - $160K
|
14.7K
$4.67M
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-664- 4.85% |
$144K - $161K
|
13K
$4.13M
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-666- 5.09% |
$145K - $162K
|
12.4K
$3.94M
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-675- 15.51% |
$147K - $164K
|
3.68K
$1.17M
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-677- 2.5% |
$147K - $165K
|
26.4K
$8.37M
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-678- 10.59% |
$147K - $165K
|
5.72K
$1.82M
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-691- 13.3% |
$150K - $168K
|
4.51K
$1.43M
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-698- 6.7% |
$152K - $170K
|
9.72K
$3.09M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-698- 1.33% |
$152K - $170K
|
51.9K
$16.5M
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-700- 32.08% |
$152K - $170K
|
1.48K
$470K
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-707- 11.11% |
$154K - $172K
|
5.66K
$1.8M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-711- 3.97% |
$155K - $173K
|
17.2K
$5.46M
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-715- 5.34% |
$156K - $174K
|
12.7K
$4.03M
|