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 |
---|---|---|---|---|---|---|---|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-2.2K- 40.02% |
$479K - $535K
|
3.3K
$1.05M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.21K- 0.71% |
$481K - $538K
|
311K
$98.4M
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.24K- 62.9% |
$487K - $544K
|
1.32K
$418K
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.24K- 62.9% |
$487K - $544K
|
1.32K
$418K
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.28K- 1.75% |
$495K - $553K
|
128K
$40.5M
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.28K- 6.88% |
$496K - $554K
|
30.8K
$9.76M
|
|
Aug 29, 2024
Q2 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-2.39K- 36.57% |
$520K - $581K
|
4.15K
$1.31M
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.42K- 14.62% |
$526K - $588K
|
14.1K
$4.47M
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-2.46K- 50.42% |
$535K - $598K
|
2.42K
$766K
|
|
Jul 31, 2024
Q2 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-2.55K- 4.96% |
$554K - $619K
|
48.8K
$15.5M
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.55K- 13.56% |
$554K - $619K
|
16.2K
$5.14M
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.58K- 6.86% |
$560K - $626K
|
35K
$11.1M
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.59K- 3.82% |
$563K - $629K
|
65.1K
$20.6M
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-2.6K- 17.14% |
$565K - $631K
|
12.6K
$3.98M
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-2.6K- 1.83% |
$565K - $632K
|
139K
$44.1M
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.61K- 38.66% |
$569K - $635K
|
4.15K
$1.31M
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.64K- 5.32% |
$573K - $641K
|
46.9K
$14.9M
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-2.65K- 0.77% |
$576K - $644K
|
342K
$108M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.66K- 8.58% |
$578K - $646K
|
28.3K
$8.97M
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.66K- 3.22% |
$579K - $648K
|
80K
$25.4M
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.69K- 8.97% |
$586K - $655K
|
27.3K
$8.66M
|
|
Aug 12, 2024
Q2 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-2.71K- 22.21% |
$589K - $658K
|
9.48K
$3M
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.72K- 49.89% |
$591K - $661K
|
2.73K
$865K
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.75K- 5.15% |
$597K - $667K
|
50.5K
$16M
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-2.8K- 8.09% |
$609K - $681K
|
31.8K
$10.1M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.92K- 2.52% |
$635K - $709K
|
113K
$35.8M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.98K- 17.19% |
$647K - $723K
|
14.3K
$4.54M
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.03K- 60.07% |
$659K - $737K
|
2.02K
$638K
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-3.25K- 17.6% |
$706K - $789K
|
15.2K
$4.81M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.26K- 39.92% |
$708K - $791K
|
4.9K
$1.55M
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-3.29K- 2.02% |
$715K - $799K
|
159K
$50.5M
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.31K- 4.42% |
$721K - $806K
|
71.7K
$22.7M
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-3.36K- 2.52% |
$731K - $817K
|
130K
$41.2M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.36K- 4.53% |
$731K - $817K
|
70.8K
$22.4M
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.39K- 76.92% |
$736K - $823K
|
1.02K
$322K
|
|
Jul 10, 2024
Q2 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-3.5K- 18.92% |
$761K - $851K
|
15K
$4.75M
|
|
Aug 30, 2024
Q2 2024
|
Pensioenfonds Rail & Ov
|
SELL
|
- |
-3.51K- 2.1% |
$763K - $852K
|
163K
$51.7M
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-3.53K- 26.33% |
$767K - $858K
|
9.87K
$3.13M
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.57K- 1.12% |
$776K - $867K
|
314K
$99.6M
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-3.63K- 29.33% |
$789K - $882K
|
8.74K
$2.77M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.76K- 17.93% |
$817K - $913K
|
17.2K
$5.45M
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.77K- 3.73% |
$820K - $917K
|
97.3K
$30.8M
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-3.83K- 1.79% |
$832K - $930K
|
210K
$66.4M
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.83K- 3.15% |
$834K - $932K
|
118K
$37.3M
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-3.84K- 0.18% |
$835K - $933K
|
2.13M
$673M
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
SELL
|
- |
-3.94K- 3.75% |
$857K - $958K
|
101K
$32M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.95K- 2.22% |
$859K - $960K
|
174K
$55M
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.09K- 11.47% |
$890K - $995K
|
31.6K
$10M
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-4.16K- 50.01% |
$904K - $1.01M
|
4.16K
$1.32M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-4.19K- 2.67% |
$911K - $1.02M
|
153K
$48.4M
|