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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
402New |
$56.8K - $75.5K
|
402
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
401+ 1.68% |
$56.7K - $75.3K
|
24.3K
$7.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
400+ 4.64% |
$56.5K - $75.1K
|
9.02K
$2.94M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
400+ 18.18% |
$56.5K - $75.1K
|
2.6K
$847K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
399+ 22.9% |
$56.4K - $74.9K
|
2.14K
$698K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
395+ 14.49% |
$55.8K - $74.2K
|
3.12K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
394+ 8.57% |
$55.7K - $74K
|
4.99K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
394+ 2.84% |
$55.7K - $74K
|
14.3K
$4.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
393New |
$55.5K - $73.8K
|
393
$128K
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
392+ 2.21% |
$55.4K - $73.6K
|
18.1K
$5.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
390+ 2.11% |
$55.1K - $73.2K
|
18.9K
$6.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
390+ 22.85% |
$55.1K - $73.2K
|
2.1K
$683K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
390+ 21.97% |
$55.1K - $73.2K
|
2.17K
$706K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
389+ 3.29% |
$55K - $73.1K
|
12.2K
$3.98M
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
389+ 4.56% |
$55K - $73.1K
|
8.91K
$2.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
384+ 4.79% |
$54.3K - $72.1K
|
8.4K
$2.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
378+ 3.35% |
$53.4K - $71K
|
11.7K
$3.8M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
367+ 7.7% |
$51.9K - $68.9K
|
5.13K
$1.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
364New |
$51.4K - $68.4K
|
364
$119K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
362+ 18.32% |
$51.2K - $68K
|
2.34K
$762K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
357+ 17.66% |
$50.4K - $67K
|
2.38K
$775K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
355+ 2.64% |
$50.2K - $66.7K
|
13.8K
$4.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
350+ 15.05% |
$49.5K - $65.7K
|
2.68K
$872K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
341+ 25.3% |
$48.2K - $64K
|
1.69K
$550K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
338+ 15.78% |
$47.8K - $63.5K
|
2.48K
$808K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
336+ 6.66% |
$47.5K - $63.1K
|
5.38K
$1.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
333+ 1.46% |
$47.1K - $62.5K
|
23.2K
$7.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
332+ 7.85% |
$46.9K - $62.3K
|
4.56K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
332+ 85.35% |
$46.9K - $62.3K
|
721
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
325New |
$45.9K - $61K
|
325
$106K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
325+ 2.15% |
$45.9K - $61K
|
15.4K
$5.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
324New |
$45.8K - $60.8K
|
324
$106K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
321New |
$45.4K - $60.3K
|
321
$105K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
321+ 10.4% |
$45.4K - $60.3K
|
3.41K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
320New |
$45.2K - $60.1K
|
320
$104K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
320+ 2.52% |
$45.2K - $60.1K
|
13K
$4.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
317+ 2.92% |
$44.8K - $59.5K
|
11.2K
$3.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
315New |
$44.5K - $59.2K
|
315
$103K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
314+ 0.04% |
$44.4K - $59K
|
711K
$232M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
313+ 20.76% |
$44.2K - $58.8K
|
1.82K
$593K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
307+ 6.22% |
$43.4K - $57.7K
|
5.24K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
305New |
$43.1K - $57.3K
|
305
$99.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
305+ 5.15% |
$43.1K - $57.3K
|
6.23K
$2.03M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
305New |
$43.1K - $57.3K
|
305
$99.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
302New |
$42.7K - $56.7K
|
302
$98.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
301New |
$42.5K - $56.5K
|
301
$98.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
301+ 1.45% |
$42.5K - $56.5K
|
21.1K
$6.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
301+ 4.8% |
$42.5K - $56.5K
|
6.58K
$2.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
300+ 2.34% |
$42.4K - $56.3K
|
13.1K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
300+ 16.66% |
$42.4K - $56.3K
|
2.1K
$685K
|