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 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
91+ 1.8% |
$12.9K - $17.1K
|
5.15K
$1.68M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
89+ 134.85% |
$12.6K - $16.7K
|
155
$50.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
88+ 15.94% |
$12.4K - $16.5K
|
640
$209K
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
87+ 4.05% |
$12.3K - $16.3K
|
2.23K
$728K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
85+ 0.05% |
$12K - $16K
|
182K
$59.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
82+ 2.86% |
$11.6K - $15.4K
|
2.95K
$960K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
82+ 0.85% |
$11.6K - $15.4K
|
9.72K
$3.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
80+ 30.89% |
$11.3K - $15K
|
339
$110K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
75+ 0.48% |
$10.6K - $14.1K
|
15.7K
$5.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
75New |
$10.6K - $14.1K
|
75
$24.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
74New |
$10.5K - $13.9K
|
74
$24.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
74+ 3.42% |
$10.5K - $13.9K
|
2.24K
$729K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
73+ 6.84% |
$10.3K - $13.7K
|
1.14K
$371K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
73+ 1.39% |
$10.3K - $13.7K
|
5.33K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
73+ 1.41% |
$10.3K - $13.7K
|
5.27K
$1.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
72+ 2.72% |
$10.2K - $13.5K
|
2.72K
$887K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
71+ 15.3% |
$10K - $13.3K
|
535
$174K
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
71+ 0.94% |
$10K - $13.3K
|
7.63K
$2.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
70+ 0.55% |
$9.89K - $13.1K
|
12.7K
$4.14M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
70+ 2.5% |
$9.89K - $13.1K
|
2.87K
$935K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
68+ 2.64% |
$9.61K - $12.8K
|
2.64K
$861K
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
68+ 0.49% |
$9.61K - $12.8K
|
14K
$4.57M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
68+ 2.64% |
$9.61K - $12.8K
|
2.64K
$861K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
67+ 3.03% |
$9.47K - $12.6K
|
2.28K
$743K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
67+ 4.05% |
$9.47K - $12.6K
|
1.72K
$561K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
67+ 0.9% |
$9.47K - $12.6K
|
7.5K
$2.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
66+ 1.6% |
$9.33K - $12.4K
|
4.18K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
66+ 9.64% |
$9.33K - $12.4K
|
751
$245K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
65+ 0.28% |
$9.19K - $12.2K
|
23.2K
$7.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
64+ 1.33% |
$9.04K - $12K
|
4.89K
$1.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
64New |
$9.04K - $12K
|
64
$20.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
64+ 0.73% |
$9.04K - $12K
|
8.79K
$2.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
62+ 1.37% |
$8.76K - $11.6K
|
4.58K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
61+ 4.01% |
$8.62K - $11.5K
|
1.58K
$516K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
61+ 2.0% |
$8.62K - $11.5K
|
3.11K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
60New |
$8.48K - $11.3K
|
60
$19.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60+ 1.13% |
$8.48K - $11.3K
|
5.39K
$1.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
59+ 0.12% |
$8.34K - $11.1K
|
50.6K
$16.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
58+ 1.12% |
$8.2K - $10.9K
|
5.24K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
56+ 0.23% |
$7.91K - $10.5K
|
24.2K
$7.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
55+ 2.55% |
$7.77K - $10.3K
|
2.21K
$721K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
53+ 0.1% |
$7.49K - $9.95K
|
51.2K
$16.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
53New |
$7.49K - $9.95K
|
53
$17.3K
|
|
|
Feb 28, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
53New |
$7.49K - $9.95K
|
53
$17.3K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
53New |
$7.49K - $9.95K
|
53
$17.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
52New |
$7.35K - $9.77K
|
52
$16.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
50+ 3.52% |
$7.07K - $9.39K
|
1.47K
$479K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
50+ 5.66% |
$7.07K - $9.39K
|
934
$304K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
50+ 2.34% |
$7.07K - $9.39K
|
2.19K
$713K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
50+ 1.39% |
$7.07K - $9.39K
|
3.65K
$1.19M
|