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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-50- 0.6% |
$7.07K - $9.39K
|
8.24K
$2.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-50- 0.63% |
$7.07K - $9.39K
|
7.88K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-50- 1.79% |
$7.07K - $9.39K
|
2.75K
$873K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-51- 25.37% |
$7.21K - $9.58K
|
150
$47.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-51- 33.77% |
$7.21K - $9.58K
|
100
$31.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-51- 0.56% |
$7.21K - $9.58K
|
8.98K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-53- 3.94% |
$7.49K - $9.95K
|
1.29K
$410K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-53- 2.75% |
$7.49K - $9.95K
|
1.88K
$595K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-54- 1.52% |
$7.63K - $10.1K
|
3.49K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-54- 3.97% |
$7.63K - $10.1K
|
1.31K
$414K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-55- 1.49% |
$7.77K - $10.3K
|
3.64K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-55- 2.33% |
$7.77K - $10.3K
|
2.3K
$731K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-56- 1.83% |
$7.91K - $10.5K
|
3K
$952K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-57- 8.98% |
$8.05K - $10.7K
|
578
$183K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-58- 3.25% |
$8.2K - $10.9K
|
1.73K
$548K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-58- 1.22% |
$8.2K - $10.9K
|
4.71K
$1.49M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-59- 4.07% |
$8.34K - $11.1K
|
1.39K
$441K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-59- 1.81% |
$8.34K - $11.1K
|
3.2K
$1.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-59- 0.56% |
$8.34K - $11.1K
|
10.6K
$3.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-60- 1.93% |
$8.48K - $11.3K
|
3.04K
$966K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-61- 3.11% |
$8.62K - $11.5K
|
1.9K
$604K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-61- 0.73% |
$8.62K - $11.5K
|
8.31K
$2.64M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-62- 2.39% |
$8.76K - $11.6K
|
2.53K
$803K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-63- 17.36% |
$8.9K - $11.8K
|
300
$95.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-63- 2.82% |
$8.9K - $11.8K
|
2.17K
$689K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-64- 3.3% |
$9.04K - $12K
|
1.87K
$595K
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-65- 0.55% |
$9.19K - $12.2K
|
11.7K
$3.72M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-66- 22.76% |
$9.33K - $12.4K
|
224
$71.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-66- 3.06% |
$9.33K - $12.4K
|
2.09K
$664K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-66- 1.91% |
$9.33K - $12.4K
|
3.39K
$1.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-67- 0.18% |
$9.47K - $12.6K
|
36.6K
$11.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-67- 6.91% |
$9.47K - $12.6K
|
902
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-67- 0.31% |
$9.47K - $12.6K
|
21.5K
$6.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-67- 1.84% |
$9.47K - $12.6K
|
3.57K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-69- 0.29% |
$9.75K - $13K
|
23.4K
$7.43M
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-70- 0.55% |
$9.89K - $13.1K
|
12.6K
$4M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-70- 0.83% |
$9.89K - $13.1K
|
8.39K
$2.66M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-72- 4.02% |
$10.2K - $13.5K
|
1.72K
$546K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-72- 4.36% |
$10.2K - $13.5K
|
1.58K
$502K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-72- 3.72% |
$10.2K - $13.5K
|
1.86K
$591K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-72- 0.4% |
$10.2K - $13.5K
|
17.8K
$5.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-73- 3.27% |
$10.3K - $13.7K
|
2.16K
$686K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-73- 3.54% |
$10.3K - $13.7K
|
1.99K
$632K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-75- 0.23% |
$10.6K - $14.1K
|
32.6K
$10.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-75- 46.88% |
$10.6K - $14.1K
|
85
$27K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-75- 2.93% |
$10.6K - $14.1K
|
2.48K
$788K
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-75- 0.22% |
$10.6K - $14.1K
|
34.2K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-75- 3.81% |
$10.6K - $14.1K
|
1.89K
$601K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-75- 2.93% |
$10.6K - $14.1K
|
2.48K
$788K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-76- 4.11% |
$10.7K - $14.3K
|
1.77K
$563K
|