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
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-515- 21.31% |
$72.8K - $96.7K
|
1.9K
$604K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-520- 28.95% |
$73.5K - $97.7K
|
1.28K
$405K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-527- 22.35% |
$74.5K - $99K
|
1.83K
$581K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-528- 11.6% |
$74.6K - $99.2K
|
4.02K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-538- 0.76% |
$76K - $101K
|
70.5K
$22.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-540- 9.14% |
$76.3K - $101K
|
5.37K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-549- 9.06% |
$77.6K - $103K
|
5.51K
$1.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-550- 4.11% |
$77.7K - $103K
|
12.8K
$4.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-556- 7.66% |
$78.6K - $104K
|
6.71K
$2.13M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-562- 3.32% |
$79.4K - $106K
|
16.4K
$5.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-569- 21.17% |
$80.4K - $107K
|
2.12K
$673K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-570- 7.23% |
$80.5K - $107K
|
7.32K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-574- 0.67% |
$81.1K - $108K
|
84.7K
$26.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-590- 11.92% |
$83.4K - $111K
|
4.36K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-591- 5.61% |
$83.5K - $111K
|
9.94K
$3.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-596- 4.59% |
$84.2K - $112K
|
12.4K
$3.94M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-600- 3.08% |
$84.8K - $113K
|
18.9K
$6M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-600- 5.74% |
$84.8K - $113K
|
9.86K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-602- 12.33% |
$85.1K - $113K
|
4.28K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-604- 22.87% |
$85.4K - $113K
|
2.04K
$647K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-607- 19.29% |
$85.8K - $114K
|
2.54K
$806K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-614- 11.89% |
$86.8K - $115K
|
4.55K
$1.44M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-614- 11.89% |
$86.8K - $115K
|
4.55K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-616- 14.57% |
$87K - $116K
|
3.61K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-617- 22.6% |
$87.2K - $116K
|
2.11K
$671K
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-619- 28.67% |
$87.5K - $116K
|
1.54K
$489K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-637- 14.89% |
$90K - $120K
|
3.64K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-639- 3.24% |
$90.3K - $120K
|
19.1K
$6.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-639- 0.24% |
$90.3K - $120K
|
261K
$82.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-639- 2.65% |
$90.3K - $120K
|
23.4K
$7.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-640- 1.77% |
$90.4K - $120K
|
35.5K
$11.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-647- 0.34% |
$91.4K - $122K
|
192K
$61M
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-649- 17.68% |
$91.7K - $122K
|
3.02K
$959K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-663- 1.13% |
$93.7K - $125K
|
58K
$18.4M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-666- 15.76% |
$94.1K - $125K
|
3.56K
$1.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-671- 0.66% |
$94.8K - $126K
|
100K
$31.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-680- 33.81% |
$96.1K - $128K
|
1.33K
$423K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-685- 5.07% |
$96.8K - $129K
|
12.8K
$4.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-687- 5.73% |
$97.1K - $129K
|
11.3K
$3.59M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-699- 3.34% |
$98.8K - $131K
|
20.3K
$6.43M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-702- 1.46% |
$99.2K - $132K
|
47.5K
$15.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-728- 0.88% |
$103K - $137K
|
81.8K
$26M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-739- 2.19% |
$104K - $139K
|
32.9K
$10.5M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-742- 7.65% |
$105K - $139K
|
8.96K
$2.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-750- 5.99% |
$106K - $141K
|
11.8K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-764- 0.74% |
$108K - $143K
|
103K
$32.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-776- 12.96% |
$110K - $146K
|
5.21K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-776- 8.1% |
$110K - $146K
|
8.81K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-778- 2.49% |
$110K - $146K
|
30.5K
$9.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-787- 6.95% |
$111K - $148K
|
10.5K
$3.35M
|