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 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-788- 1.17% |
$111K - $148K
|
66.5K
$21.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-799- 38.71% |
$113K - $150K
|
1.27K
$402K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-800- 11.08% |
$113K - $150K
|
6.42K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-808- 10.2% |
$114K - $152K
|
7.12K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-821- 0.91% |
$116K - $154K
|
89.4K
$28.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-823- 3.73% |
$116K - $155K
|
21.3K
$6.75M
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
SELL
|
- |
-827- 5.29% |
$117K - $155K
|
14.8K
$4.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-830- 3.97% |
$117K - $156K
|
20.1K
$6.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-830- 92.43% |
$117K - $156K
|
68
$21.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-844- 0.83% |
$119K - $159K
|
101K
$32M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-848- 0.71% |
$120K - $159K
|
118K
$37.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-848- 24.59% |
$120K - $159K
|
2.6K
$826K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-850- 11.65% |
$120K - $160K
|
6.45K
$2.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-850- 5.8% |
$120K - $160K
|
13.8K
$4.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-886- 12.85% |
$125K - $166K
|
6.01K
$1.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-897- 2.49% |
$127K - $168K
|
35.1K
$11.1M
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-900- 4.72% |
$127K - $169K
|
18.2K
$5.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-906- 21.24% |
$128K - $170K
|
3.36K
$1.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-921- 13.22% |
$130K - $173K
|
6.05K
$1.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-931- 37.85% |
$132K - $175K
|
1.53K
$485K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-932- 4.11% |
$132K - $175K
|
21.8K
$6.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-935- 8.39% |
$132K - $176K
|
10.2K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-952- 26.25% |
$135K - $179K
|
2.67K
$849K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-965- 12.13% |
$136K - $181K
|
6.99K
$2.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-969- 12.95% |
$137K - $182K
|
6.51K
$2.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-975- 0.5% |
$138K - $183K
|
193K
$61.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-978- 0.63% |
$138K - $184K
|
153K
$48.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-984- 4.93% |
$139K - $185K
|
19K
$6.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1K- 4.71% |
$141K - $188K
|
20.2K
$6.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.02K- 5.06% |
$143K - $191K
|
19K
$6.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02K- 6.89% |
$144K - $191K
|
13.8K
$4.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 3.33% |
$146K - $194K
|
30K
$9.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.05K- 0.62% |
$148K - $197K
|
168K
$53.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-1.05K- 9.47% |
$148K - $197K
|
10K
$3.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.11K- 2.78% |
$157K - $208K
|
38.8K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.11K- 0.32% |
$157K - $209K
|
349K
$111M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.13K- 12.81% |
$160K - $213K
|
7.71K
$2.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.14K- 1.81% |
$161K - $214K
|
61.8K
$19.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.15K- 0.33% |
$163K - $216K
|
346K
$110M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.17K- 24.63% |
$165K - $219K
|
3.57K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 3.33% |
$170K - $225K
|
34.8K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.21K- 1.82% |
$171K - $228K
|
65.4K
$20.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.22K- 3.26% |
$172K - $228K
|
36.1K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.23K- 3.1% |
$174K - $231K
|
38.3K
$12.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.24K- 19.14% |
$175K - $233K
|
5.24K
$1.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 6.99% |
$178K - $237K
|
16.8K
$5.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.27K- 6.53% |
$179K - $238K
|
18.1K
$5.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.29K- 3.05% |
$182K - $241K
|
40.9K
$13M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.3K- 17.91% |
$183K - $243K
|
5.94K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.3K- 1.28% |
$184K - $244K
|
101K
$31.9M
|