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 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2K- 20.93% |
$283K - $376K
|
7.57K
$1.91M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.05K- 4.61% |
$289K - $384K
|
42.3K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.09K- 59.52% |
$295K - $392K
|
1.42K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
SELL
|
- |
-2.12K- 49.31% |
$300K - $399K
|
2.18K
$551K
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-2.13K- 8.02% |
$300K - $399K
|
24.4K
$6.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.21K- 23.5% |
$312K - $414K
|
7.18K
$1.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.23K- 2.14% |
$315K - $419K
|
102K
$25.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.23K- 2.14% |
$315K - $419K
|
102K
$25.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.24K- 26.96% |
$317K - $421K
|
6.07K
$1.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.38K- 6.7% |
$337K - $448K
|
33.2K
$8.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-2.39K- 1.75% |
$337K - $448K
|
134K
$33.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.44K- 13.38% |
$345K - $458K
|
15.8K
$3.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-2.49K- 9.55% |
$352K - $468K
|
23.6K
$5.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-2.56K- 0.89% |
$361K - $480K
|
283K
$71.5M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.6K- 0.72% |
$368K - $489K
|
358K
$90.3M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.61K- 95.18% |
$368K - $489K
|
132
$33.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.7K- 1.51% |
$382K - $507K
|
176K
$44.5M
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-2.75K- 0.11% |
$388K - $516K
|
2.6M
$657M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.78K- 6.2% |
$393K - $523K
|
42.1K
$10.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.79K- 1.55% |
$394K - $524K
|
178K
$44.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.8K- 1.16% |
$396K - $526K
|
238K
$60.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Focused Investors LLC
|
SELL
|
- |
-2.9K- 0.58% |
$410K - $545K
|
499K
$126M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.96K- 2.3% |
$419K - $556K
|
126K
$31.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.97K- 10.35% |
$420K - $558K
|
25.7K
$6.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.01K- 3.11% |
$425K - $565K
|
93.7K
$23.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.01K- 28.61% |
$426K - $566K
|
7.52K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.21K- 1.66% |
$453K - $602K
|
189K
$47.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-3.21K- 15.75% |
$453K - $602K
|
17.2K
$4.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.23K- 4.14% |
$456K - $606K
|
74.7K
$18.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.26K- 24.15% |
$461K - $613K
|
10.2K
$2.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-3.29K- 10.47% |
$465K - $618K
|
28.2K
$7.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-3.3K- 25.98% |
$466K - $620K
|
9.4K
$2.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-3.33K- 2.21% |
$470K - $625K
|
147K
$37.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-3.35K- 4.15% |
$474K - $629K
|
77.4K
$19.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-3.39K- 1.18% |
$479K - $636K
|
283K
$71.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-3.4K- 13.48% |
$481K - $639K
|
21.8K
$5.51M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-3.44K- 23.72% |
$486K - $646K
|
11.1K
$2.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.45K- 23.6% |
$488K - $648K
|
11.2K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.66K- 22.93% |
$517K - $687K
|
12.3K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-3.81K- 3.05% |
$538K - $715K
|
121K
$30.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-3.82K- 3.36% |
$540K - $718K
|
110K
$27.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.86K- 7.74% |
$546K - $726K
|
46K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.88K- 2.82% |
$548K - $729K
|
134K
$33.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.99K- 59.89% |
$564K - $750K
|
2.68K
$675K
|
|
|
Feb 08, 2024
Q4 2023
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-4.1K- 0.83% |
$579K - $769K
|
491K
$124M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-4.1K- 14.14% |
$579K - $770K
|
24.9K
$6.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-4.12K- 19.28% |
$582K - $774K
|
17.2K
$4.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.16K- 1.64% |
$588K - $781K
|
250K
$63M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.37K- 5.36% |
$617K - $820K
|
77.1K
$19.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.39K- 4.91% |
$620K - $824K
|
85K
$21.5M
|