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 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.93K+ 2.9% |
$838K - $1.11M
|
210K
$67.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.88KNew |
$831K - $1.1M
|
5.88K
$1.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
5.86KNew |
$829K - $1.1M
|
5.86K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.86KNew |
$828K - $1.1M
|
5.86K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
5.86KNew |
$828K - $1.1M
|
5.86K
$1.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
BUY
|
- |
5.84KNew |
$825K - $1.1M
|
5.84K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.83KNew |
$824K - $1.1M
|
5.83K
$1.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
BUY
|
- |
5.8K+ 11.58% |
$820K - $1.09M
|
55.9K
$18M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5.68KNew |
$803K - $1.07M
|
5.68K
$1.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.59KNew |
$789K - $1.05M
|
5.59K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
5.58K+ 13.61% |
$789K - $1.05M
|
46.6K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.56KNew |
$786K - $1.04M
|
5.56K
$1.79M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
5.53K+ 0.64% |
$781K - $1.04M
|
873K
$281M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.33K+ 33.66% |
$753K - $1M
|
21.2K
$6.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.15KNew |
$728K - $967K
|
5.15K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.13KNew |
$725K - $963K
|
5.13K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
5.05K+ 10.63% |
$714K - $948K
|
52.6K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
5.02K+ 29.88% |
$710K - $943K
|
21.8K
$7.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
5.02KNew |
$709K - $942K
|
5.02K
$1.62M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.02K+ 18.27% |
$709K - $942K
|
32.5K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.94K+ 10.18% |
$698K - $927K
|
53.4K
$17.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.89KNew |
$691K - $919K
|
4.89K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.85KNew |
$686K - $912K
|
4.85K
$1.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
4.82K+ 3.84% |
$681K - $906K
|
130K
$42M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.78K+ 663.11% |
$676K - $898K
|
5.5K
$1.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.76K+ 9.1% |
$673K - $894K
|
57.1K
$18.4M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.69KNew |
$663K - $881K
|
4.69K
$1.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
BUY
|
- |
4.62KNew |
$652K - $867K
|
4.62K
$1.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
4.59KNew |
$649K - $862K
|
4.59K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.54KNew |
$642K - $853K
|
4.54K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.54K+ 262.62% |
$641K - $852K
|
6.27K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.5KNew |
$636K - $845K
|
4.5K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.46K+ 8.5% |
$630K - $838K
|
56.9K
$18.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
4.42K+ 5.7% |
$625K - $831K
|
82K
$26.4M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.42KNew |
$625K - $830K
|
4.42K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
4.4K+ 2.61% |
$622K - $826K
|
173K
$55.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
4.4KNew |
$622K - $826K
|
4.4K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
4.3K+ 2.68% |
$607K - $807K
|
164K
$53M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.28KNew |
$605K - $805K
|
4.28K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4.25K+ 2271.66% |
$600K - $798K
|
4.44K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.2KNew |
$594K - $790K
|
4.2K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
4.19K+ 6.99% |
$593K - $788K
|
64.2K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
4.18K+ 8.96% |
$591K - $785K
|
50.8K
$16.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.15K+ 38.82% |
$587K - $780K
|
14.9K
$4.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
4.14KNew |
$585K - $778K
|
4.14K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.09KNew |
$578K - $768K
|
4.09K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
4.05KNew |
$573K - $761K
|
4.05K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.04K+ 8.77% |
$571K - $759K
|
50.1K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
4K+ 200.0% |
$565K - $751K
|
6K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.97K+ 22.95% |
$561K - $745K
|
21.3K
$6.85M
|