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
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.69KNew |
$380K - $505K
|
2.69K
$866K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.68K+ 12.36% |
$378K - $503K
|
24.3K
$7.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.65K+ 3.69% |
$374K - $497K
|
74.4K
$24M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.64K+ 16.71% |
$372K - $495K
|
18.4K
$5.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
BUY
|
- |
2.61KNew |
$369K - $490K
|
2.61K
$841K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
2.61K+ 7.83% |
$368K - $489K
|
35.9K
$11.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.6KNew |
$367K - $488K
|
2.6K
$837K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.59K+ 6.92% |
$366K - $487K
|
40K
$12.9M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.57K+ 35.55% |
$363K - $483K
|
9.81K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
2.57KNew |
$363K - $483K
|
2.57K
$828K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.53K+ 58.22% |
$357K - $474K
|
6.87K
$2.21M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2.5KNew |
$353K - $470K
|
2.5K
$806K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.48K+ 8.77% |
$350K - $465K
|
30.7K
$9.9M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.45K+ 9.16% |
$346K - $460K
|
29.2K
$9.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
2.45K+ 72.41% |
$346K - $459K
|
5.82K
$1.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.44KNew |
$344K - $457K
|
2.44K
$785K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.43K+ 0.7% |
$344K - $457K
|
350K
$113M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.39K+ 20.52% |
$337K - $448K
|
14K
$4.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.35K+ 4.49% |
$332K - $441K
|
54.6K
$17.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2.35K+ 8.0% |
$331K - $440K
|
31.7K
$10.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.32K+ 11.2% |
$328K - $436K
|
23K
$7.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.3KNew |
$325K - $432K
|
2.3K
$741K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.29K+ 9.3% |
$324K - $430K
|
26.9K
$8.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.28K+ 1.3% |
$323K - $429K
|
178K
$57.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.25K+ 9.9% |
$318K - $423K
|
25K
$8.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.24K+ 1.37% |
$317K - $421K
|
166K
$53.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.24K+ 79.89% |
$316K - $420K
|
5.04K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.22K+ 5.91% |
$314K - $417K
|
39.7K
$12.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2.21K+ 1.76% |
$312K - $415K
|
128K
$41.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
2.21K+ 89.93% |
$312K - $414K
|
4.66K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.21K+ 2.24% |
$312K - $414K
|
101K
$32.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.19KNew |
$310K - $411K
|
2.19K
$706K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.19K+ 1.84% |
$309K - $410K
|
121K
$39M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.17KNew |
$307K - $408K
|
2.17K
$699K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.16KNew |
$305K - $406K
|
2.16K
$696K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.16K+ 28.42% |
$305K - $405K
|
9.75K
$3.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.13KNew |
$301K - $400K
|
2.13K
$686K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
2.13K+ 2.51% |
$300K - $399K
|
86.9K
$28M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
2.12KNew |
$300K - $399K
|
2.12K
$684K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.07K+ 1.14% |
$293K - $389K
|
184K
$59.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.03KNew |
$286K - $380K
|
2.03K
$653K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.01K+ 1.82% |
$285K - $378K
|
113K
$36.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.01KNew |
$284K - $377K
|
2.01K
$648K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2KNew |
$283K - $376K
|
2K
$646K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
2K+ 11.14% |
$282K - $375K
|
19.9K
$6.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.99K+ 17.46% |
$281K - $373K
|
13.4K
$4.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.98KNew |
$280K - $372K
|
1.98K
$638K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.98K+ 12.74% |
$280K - $372K
|
17.5K
$5.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.95KNew |
$276K - $366K
|
1.95K
$629K
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
BUY
|
- |
1.94K+ 5.0% |
$275K - $365K
|
40.8K
$13.2M
|