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
|
Tfo Tdc, LLC
|
BUY
|
- |
1.94K+ 1052.17% |
$274K - $364K
|
2.12K
$683K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.92KNew |
$271K - $361K
|
1.92K
$619K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.91KNew |
$270K - $359K
|
1.91K
$617K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.91KNew |
$269K - $358K
|
1.91K
$614K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.9K+ 24.46% |
$269K - $358K
|
9.69K
$3.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.88K+ 3.86% |
$265K - $353K
|
50.6K
$16.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.85KNew |
$262K - $348K
|
1.85K
$597K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
1.85K+ 1.97% |
$261K - $347K
|
95.8K
$30.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
1.82KNew |
$257K - $341K
|
1.82K
$586K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.82KNew |
$257K - $341K
|
1.82K
$586K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.81K+ 28.0% |
$256K - $340K
|
8.27K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.78K+ 3.36% |
$251K - $334K
|
54.7K
$17.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.77KNew |
$251K - $333K
|
1.77K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.77KNew |
$250K - $333K
|
1.77K
$571K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.76KNew |
$248K - $330K
|
1.76K
$566K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.75KNew |
$247K - $328K
|
1.75K
$563K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.74K+ 10.21% |
$246K - $327K
|
18.8K
$6.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
1.73K+ 0.59% |
$244K - $325K
|
297K
$95.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.71K+ 0.65% |
$242K - $322K
|
265K
$85.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.71K+ 78.8% |
$242K - $321K
|
3.88K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
1.71KNew |
$241K - $320K
|
1.71K
$549K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.7K+ 8.54% |
$240K - $319K
|
21.6K
$6.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.68KNew |
$237K - $315K
|
1.68K
$541K
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.68KNew |
$237K - $315K
|
1.68K
$540K
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
1.66KNew |
$235K - $312K
|
1.66K
$536K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
1.65KNew |
$233K - $309K
|
1.65K
$531K
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.65KNew |
$232K - $309K
|
1.65K
$530K
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.64K+ 28.25% |
$232K - $308K
|
7.44K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.63K+ 12.49% |
$231K - $307K
|
14.7K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.61KNew |
$227K - $302K
|
1.61K
$518K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.6KNew |
$225K - $300K
|
1.6K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
1.58K+ 2.22% |
$223K - $296K
|
72.7K
$23.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.56KNew |
$221K - $294K
|
1.56K
$504K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.55KNew |
$219K - $291K
|
1.55K
$499K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
1.55K+ 0.84% |
$219K - $291K
|
186K
$59.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.54KNew |
$218K - $289K
|
1.54K
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.54K+ 3.08% |
$218K - $289K
|
51.6K
$16.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.54K+ 51.3% |
$217K - $289K
|
4.54K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.54K+ 6.69% |
$217K - $289K
|
24.5K
$7.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.54K+ 11.02% |
$217K - $289K
|
15.5K
$4.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.53KNew |
$217K - $288K
|
1.53K
$494K
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
1.53K+ 1.93% |
$216K - $288K
|
81.1K
$26.1M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.52KNew |
$215K - $286K
|
1.52K
$491K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.51K+ 74.9% |
$213K - $284K
|
3.53K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.51KNew |
$213K - $283K
|
1.51K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.5K+ 10.29% |
$212K - $281K
|
16K
$5.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.49KNew |
$211K - $280K
|
1.49K
$481K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
1.48KNew |
$209K - $278K
|
1.48K
$477K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.47K+ 19.85% |
$208K - $277K
|
8.9K
$2.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1.45KNew |
$205K - $272K
|
1.45K
$467K
|