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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
1.44KNew |
$203K - $270K
|
1.44K
$463K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
1.44KNew |
$203K - $270K
|
1.44K
$463K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.42KNew |
$201K - $267K
|
1.42K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 1.96% |
$200K - $265K
|
73.3K
$23.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.41K+ 9.9% |
$199K - $264K
|
15.6K
$5.03M
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
1.4KNew |
$198K - $263K
|
1.4K
$451K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.38K+ 4.89% |
$195K - $260K
|
29.7K
$9.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.38KNew |
$195K - $259K
|
1.38K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.38K+ 56.02% |
$195K - $259K
|
3.84K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.37KNew |
$194K - $258K
|
1.37K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.37KNew |
$194K - $258K
|
1.37K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.37K+ 16.38% |
$193K - $257K
|
9.73K
$3.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.37KNew |
$193K - $257K
|
1.37K
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.37KNew |
$193K - $257K
|
1.37K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.37KNew |
$193K - $257K
|
1.37K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.36KNew |
$192K - $255K
|
1.36K
$438K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.36KNew |
$192K - $255K
|
1.36K
$438K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.36KNew |
$192K - $255K
|
1.36K
$437K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.36KNew |
$191K - $254K
|
1.36K
$437K
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
1.35K+ 30.84% |
$191K - $254K
|
5.73K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.35K+ 2.39% |
$190K - $253K
|
57.6K
$18.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.35KNew |
$190K - $253K
|
1.35K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.35K+ 12.28% |
$190K - $253K
|
12.3K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.35K+ 605.86% |
$190K - $253K
|
1.57K
$505K
|
|
|
Jan 31, 2024
Q4 2023
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
1.34K+ 0.64% |
$189K - $251K
|
209K
$67.4M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.34K+ 83.98% |
$189K - $251K
|
2.93K
$944K
|
|
|
Jan 25, 2024
Q4 2023
|
Cambiar Investors LLC
|
BUY
|
- |
1.33K+ 0.42% |
$188K - $250K
|
318K
$103M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.32KNew |
$187K - $248K
|
1.32K
$426K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.32KNew |
$187K - $248K
|
1.32K
$426K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.32KNew |
$187K - $248K
|
1.32K
$425K
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.32KNew |
$187K - $248K
|
1.32K
$425K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.32KNew |
$186K - $247K
|
1.32K
$424K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.32KNew |
$186K - $247K
|
1.32K
$424K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.31K+ 40.99% |
$185K - $246K
|
4.51K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
BUY
|
- |
1.31K+ 4.46% |
$185K - $246K
|
30.6K
$9.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.31KNew |
$185K - $245K
|
1.31K
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.31KNew |
$184K - $245K
|
1.31K
$421K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.3K+ 26.55% |
$184K - $245K
|
6.21K
$2M
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
BUY
|
- |
1.3KNew |
$184K - $244K
|
1.3K
$419K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.3KNew |
$184K - $244K
|
1.3K
$419K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1.3KNew |
$184K - $244K
|
1.3K
$419K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.3KNew |
$184K - $244K
|
1.3K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.29K+ 7.7% |
$182K - $242K
|
18K
$5.81M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.29K+ 1.01% |
$182K - $242K
|
129K
$41.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.29KNew |
$182K - $241K
|
1.29K
$414K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.28KNew |
$181K - $240K
|
1.28K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.28KNew |
$181K - $240K
|
1.28K
$412K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.27KNew |
$180K - $239K
|
1.27K
$410K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.27KNew |
$179K - $239K
|
1.27K
$409K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.27KNew |
$179K - $238K
|
1.27K
$409K
|