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AXP - American Express Co Stock Price, Fair Value and News
233.00
USD
+1.96
(+0.85%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold AXP recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-19
REDMONT WEALTH ADVISORS LLC
NEW
Premium
Premium
Premium
Premium
47.00
2024-04-19
Meadow Creek Wealth Advisors LLC
NEW
Premium
Premium
Premium
Premium
1,625
2024-04-19
Veracity Capital LLC
ADDED
Premium
Premium
Premium
Premium
7,387
2024-04-19
Advisor Resource Council
NEW
Premium
Premium
Premium
Premium
3,167
2024-04-19
KWB Wealth
REDUCED
Premium
Premium
Premium
Premium
9,838
2024-04-19
Accel Wealth Management
ADDED
Premium
Premium
Premium
Premium
1,741
2024-04-19
Oak Harvest Investment Services
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
First Trust Direct Indexing L.P.
ADDED
Premium
Premium
Premium
Premium
18,857
2024-04-19
Mezzasalma Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
1,815
2024-04-19
Level Financial Advisors, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
JTC Employer Solutions Trustee Ltd
REDUCED
Premium
Premium
Premium
Premium
27,500
2024-04-19
Riverwater Partners LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
Maryland State Retirement & Pension System
ADDED
Premium
Premium
Premium
Premium
45,548
2024-04-19
Red Tortoise LLC
UNCHANGED
Premium
Premium
Premium
Premium
32.00
2024-04-19
NORDEN GROUP LLC
NEW
Premium
Premium
Premium
Premium
28,169
2024-04-19
WFA Asset Management Corp
UNCHANGED
Premium
Premium
Premium
Premium
161
2024-04-19
Financial Perspectives, Inc
REDUCED
Premium
Premium
Premium
Premium
230
2024-04-19
Sivia Capital Partners, LLC
REDUCED
Premium
Premium
Premium
Premium
1,591
2024-04-19
CALDWELL SUTTER CAPITAL, INC.
REDUCED
Premium
Premium
Premium
Premium
7,342
2024-04-19
VALLEY NATIONAL ADVISERS INC
ADDED
Premium
Premium
Premium
Premium
1,450
2024-04-19
CARRET ASSET MANAGEMENT, LLC
REDUCED
Premium
Premium
Premium
Premium
57,519
2024-04-19
NatWest Group plc
NEW
Premium
Premium
Premium
Premium
24,286
2024-04-19
Olstein Capital Management, L.P.
REDUCED
Premium
Premium
Premium
Premium
18,500
2024-04-19
Cornerstone Wealth Management, LLC
ADDED
Premium
Premium
Premium
Premium
3,559
2024-04-19
Westside Investment Management, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
693
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1–25 of 1874
Which funds are the top buyers of AXP?
Fund Name
# Shares
$ Value
% Port.
Berkshire Hathaway Inc
151,611,000
28,402,700,000
8.18%
VANGUARD GROUP INC
46,646,900
8,738,820,000
0.19%
BlackRock Inc.
44,115,300
8,264,560,000
0.21%
STATE STREET CORP
29,694,800
5,563,020,000
0.27%
WELLINGTON MANAGEMENT GROUP LLP
17,856,100
3,345,150,000
0.62%
JPMORGAN CHASE & CO
16,351,400
3,063,280,000
0.29%
MORGAN STANLEY
13,583,700
2,544,770,000
0.22%
BANK OF AMERICA CORP /DE/
12,325,600
2,309,070,000
0.23%
GEODE CAPITAL MANAGEMENT, LLC
10,922,400
2,039,600,000
0.21%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
10,502,500
1,967,540,000
0.64%
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1–10 of 94
Which funds have put a big percent of portfolio in AXP?
Fund Name
$ Value
% Port.
Aquamarine Zurich AG
47,815,000
18.25%
Aquamarine Capital Management, LLC
29,110,000
17.10%
Global Frontier Investments LLC
36,946,000
12.70%
TIAA Kaspick, LLC
2,733,000
11.30%
Rothschild & Co Wealth Management UK Ltd
667,685,000
10.95%
LB Partners LLC
7,493,600
8.22%
Berkshire Hathaway Inc
28,402,700,000
8.18%
CACTI ASSET MANAGEMENT LLC
97,599,100
7.78%
BANYAN CAPITAL MANAGEMENT, INC.
11,825,000
7.25%
Maj Invest Holding A/S
228,911,000
6.67%
Rows per page:
10
1–10 of 98
Trend of No. of funds that hold AXP
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
1,112,750,000
Degroof Petercam Asset Management
36,943,400
Artemis Investment Management LLP
34,596,300
Delta Global Management LP
28,298,800
JPB Foundation
25,075,600
Colony Group, LLC
23,025,000
FOSTER DYKEMA CABOT & PARTNERS, LLC
22,412,500
Parallax Volatility Advisers, L.P.
20,901,700
Additions
Fund Name
% Increased
Galvin, Gaustad & Stein, LLC
4,291
Investment Management Corp of Ontario
3,604
Knights of Columbus Asset Advisors LLC
2,693
Laurion Capital Management LP
1,856
Magellan Asset Management Ltd
1,750
NOMURA HOLDINGS INC
1,568
Integrated Advisors Network LLC
1,057
BANK OF NOVA SCOTIA
969
Reductions
Fund Name
% Reduced
TFO Wealth Partners, LLC
-97.28
Centiva Capital, LP
-96.83
Aquatic Capital Management LLC
-96.25
ATTICUS WEALTH MANAGEMENT, LLC
-96.15
BALDWIN BROTHERS LLC/MA
-94.84
Strategic Investment Solutions, Inc. /IL
-94.01
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
-93.88
Overbrook Management Corp
-93.25
Sold off
Fund Name
$ Sold
Quilter Plc
-107,566,000
RENAISSANCE TECHNOLOGIES LLC
-62,969,000
VOLORIDGE INVESTMENT MANAGEMENT, LLC
-36,232,600
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
-28,860,700
TWINBEECH CAPITAL LP
-24,308,400
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
-20,661,300
CANTOR FITZGERALD, L. P.
-14,531,000
EMINENCE CAPITAL, LP
-14,209,000