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AXP - American Express Co Stock Price, Fair Value and News
240.59
USD
+1.94
(+0.81%)
Delayed
as of 14 May 2024, 10:49 am ET
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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
2024-05-10
FIDUCIENT ADVISORS LLC
NEW
Premium
Premium
Premium
Premium
2,256
2024-05-10
Certified Advisory Corp
UNCHANGED
Premium
Premium
Premium
Premium
1,253
2024-05-10
Castleview Partners, LLC
ADDED
Premium
Premium
Premium
Premium
743
2024-05-10
Gifford Fong Associates
UNCHANGED
Premium
Premium
Premium
Premium
11,000
2024-05-10
VisionPoint Advisory Group, LLC
REDUCED
Premium
Premium
Premium
Premium
4,925
2024-05-10
Cynosure Group, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-10
Sargent Investment Group, LLC
ADDED
Premium
Premium
Premium
Premium
5,589
2024-05-10
Legacy Capital Wealth Partners, LLC
REDUCED
Premium
Premium
Premium
Premium
1,262
2024-05-10
Global Wealth Management Investment Advisory, Inc.
ADDED
Premium
Premium
Premium
Premium
13,479
2024-05-10
Meridian Wealth Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
2,549
2024-05-10
Cornerstone Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
34,600
2024-05-10
NICOLET ADVISORY SERVICES, LLC
NEW
Premium
Premium
Premium
Premium
1,236
2024-05-10
ESL Trust Services, LLC
NEW
Premium
Premium
Premium
Premium
50.00
2024-05-10
Wealth Alliance
REDUCED
Premium
Premium
Premium
Premium
5,270
2024-05-10
HOEY INVESTMENTS, INC
REDUCED
Premium
Premium
Premium
Premium
30.00
2024-05-10
M&G Plc
NEW
Premium
Premium
Premium
Premium
504,340
2024-05-10
Mizuho Markets Cayman LP
UNCHANGED
Premium
Premium
Premium
Premium
5,727
2024-05-10
U.S. Capital Wealth Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
7,954
2024-05-10
Scarborough Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
133
2024-05-10
SEAVIEW INVESTMENT MANAGERS LLC
REDUCED
Premium
Premium
Premium
Premium
46,720
2024-05-10
Unison Asset Management LLC
REDUCED
Premium
Premium
Premium
Premium
33,822
2024-05-10
TCG Advisory Services, LLC
NEW
Premium
Premium
Premium
Premium
2,582
2024-05-10
Meridiem Investment Management Ltd.
UNCHANGED
Premium
Premium
Premium
Premium
2,800
2024-05-10
SITTNER & NELSON, LLC
ADDED
Premium
Premium
Premium
Premium
1,320
2024-05-10
Orion Capital Management LLC
REDUCED
Premium
Premium
Premium
Premium
830
Rows per page:
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25
50
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1–25 of 1898
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
45,153,700
10,281,100,000
0.20%
BlackRock Inc.
43,069,000
9,806,370,000
0.23%
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
16,110,200
3,668,140,000
0.31%
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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10
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%
Rothschild & Co Wealth Management UK Ltd
814,282,000
13.50%
Global Frontier Investments LLC
36,946,000
12.70%
TIAA Kaspick, LLC
2,733,000
11.30%
Berkshire Hathaway Inc
28,402,700,000
8.18%
CACTI ASSET MANAGEMENT LLC
97,599,100
7.78%
LB Partners LLC
7,286,080
7.43%
Bradley & Co. Private Wealth Management, LLC
9,125,820
7.38%
Maj Invest Holding A/S
248,181,000
6.73%
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
Alphinity Investment Management Pty Ltd
433,709,000
M&G Plc
114,990,000
FOCUSED INVESTORS FUND L P
107,379,000
Degroof Petercam Asset Management
36,943,400
Artemis Investment Management LLP
34,596,300
Mediolanum International Funds Ltd
33,179,100
Delta Global Management LP
28,298,800
JPB Foundation
25,075,600
Additions
Fund Name
% Increased
Riggs Asset Managment Co. Inc.
4,557
Galvin, Gaustad & Stein, LLC
4,291
Investment Management Corp of Ontario
3,604
Laurion Capital Management LP
1,856
NOMURA HOLDINGS INC
1,568
MOODY LYNN & LIEBERSON, LLC
988
Hillsdale Investment Management Inc.
823
Walleye Trading LLC
748
Reductions
Fund Name
% Reduced
TFO Wealth Partners, LLC
-97.28
Centiva Capital, LP
-96.83
MEEDER ASSET MANAGEMENT INC
-96.58
Aquatic Capital Management LLC
-96.25
ATTICUS WEALTH MANAGEMENT, LLC
-96.15
BALDWIN BROTHERS LLC/MA
-94.84
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
-93.88
Overbrook Management Corp
-93.25
Sold off
Fund Name
$ Sold
Quilter Plc
-107,566,000
VOLORIDGE INVESTMENT MANAGEMENT, LLC
-36,232,600
TWINBEECH CAPITAL LP
-24,308,400
CANTOR FITZGERALD, L. P.
-14,531,000
EMINENCE CAPITAL, LP
-14,209,000
EMINENCE CAPITAL, LP
-14,209,000
ExodusPoint Capital Management, LP
-11,594,000
KINGDON CAPITAL MANAGEMENT, L.L.C.
-8,951,400