Institutional Owners for AXP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CARMEL CAPITAL PARTNERS LLC | COM | 2651 | $273,456 | 1,201 | 0.00 | 0.00 | -295 | -19.72 | 03-31-2024 |
| OMEGA FINANCIAL GROUP LLC | COM | 2652 | $224,808 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIERA CAPITAL CORP | COM | Liquidated | $0 | 0 | 0.00 | 1,200 | +Inf | 12-31-2023 | |
| ONEASCENT WEALTH MANAGEMENT LLC | COM | 2654 | $268,000 | 1,179 | 0.10 | 0.08 | 114 | 10.70 | 03-31-2024 |
