Institutional Owners for AXP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BANK OF STOCKTON | Equities | 951 | $2,781,277 | 15,966 | 0.00 | 0.90 | -1,255 | -7.29 | 06-30-2023 |
| BENNICAS & ASSOCIATES INC | COM | 952 | $2,357,000 | 15,950 | 1.36 | 1.38 | -100 | -0.62 | 12-31-2022 |
| VALEO FINANCIAL ADVISORS LLC | Stock | 953 | $3,596,249 | 15,894 | 0.00 | 0.00 | 277 | 1.77 | 03-31-2024 |
| VALICENTI ADVISORY SERVICES INC | COM | 954 | $3,590,000 | 15,765 | 1.00 | 0.82 | 1,335 | 9.25 | 03-31-2024 |
