US025816CH00 - American Express Co Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietari instituționali	14 total, 14 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Alocarea medie a portofoliului	0.3892 % - change of -6,37% MRQ

Acțiuni instituționale (lung)	32.395.000 (ex 13D/G) - change of -3,68MM shares -10,20% MRQ
Valoare instituțională (lungă)	$ 31.599 USD ($1000)

Proprietatea instituțională și acționarii

American Express Co (US:US025816CH00) are 14 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 32,395,000 acțiuni. Cei mai mari acționari includ ADFIX - Diversified Bond Fund Investor Class, PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio, PFINX - PIMCO Preferred and Capital Securities Fund Institutional Class, AGBVX - Global Bond Fund Investor Class, PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio, ASDVX - Short Duration Strategic Income Fund Investor Class, ACSKX - Short Duration Fund C Class, PRFD - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund, KORP - American Century Diversified Corporate Bond ETF, and ACCNX - Core Plus Fund Investor Class .

American Express Co (US025816CH00) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US025816CH00 / American Express Co - 3.55% 2026-09-15 Institutional Ownership

Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

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Data fișierului	Sursă	Investitor	Acțiuni	Δ Acțiuni (%)	Raportat Valoare (1000 USD)	Valoarea Δ (%)
2025-06-25	NP	SMCVX - ALPS \| Smith Credit Opportunities Fund Investor Class			1.238	-0,72
2025-08-19	NP	GDIAX - Goldman Sachs Short Duration Income Fund Class A			1.686	1,02
2025-07-25	NP	Flaherty & Crumrine Preferred Income Fund Inc			557	-0,18
2025-07-30	NP	FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			745	-0,27
2025-06-26	NP	USSBX - Short-Term Bond Fund Shares			9.603
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A			34	3,03
2025-06-25	NP	SMAMX - ALPS/Smith Total Return Bond Fund Class A			3.857	-0,75
2025-08-28	NP	CPXAX - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A			17.664	-37,85
2025-09-22	NP	BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents			24	4,35
2025-08-27	NP	ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio			425	0,95
2025-07-25	NP	IGEB - iShares Edge Investment Grade Enhanced Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			5.229	-4,39
2025-06-24	NP	NSTLX - Neuberger Berman Strategic Income Fund Institutional Class			1.627	-0,73
2025-08-27	NP	CMALX - Crawford Multi-Asset Income Fund			3.656	1,05
2025-08-28	NP	PFINX - PIMCO Preferred and Capital Securities Fund Institutional Class	5.350.000	0,00	5.234	0,96
2025-08-15	NP	PQDI - Principal Spectrum Tax-Advantaged Dividend Active ETF			1.624	1,12
2025-07-28	NP	SDSI - American Century Short Duration Strategic Income ETF	210.000	10,53	204	10,33
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A			186	1,09
2025-07-28	NP	JPIB - JPMorgan Global Bond Opportunities ETF			101	0,00
2025-08-15	NP	PREF - Principal Spectrum Preferred Securities Active ETF			40.792	-0,07
2025-08-25	NP	MML Series Investment Fund II - MML Managed Bond Fund Initial Class			1.123
2025-08-27	NP	ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio			684	1,03
2025-06-26	NP	Nuveen Preferred & Income Opportunities Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			23.622	-0,75
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Inflation Protection Fund Standard Class II			1.035	1,17
2025-09-22	NP	BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Intermediate Duration ETF			32	3,23
2025-07-24	NP	FSDIX - Fidelity Strategic Dividend & Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			6.083	-0,21
2025-06-23	NP	PGDIX - Global Diversified Income Fund Institutional Class			7.176	-0,75
2025-03-27	NP	PISHX - Preferred Securities and Income SMA Shares			989	-65,55
2025-08-28	NP	Nuveen Multi-market Income Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			293	1,04
2025-08-28	NP	ACSKX - Short Duration Fund C Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1.450.000	0,00	1.420	1,14
2025-09-22	NP	GSBIX - Goldman Sachs Income Builder Fund Institutional			938	1,85
2025-08-19	NP	GSZAX - Goldman Sachs Strategic Income Fund Class A Shares			2.576	0,98
2025-07-22	NP	GPRF - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF			790	14,85
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class			186	1,09
2025-08-29	NP	JMUAX - Janus Henderson Multi-Sector Income Fund Class A			1.500	-16,01
2025-03-26	NP	NISPX - Nuveen Preferred Securities and Income Managed Accounts Portfolio Common Shares			280	1,82
2025-06-27	NP	ZABDFX - American Beacon Diversified Fund AAL Class			134
2025-08-25	NP	MWHIX - Metropolitan West High Yield Bond Fund Class I			2.104	0,96
2025-07-25	NP	CZAMX - Multi-Manager Alternative Strategies Fund Institutional Class			82	0,00
2025-08-29	NP	PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio	6.400.000	0,00	6.262	0,95
2025-03-27	NP	Nuveen Preferred & Income Term Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1.302	1,88
2025-06-26	NP	NPFI - Nuveen Preferred and Income ETF			168	-0,59
2025-08-25	NP	MDVAX - MassMutual Premier Diversified Bond Fund Class A			98
2025-08-27	NP	Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a)			181	1,12
2025-08-26	NP	BCGIX - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I			2.406
2025-06-27	NP	TWBIX - Balanced Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	465.000	0,00	446	-0,67
2025-08-15	NP	Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund			186	1,09
2025-07-25	NP	Flaherty & Crumrine Preferred Securities Income Fund Inc			3.200	-0,19
2025-08-19	NP	Tcw Strategic Income Fund Inc			142	0,71
2025-06-24	NP	JNBAX - JPMorgan Income Builder Fund Class A			5.872	-0,74
2025-08-28	NP	USTB - VictoryShares USAA Core Short-Term Bond ETF			5.708	28,48
2025-06-18	NP	RMYAX - Multi-Strategy Income Fund Class A			33	-75,19
2025-06-30	NP	AFFIX - Yorktown Multi-Asset Income Fund Class L Shares			959	-0,72
2025-08-29	NP	PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio	2.000.000	0,00	1.957	0,93
2025-07-25	NP	Flaherty & Crumrine Preferred Income Opportunity Fund Inc			533	-0,19
2025-08-26	NP	BlackRock Credit Strategies Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			430	1,18
2025-03-27	NP	Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund			3.268	1,87
2025-07-29	NP	FRFAX - PGIM Floating Rate Income Fund Class A			10.716	-31,05
2025-07-24	NP	FPFD - Fidelity Preferred Securities & Income ETF			210	-0,48
2025-08-07	NP	CMBEX - Curasset Capital Management Core Bond Fund Founders Class			488	1,24
2025-08-27	NP	AAHYX - Thrivent Diversified Income Plus Fund Class A			249	1,22
2025-07-25	NP	PNARX - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3			72.229	-3,43
2025-07-29	NP	FIXD - First Trust TCW Opportunistic Fixed Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			7.238
2025-07-28	NP	MUSI - American Century Multisector Income ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	450.000	-5,26	436	-5,42
2025-08-26	NP	Nuveen Core Plus Impact Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			7.032	1,12
2025-08-26	NP	JPDRX - JPMorgan Preferred and Income Securities Fund Class R6			13.288	1,13
2025-08-28	NP	ADFIX - Diversified Bond Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	7.190.000	0,00	7.040	1,13
2025-07-25	NP	Flaherty & Crumrine Total Return Fund Inc			751	-0,13
2025-05-28	NP	Nuveen Multi-Asset Income Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			174	0,00
2025-09-18	NP	JIII - Janus Henderson Income ETF			442	2,08
2025-07-29	NP	NPSAX - Nuveen Preferred Securities and Income Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			13.471	-0,20
2025-08-26	NP	QCBMRX - Bond Market Account Class R1			7.325	1,13
2025-08-27	NP	PBSMX - PGIM SHORT-TERM CORPORATE BOND FUND Class A			15.719	0,98
2025-08-19	NP	NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio			835	1,21
2025-08-27	NP	SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3			1.079	1,12
2025-07-30	NP	SMTH - ALPS \| Smith Core Plus Bond ETF			1.762	-0,23
2025-08-27	NP	PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I			10	0,00
2025-06-24	NP	TNUAX - 1290 Diversified Bond Fund Class A			826
2025-08-26	NP	VGSBX - VY(R) Goldman Sachs Bond Portfolio			304	1,00
2025-07-29	NP	NWQAX - Nuveen NWQ Flexible Income Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2.659	-0,19
2025-08-26	NP	Franklin Templeton ETF Trust - BrandywineGLOBAL-U.S. Fixed Income ETF			15	0,00
2025-06-26	NP	AABFX - Thrivent Balanced Income Plus Fund Class A			48	-2,08
2025-07-28	NP	JSIAX - JPMorgan Unconstrained Debt Fund Class A			378	0,00
2025-07-25	NP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc			1.794	-0,22
2025-09-23	NP	LROAX - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A			804	-17,89
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A			49	0,00
2025-08-19	NP	GSHIX - Goldman Sachs High Yield Fund Institutional			4.169	0,99
2025-06-26	NP	AAINX - Thrivent Opportunity Income Plus Fund Class A			306	-0,65
2025-07-25	NP	PHYIX - PUTNAM HIGH YIELD FUND Class Y Shares			242	0,00
2025-06-26	NP	CROVX - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares			344
2025-08-28	NP	Cohen & Steers Quality Income Realty Fund Inc			3.435	1,12
2025-09-22	NP	TAXX - BondBloxx IR+M Tax-Aware Short Duration ETF			676	2,27
2025-06-26	NP	CRBVX - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares			646
2025-08-22	NP	Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1			4.267	0,97
2025-08-28	NP	ASIHX - Strategic Income Fund C Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	265.000	0,00	259	1,17
2025-07-28	NP	VRP - Invesco Variable Rate Preferred ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			12.823	-1,58
2025-08-29	NP	PRFD - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund	1.400.000	0,00	1.370	0,96
2025-06-27	NP	AGBVX - Global Bond Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3.800.000	0,00	3.645	-0,76
2025-07-30	NP	SEATX - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A)			5.802	-0,21
2025-08-25	NP	MWCRX - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M			2.299	0,97
2025-07-28	NP	GBOAX - JPMorgan Global Bond Opportunities Fund Class A			1.342	-0,15
2025-08-27	NP	BBTBX - Bridge Builder Core Bond Fund			3.394	1,13
2025-08-28	NP	ACCNX - Core Plus Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	545.000	0,00	534	1,14
2025-07-25	NP	PCSFX - Capital Securities Fund Class S			42.443	-0,20
2025-07-29	NP	UCON - First Trust TCW Unconstrained Plus Bond ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			7.907	1.246,85
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA			518	1,17
2025-07-28	NP	KORP - American Century Diversified Corporate Bond ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1.160.000	4,50	1.125	4,27
2025-06-25	NP	FPEI - First Trust Institutional Preferred Securities and Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			11.402	-0,75
2025-08-25	NP	MWSIX - Metropolitan West Strategic Income Fund Class I			15	0,00
2025-07-29	NP	PFRL - PGIM Floating Rate Income ETF			1.646	0,12
2025-08-28	NP	ASDVX - Short Duration Strategic Income Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1.710.000	0,00	1.674	1,15

US025816CH00 - American Express Co Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietatea instituțională și acționarii

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Depuneri 13F și NPORT