US025816DE69 - American Express Co Akcje - cena akcji, własność instytucjonalna, akcjonariusze

Podstawowe statystyki

Właściciele instytucjonalni	1 total, 1 long only, 0 short only, 0 long/short - change of -4,55% MRQ
Średnia alokacja portfela	0.1658 % - change of 1,37% MRQ

Akcje instytucjonalne (długie)	25 000 (ex 13D/G) - change of -1,94MM shares -98,73% MRQ
Wartość instytucjonalna (długa)	$ 25 USD ($1000)

Własność instytucjonalna i akcjonariusze

American Express Co (US:US025816DE69) posiada 1 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 25,000 akcji. Do największych akcjonariuszy należą Six Circles Trust - Six Circles Global Bond Fund .

American Express Co (US025816DE69) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.

US025816DE69 / American Express Co - 4.99% 2026-05-01 Institutional Ownership

Zgłoszenia 13F i NPORT

Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.

Aktualizacja aby odblokować dane premium i eksportować do Excela Premium Registration Required .

Data pliku	Źródło	Inwestor	Akcje	Akcje; Δ (%)	Zgłoszono Wartość ($1000)	Wartość; Δ (%)
2025-04-29	NP	JPST - JPMorgan Ultra-Short Income ETF			92 006	-0,03
2025-05-28	NP	VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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			22 219	-0,01
2025-05-19	NP	MSDYX - Mercer Short Duration Fixed Income Fund Class Y-3			14	0,00
2025-05-28	NP	VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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			19 313	-0,01
2025-04-25	NP	FAMZX - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A			120	0,00
2025-08-08	13F	eCIO, Inc.	0	-100,00	0
2025-06-20	NP	VNLA - Janus Henderson Short Duration Income ETF			9 450	-0,02
2025-04-25	NP	FSLD - Fidelity Sustainable Low Duration Bond ETF			11	0,00
2025-05-29	NP	Six Circles Trust - Six Circles Global Bond Fund	25 000	0,00	25	0,00
2025-05-22	NP	MWUIX - Metropolitan West Ultra Short Bond Fund Class I			120
2025-04-25	NP	FZOLX - Fidelity SAI Low Duration 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			24 009	-0,03
2025-05-22	NP	IMBAX - Voya Limited Maturity Bond Portfolio Class ADV			217	0,00
2025-04-28	NP	SDFI - AB Short Duration Income ETF			185	0,00
2025-05-20	NP	GEIIX - Goldman Sachs Enhanced Income Fund Institutional			2 965	-0,03
2025-04-22	NP	GSST - Goldman Sachs Access Ultra Short Bond ETF			846
2025-05-28	NP	VBISX - Vanguard Short-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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			14 377	-0,01
2025-05-22	NP	HUBAX - Hartford Ultrashort Bond Hls Fund Ia			1 250	0,00
2025-06-25	NP	PYLMX - Payden Limited Maturity Fund (Investor Class)			4 680	-0,02
2025-04-22	NP	FTRFX - Federated Total Return Bond Fund Service Shares This fund is a listed as child fund of Federated Hermes, 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			6 117	-0,03
2025-04-29	NP	HLLVX - JPMorgan Short Duration Bond Fund Class I			11 199	-0,03
2025-06-26	NP	SECPX - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A)			275	0,00
2025-06-25	NP	FTSM - First Trust Enhanced Short Maturity 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			33 735	-0,03
2025-04-24	NP	CTRZX - Multi-Manager Total Return Bond Strategies Fund Institutional Class			498	0,00
2025-04-29	NP	JMGIX - JPMorgan Managed Income Fund Class L			13 621	-0,03
2025-05-30	NP	MYFRX - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y			10 101
2025-05-22	NP	IASBX - Voya Short Term Bond Fund Class A			298	0,00
2025-06-27	NP	BBBMX - BBH Limited Duration Fund Class N Shares			1 920	0,00
2025-05-28	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group 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			2 725	0,00
2025-04-25	NP	FLDB - Fidelity Low Duration Bond ETF			500	0,00
2025-04-29	NP	PIASX - PIA Short-Term Securities Fund Advisor Class			1 000	0,00
2025-04-25	NP	FAPFX - Fidelity SAI Sustainable Low Duration Income Fund			111	0,00
2025-05-28	NP	VUSB - Vanguard Ultra-Short Bond ETF ETF Shares			7 092	0,00
2025-06-30	NP	VUSFX - Vanguard Ultra-Short-Term Bond Fund Admiral Shares This fund is a listed as child fund of Vanguard Group 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			35 932	-0,03
2025-05-20	NP	GPPIX - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares			14 569	-0,02
2025-05-28	NP	VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group 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			200	0,00
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1			100
2025-05-22	NP	IOSAX - Voya Global Bond Portfolio Class ADV			18	0,00
2025-05-23	NP	FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares This fund is a listed as child fund of Federated Hermes, 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			135	0,00
2025-05-28	NP	BlackRock ESG Capital Allocation Trust 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			1 870	0,00
2025-05-22	NP	IIBOX - Voya Intermediate Bond Fund Class R			1 355	0,00
2025-06-25	NP	INGBX - Voya Global Bond Fund Class A			21	0,00
2025-04-25	NP	FNDSX - Fidelity Sustainability Bond Index 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			130	0,00
2025-05-22	NP	ILUAX - Voya U.S. Bond Index Portfolio Class ADV			80	0,00