Purchases and Sales Made in Q3 2024 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q3 2024. The information is specifically focused on institutions that hold shares of AMERICAN EXPRESS CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.11% |
$452 - $542
|
1.79K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.11% |
$452 - $542
|
1.91K
$584K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.05% |
$226 - $271
|
2.17K
$665K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$226 - $271
|
3.99K
$1.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1+ 4.35% |
$226 - $271
|
24
$7.35K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1+ 0.11% |
$226 - $271
|
896
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.13% |
$226 - $271
|
785
$241K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$226 - $271
|
1
$306
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$226 - $271
|
473
$145K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$226 - $271
|
409
$125K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.02% |
$226 - $271
|
4.17K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.06% |
$226 - $271
|
1.67K
$510K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.38% |
$226 - $271
|
43
$13.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.43% |
$226 - $271
|
231
$70.8K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
1+ 0.08% |
$226 - $271
|
1.25K
$383K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.15% |
$226 - $271
|
688
$211K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$226 - $271
|
5.28K
$1.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$226 - $271
|
1.32K
$403K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$226 - $271
|
4
$1.23K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$226 - $271
|
6.59K
$2.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1+ 0.09% |
$226 - $271
|
1.14K
$349K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1+ 0.04% |
$226 - $271
|
2.49K
$764K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.02% |
$226 - $271
|
6.25K
$1.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1+ 0.06% |
$226 - $271
|
1.81K
$555K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.11% |
$226 - $271
|
908
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1+ 0.11% |
$226 - $271
|
894
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1+ 0.02% |
$226 - $271
|
4.92K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.14% |
$226 - $271
|
719
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$226 - $271
|
30.3K
$9.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 1.61% |
$226 - $271
|
63
$19.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 1.79% |
$226 - $271
|
55
$16.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.13% |
$226 - $271
|
775
$237K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$226 - $271
|
8.12K
$2.49M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 0.2% |
$226 - $271
|
489
$150K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.76% |
$226 - $271
|
130
$39.8K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1- 0.09% |
$226 - $271
|
1.17K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-1- 0.06% |
$226 - $271
|
1.61K
$494K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2- 0.02% |
$452 - $542
|
10.3K
$3.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.74% |
$452 - $542
|
267
$81.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-2- 0.11% |
$452 - $542
|
1.77K
$542K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-2- 0.11% |
$452 - $542
|
1.9K
$582K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3- 0.03% |
$678 - $814
|
10.2K
$3.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-4- 0.13% |
$904 - $1.08K
|
3.09K
$946K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-4- 0.38% |
$904 - $1.08K
|
1.06K
$324K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-4- 4.26% |
$904 - $1.08K
|
90
$27.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-4- 0.2% |
$904 - $1.08K
|
1.95K
$597K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-4- 0.14% |
$904 - $1.08K
|
2.79K
$855K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-4- 0.44% |
$904 - $1.08K
|
900
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5- 0.24% |
$1.13K - $1.36K
|
2.11K
$646K
|