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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-256- 2.53% |
$57.8K - $69.4K
|
9.84K
$3.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-257- 5.99% |
$58.1K - $69.7K
|
4.03K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-258- 14.88% |
$58.3K - $70K
|
1.48K
$468K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-259- 0.26% |
$58.5K - $70.2K
|
101K
$31.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-261- 1.1% |
$59K - $70.8K
|
23.5K
$7.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-261- 0.62% |
$59K - $70.8K
|
42.1K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-261- 10.93% |
$59K - $70.8K
|
2.13K
$673K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-263- 1.45% |
$59.4K - $71.3K
|
17.9K
$5.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-265- 1.7% |
$59.9K - $71.9K
|
15.4K
$4.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-266- 10.63% |
$60.1K - $72.1K
|
2.24K
$709K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-266- 8.25% |
$60.1K - $72.1K
|
2.96K
$937K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-267- 26.28% |
$60.3K - $72.4K
|
749
$237K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-267- 2.89% |
$60.3K - $72.4K
|
8.98K
$2.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-273- 14.69% |
$61.7K - $74K
|
1.59K
$502K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-275- 19.9% |
$62.1K - $74.6K
|
1.11K
$351K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-277- 4.11% |
$62.6K - $75.1K
|
6.46K
$2.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-281- 0.85% |
$63.5K - $76.2K
|
32.7K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-283- 7.74% |
$63.9K - $76.7K
|
3.37K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-284- 2.36% |
$64.2K - $77K
|
11.7K
$3.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-284- 0.75% |
$64.2K - $77K
|
37.8K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-284- 1.57% |
$64.2K - $77K
|
17.8K
$5.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-285- 9.89% |
$64.4K - $77.3K
|
2.6K
$822K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-286- 1.66% |
$64.6K - $77.6K
|
16.9K
$5.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-287- 15.23% |
$64.8K - $77.8K
|
1.6K
$506K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-290- 0.6% |
$65.5K - $78.6K
|
48.2K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-291- 4.87% |
$65.7K - $78.9K
|
5.69K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-294- 5.59% |
$66.4K - $79.7K
|
4.97K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-294- 0.44% |
$66.4K - $79.7K
|
66.2K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-294- 1.36% |
$66.4K - $79.7K
|
21.4K
$6.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-299- 13.89% |
$67.6K - $81.1K
|
1.85K
$587K
|
|
|
Oct 24, 2024
Q3 2024
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-300- 0.48% |
$67.8K - $81.4K
|
62.2K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-300- 3.19% |
$67.8K - $81.4K
|
9.1K
$2.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-302- 9.81% |
$68.2K - $81.9K
|
2.78K
$880K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-304- 70.05% |
$68.7K - $82.4K
|
130
$41.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-307- 19.43% |
$69.4K - $83.2K
|
1.27K
$403K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-308- 2.03% |
$69.6K - $83.5K
|
14.9K
$4.72M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-309- 1.64% |
$69.8K - $83.8K
|
18.6K
$5.89M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-309- 17.4% |
$69.8K - $83.8K
|
1.47K
$465K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-317- 9.11% |
$71.6K - $86K
|
3.16K
$1M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-320- 1.97% |
$72.3K - $86.8K
|
15.9K
$5.05M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-325- 7.54% |
$73.4K - $88.1K
|
3.99K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-326- 2.57% |
$73.6K - $88.4K
|
12.4K
$3.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-328- 5.46% |
$74.1K - $88.9K
|
5.68K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-332- 3.04% |
$75K - $90K
|
10.6K
$3.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-339- 6.85% |
$76.6K - $91.9K
|
4.61K
$1.46M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-340- 1.91% |
$76.8K - $92.2K
|
17.4K
$5.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-342- 0.58% |
$77.3K - $92.7K
|
58.3K
$18.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-343- 4.27% |
$77.5K - $93K
|
7.69K
$2.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-347- 23.98% |
$78.4K - $94.1K
|
1.1K
$348K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-348- 3.2% |
$78.6K - $94.4K
|
10.5K
$3.33M
|