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 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-360- 5.33% |
$81.3K - $97.6K
|
6.39K
$2.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-360- 14.88% |
$81.3K - $97.6K
|
2.06K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-360- 21.69% |
$81.3K - $97.6K
|
1.3K
$413K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-364- 4.59% |
$82.2K - $98.7K
|
7.57K
$2.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-365- 17.8% |
$82.5K - $99K
|
1.69K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-367- 23.54% |
$82.9K - $99.5K
|
1.19K
$378K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-368- 4.21% |
$83.1K - $99.8K
|
8.37K
$2.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-377- 3.8% |
$85.2K - $102K
|
9.55K
$3.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-379- 6.11% |
$85.6K - $103K
|
5.83K
$1.85M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-380- 2.59% |
$85.8K - $103K
|
14.3K
$4.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-386- 1.7% |
$87.2K - $105K
|
22.3K
$7.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-388- 4.33% |
$87.7K - $105K
|
8.58K
$2.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-389- 26.25% |
$87.9K - $105K
|
1.09K
$347K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-391- 2.83% |
$88.3K - $106K
|
13.4K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-393- 4.12% |
$88.8K - $107K
|
9.15K
$2.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-397- 2.79% |
$89.7K - $108K
|
13.9K
$4.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-397- 6.99% |
$89.7K - $108K
|
5.28K
$1.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-397- 7.85% |
$89.7K - $108K
|
4.66K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-399- 24.31% |
$90.1K - $108K
|
1.24K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-400- 9.39% |
$90.4K - $108K
|
3.86K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-403- 16.1% |
$91K - $109K
|
2.1K
$667K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-409- 28.56% |
$92.4K - $111K
|
1.02K
$325K
|
|
|
Oct 30, 2024
Q3 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-417- 3.54% |
$94.2K - $113K
|
11.4K
$3.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-422- 2.43% |
$95.3K - $114K
|
16.9K
$5.37M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-427- 23.3% |
$96.5K - $116K
|
1.41K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-429- 6.21% |
$96.9K - $116K
|
6.48K
$2.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-442- 6.14% |
$99.9K - $120K
|
6.76K
$2.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-445- 1.12% |
$101K - $121K
|
39.4K
$12.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-450- 17.25% |
$102K - $122K
|
2.16K
$685K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-461- 3.0% |
$104K - $125K
|
14.9K
$4.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-465- 3.11% |
$105K - $126K
|
14.5K
$4.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-471- 13.42% |
$106K - $128K
|
3.04K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-471- 16.91% |
$106K - $128K
|
2.32K
$735K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-473- 12.47% |
$107K - $128K
|
3.32K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-484- 6.92% |
$109K - $131K
|
6.51K
$2.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-485- 29.34% |
$110K - $132K
|
1.17K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-485- 8.27% |
$110K - $132K
|
5.38K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-487- 2.79% |
$110K - $132K
|
17K
$5.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-493- 15.21% |
$111K - $134K
|
2.75K
$872K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 14.29% |
$113K - $136K
|
3K
$952K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 1.56% |
$113K - $136K
|
31.6K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-502- 19.83% |
$113K - $136K
|
2.03K
$644K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-507- 1.51% |
$115K - $137K
|
33.1K
$10.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-508- 0.98% |
$115K - $138K
|
51.3K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-508- 5.6% |
$115K - $138K
|
8.57K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-524- 1.3% |
$118K - $142K
|
39.8K
$12.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-530- 0.65% |
$120K - $144K
|
81.3K
$25.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-532- 0.9% |
$120K - $144K
|
58.7K
$18.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-537- 7.11% |
$121K - $146K
|
7.01K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-543- 29.66% |
$123K - $147K
|
1.29K
$409K
|