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 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.57K+ 2.43% |
$1.03M - $1.24M
|
193K
$61.2M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.43K+ 80.95% |
$1M - $1.2M
|
9.9K
$3.14M
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.39K+ 25.6% |
$992K - $1.19M
|
21.5K
$6.84M
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.33KNew |
$979K - $1.18M
|
4.33K
$1.38M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.33K+ 3.16% |
$977K - $1.17M
|
141K
$44.9M
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
4.31KNew |
$974K - $1.17M
|
4.31K
$1.37M
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
4.23KNew |
$955K - $1.15M
|
4.23K
$1.34M
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.19K+ 8.28% |
$945K - $1.13M
|
54.7K
$17.4M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.18K+ 6.65% |
$944K - $1.13M
|
67K
$21.3M
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.15KNew |
$938K - $1.13M
|
4.15K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.12K+ 4.14% |
$931K - $1.12M
|
104K
$32.9M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.07K+ 2.81% |
$919K - $1.1M
|
149K
$47.2M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.04K+ 5.23% |
$913K - $1.1M
|
81.3K
$25.8M
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
4.02K+ 142.93% |
$909K - $1.09M
|
6.84K
$2.17M
|
|
Nov 12, 2024
Q3 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
3.97K+ 21.97% |
$897K - $1.08M
|
22K
$7M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.96K+ 10.64% |
$894K - $1.07M
|
41.2K
$13.1M
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.96K+ 14.16% |
$894K - $1.07M
|
31.9K
$10.1M
|
|
Nov 14, 2024
Q3 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.91K+ 1.66% |
$884K - $1.06M
|
239K
$75.9M
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
BUY
|
- |
3.8KNew |
$859K - $1.03M
|
3.8K
$1.21M
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
3.79KNew |
$857K - $1.03M
|
3.79K
$1.2M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.77K+ 29.45% |
$852K - $1.02M
|
16.6K
$5.26M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.77K+ 382.93% |
$851K - $1.02M
|
4.75K
$1.51M
|
|
Nov 14, 2024
Q3 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
3.77KNew |
$851K - $1.02M
|
3.77K
$1.2M
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.72KNew |
$841K - $1.01M
|
3.72K
$1.18M
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.69K+ 12.2% |
$834K - $1M
|
34K
$10.8M
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
3.61K+ 7.89% |
$816K - $979K
|
49.4K
$15.7M
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
3.58KNew |
$809K - $971K
|
3.58K
$1.14M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.56KNew |
$804K - $965K
|
3.56K
$1.13M
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.55K+ 34.29% |
$802K - $963K
|
13.9K
$4.42M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.52KNew |
$795K - $954K
|
3.52K
$1.12M
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.5K+ 175.0% |
$791K - $949K
|
5.5K
$1.75M
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.47K+ 330.67% |
$784K - $942K
|
4.52K
$1.44M
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
3.46K+ 6.09% |
$781K - $938K
|
60.2K
$19.1M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.45K+ 9.68% |
$779K - $935K
|
39.1K
$12.4M
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
3.45K+ 13.84% |
$779K - $934K
|
28.3K
$9M
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.43K+ 44.04% |
$774K - $930K
|
11.2K
$3.56M
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
3.43KNew |
$774K - $929K
|
3.43K
$1.09M
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.41KNew |
$770K - $924K
|
3.41K
$1.08M
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.4KNew |
$769K - $923K
|
3.4K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.36K+ 3.41% |
$759K - $911K
|
102K
$32.3M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.33K+ 1.62% |
$752K - $903K
|
209K
$66.5M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.32K+ 15.86% |
$750K - $900K
|
24.2K
$7.7M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.27K+ 1.53% |
$739K - $886K
|
216K
$68.7M
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
3.26KNew |
$736K - $884K
|
3.26K
$1.03M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
3.24K+ 18.58% |
$733K - $879K
|
20.7K
$6.57M
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.24K+ 29.9% |
$732K - $879K
|
14.1K
$4.47M
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.21KNew |
$725K - $870K
|
3.21K
$1.02M
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.19KNew |
$720K - $864K
|
3.19K
$1.01M
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.11K+ 24.5% |
$703K - $843K
|
15.8K
$5.02M
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.1K+ 0.18% |
$700K - $841K
|
1.71M
$542M
|