Purchases and Sales Made in Q4 2024 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
613New |
$164K - $187K
|
613
$184K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
581New |
$155K - $178K
|
581
$175K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
579+ 12.93% |
$155K - $177K
|
5.06K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
574+ 12.27% |
$153K - $175K
|
5.25K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
574+ 3.85% |
$153K - $175K
|
15.5K
$4.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
572+ 3.26% |
$153K - $175K
|
18.1K
$5.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
566+ 22.99% |
$151K - $173K
|
3.03K
$911K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
566+ 5.07% |
$151K - $173K
|
11.7K
$3.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
565+ 1.26% |
$151K - $173K
|
45.4K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
565+ 1.89% |
$151K - $173K
|
30.4K
$9.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
565+ 17.3% |
$151K - $173K
|
3.83K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
564+ 3.0% |
$151K - $172K
|
19.4K
$5.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
563+ 1.0% |
$151K - $172K
|
56.9K
$17.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
563+ 5.98% |
$151K - $172K
|
9.98K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
560+ 400.0% |
$150K - $171K
|
700
$211K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
558+ 8.01% |
$149K - $171K
|
7.53K
$2.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
557+ 3.11% |
$149K - $170K
|
18.5K
$5.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
553+ 2.48% |
$148K - $169K
|
22.8K
$6.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
546+ 43.51% |
$146K - $167K
|
1.8K
$542K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
543+ 51.03% |
$145K - $166K
|
1.61K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
543+ 65.03% |
$145K - $166K
|
1.38K
$415K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
535+ 37.49% |
$143K - $163K
|
1.96K
$590K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
533New |
$142K - $163K
|
533
$160K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
527+ 7.38% |
$141K - $161K
|
7.67K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
525+ 24.91% |
$140K - $160K
|
2.63K
$792K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
519+ 4.79% |
$139K - $159K
|
11.4K
$3.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
517+ 49.19% |
$138K - $158K
|
1.57K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
513+ 3.99% |
$137K - $157K
|
13.4K
$4.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
511+ 20.13% |
$137K - $156K
|
3.05K
$918K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
508+ 39.59% |
$136K - $155K
|
1.79K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
500+ 22.73% |
$134K - $153K
|
2.7K
$813K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
498+ 4.25% |
$133K - $152K
|
12.2K
$3.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
496+ 8.75% |
$133K - $152K
|
6.17K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
496+ 33.45% |
$133K - $152K
|
1.98K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
493+ 26.43% |
$132K - $151K
|
2.36K
$710K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
491+ 3.85% |
$131K - $150K
|
13.2K
$3.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
491+ 2.41% |
$131K - $150K
|
20.8K
$6.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
490New |
$131K - $150K
|
490
$147K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
484+ 30.4% |
$129K - $148K
|
2.08K
$625K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
482+ 2.72% |
$129K - $147K
|
18.2K
$5.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
471+ 1.85% |
$126K - $144K
|
25.9K
$7.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
466+ 18.65% |
$125K - $142K
|
2.96K
$892K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
466+ 46.05% |
$125K - $142K
|
1.48K
$445K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
458+ 72.35% |
$122K - $140K
|
1.09K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
456+ 2.95% |
$122K - $139K
|
15.9K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
455+ 2.35% |
$122K - $139K
|
19.8K
$5.97M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
452+ 1.38% |
$121K - $138K
|
33.3K
$10M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
448+ 9.17% |
$120K - $137K
|
5.33K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
447+ 2.7% |
$120K - $137K
|
17K
$5.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
446+ 5.03% |
$119K - $136K
|
9.31K
$2.8M
|