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 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
445+ 47.95% |
$119K - $136K
|
1.37K
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
435+ 1.7% |
$116K - $133K
|
26.1K
$7.85M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
430+ 6.49% |
$115K - $131K
|
7.06K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
427+ 10.14% |
$114K - $130K
|
4.64K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
416+ 38.13% |
$111K - $127K
|
1.51K
$454K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
410+ 5.22% |
$110K - $125K
|
8.26K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
406+ 1.4% |
$109K - $124K
|
29.3K
$8.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
405+ 4.36% |
$108K - $124K
|
9.7K
$2.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
402+ 12.71% |
$107K - $123K
|
3.57K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
400+ 19.65% |
$107K - $122K
|
2.44K
$733K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
390+ 5.42% |
$104K - $119K
|
7.59K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
388+ 11.69% |
$104K - $119K
|
3.71K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
386+ 6.49% |
$103K - $118K
|
6.33K
$1.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
382+ 10.86% |
$102K - $117K
|
3.9K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
382+ 22.11% |
$102K - $117K
|
2.11K
$635K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
378New |
$101K - $116K
|
378
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
376+ 2.58% |
$101K - $115K
|
14.9K
$4.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
374+ 0.43% |
$100K - $114K
|
86.6K
$26.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
373+ 22.11% |
$99.7K - $114K
|
2.06K
$620K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
373+ 1.46% |
$99.7K - $114K
|
25.9K
$7.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
373+ 46.39% |
$99.7K - $114K
|
1.18K
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
373+ 0.37% |
$99.7K - $114K
|
101K
$30.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
371+ 2.07% |
$99.2K - $113K
|
18.3K
$5.5M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
370+ 34.23% |
$98.9K - $113K
|
1.45K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
367+ 5.18% |
$98.1K - $112K
|
7.45K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
359+ 19.06% |
$96K - $110K
|
2.24K
$675K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
358+ 13.23% |
$95.7K - $109K
|
3.06K
$922K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
356+ 34.3% |
$95.2K - $109K
|
1.39K
$420K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
352+ 2.4% |
$94.1K - $108K
|
15K
$4.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
352+ 1.56% |
$94.1K - $108K
|
22.9K
$6.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
351+ 13.06% |
$93.8K - $107K
|
3.04K
$914K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
350+ 16.22% |
$93.6K - $107K
|
2.51K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
350New |
$93.6K - $107K
|
350
$105K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
347+ 7.47% |
$92.8K - $106K
|
5K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
343+ 2.51% |
$91.7K - $105K
|
14K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
338+ 7.04% |
$90.4K - $103K
|
5.14K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
337+ 21.87% |
$90.1K - $103K
|
1.88K
$565K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
336+ 10.33% |
$89.8K - $103K
|
3.59K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
333+ 10.98% |
$89K - $102K
|
3.37K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
333+ 2.53% |
$89K - $102K
|
13.5K
$4.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
330New |
$88.2K - $101K
|
330
$99.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
328+ 25.95% |
$87.7K - $100K
|
1.59K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
327+ 16.05% |
$87.4K - $99.9K
|
2.36K
$711K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
323+ 1.75% |
$86.4K - $98.7K
|
18.8K
$5.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
320+ 2.25% |
$85.6K - $97.8K
|
14.5K
$4.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
319+ 9.03% |
$85.3K - $97.5K
|
3.85K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
319+ 11.54% |
$85.3K - $97.5K
|
3.08K
$928K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
314+ 11.58% |
$83.9K - $95.9K
|
3.03K
$911K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
313+ 8.35% |
$83.7K - $95.6K
|
4.06K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
313+ 5.31% |
$83.7K - $95.6K
|
6.2K
$1.87M
|