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 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
230New |
$61.5K - $70.3K
|
230
$69.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
227+ 1.25% |
$60.7K - $69.4K
|
18.4K
$5.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
225+ 7.2% |
$60.2K - $68.8K
|
3.35K
$1.01M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
220New |
$58.8K - $67.2K
|
220
$66.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
218+ 2.6% |
$58.3K - $66.6K
|
8.6K
$2.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
212+ 13.45% |
$56.7K - $64.8K
|
1.79K
$538K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
212+ 21.48% |
$56.7K - $64.8K
|
1.2K
$361K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
211+ 0.37% |
$56.4K - $64.5K
|
57.8K
$17.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
211+ 0.87% |
$56.4K - $64.5K
|
24.5K
$7.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
208+ 1.08% |
$55.6K - $63.6K
|
19.5K
$5.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
207+ 0.74% |
$55.3K - $63.3K
|
28.3K
$8.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
205+ 1.12% |
$54.8K - $62.6K
|
18.6K
$5.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
205+ 14.4% |
$54.8K - $62.6K
|
1.63K
$490K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
202+ 10.1% |
$54K - $61.7K
|
2.2K
$663K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
202+ 2.3% |
$54K - $61.7K
|
8.99K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
200+ 17.04% |
$53.5K - $61.1K
|
1.37K
$414K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
200+ 13.8% |
$53.5K - $61.1K
|
1.65K
$496K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
200New |
$53.5K - $61.1K
|
200
$60.2K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
200+ 119.76% |
$53.5K - $61.1K
|
367
$110K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
196+ 1.82% |
$52.4K - $59.9K
|
11K
$3.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
196New |
$52.4K - $59.9K
|
196
$59K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
194+ 18.2% |
$51.9K - $59.3K
|
1.26K
$379K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
191+ 12.05% |
$51.1K - $58.4K
|
1.78K
$535K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
190New |
$50.8K - $58.1K
|
190
$57.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
188+ 1.98% |
$50.3K - $57.4K
|
9.69K
$2.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
185+ 7.99% |
$49.5K - $56.5K
|
2.5K
$752K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
182+ 13.04% |
$48.7K - $55.6K
|
1.58K
$475K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
181+ 10.54% |
$48.4K - $55.3K
|
1.9K
$572K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
180+ 7.13% |
$48.1K - $55K
|
2.7K
$814K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
180+ 3.52% |
$48.1K - $55K
|
5.3K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
180New |
$48.1K - $55K
|
180
$54.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
180New |
$48.1K - $55K
|
180
$54.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
178+ 23.12% |
$47.6K - $54.4K
|
948
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
177+ 16.05% |
$47.3K - $54.1K
|
1.28K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
177+ 19.39% |
$47.3K - $54.1K
|
1.09K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
175+ 4.89% |
$46.8K - $53.5K
|
3.76K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
175+ 3.95% |
$46.8K - $53.5K
|
4.6K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
170+ 3.4% |
$45.4K - $51.9K
|
5.17K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
167+ 1.73% |
$44.6K - $51K
|
9.82K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
167New |
$44.6K - $51K
|
167
$50.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
166+ 17.6% |
$44.4K - $50.7K
|
1.11K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
163+ 9.64% |
$43.6K - $49.8K
|
1.85K
$558K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
158New |
$42.2K - $48.3K
|
158
$47.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
156+ 0.38% |
$41.7K - $47.7K
|
41.3K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
156+ 23.15% |
$41.7K - $47.7K
|
830
$250K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
156+ 19.77% |
$41.7K - $47.7K
|
945
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
155New |
$41.4K - $47.4K
|
155
$46.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
154New |
$41.2K - $47.1K
|
154
$46.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
154+ 2.65% |
$41.2K - $47.1K
|
5.96K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
152+ 3.73% |
$40.6K - $46.4K
|
4.23K
$1.27M
|