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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
31+ 1.29% |
$8.29K - $9.47K
|
2.44K
$734K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
31+ 281.82% |
$8.29K - $9.47K
|
42
$12.6K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 2.4% |
$8.02K - $9.17K
|
1.28K
$385K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
30+ 2.9% |
$8.02K - $9.17K
|
1.07K
$321K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
30+ 1.03% |
$8.02K - $9.17K
|
2.93K
$882K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
30+ 0.13% |
$8.02K - $9.17K
|
23.5K
$7.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
30+ 0.05% |
$8.02K - $9.17K
|
66K
$19.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
29+ 0.47% |
$7.75K - $8.86K
|
6.21K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
29+ 2.87% |
$7.75K - $8.86K
|
1.04K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
29+ 1.23% |
$7.75K - $8.86K
|
2.38K
$716K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
29+ 1.47% |
$7.75K - $8.86K
|
2.01K
$603K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
29+ 0.21% |
$7.75K - $8.86K
|
13.8K
$4.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
29+ 10.86% |
$7.75K - $8.86K
|
296
$89.1K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
28+ 0.7% |
$7.49K - $8.56K
|
4.02K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
28+ 0.78% |
$7.49K - $8.56K
|
3.61K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
28+ 0.41% |
$7.49K - $8.56K
|
6.83K
$2.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
28New |
$7.49K - $8.56K
|
28
$8.43K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
28+ 7.41% |
$7.49K - $8.56K
|
406
$122K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
28+ 1.38% |
$7.49K - $8.56K
|
2.06K
$619K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
27New |
$7.22K - $8.25K
|
27
$8.13K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
27+ 3.6% |
$7.22K - $8.25K
|
778
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
27+ 1.3% |
$7.22K - $8.25K
|
2.1K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
27+ 0.79% |
$7.22K - $8.25K
|
3.43K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
27+ 2.55% |
$7.22K - $8.25K
|
1.08K
$326K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 2.21% |
$6.95K - $7.94K
|
1.2K
$361K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
26+ 26.0% |
$6.95K - $7.94K
|
126
$37.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 0.43% |
$6.68K - $7.64K
|
5.85K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 3.0% |
$6.68K - $7.64K
|
857
$258K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
25+ 3.43% |
$6.68K - $7.64K
|
754
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
25+ 3.3% |
$6.68K - $7.64K
|
782
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
25+ 1.55% |
$6.68K - $7.64K
|
1.64K
$493K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
24+ 38.1% |
$6.42K - $7.33K
|
87
$26.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
24+ 2.48% |
$6.42K - $7.33K
|
990
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
24New |
$6.42K - $7.33K
|
24
$7.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
24+ 2.38% |
$6.42K - $7.33K
|
1.03K
$310K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
23+ 0.05% |
$6.15K - $7.03K
|
42.1K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
23+ 1.47% |
$6.15K - $7.03K
|
1.59K
$479K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
22+ 1.35% |
$5.88K - $6.72K
|
1.65K
$498K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
22+ 1.87% |
$5.88K - $6.72K
|
1.2K
$361K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
21+ 0.76% |
$5.61K - $6.42K
|
2.79K
$839K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21+ 0.78% |
$5.61K - $6.42K
|
2.73K
$821K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 3.3% |
$5.61K - $6.42K
|
657
$198K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
21+ 0.2% |
$5.61K - $6.42K
|
10.3K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
21+ 16.15% |
$5.61K - $6.42K
|
151
$45.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
20+ 0.75% |
$5.35K - $6.11K
|
2.68K
$808K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
20+ 2.2% |
$5.35K - $6.11K
|
929
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
20+ 1.23% |
$5.35K - $6.11K
|
1.65K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.64% |
$5.08K - $5.81K
|
2.99K
$901K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
19+ 2.25% |
$5.08K - $5.81K
|
863
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
19+ 1.13% |
$5.08K - $5.81K
|
1.69K
$510K
|