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 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-4- 0.31% |
$1.07K - $1.22K
|
1.28K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4- 0.68% |
$1.07K - $1.22K
|
584
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-4- 0.27% |
$1.07K - $1.22K
|
1.48K
$446K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-5- 0.24% |
$1.34K - $1.53K
|
2.06K
$621K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 0.09% |
$1.34K - $1.53K
|
5.52K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-5- 3.88% |
$1.34K - $1.53K
|
124
$37.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-5- 0.15% |
$1.34K - $1.53K
|
3.33K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-5- 0.63% |
$1.34K - $1.53K
|
792
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-5- 0.52% |
$1.34K - $1.53K
|
962
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5- 0.34% |
$1.34K - $1.53K
|
1.48K
$446K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6- 0.39% |
$1.6K - $1.83K
|
1.55K
$466K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-6- 0.04% |
$1.6K - $1.83K
|
15.3K
$4.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-6- 0.08% |
$1.6K - $1.83K
|
7.41K
$2.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6- 0.49% |
$1.6K - $1.83K
|
1.23K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 1.71% |
$1.6K - $1.83K
|
345
$104K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-7- 0.72% |
$1.87K - $2.14K
|
962
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-7- 2.49% |
$1.87K - $2.14K
|
274
$82.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-7- 0.03% |
$1.87K - $2.14K
|
24.4K
$7.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-7- 0.92% |
$1.87K - $2.14K
|
751
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-7- 0.19% |
$1.87K - $2.14K
|
3.63K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-7- 0.16% |
$1.87K - $2.14K
|
4.33K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-8- 0.54% |
$2.14K - $2.44K
|
1.46K
$441K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-8- 0.02% |
$2.14K - $2.44K
|
34.5K
$10.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 14.55% |
$2.14K - $2.44K
|
47
$14.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8- 0.6% |
$2.14K - $2.44K
|
1.32K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-8- 0.22% |
$2.14K - $2.44K
|
3.71K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-8- 0.38% |
$2.14K - $2.44K
|
2.1K
$631K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9- 1.43% |
$2.41K - $2.75K
|
622
$187K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-9- 0.66% |
$2.41K - $2.75K
|
1.36K
$408K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9- 0.14% |
$2.41K - $2.75K
|
6.66K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9- 0.04% |
$2.41K - $2.75K
|
23.3K
$7M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-9- 1.05% |
$2.41K - $2.75K
|
850
$256K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-10- 0.02% |
$2.67K - $3.06K
|
44.6K
$13.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-10- 0.29% |
$2.67K - $3.06K
|
3.4K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-10- 50.0% |
$2.67K - $3.06K
|
10
$3.01K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-10- 0.19% |
$2.67K - $3.06K
|
5.33K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.51% |
$2.67K - $3.06K
|
1.94K
$584K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-10- 0.25% |
$2.67K - $3.06K
|
4.02K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-10- 1.15% |
$2.67K - $3.06K
|
857
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10- 0.3% |
$2.67K - $3.06K
|
3.33K
$1M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-11- 2.33% |
$2.94K - $3.36K
|
462
$139K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-11- 0.49% |
$2.94K - $3.36K
|
2.23K
$670K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-11- 0.61% |
$2.94K - $3.36K
|
1.78K
$536K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 20.0% |
$2.94K - $3.36K
|
44
$13.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-11- 3.26% |
$2.94K - $3.36K
|
326
$98.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-11- 0.1% |
$2.94K - $3.36K
|
11.1K
$3.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-11- 0.78% |
$2.94K - $3.36K
|
1.39K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-11- 0.34% |
$2.94K - $3.36K
|
3.23K
$971K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-12- 0.06% |
$3.21K - $3.67K
|
18.5K
$5.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-12- 0.73% |
$3.21K - $3.67K
|
1.64K
$494K
|