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 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-12- 1.34% |
$3.21K - $3.67K
|
881
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-12- 0.59% |
$3.21K - $3.67K
|
2.02K
$608K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-12- 1.18% |
$3.21K - $3.67K
|
1.01K
$302K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13- 1.74% |
$3.48K - $3.97K
|
736
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-13- 1.19% |
$3.48K - $3.97K
|
1.08K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-13- 31.71% |
$3.48K - $3.97K
|
28
$8.43K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-14- 0.25% |
$3.74K - $4.28K
|
5.51K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-14- 0.75% |
$3.74K - $4.28K
|
1.87K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-15- 0.11% |
$4.01K - $4.58K
|
14.3K
$4.29M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-15- 1.02% |
$4.01K - $4.58K
|
1.46K
$438K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-16- 0.62% |
$4.28K - $4.89K
|
2.56K
$769K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-16- 1.36% |
$4.28K - $4.89K
|
1.16K
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-16- 0.49% |
$4.28K - $4.89K
|
3.22K
$970K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-16- 0.44% |
$4.28K - $4.89K
|
3.6K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-17- 1.19% |
$4.54K - $5.19K
|
1.42K
$426K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-17- 2.25% |
$4.54K - $5.19K
|
740
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-17- 0.72% |
$4.54K - $5.19K
|
2.35K
$708K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-17- 1.75% |
$4.54K - $5.19K
|
956
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-17- 0.14% |
$4.54K - $5.19K
|
12K
$3.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-18- 0.24% |
$4.81K - $5.5K
|
7.39K
$2.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-18- 0.27% |
$4.81K - $5.5K
|
6.63K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-18- 5.47% |
$4.81K - $5.5K
|
311
$93.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-18- 0.35% |
$4.81K - $5.5K
|
5.08K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-18- 0.54% |
$4.81K - $5.5K
|
3.31K
$996K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-19- 0.46% |
$5.08K - $5.81K
|
4.15K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-20- 0.44% |
$5.35K - $6.11K
|
4.57K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-20- 0.06% |
$5.35K - $6.11K
|
33.3K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-20- 1.39% |
$5.35K - $6.11K
|
1.42K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-21- 1.43% |
$5.61K - $6.42K
|
1.45K
$436K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-21- 2.03% |
$5.61K - $6.42K
|
1.01K
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-21- 1.46% |
$5.61K - $6.42K
|
1.41K
$425K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-22- 1.67% |
$5.88K - $6.72K
|
1.3K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-22- 0.17% |
$5.88K - $6.72K
|
12.6K
$3.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-22- 3.2% |
$5.88K - $6.72K
|
666
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-22- 0.49% |
$5.88K - $6.72K
|
4.43K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-23- 0.85% |
$6.15K - $7.03K
|
2.69K
$809K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-23- 0.26% |
$6.15K - $7.03K
|
8.8K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-23- 2.57% |
$6.15K - $7.03K
|
872
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-23- 1.3% |
$6.15K - $7.03K
|
1.74K
$524K
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-24- 0.13% |
$6.42K - $7.33K
|
18.3K
$5.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-24- 2.57% |
$6.42K - $7.33K
|
911
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-24- 0.95% |
$6.42K - $7.33K
|
2.5K
$751K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-24- 2.06% |
$6.42K - $7.33K
|
1.14K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-24- 0.52% |
$6.42K - $7.33K
|
4.64K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-24- 1.3% |
$6.42K - $7.33K
|
1.82K
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-24- 2.88% |
$6.42K - $7.33K
|
808
$243K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-25- 0.97% |
$6.68K - $7.64K
|
2.56K
$770K
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-25- 0.57% |
$6.68K - $7.64K
|
4.34K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-25- 1.34% |
$6.68K - $7.64K
|
1.85K
$555K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-25- 0.78% |
$6.68K - $7.64K
|
3.19K
$959K
|