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
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 2.46% |
$6.68K - $7.64K
|
990
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-25- 2.71% |
$6.68K - $7.64K
|
899
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-25- 0.26% |
$6.68K - $7.64K
|
9.56K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-25- 0.59% |
$6.68K - $7.64K
|
4.2K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-26- 3.14% |
$6.95K - $7.94K
|
803
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-26- 3.04% |
$6.95K - $7.94K
|
830
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-27- 1.43% |
$7.22K - $8.25K
|
1.86K
$559K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-27- 0.02% |
$7.22K - $8.25K
|
115K
$34.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-27- 0.23% |
$7.22K - $8.25K
|
11.7K
$3.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-28- 0.89% |
$7.49K - $8.56K
|
3.12K
$939K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-28- 3.36% |
$7.49K - $8.56K
|
805
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-28- 0.5% |
$7.49K - $8.56K
|
5.56K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-28- 0.84% |
$7.49K - $8.56K
|
3.32K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-28- 2.96% |
$7.49K - $8.56K
|
917
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-29- 3.02% |
$7.75K - $8.86K
|
931
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-29- 1.35% |
$7.75K - $8.86K
|
2.12K
$638K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-29- 9.9% |
$7.75K - $8.86K
|
264
$79.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-30- 0.54% |
$8.02K - $9.17K
|
5.49K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-30- 0.26% |
$8.02K - $9.17K
|
11.4K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-30- 2.64% |
$8.02K - $9.17K
|
1.11K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-31- 0.12% |
$8.29K - $9.47K
|
25.8K
$7.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-31- 91.18% |
$8.29K - $9.47K
|
3
$903
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-32- 3.14% |
$8.56K - $9.78K
|
987
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-32- 2.71% |
$8.56K - $9.78K
|
1.15K
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-32- 0.91% |
$8.56K - $9.78K
|
3.47K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.96% |
$8.82K - $10.1K
|
3.39K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-33- 2.22% |
$8.82K - $10.1K
|
1.45K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-34- 4.14% |
$9.09K - $10.4K
|
787
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-34- 21.66% |
$9.09K - $10.4K
|
123
$37K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-35- 0.75% |
$9.36K - $10.7K
|
4.64K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-35- 1.61% |
$9.36K - $10.7K
|
2.14K
$643K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-35- 1.68% |
$9.36K - $10.7K
|
2.05K
$617K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-35- 1.61% |
$9.36K - $10.7K
|
2.14K
$645K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-35- 1.66% |
$9.36K - $10.7K
|
2.08K
$625K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-36- 1.64% |
$9.62K - $11K
|
2.16K
$651K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-36- 1.18% |
$9.62K - $11K
|
3K
$904K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-37- 1.01% |
$9.89K - $11.3K
|
3.63K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-37- 1.59% |
$9.89K - $11.3K
|
2.29K
$688K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-38- 1.55% |
$10.2K - $11.6K
|
2.42K
$728K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-38- 0.07% |
$10.2K - $11.6K
|
54.8K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-38- 1.89% |
$10.2K - $11.6K
|
1.97K
$593K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-39- 1.46% |
$10.4K - $11.9K
|
2.63K
$793K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
SELL
|
- |
-39- 0.27% |
$10.4K - $11.9K
|
14.5K
$4.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-39- 2.3% |
$10.4K - $11.9K
|
1.65K
$497K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-39- 5.91% |
$10.4K - $11.9K
|
621
$187K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-40- 1.28% |
$10.7K - $12.2K
|
3.1K
$931K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-40- 0.69% |
$10.7K - $12.2K
|
5.78K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-40- 2.84% |
$10.7K - $12.2K
|
1.37K
$412K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-40- 0.56% |
$10.7K - $12.2K
|
7.09K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-41- 0.62% |
$11K - $12.5K
|
6.56K
$1.97M
|