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 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-42- 6.28% |
$11.2K - $12.8K
|
627
$189K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-42- 0.76% |
$11.2K - $12.8K
|
5.49K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-43- 3.13% |
$11.5K - $13.1K
|
1.33K
$401K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-43- 0.48% |
$11.5K - $13.1K
|
8.85K
$2.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-44- 1.3% |
$11.8K - $13.4K
|
3.34K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-44- 8.12% |
$11.8K - $13.4K
|
498
$150K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-45- 0.63% |
$12K - $13.8K
|
7.09K
$2.13M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-45- 0.97% |
$12K - $13.8K
|
4.59K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-45- 0.24% |
$12K - $13.8K
|
18.4K
$5.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-46- 2.1% |
$12.3K - $14.1K
|
2.14K
$645K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-46- 1.76% |
$12.3K - $14.1K
|
2.57K
$773K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-46- 43.4% |
$12.3K - $14.1K
|
60
$18.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-46- 0.8% |
$12.3K - $14.1K
|
5.7K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-46- 0.54% |
$12.3K - $14.1K
|
8.54K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-47- 0.36% |
$12.6K - $14.4K
|
13.1K
$3.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-49- 2.58% |
$13.1K - $15K
|
1.85K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-49- 1.05% |
$13.1K - $15K
|
4.62K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-50- 6.49% |
$13.4K - $15.3K
|
721
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 1.72% |
$13.4K - $15.3K
|
2.85K
$858K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-50- 0.54% |
$13.4K - $15.3K
|
9.21K
$2.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 0.73% |
$13.4K - $15.3K
|
6.81K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-50- 0.6% |
$13.4K - $15.3K
|
8.33K
$2.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-50- 0.59% |
$13.4K - $15.3K
|
8.48K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-50- 1.9% |
$13.4K - $15.3K
|
2.58K
$775K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-50- 5.41% |
$13.4K - $15.3K
|
874
$263K
|
|
|
Feb 11, 2025
Q4 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-50- 1.79% |
$13.4K - $15.3K
|
2.74K
$824K
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-50- 5.88% |
$13.4K - $15.3K
|
800
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-50- 0.8% |
$13.4K - $15.3K
|
6.2K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-51- 1.39% |
$13.6K - $15.6K
|
3.63K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-52- 2.21% |
$13.9K - $15.9K
|
2.3K
$693K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-52- 0.55% |
$13.9K - $15.9K
|
9.33K
$2.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-52- 2.3% |
$13.9K - $15.9K
|
2.21K
$665K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-52- 8.36% |
$13.9K - $15.9K
|
570
$172K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-53- 5.4% |
$14.2K - $16.2K
|
929
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-53- 1.19% |
$14.2K - $16.2K
|
4.41K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-53- 0.23% |
$14.2K - $16.2K
|
23.5K
$7.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-53- 0.69% |
$14.2K - $16.2K
|
7.63K
$2.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-55- 4.23% |
$14.7K - $16.8K
|
1.25K
$375K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-56- 6.16% |
$15K - $17.1K
|
853
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-56- 5.06% |
$15K - $17.1K
|
1.05K
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-56- 0.26% |
$15K - $17.1K
|
21.4K
$6.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-56- 5.8% |
$15K - $17.1K
|
909
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-56- 5.62% |
$15K - $17.1K
|
941
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.0% |
$15.2K - $17.4K
|
5.66K
$1.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-59- 0.8% |
$15.8K - $18K
|
7.34K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-59- 26.34% |
$15.8K - $18K
|
165
$49.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-59- 2.56% |
$15.8K - $18K
|
2.25K
$676K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-59- 5.15% |
$15.8K - $18K
|
1.09K
$327K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-59- 5.64% |
$15.8K - $18K
|
987
$297K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-60- 1.35% |
$16K - $18.3K
|
4.39K
$1.32M
|