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 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-61- 1.14% |
$16.3K - $18.6K
|
5.27K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-64- 2.11% |
$17.1K - $19.6K
|
2.97K
$893K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-65- 4.98% |
$17.4K - $19.9K
|
1.24K
$373K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-66- 5.18% |
$17.6K - $20.2K
|
1.21K
$363K
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-66- 1.59% |
$17.6K - $20.2K
|
4.08K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-67- 1.76% |
$17.9K - $20.5K
|
3.74K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-68- 2.41% |
$18.2K - $20.8K
|
2.75K
$829K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-68- 4.64% |
$18.2K - $20.8K
|
1.4K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-68- 4.55% |
$18.2K - $20.8K
|
1.43K
$430K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-69- 16.87% |
$18.4K - $21.1K
|
340
$102K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-69- 4.05% |
$18.4K - $21.1K
|
1.64K
$492K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-69- 3.13% |
$18.4K - $21.1K
|
2.14K
$643K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-70- 4.9% |
$18.7K - $21.4K
|
1.36K
$409K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-70- 1.6% |
$18.7K - $21.4K
|
4.3K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-71- 12.24% |
$19K - $21.7K
|
509
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-71- 0.05% |
$19K - $21.7K
|
149K
$44.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-72- 0.24% |
$19.2K - $22K
|
30K
$9.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-72- 3.95% |
$19.2K - $22K
|
1.75K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-72- 7.32% |
$19.2K - $22K
|
911
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-73- 2.99% |
$19.5K - $22.3K
|
2.37K
$714K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-73- 0.23% |
$19.5K - $22.3K
|
31.5K
$9.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-73- 27.44% |
$19.5K - $22.3K
|
193
$58.1K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-73- 3.82% |
$19.5K - $22.3K
|
1.84K
$553K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-74- 1.4% |
$19.8K - $22.6K
|
5.21K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-74- 5.16% |
$19.8K - $22.6K
|
1.36K
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
SELL
|
- |
-75- 10.95% |
$20.1K - $22.9K
|
610
$184K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-75- 8.87% |
$20.1K - $22.9K
|
771
$232K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-76- 1.74% |
$20.3K - $23.2K
|
4.3K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-76- 0.71% |
$20.3K - $23.2K
|
10.6K
$3.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-77- 4.89% |
$20.6K - $23.5K
|
1.5K
$451K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-78- 6.02% |
$20.9K - $23.8K
|
1.22K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-80- 0.17% |
$21.4K - $24.4K
|
47.5K
$14.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-80- 2.81% |
$21.4K - $24.4K
|
2.76K
$831K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-80- 17.78% |
$21.4K - $24.4K
|
370
$111K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-82- 1.14% |
$21.9K - $25.1K
|
7.08K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-82- 48.24% |
$21.9K - $25.1K
|
88
$26.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-82- 4.93% |
$21.9K - $25.1K
|
1.58K
$476K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-82- 0.96% |
$21.9K - $25.1K
|
8.49K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-82- 0.87% |
$21.9K - $25.1K
|
9.31K
$2.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-82- 0.96% |
$21.9K - $25.1K
|
8.46K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-83- 2.72% |
$22.2K - $25.4K
|
2.97K
$894K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-83- 10.38% |
$22.2K - $25.4K
|
717
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-83- 4.79% |
$22.2K - $25.4K
|
1.65K
$497K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-83- 0.22% |
$22.2K - $25.4K
|
37.7K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-84- 1.71% |
$22.5K - $25.7K
|
4.82K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-85- 2.52% |
$22.7K - $26K
|
3.29K
$990K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-85- 1.42% |
$22.7K - $26K
|
5.91K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-85- 4.27% |
$22.7K - $26K
|
1.9K
$573K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-89- 7.76% |
$23.8K - $27.2K
|
1.06K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-89- 4.54% |
$23.8K - $27.2K
|
1.87K
$564K
|