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
|
Berkshire Bank
|
SELL
|
- |
-89- 1.05% |
$23.8K - $27.2K
|
8.4K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-89- 0.76% |
$23.8K - $27.2K
|
11.5K
$3.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-90- 23.44% |
$24.1K - $27.5K
|
294
$88.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-90- 0.26% |
$24.1K - $27.5K
|
34.8K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-91- 3.46% |
$24.3K - $27.8K
|
2.54K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-91- 3.26% |
$24.3K - $27.8K
|
2.7K
$812K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-92- 0.87% |
$24.6K - $28.1K
|
10.4K
$3.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-92- 1.63% |
$24.6K - $28.1K
|
5.56K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-92- 0.95% |
$24.6K - $28.1K
|
9.56K
$2.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-93- 1.66% |
$24.9K - $28.4K
|
5.52K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-94- 0.7% |
$25.1K - $28.7K
|
13.4K
$4.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-95- 7.06% |
$25.4K - $29K
|
1.25K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-95- 1.32% |
$25.4K - $29K
|
7.12K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-96- 5.57% |
$25.7K - $29.3K
|
1.63K
$489K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-96- 4.7% |
$25.7K - $29.3K
|
1.95K
$585K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-97- 4.95% |
$25.9K - $29.6K
|
1.86K
$561K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-97- 2.18% |
$25.9K - $29.6K
|
4.36K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-97- 1.09% |
$25.9K - $29.6K
|
8.79K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-98- 3.96% |
$26.2K - $29.9K
|
2.38K
$715K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-98- 1.99% |
$26.2K - $29.9K
|
4.83K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-98- 76.56% |
$26.2K - $29.9K
|
30
$9.03K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-99- 1.33% |
$26.5K - $30.3K
|
7.37K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-100- 3.59% |
$26.7K - $30.6K
|
2.68K
$807K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 7.99% |
$26.7K - $30.6K
|
1.15K
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-100- 1.88% |
$26.7K - $30.6K
|
5.22K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-100- 1.71% |
$26.7K - $30.6K
|
5.76K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-100- 6.45% |
$26.7K - $30.6K
|
1.45K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-100- 0.43% |
$26.7K - $30.6K
|
23.3K
$7.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-101- 1.68% |
$27K - $30.9K
|
5.9K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-102- 0.71% |
$27.3K - $31.2K
|
14.2K
$4.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-103- 6.97% |
$27.5K - $31.5K
|
1.38K
$414K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-103- 10.37% |
$27.5K - $31.5K
|
890
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-104- 4.23% |
$27.8K - $31.8K
|
2.36K
$709K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-105- 0.99% |
$28.1K - $32.1K
|
10.5K
$3.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-105- 10.22% |
$28.1K - $32.1K
|
922
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
SELL
|
- |
-105- 8.79% |
$28.1K - $32.1K
|
1.09K
$328K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-106- 10.67% |
$28.3K - $32.4K
|
887
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-108- 0.65% |
$28.9K - $33K
|
16.4K
$4.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-108- 1.13% |
$28.9K - $33K
|
9.45K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-108- 6.76% |
$28.9K - $33K
|
1.49K
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-109- 3.03% |
$29.1K - $33.3K
|
3.48K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-109- 2.73% |
$29.1K - $33.3K
|
3.88K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-110- 0.21% |
$29.4K - $33.6K
|
51.9K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-110- 1.69% |
$29.4K - $33.6K
|
6.4K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-111- 6.31% |
$29.7K - $33.9K
|
1.65K
$496K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-113- 4.64% |
$30.2K - $34.5K
|
2.32K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-113- 2.4% |
$30.2K - $34.5K
|
4.59K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-116- 5.25% |
$31K - $35.4K
|
2.09K
$630K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-118- 1.71% |
$31.5K - $36.1K
|
6.79K
$2.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-118- 7.56% |
$31.5K - $36.1K
|
1.44K
$434K
|