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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-161- 17.18% |
$43K - $49.2K
|
776
$234K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-162- 0.57% |
$43.3K - $49.5K
|
28.2K
$8.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-163- 0.78% |
$43.6K - $49.8K
|
20.7K
$6.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-164- 24.15% |
$43.8K - $50.1K
|
515
$155K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-164- 50.31% |
$43.8K - $50.1K
|
162
$48.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-164- 2.22% |
$43.8K - $50.1K
|
7.23K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-165- 8.75% |
$44.1K - $50.4K
|
1.72K
$518K
|
|
|
Jan 27, 2025
Q4 2024
|
Barton Investment Management
|
SELL
|
- |
-165- 8.68% |
$44.1K - $50.4K
|
1.74K
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-167- 6.81% |
$44.6K - $51K
|
2.28K
$687K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-168- 11.4% |
$44.9K - $51.3K
|
1.31K
$393K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-168- 1.35% |
$44.9K - $51.3K
|
12.2K
$3.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-170- 6.23% |
$45.4K - $51.9K
|
2.56K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-173- 3.11% |
$46.3K - $52.9K
|
5.39K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-174- 10.07% |
$46.5K - $53.2K
|
1.55K
$468K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-175- 2.32% |
$46.8K - $53.5K
|
7.37K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-175- 12.28% |
$46.8K - $53.5K
|
1.25K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-175- 1.15% |
$46.8K - $53.5K
|
15K
$4.52M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-176- 1.01% |
$47.1K - $53.8K
|
17.3K
$5.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-178- 3.19% |
$47.6K - $54.4K
|
5.4K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-179- 9.31% |
$47.9K - $54.7K
|
1.74K
$525K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-179- 3.14% |
$47.9K - $54.7K
|
5.51K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-179- 3.1% |
$47.9K - $54.7K
|
5.6K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-180- 12.78% |
$48.1K - $55K
|
1.23K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-181- 0.76% |
$48.4K - $55.3K
|
23.5K
$7.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-181- 0.23% |
$48.4K - $55.3K
|
79.6K
$24M
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-181- 6.21% |
$48.4K - $55.3K
|
2.73K
$823K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-182- 12.47% |
$48.7K - $55.6K
|
1.28K
$385K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-182- 2.73% |
$48.7K - $55.6K
|
6.48K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-185- 17.6% |
$49.5K - $56.5K
|
866
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-186- 4.08% |
$49.7K - $56.8K
|
4.38K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-187- 3.99% |
$50K - $57.1K
|
4.5K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-189- 2.19% |
$50.5K - $57.8K
|
8.43K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-189- 87.5% |
$50.5K - $57.8K
|
27
$8.13K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-193- 14.74% |
$51.6K - $59K
|
1.12K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-193- 2.61% |
$51.6K - $59K
|
7.2K
$2.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-195- 11.75% |
$52.1K - $59.6K
|
1.47K
$441K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-195- 8.68% |
$52.1K - $59.6K
|
2.05K
$618K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-196- 11.02% |
$52.4K - $59.9K
|
1.58K
$476K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-198- 9.38% |
$52.9K - $60.5K
|
1.91K
$575K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-198- 13.46% |
$52.9K - $60.5K
|
1.27K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-199- 4.4% |
$53.2K - $60.8K
|
4.33K
$1.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-200- 6.53% |
$53.5K - $61.1K
|
2.86K
$862K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-200- 4.26% |
$53.5K - $61.1K
|
4.5K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-200- 1.67% |
$53.5K - $61.1K
|
11.8K
$3.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-202- 11.4% |
$54K - $61.7K
|
1.57K
$473K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-202- 7.42% |
$54K - $61.7K
|
2.52K
$758K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-202- 0.18% |
$54K - $61.7K
|
114K
$34.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-205- 1.1% |
$54.8K - $62.6K
|
18.4K
$5.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-205- 2.56% |
$54.8K - $62.6K
|
7.81K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-210- 1.84% |
$56.1K - $64.2K
|
11.2K
$3.38M
|