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 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-210- 3.86% |
$56.1K - $64.2K
|
5.22K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-210- 2.34% |
$56.1K - $64.2K
|
8.76K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-218- 0.34% |
$58.3K - $66.6K
|
63.1K
$19M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-222- 20.04% |
$59.4K - $67.8K
|
886
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-222- 2.87% |
$59.4K - $67.8K
|
7.52K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-223- 3.43% |
$59.6K - $68.1K
|
6.27K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-223- 1.51% |
$59.6K - $68.1K
|
14.5K
$4.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-225- 2.86% |
$60.2K - $68.8K
|
7.64K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-227- 5.55% |
$60.7K - $69.4K
|
3.86K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-230- 1.97% |
$61.5K - $70.3K
|
11.5K
$3.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-232- 7.14% |
$62K - $70.9K
|
3.02K
$908K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-234- 9.97% |
$62.6K - $71.5K
|
2.11K
$636K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-236- 6.23% |
$63.1K - $72.1K
|
3.56K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-239- 7.73% |
$63.9K - $73K
|
2.85K
$858K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-240- 2.02% |
$64.2K - $73.3K
|
11.6K
$3.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-242- 5.43% |
$64.7K - $73.9K
|
4.22K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-242- 0.8% |
$64.7K - $73.9K
|
29.9K
$9.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-247- 2.86% |
$66K - $75.5K
|
8.4K
$2.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-249- 4.34% |
$66.6K - $76.1K
|
5.49K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-250- 2.3% |
$66.8K - $76.4K
|
10.6K
$3.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-250- 59.24% |
$66.8K - $76.4K
|
172
$51.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-250- 3.31% |
$66.8K - $76.4K
|
7.31K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-250- 5.99% |
$66.8K - $76.4K
|
3.92K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-252- 24.61% |
$67.4K - $77K
|
772
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-254- 5.42% |
$67.9K - $77.6K
|
4.43K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-255- 3.21% |
$68.2K - $77.9K
|
7.7K
$2.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-257- 6.05% |
$68.7K - $78.5K
|
3.99K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-258- 2.36% |
$69K - $78.8K
|
10.7K
$3.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-260- 1.51% |
$69.5K - $79.4K
|
16.9K
$5.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-260- 1.18% |
$69.5K - $79.4K
|
21.8K
$6.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-262- 5.46% |
$70K - $80.1K
|
4.54K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-262- 21.1% |
$70K - $80.1K
|
980
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-266- 37.0% |
$71.1K - $81.3K
|
453
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-267- 4.69% |
$71.4K - $81.6K
|
5.42K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-268- 3.09% |
$71.6K - $81.9K
|
8.41K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-271- 90.94% |
$72.5K - $82.8K
|
27
$8.13K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-275- 1.24% |
$73.5K - $84K
|
21.9K
$6.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-276- 0.17% |
$73.8K - $84.3K
|
165K
$49.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-277- 2.73% |
$74.1K - $84.6K
|
9.89K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-277- 8.05% |
$74.1K - $84.6K
|
3.17K
$953K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-280- 6.49% |
$74.9K - $85.6K
|
4.04K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-281- 11.02% |
$75.1K - $85.9K
|
2.27K
$683K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-282- 3.47% |
$75.4K - $86.2K
|
7.84K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-282- 0.66% |
$75.4K - $86.2K
|
42.3K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-284- 27.57% |
$75.9K - $86.8K
|
746
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-284- 3.72% |
$75.9K - $86.8K
|
7.35K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-286- 8.06% |
$76.5K - $87.4K
|
3.26K
$982K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-286- 1.49% |
$76.5K - $87.4K
|
18.9K
$5.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-290- 1.24% |
$77.5K - $88.6K
|
23.2K
$6.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-296- 3.22% |
$79.1K - $90.4K
|
8.9K
$2.68M
|