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 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-601- 9.62% |
$161K - $184K
|
5.65K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-602- 0.91% |
$161K - $184K
|
65.6K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-604- 10.23% |
$161K - $185K
|
5.3K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-607- 37.47% |
$162K - $185K
|
1.01K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-610- 3.69% |
$163K - $186K
|
15.9K
$4.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-618- 53.09% |
$165K - $189K
|
546
$161K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-621- 1.9% |
$166K - $190K
|
32.1K
$9.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-622- 27.06% |
$166K - $190K
|
1.68K
$493K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-626- 9.22% |
$167K - $191K
|
6.16K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-630- 6.39% |
$168K - $193K
|
9.23K
$2.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-632- 2.06% |
$169K - $193K
|
30.1K
$8.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-633- 25.64% |
$169K - $193K
|
1.84K
$540K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-643- 6.24% |
$172K - $196K
|
9.66K
$2.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-655- 2.42% |
$175K - $200K
|
26.4K
$7.76M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-656- 2.56% |
$175K - $200K
|
25K
$7.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-658- 5.87% |
$176K - $201K
|
10.6K
$3.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-668- 7.48% |
$179K - $204K
|
8.27K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-669- 5.79% |
$179K - $204K
|
10.9K
$3.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-670- 5.44% |
$179K - $205K
|
11.6K
$3.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-674- 5.83% |
$180K - $206K
|
10.9K
$3.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-674- 5.95% |
$180K - $206K
|
10.7K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-675- 34.7% |
$180K - $206K
|
1.27K
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-680- 0.81% |
$182K - $208K
|
82.8K
$24.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-683- 1.35% |
$183K - $209K
|
50.1K
$14.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-692- 5.16% |
$185K - $211K
|
12.7K
$3.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-700- 18.05% |
$187K - $214K
|
3.18K
$935K
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-700- 15.22% |
$187K - $214K
|
3.9K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-710- 4.06% |
$190K - $217K
|
16.8K
$4.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-715- 24.98% |
$191K - $218K
|
2.15K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-724- 0.56% |
$194K - $221K
|
128K
$37.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-736- 7.19% |
$197K - $225K
|
9.5K
$2.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-750- 1.17% |
$201K - $229K
|
63.3K
$18.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-759- 50.91% |
$203K - $232K
|
732
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-761- 8.87% |
$203K - $233K
|
7.82K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-767- 11.32% |
$205K - $234K
|
6.01K
$1.77M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-769- 13.62% |
$206K - $235K
|
4.88K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-773- 21.02% |
$207K - $236K
|
2.91K
$855K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-774- 1.95% |
$207K - $237K
|
39K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-783- 2.26% |
$209K - $239K
|
33.9K
$9.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-790- 3.97% |
$211K - $241K
|
19.1K
$5.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-806- 48.97% |
$215K - $246K
|
840
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-809- 0.51% |
$216K - $247K
|
159K
$46.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-814- 88.77% |
$218K - $249K
|
103
$30.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-820- 3.2% |
$219K - $251K
|
24.8K
$7.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-825- 6.45% |
$221K - $252K
|
12K
$3.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-825- 4.55% |
$221K - $252K
|
17.3K
$5.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-830- 4.18% |
$222K - $254K
|
19K
$5.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-849- 13.11% |
$227K - $259K
|
5.63K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Valueworks LLC
New York, NY |
SELL
|
- |
-859- 7.51% |
$230K - $262K
|
10.6K
$3.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-863- 39.95% |
$231K - $264K
|
1.3K
$382K
|