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 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-864- 20.59% |
$231K - $264K
|
3.33K
$980K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-877- 4.47% |
$234K - $268K
|
18.8K
$5.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-888- 11.46% |
$237K - $271K
|
6.86K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-891- 5.26% |
$238K - $272K
|
16.1K
$4.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-910- 27.85% |
$243K - $278K
|
2.36K
$694K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-924- 2.61% |
$247K - $282K
|
34.4K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-939- 1.69% |
$251K - $287K
|
54.8K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-954- 20.07% |
$255K - $292K
|
3.8K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-955- 5.76% |
$255K - $292K
|
15.6K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-960- 1.68% |
$257K - $293K
|
56.3K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-977- 11.86% |
$261K - $299K
|
7.26K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-979- 3.96% |
$262K - $299K
|
23.7K
$6.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-990- 10.07% |
$265K - $303K
|
8.84K
$2.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-994- 26.7% |
$266K - $304K
|
2.73K
$803K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1K- 7.2% |
$267K - $306K
|
12.9K
$3.79M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 3.6% |
$267K - $306K
|
26.8K
$7.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1K- 35.27% |
$268K - $306K
|
1.84K
$540K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1K- 1.0% |
$268K - $306K
|
99.6K
$29.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.01K- 38.97% |
$270K - $308K
|
1.58K
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.01K- 18.01% |
$270K - $309K
|
4.6K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.01K- 13.89% |
$271K - $310K
|
6.28K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.03K- 0.45% |
$275K - $315K
|
229K
$67.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.03K- 5.53% |
$276K - $315K
|
17.6K
$5.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-1.05K- 34.32% |
$279K - $319K
|
2K
$588K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1.05K- 27.17% |
$280K - $320K
|
2.8K
$825K
|
|
|
Feb 14, 2025
Q4 2024
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 27.89% |
$281K - $321K
|
2.72K
$799K
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-1.06K- 2.66% |
$283K - $324K
|
38.8K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.09K- 0.69% |
$290K - $332K
|
157K
$46.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.09K- 7.81% |
$291K - $332K
|
12.8K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 1.09% |
$293K - $335K
|
99.2K
$29.2M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 57.37% |
$293K - $335K
|
815
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 15.97% |
$302K - $345K
|
5.94K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.13K- 0.43% |
$302K - $345K
|
262K
$77.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.14K- 1.61% |
$304K - $348K
|
69.7K
$20.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-1.14K- 0.48% |
$306K - $350K
|
238K
$70M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.15K- 3.71% |
$308K - $352K
|
29.9K
$8.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.16K- 9.28% |
$309K - $353K
|
11.3K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.16K- 10.93% |
$309K - $353K
|
9.42K
$2.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.16K- 60.88% |
$311K - $356K
|
748
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.18K- 13.65% |
$315K - $360K
|
7.45K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.18K- 2.07% |
$315K - $360K
|
55.8K
$16.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.18K- 2.28% |
$316K - $361K
|
50.7K
$14.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.19K- 52.14% |
$319K - $365K
|
1.1K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-1.2K- 33.33% |
$321K - $367K
|
2.4K
$706K
|
|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-1.2K- 0.62% |
$321K - $367K
|
192K
$56.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1.2K- 11.55% |
$321K - $367K
|
9.19K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.22K- 30.22% |
$326K - $372K
|
2.81K
$827K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.22K- 0.94% |
$326K - $372K
|
129K
$37.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.24K- 0.9% |
$332K - $379K
|
136K
$40M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.25K- 11.8% |
$334K - $382K
|
9.35K
$2.75M
|