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 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.26K- 1.16% |
$336K - $384K
|
107K
$31.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.26K- 5.39% |
$338K - $386K
|
22.2K
$6.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.29K- 23.44% |
$345K - $394K
|
4.21K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-1.29K- 27.31% |
$346K - $395K
|
3.44K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.3K- 11.86% |
$348K - $397K
|
9.66K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.38K- 11.34% |
$368K - $420K
|
10.8K
$3.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.38K- 3.93% |
$369K - $422K
|
33.7K
$9.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.39K- 16.3% |
$371K - $424K
|
7.12K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.39K- 1.9% |
$372K - $425K
|
71.8K
$21.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.4K- 0.82% |
$374K - $428K
|
168K
$49.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.41K- 3.49% |
$378K - $432K
|
39.1K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.44K- 15.62% |
$385K - $440K
|
7.79K
$2.29M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.44K- 4.02% |
$385K - $440K
|
34.4K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.45K- 10.27% |
$388K - $444K
|
12.7K
$3.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.46K- 1.86% |
$391K - $446K
|
77.3K
$22.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.46K- 2.87% |
$391K - $447K
|
49.6K
$14.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.46K- 2.58% |
$391K - $447K
|
55.2K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.47K- 17.56% |
$393K - $449K
|
6.9K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.48K- 0.68% |
$395K - $452K
|
215K
$63.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.5K- 8.41% |
$402K - $459K
|
16.4K
$4.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-1.52K- 0.84% |
$406K - $464K
|
178K
$52.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.58K- 43.25% |
$422K - $483K
|
2.07K
$610K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.58K- 2.51% |
$423K - $483K
|
61.4K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.58K- 0.09% |
$423K - $484K
|
1.71M
$504M
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.59K- 1.24% |
$426K - $486K
|
126K
$37.2M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.6K- 8.24% |
$428K - $489K
|
17.8K
$5.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.6K- 1.57% |
$428K - $489K
|
100K
$29.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.63K- 15.5% |
$436K - $499K
|
8.9K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.63K- 35.94% |
$437K - $499K
|
2.91K
$857K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.64K- 15.51% |
$438K - $500K
|
8.92K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.65K- 9.0% |
$441K - $504K
|
16.7K
$4.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.65K- 62.15% |
$441K - $504K
|
1.01K
$296K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.66K- 11.97% |
$443K - $507K
|
12.2K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.69K- 66.37% |
$451K - $515K
|
855
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.69K- 4.01% |
$451K - $515K
|
40.4K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.7K- 7.26% |
$454K - $519K
|
21.7K
$6.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.7K- 5.38% |
$454K - $519K
|
29.9K
$8.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.7K- 41.46% |
$454K - $519K
|
2.4K
$706K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.76K- 14.75% |
$470K - $537K
|
10.2K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Clifford Capital Partners LLC
Alpine, UT |
SELL
|
- |
-1.76K- 3.57% |
$472K - $539K
|
47.7K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.78K- 7.17% |
$475K - $543K
|
23K
$6.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-1.79K- 5.11% |
$478K - $546K
|
33.2K
$9.76M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.79K- 8.65% |
$479K - $547K
|
18.9K
$5.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.81K- 3.75% |
$483K - $552K
|
46.4K
$13.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.84K- 15.26% |
$491K - $562K
|
10.2K
$3M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-1.85K- 3.74% |
$495K - $565K
|
47.6K
$14M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.87K- 2.23% |
$499K - $571K
|
81.7K
$24M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.9K- 1.24% |
$508K - $581K
|
151K
$44.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.91K- 13.57% |
$509K - $582K
|
12.1K
$3.57M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.93K- 6.05% |
$517K - $590K
|
30K
$8.83M
|