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 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
105+ 0.1% |
$28.1K - $32.1K
|
101K
$32.7M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
101+ 6.72% |
$27K - $30.9K
|
1.61K
$517K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
99+ 9.36% |
$26.5K - $30.3K
|
1.16K
$373K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
99+ 4.33% |
$26.5K - $30.3K
|
2.38K
$768K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
96+ 11.37% |
$25.7K - $29.3K
|
940
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
95+ 1.75% |
$25.4K - $29K
|
5.54K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
92+ 5.2% |
$24.6K - $28.1K
|
1.86K
$599K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
90+ 6.87% |
$24.1K - $27.5K
|
1.4K
$451K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
89+ 86.41% |
$23.8K - $27.2K
|
192
$61.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
83+ 1.66% |
$22.2K - $25.4K
|
5.07K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
82+ 7.31% |
$21.9K - $25.1K
|
1.2K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
77+ 4.97% |
$20.6K - $23.5K
|
1.63K
$524K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
75+ 12.65% |
$20.1K - $22.9K
|
668
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
73+ 5.69% |
$19.5K - $22.3K
|
1.36K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
69+ 7.05% |
$18.4K - $21.1K
|
1.05K
$338K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
68+ 6.54% |
$18.2K - $20.8K
|
1.11K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
66+ 4.62% |
$17.6K - $20.2K
|
1.5K
$482K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
66+ 3.43% |
$17.6K - $20.2K
|
1.99K
$641K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
63+ 4.52% |
$16.8K - $19.3K
|
1.46K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
62+ 1.65% |
$16.6K - $18.9K
|
3.83K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
58+ 2.87% |
$15.5K - $17.7K
|
2.08K
$669K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
57New |
$15.2K - $17.4K
|
57
$18.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
55+ 1.27% |
$14.7K - $16.8K
|
4.37K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
51+ 3.33% |
$13.6K - $15.6K
|
1.58K
$510K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
50+ 1.58% |
$13.4K - $15.3K
|
3.22K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
49+ 1.7% |
$13.1K - $15K
|
2.94K
$946K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
48+ 1.66% |
$12.8K - $14.7K
|
2.95K
$950K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
47+ 2.21% |
$12.6K - $14.4K
|
2.18K
$702K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
44+ 5.68% |
$11.8K - $13.4K
|
819
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
43+ 2.13% |
$11.5K - $13.1K
|
2.06K
$665K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
42+ 15.27% |
$11.2K - $12.8K
|
317
$102K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
41+ 1.0% |
$11K - $12.5K
|
4.14K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
41+ 1.35% |
$11K - $12.5K
|
3.08K
$991K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
40+ 0.2% |
$10.7K - $12.2K
|
19.9K
$6.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
39+ 2.0% |
$10.4K - $11.9K
|
1.99K
$641K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
37+ 3.62% |
$9.89K - $11.3K
|
1.06K
$341K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
36+ 0.3% |
$9.62K - $11K
|
12K
$3.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
36+ 0.59% |
$9.62K - $11K
|
6.12K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
35+ 0.87% |
$9.36K - $10.7K
|
4.05K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
35+ 2.08% |
$9.36K - $10.7K
|
1.72K
$553K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
33+ 0.95% |
$8.82K - $10.1K
|
3.5K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
33+ 0.46% |
$8.82K - $10.1K
|
7.26K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
32+ 1.84% |
$8.56K - $9.78K
|
1.77K
$570K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
32+ 0.7% |
$8.56K - $9.78K
|
4.63K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
31+ 0.71% |
$8.29K - $9.47K
|
4.37K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
29+ 2.87% |
$7.75K - $8.86K
|
1.04K
$335K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
28+ 0.7% |
$7.49K - $8.56K
|
4.02K
$1.29M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
27New |
$7.22K - $8.25K
|
27
$8.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
27+ 3.6% |
$7.22K - $8.25K
|
778
$251K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 2.21% |
$6.95K - $7.94K
|
1.2K
$387K
|