Purchases and Sales Made in Q3 2024 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
265+ 2.4% |
$59.9K - $71.9K
|
11.3K
$3.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
264+ 4.2% |
$59.6K - $71.6K
|
6.55K
$1.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
260New |
$58.7K - $70.5K
|
260
$69.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
258+ 0.9% |
$58.3K - $70K
|
29K
$7.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
257+ 4.87% |
$58.1K - $69.7K
|
5.53K
$1.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
253+ 2.51% |
$57.2K - $68.6K
|
10.4K
$2.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
253+ 9.72% |
$57.2K - $68.6K
|
2.86K
$761K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
252+ 2.76% |
$56.9K - $68.3K
|
9.39K
$2.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
250+ 1.38% |
$56.5K - $67.8K
|
18.3K
$4.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
250+ 14.84% |
$56.5K - $67.8K
|
1.94K
$516K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
247+ 2.46% |
$55.8K - $67K
|
10.3K
$2.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
244+ 16.55% |
$55.1K - $66.2K
|
1.72K
$458K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
241+ 13.19% |
$54.4K - $65.4K
|
2.07K
$551K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
241New |
$54.4K - $65.4K
|
241
$64.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
240+ 1.14% |
$54.2K - $65.1K
|
21.4K
$5.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
239+ 5.55% |
$54K - $64.8K
|
4.55K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
238+ 4.14% |
$53.8K - $64.5K
|
5.98K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
231+ 2.52% |
$52.2K - $62.6K
|
9.42K
$2.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
229+ 3.49% |
$51.7K - $62.1K
|
6.79K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
229+ 2.79% |
$51.7K - $62.1K
|
8.43K
$2.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
227+ 16.02% |
$51.3K - $61.6K
|
1.64K
$438K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
225+ 3.73% |
$50.8K - $61K
|
6.27K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
218+ 4.0% |
$49.3K - $59.1K
|
5.67K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
218+ 2.91% |
$49.3K - $59.1K
|
7.71K
$2.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
213+ 7.06% |
$48.1K - $57.8K
|
3.23K
$860K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
212+ 0.45% |
$47.9K - $57.5K
|
47.5K
$12.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
211+ 5.94% |
$47.7K - $57.2K
|
3.76K
$1M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
209+ 2.67% |
$47.2K - $56.7K
|
8.03K
$2.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
209+ 3.93% |
$47.2K - $56.7K
|
5.52K
$1.47M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
209New |
$47.2K - $56.7K
|
209
$55.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
202+ 6.92% |
$45.6K - $54.8K
|
3.12K
$832K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
200+ 2.78% |
$45.2K - $54.2K
|
7.4K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
198+ 1.16% |
$44.7K - $53.7K
|
17.2K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
198+ 1414.29% |
$44.7K - $53.7K
|
212
$56.5K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
198+ 1.13% |
$44.7K - $53.7K
|
17.7K
$4.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
196+ 18.03% |
$44.3K - $53.1K
|
1.28K
$342K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
196+ 11.97% |
$44.3K - $53.1K
|
1.83K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
194+ 6.91% |
$43.8K - $52.6K
|
3K
$800K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
194+ 2.42% |
$43.8K - $52.6K
|
8.21K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
191+ 12.19% |
$43.2K - $51.8K
|
1.76K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
191+ 0.99% |
$43.2K - $51.8K
|
19.4K
$5.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
189+ 0.97% |
$42.7K - $51.3K
|
19.6K
$5.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
189+ 5.5% |
$42.7K - $51.3K
|
3.63K
$966K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
182+ 12.07% |
$41.1K - $49.4K
|
1.69K
$450K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
181+ 7.86% |
$40.9K - $49.1K
|
2.48K
$662K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
181+ 7.64% |
$40.9K - $49.1K
|
2.55K
$679K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
181+ 12.25% |
$40.9K - $49.1K
|
1.66K
$442K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
180+ 8.76% |
$40.7K - $48.8K
|
2.24K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
179+ 3.85% |
$40.4K - $48.5K
|
4.82K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
179+ 2.81% |
$40.4K - $48.5K
|
6.55K
$1.75M
|