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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-154- 1.57% |
$34.8K - $41.8K
|
9.66K
$2.57M
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-154- 3.19% |
$34.8K - $41.8K
|
4.68K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-155- 1.04% |
$35K - $42K
|
14.8K
$3.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-158- 0.61% |
$35.7K - $42.8K
|
25.6K
$6.83M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-158- 2.15% |
$35.7K - $42.8K
|
7.2K
$1.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-158- 0.4% |
$35.7K - $42.8K
|
39.6K
$10.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-160- 0.86% |
$36.1K - $43.4K
|
18.5K
$4.92M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-160- 0.23% |
$36.1K - $43.4K
|
68.4K
$18.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-160- 8.8% |
$36.1K - $43.4K
|
1.66K
$442K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-163- 1.06% |
$36.8K - $44.2K
|
15.2K
$4.05M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-163- 8.8% |
$36.8K - $44.2K
|
1.69K
$450K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-165- 1.85% |
$37.3K - $44.7K
|
8.73K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-165- 0.65% |
$37.3K - $44.7K
|
25K
$6.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-166- 3.76% |
$37.5K - $45K
|
4.25K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-166- 0.5% |
$37.5K - $45K
|
33.3K
$8.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-167- 12.82% |
$37.7K - $45.3K
|
1.14K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-168- 2.83% |
$38K - $45.6K
|
5.78K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-168- 10.69% |
$38K - $45.6K
|
1.4K
$374K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-169- 50.6% |
$38.2K - $45.8K
|
165
$44K
|
|
|
Nov 13, 2024
Q3 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-170- 8.09% |
$38.4K - $46.1K
|
1.93K
$514K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-172- 5.6% |
$38.9K - $46.6K
|
2.9K
$772K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-172- 8.72% |
$38.9K - $46.6K
|
1.8K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-180- 1.86% |
$40.7K - $48.8K
|
9.51K
$2.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-182- 0.78% |
$41.1K - $49.4K
|
23.2K
$6.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-190- 1.08% |
$42.9K - $51.5K
|
17.5K
$4.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-190- 0.54% |
$42.9K - $51.5K
|
35.1K
$9.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-190- 9.74% |
$42.9K - $51.5K
|
1.76K
$469K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-194- 14.9% |
$43.8K - $52.6K
|
1.11K
$295K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-195- 17.36% |
$44.1K - $52.9K
|
928
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-198- 0.27% |
$44.7K - $53.7K
|
72.4K
$19.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-199- 5.25% |
$45K - $54K
|
3.59K
$957K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-200- 1.73% |
$45.2K - $54.2K
|
11.4K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-200- 8.13% |
$45.2K - $54.2K
|
2.26K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 7.54% |
$45.2K - $54.2K
|
2.45K
$653K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-202- 14.99% |
$45.6K - $54.8K
|
1.15K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-203- 1.32% |
$45.9K - $55K
|
15.1K
$4.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-204- 3.22% |
$46.1K - $55.3K
|
6.13K
$1.63M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-207- 4.51% |
$46.8K - $56.1K
|
4.38K
$1.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-207- 16.69% |
$46.8K - $56.1K
|
1.03K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-207- 3.34% |
$46.8K - $56.1K
|
6K
$1.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-208- 1.07% |
$47K - $56.4K
|
19.2K
$5.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-210- 2.57% |
$47.4K - $56.9K
|
7.95K
$2.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-214- 0.38% |
$48.3K - $58K
|
56.7K
$15.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-214- 2.5% |
$48.3K - $58K
|
8.34K
$2.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-219- 3.86% |
$49.5K - $59.4K
|
5.46K
$1.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-219- 5.55% |
$49.5K - $59.4K
|
3.73K
$994K
|
|
|
Oct 23, 2024
Q3 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-220- 0.34% |
$49.7K - $59.7K
|
64.1K
$17.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-223- 2.92% |
$50.4K - $60.5K
|
7.41K
$1.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-224- 12.34% |
$50.6K - $60.7K
|
1.59K
$424K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-226- 38.24% |
$51.1K - $61.3K
|
365
$97.2K
|