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 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-703- 0.99% |
$159K - $191K
|
70.5K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-712- 13.48% |
$161K - $193K
|
4.57K
$1.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-714- 1.1% |
$161K - $194K
|
64.5K
$17.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-718- 22.33% |
$162K - $195K
|
2.5K
$665K
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-725- 2.31% |
$164K - $197K
|
30.7K
$8.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-731- 7.67% |
$165K - $198K
|
8.81K
$2.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-733- 0.67% |
$166K - $199K
|
108K
$28.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-734- 4.57% |
$166K - $199K
|
15.3K
$4.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-737- 1.51% |
$167K - $200K
|
48.1K
$12.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-739- 5.66% |
$167K - $200K
|
12.3K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-739- 3.67% |
$167K - $200K
|
19.4K
$5.17M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-745- 2.83% |
$168K - $202K
|
25.6K
$6.82M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-755- 2.31% |
$171K - $205K
|
31.9K
$8.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-786- 13.87% |
$178K - $213K
|
4.88K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-795- 78.79% |
$180K - $216K
|
214
$57K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-802- 17.92% |
$181K - $217K
|
3.67K
$979K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-812- 0.91% |
$183K - $220K
|
88K
$23.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-838- 2.34% |
$189K - $227K
|
35K
$9.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-839- 15.58% |
$190K - $228K
|
4.55K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-840- 2.77% |
$190K - $228K
|
29.5K
$7.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-854- 3.51% |
$193K - $232K
|
23.5K
$6.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-857- 6.9% |
$194K - $232K
|
11.6K
$3.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-864- 5.68% |
$195K - $234K
|
14.3K
$3.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-868- 1.39% |
$196K - $235K
|
61.4K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-868- 12.64% |
$196K - $235K
|
6K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-875- 19.9% |
$198K - $237K
|
3.52K
$938K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-880- 6.44% |
$199K - $239K
|
12.8K
$3.4M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-881- 11.64% |
$199K - $239K
|
6.69K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-892- 0.77% |
$202K - $242K
|
115K
$30.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-895- 1.55% |
$202K - $243K
|
57K
$15.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-917- 1.17% |
$207K - $249K
|
77.6K
$20.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-917- 3.95% |
$207K - $249K
|
22.3K
$5.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-920- 6.13% |
$208K - $249K
|
14.1K
$3.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-920- 27.89% |
$208K - $249K
|
2.38K
$634K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-924- 19.14% |
$209K - $251K
|
3.9K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-988- 10.48% |
$223K - $268K
|
8.44K
$2.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.01K- 1.44% |
$228K - $273K
|
68.9K
$18.3M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.01K- 6.55% |
$228K - $274K
|
14.4K
$3.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.01K- 14.47% |
$229K - $275K
|
5.99K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-1.05K- 6.61% |
$236K - $284K
|
14.8K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.05K- 4.1% |
$237K - $284K
|
24.5K
$6.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.05K- 2.67% |
$237K - $285K
|
38.3K
$10.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1.06K- 4.86% |
$240K - $289K
|
20.8K
$5.55M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.07KClosed |
$241K - $289K
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.09K- 2.95% |
$246K - $295K
|
35.9K
$9.55M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.09K- 0.68% |
$247K - $296K
|
160K
$42.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.11K- 10.42% |
$250K - $300K
|
9.5K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.11K- 5.4% |
$250K - $300K
|
19.4K
$5.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.11K- 1.26% |
$250K - $300K
|
86.5K
$23.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.11K- 3.04% |
$251K - $301K
|
35.3K
$9.42M
|