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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
255New |
$68.2K - $77.9K
|
255
$67.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
253+ 14.39% |
$67.6K - $77.3K
|
2.01K
$536K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
251+ 14.8% |
$67.1K - $76.7K
|
1.95K
$519K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
251+ 19.35% |
$67.1K - $76.7K
|
1.55K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
250+ 0.36% |
$66.8K - $76.4K
|
68.8K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
249+ 8.73% |
$66.6K - $76.1K
|
3.1K
$826K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
247+ 4.39% |
$66K - $75.5K
|
5.88K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
245+ 24.75% |
$65.5K - $74.9K
|
1.24K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
245+ 15.1% |
$65.5K - $74.9K
|
1.87K
$498K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
245+ 28.16% |
$65.5K - $74.9K
|
1.12K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
244+ 3.24% |
$65.2K - $74.6K
|
7.78K
$2.07M
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
244+ 18.54% |
$65.2K - $74.6K
|
1.56K
$416K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
243+ 0.77% |
$65K - $74.3K
|
32K
$8.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
242+ 2.48% |
$64.7K - $73.9K
|
10K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
242+ 15.13% |
$64.7K - $73.9K
|
1.84K
$491K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
241+ 7.26% |
$64.4K - $73.6K
|
3.56K
$949K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
235+ 2.81% |
$62.8K - $71.8K
|
8.6K
$2.29M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
234+ 10.33% |
$62.6K - $71.5K
|
2.5K
$666K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
230+ 0.43% |
$61.5K - $70.3K
|
53.4K
$14.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
230New |
$61.5K - $70.3K
|
230
$61.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
227+ 1.25% |
$60.7K - $69.4K
|
18.4K
$4.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
225+ 7.2% |
$60.2K - $68.8K
|
3.35K
$892K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
220New |
$58.8K - $67.2K
|
220
$58.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
218+ 2.6% |
$58.3K - $66.6K
|
8.6K
$2.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
212+ 13.45% |
$56.7K - $64.8K
|
1.79K
$476K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
212+ 21.48% |
$56.7K - $64.8K
|
1.2K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
211+ 0.37% |
$56.4K - $64.5K
|
57.8K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
211+ 0.87% |
$56.4K - $64.5K
|
24.5K
$6.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
208+ 1.08% |
$55.6K - $63.6K
|
19.5K
$5.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
207+ 0.74% |
$55.3K - $63.3K
|
28.3K
$7.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
205+ 1.12% |
$54.8K - $62.6K
|
18.6K
$4.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
205+ 14.4% |
$54.8K - $62.6K
|
1.63K
$434K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
202+ 10.1% |
$54K - $61.7K
|
2.2K
$587K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
202+ 2.3% |
$54K - $61.7K
|
8.99K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
200+ 17.04% |
$53.5K - $61.1K
|
1.37K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
200+ 13.8% |
$53.5K - $61.1K
|
1.65K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
200New |
$53.5K - $61.1K
|
200
$53.3K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
200+ 119.76% |
$53.5K - $61.1K
|
367
$97.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
196+ 1.82% |
$52.4K - $59.9K
|
11K
$2.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
196New |
$52.4K - $59.9K
|
196
$52.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
194+ 18.2% |
$51.9K - $59.3K
|
1.26K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
191+ 12.05% |
$51.1K - $58.4K
|
1.78K
$473K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
190New |
$50.8K - $58.1K
|
190
$50.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
188+ 1.98% |
$50.3K - $57.4K
|
9.69K
$2.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
185+ 7.99% |
$49.5K - $56.5K
|
2.5K
$666K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
182+ 13.04% |
$48.7K - $55.6K
|
1.58K
$420K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
181+ 10.54% |
$48.4K - $55.3K
|
1.9K
$506K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
180+ 7.13% |
$48.1K - $55K
|
2.7K
$720K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
180+ 3.52% |
$48.1K - $55K
|
5.3K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
180New |
$48.1K - $55K
|
180
$48K
|