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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
125New |
$33.4K - $38.2K
|
125
$33.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
124+ 2.74% |
$33.2K - $37.9K
|
4.65K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
124+ 3.18% |
$33.2K - $37.9K
|
4.03K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
121+ 14.14% |
$32.3K - $37K
|
977
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
121+ 1.31% |
$32.3K - $37K
|
9.37K
$2.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
121+ 0.29% |
$32.3K - $37K
|
41.7K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
120+ 6.2% |
$32.1K - $36.7K
|
2.06K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
120+ 2.39% |
$32.1K - $36.7K
|
5.15K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
119+ 42.2% |
$31.8K - $36.4K
|
401
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
119+ 6.42% |
$31.8K - $36.4K
|
1.97K
$525K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
118+ 2.23% |
$31.5K - $36.1K
|
5.42K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
116+ 1.44% |
$31K - $35.4K
|
8.15K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
113+ 10.13% |
$30.2K - $34.5K
|
1.23K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
113+ 22.65% |
$30.2K - $34.5K
|
612
$163K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
112+ 0.17% |
$29.9K - $34.2K
|
65.6K
$17.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
112New |
$29.9K - $34.2K
|
112
$29.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
110New |
$29.4K - $33.6K
|
110
$29.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
108+ 1.15% |
$28.9K - $33K
|
9.46K
$2.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
107+ 4.18% |
$28.6K - $32.7K
|
2.67K
$711K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
105+ 0.1% |
$28.1K - $32.1K
|
101K
$27M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
105+ 5.43% |
$28.1K - $32.1K
|
2.04K
$543K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
105+ 0.73% |
$28.1K - $32.1K
|
14.4K
$3.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
104+ 1.04% |
$27.8K - $31.8K
|
10.1K
$2.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
102+ 1.72% |
$27.3K - $31.2K
|
6.02K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
102+ 0.12% |
$27.3K - $31.2K
|
88.1K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
102+ 10.49% |
$27.3K - $31.2K
|
1.07K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
101+ 6.72% |
$27K - $30.9K
|
1.61K
$428K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
100+ 2.38% |
$26.7K - $30.6K
|
4.31K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
100+ 17.86% |
$26.7K - $30.6K
|
660
$176K
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
100+ 0.55% |
$26.7K - $30.6K
|
18.3K
$4.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
100+ 30.96% |
$26.7K - $30.6K
|
423
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
100New |
$26.7K - $30.6K
|
100
$26.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.11% |
$26.7K - $30.6K
|
93K
$24.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
99+ 9.36% |
$26.5K - $30.3K
|
1.16K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
99+ 4.33% |
$26.5K - $30.3K
|
2.38K
$635K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
99+ 2.75% |
$26.5K - $30.3K
|
3.71K
$987K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
98+ 0.11% |
$26.2K - $29.9K
|
89.9K
$23.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
97New |
$25.9K - $29.6K
|
97
$25.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
96+ 11.37% |
$25.7K - $29.3K
|
940
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
96+ 10.9% |
$25.7K - $29.3K
|
977
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
95+ 1.75% |
$25.4K - $29K
|
5.54K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
94+ 3.16% |
$25.1K - $28.7K
|
3.07K
$818K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
93+ 3.7% |
$24.9K - $28.4K
|
2.61K
$695K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
93+ 2.97% |
$24.9K - $28.4K
|
3.23K
$860K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
93+ 0.77% |
$24.9K - $28.4K
|
12.2K
$3.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
92+ 5.2% |
$24.6K - $28.1K
|
1.86K
$496K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
92+ 2.01% |
$24.6K - $28.1K
|
4.67K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
91+ 7.82% |
$24.3K - $27.8K
|
1.25K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
90+ 6.87% |
$24.1K - $27.5K
|
1.4K
$373K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
90+ 3.87% |
$24.1K - $27.5K
|
2.42K
$644K
|