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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
53+ 5.32% |
$14.2K - $16.2K
|
1.05K
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
52+ 2.2% |
$13.9K - $15.9K
|
2.42K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
52+ 0.95% |
$13.9K - $15.9K
|
5.51K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
52+ 3.82% |
$13.9K - $15.9K
|
1.41K
$376K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
51+ 3.33% |
$13.6K - $15.6K
|
1.58K
$422K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
50+ 1.58% |
$13.4K - $15.3K
|
3.22K
$858K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
50+ 1.56% |
$13.4K - $15.3K
|
3.25K
$865K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
50+ 2.05% |
$13.4K - $15.3K
|
2.48K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 1.3% |
$13.4K - $15.3K
|
3.91K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
49+ 1.7% |
$13.1K - $15K
|
2.94K
$782K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
49+ 2.1% |
$13.1K - $15K
|
2.39K
$636K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
49+ 2.33% |
$13.1K - $15K
|
2.15K
$573K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
48+ 1.66% |
$12.8K - $14.7K
|
2.95K
$785K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
48+ 0.82% |
$12.8K - $14.7K
|
5.88K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
48+ 4.26% |
$12.8K - $14.7K
|
1.17K
$313K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
48+ 0.36% |
$12.8K - $14.7K
|
13.5K
$3.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
47+ 2.21% |
$12.6K - $14.4K
|
2.18K
$580K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
47+ 6.31% |
$12.6K - $14.4K
|
792
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
46+ 5.96% |
$12.3K - $14.1K
|
818
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
46+ 0.48% |
$12.3K - $14.1K
|
9.62K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
46+ 2.14% |
$12.3K - $14.1K
|
2.2K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
45+ 1.69% |
$12K - $13.8K
|
2.71K
$721K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
45+ 0.3% |
$12K - $13.8K
|
15.2K
$4.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
44+ 5.68% |
$11.8K - $13.4K
|
819
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
44+ 0.45% |
$11.8K - $13.4K
|
9.8K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
43+ 2.13% |
$11.5K - $13.1K
|
2.06K
$550K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
43+ 1.73% |
$11.5K - $13.1K
|
2.53K
$673K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
43+ 1.92% |
$11.5K - $13.1K
|
2.28K
$608K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
42+ 15.27% |
$11.2K - $12.8K
|
317
$84.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
42+ 1.53% |
$11.2K - $12.8K
|
2.8K
$745K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
41+ 1.0% |
$11K - $12.5K
|
4.14K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
41+ 1.35% |
$11K - $12.5K
|
3.08K
$819K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
41+ 0.3% |
$11K - $12.5K
|
13.5K
$3.61M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
40+ 0.2% |
$10.7K - $12.2K
|
19.9K
$5.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
40+ 160.0% |
$10.7K - $12.2K
|
65
$17.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
40+ 0.16% |
$10.7K - $12.2K
|
25.7K
$6.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
40+ 0.52% |
$10.7K - $12.2K
|
7.75K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
40New |
$10.7K - $12.2K
|
40
$10.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
39+ 2.0% |
$10.4K - $11.9K
|
1.99K
$530K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
39+ 0.24% |
$10.4K - $11.9K
|
16.4K
$4.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
39+ 1.16% |
$10.4K - $11.9K
|
3.41K
$908K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
39+ 2.05% |
$10.4K - $11.9K
|
1.94K
$517K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
39+ 6.55% |
$10.4K - $11.9K
|
634
$169K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
38+ 1.14% |
$10.2K - $11.6K
|
3.36K
$895K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
38+ 1.3% |
$10.2K - $11.6K
|
2.97K
$790K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
37+ 3.62% |
$9.89K - $11.3K
|
1.06K
$282K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
37+ 0.57% |
$9.89K - $11.3K
|
6.5K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
37+ 0.09% |
$9.89K - $11.3K
|
41.4K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
37+ 1.65% |
$9.89K - $11.3K
|
2.28K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
37+ 0.64% |
$9.89K - $11.3K
|
5.83K
$1.55M
|