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 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
25+ 1.55% |
$6.68K - $7.64K
|
1.64K
$436K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
24+ 38.1% |
$6.42K - $7.33K
|
87
$23.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
24+ 2.48% |
$6.42K - $7.33K
|
990
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
24New |
$6.42K - $7.33K
|
24
$6.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
24+ 2.38% |
$6.42K - $7.33K
|
1.03K
$275K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
24New |
$6.42K - $7.33K
|
24
$6.39K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
23+ 0.05% |
$6.15K - $7.03K
|
42.1K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
23+ 1.47% |
$6.15K - $7.03K
|
1.59K
$424K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
22+ 1.35% |
$5.88K - $6.72K
|
1.65K
$441K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
22+ 1.87% |
$5.88K - $6.72K
|
1.2K
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
21+ 0.76% |
$5.61K - $6.42K
|
2.79K
$743K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21+ 0.78% |
$5.61K - $6.42K
|
2.73K
$727K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 3.3% |
$5.61K - $6.42K
|
657
$175K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
21+ 0.2% |
$5.61K - $6.42K
|
10.3K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
21+ 16.15% |
$5.61K - $6.42K
|
151
$40.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
20+ 0.75% |
$5.35K - $6.11K
|
2.68K
$715K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
20+ 2.2% |
$5.35K - $6.11K
|
929
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
20+ 1.23% |
$5.35K - $6.11K
|
1.65K
$438K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.64% |
$5.08K - $5.81K
|
2.99K
$797K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
19+ 2.25% |
$5.08K - $5.81K
|
863
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
19+ 1.13% |
$5.08K - $5.81K
|
1.69K
$451K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
19+ 2.28% |
$5.08K - $5.81K
|
851
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
18+ 0.63% |
$4.81K - $5.5K
|
2.87K
$764K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
18New |
$4.81K - $5.5K
|
18
$4.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.14% |
$4.81K - $5.5K
|
12.8K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
18New |
$4.81K - $5.5K
|
18
$4.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
18+ 0.81% |
$4.81K - $5.5K
|
2.23K
$594K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
17+ 1.65% |
$4.54K - $5.19K
|
1.05K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
16+ 0.28% |
$4.28K - $4.89K
|
5.68K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
16+ 0.36% |
$4.28K - $4.89K
|
4.43K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
16+ 1.6% |
$4.28K - $4.89K
|
1.02K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
16+ 0.19% |
$4.28K - $4.89K
|
8.22K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
16New |
$4.28K - $4.89K
|
16
$4.26K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
15+ 1.02% |
$4.01K - $4.58K
|
1.49K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15+ 1.19% |
$4.01K - $4.58K
|
1.28K
$340K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
15New |
$4.01K - $4.58K
|
15
$4K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 0.3% |
$3.74K - $4.28K
|
4.63K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
14+ 0.37% |
$3.74K - $4.28K
|
3.84K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
13+ 1.07% |
$3.48K - $3.97K
|
1.22K
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
13+ 1.02% |
$3.48K - $3.97K
|
1.28K
$342K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
13+ 0.59% |
$3.48K - $3.97K
|
2.21K
$588K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 0.1% |
$3.48K - $3.97K
|
13.4K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
13+ 0.13% |
$3.48K - $3.97K
|
9.99K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13+ 0.78% |
$3.48K - $3.97K
|
1.69K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13+ 4.56% |
$3.48K - $3.97K
|
298
$79.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
13+ 0.32% |
$3.48K - $3.97K
|
4.04K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12+ 1.05% |
$3.21K - $3.67K
|
1.15K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12+ 0.11% |
$3.21K - $3.67K
|
11.1K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
12+ 1.61% |
$3.21K - $3.67K
|
757
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
12+ 0.25% |
$3.21K - $3.67K
|
4.74K
$1.26M
|