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 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-8- 0.22% |
$2.14K - $2.44K
|
3.71K
$988K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-8- 0.38% |
$2.14K - $2.44K
|
2.1K
$558K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9- 1.43% |
$2.41K - $2.75K
|
622
$166K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-9- 0.66% |
$2.41K - $2.75K
|
1.36K
$362K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9- 0.14% |
$2.41K - $2.75K
|
6.66K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9- 0.04% |
$2.41K - $2.75K
|
23.3K
$6.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-9- 1.05% |
$2.41K - $2.75K
|
850
$226K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-10- 0.02% |
$2.67K - $3.06K
|
44.6K
$11.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-10- 0.29% |
$2.67K - $3.06K
|
3.4K
$905K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-10- 50.0% |
$2.67K - $3.06K
|
10
$2.66K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-10- 0.19% |
$2.67K - $3.06K
|
5.33K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.51% |
$2.67K - $3.06K
|
1.94K
$517K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-10- 0.25% |
$2.67K - $3.06K
|
4.02K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-10- 1.15% |
$2.67K - $3.06K
|
857
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10- 0.3% |
$2.67K - $3.06K
|
3.33K
$887K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-11- 2.33% |
$2.94K - $3.36K
|
462
$123K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-11- 0.49% |
$2.94K - $3.36K
|
2.23K
$593K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-11- 0.61% |
$2.94K - $3.36K
|
1.78K
$474K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 20.0% |
$2.94K - $3.36K
|
44
$11.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-11- 3.26% |
$2.94K - $3.36K
|
326
$86.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-11- 0.1% |
$2.94K - $3.36K
|
11.1K
$2.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-11- 0.78% |
$2.94K - $3.36K
|
1.39K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-11- 0.34% |
$2.94K - $3.36K
|
3.23K
$860K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-12- 0.06% |
$3.21K - $3.67K
|
18.5K
$4.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-12- 0.73% |
$3.21K - $3.67K
|
1.64K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-12- 1.34% |
$3.21K - $3.67K
|
881
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-12- 0.59% |
$3.21K - $3.67K
|
2.02K
$538K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-12- 1.18% |
$3.21K - $3.67K
|
1.01K
$268K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13- 1.74% |
$3.48K - $3.97K
|
736
$196K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-13- 1.19% |
$3.48K - $3.97K
|
1.08K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-13- 31.71% |
$3.48K - $3.97K
|
28
$7.46K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-14- 0.25% |
$3.74K - $4.28K
|
5.51K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-14- 0.75% |
$3.74K - $4.28K
|
1.87K
$497K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-15- 0.11% |
$4.01K - $4.58K
|
14.3K
$3.8M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-15- 1.02% |
$4.01K - $4.58K
|
1.46K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-16- 0.62% |
$4.28K - $4.89K
|
2.56K
$681K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-16- 1.36% |
$4.28K - $4.89K
|
1.16K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-16- 0.49% |
$4.28K - $4.89K
|
3.22K
$859K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-16- 0.44% |
$4.28K - $4.89K
|
3.6K
$958K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-17- 1.19% |
$4.54K - $5.19K
|
1.42K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-17- 2.25% |
$4.54K - $5.19K
|
740
$197K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-17- 0.72% |
$4.54K - $5.19K
|
2.35K
$627K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-17- 1.75% |
$4.54K - $5.19K
|
956
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-17- 0.14% |
$4.54K - $5.19K
|
12K
$3.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-18- 0.24% |
$4.81K - $5.5K
|
7.39K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-18- 0.27% |
$4.81K - $5.5K
|
6.63K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-18- 5.47% |
$4.81K - $5.5K
|
311
$82.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-18- 0.35% |
$4.81K - $5.5K
|
5.08K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-18- 0.54% |
$4.81K - $5.5K
|
3.31K
$882K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-19- 0.46% |
$5.08K - $5.81K
|
4.15K
$1.1M
|