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
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-675- 34.7% |
$180K - $206K
|
1.27K
$338K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-680- 0.81% |
$182K - $208K
|
82.8K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-683- 1.35% |
$183K - $209K
|
50.1K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-692- 5.16% |
$185K - $211K
|
12.7K
$3.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-700- 18.05% |
$187K - $214K
|
3.18K
$847K
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-700- 15.22% |
$187K - $214K
|
3.9K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-710- 4.06% |
$190K - $217K
|
16.8K
$4.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-715- 24.98% |
$191K - $218K
|
2.15K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-724- 0.56% |
$194K - $221K
|
128K
$34.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-736- 7.19% |
$197K - $225K
|
9.5K
$2.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-750- 1.17% |
$201K - $229K
|
63.3K
$16.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-759- 50.91% |
$203K - $232K
|
732
$195K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-761- 8.87% |
$203K - $233K
|
7.82K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-767- 11.32% |
$205K - $234K
|
6.01K
$1.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-769- 13.62% |
$206K - $235K
|
4.88K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-773- 21.02% |
$207K - $236K
|
2.91K
$774K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-774- 1.95% |
$207K - $237K
|
39K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-783- 2.26% |
$209K - $239K
|
33.9K
$9.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-790- 3.97% |
$211K - $241K
|
19.1K
$5.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-806- 48.97% |
$215K - $246K
|
840
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-809- 0.51% |
$216K - $247K
|
159K
$42.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-814- 88.77% |
$218K - $249K
|
103
$27.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-820- 3.2% |
$219K - $251K
|
24.8K
$6.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-825- 6.45% |
$221K - $252K
|
12K
$3.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-825- 4.55% |
$221K - $252K
|
17.3K
$4.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-830- 4.18% |
$222K - $254K
|
19K
$5.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-849- 13.11% |
$227K - $259K
|
5.63K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Valueworks LLC
New York, NY |
SELL
|
- |
-859- 7.51% |
$230K - $262K
|
10.6K
$2.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-863- 39.95% |
$231K - $264K
|
1.3K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-864- 20.59% |
$231K - $264K
|
3.33K
$888K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-877- 4.47% |
$234K - $268K
|
18.8K
$5M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-888- 11.46% |
$237K - $271K
|
6.86K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-891- 5.26% |
$238K - $272K
|
16.1K
$4.28M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-905- 5.11% |
$242K - $277K
|
16.8K
$4.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-910- 27.85% |
$243K - $278K
|
2.36K
$628K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-924- 2.61% |
$247K - $282K
|
34.4K
$9.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-939- 1.69% |
$251K - $287K
|
54.8K
$14.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-954- 20.07% |
$255K - $292K
|
3.8K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-955- 5.76% |
$255K - $292K
|
15.6K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-960- 1.68% |
$257K - $293K
|
56.3K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-977- 11.86% |
$261K - $299K
|
7.26K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-979- 3.96% |
$262K - $299K
|
23.7K
$6.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-990- 10.07% |
$265K - $303K
|
8.84K
$2.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-994- 26.7% |
$266K - $304K
|
2.73K
$727K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1K- 7.2% |
$267K - $306K
|
12.9K
$3.44M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 3.6% |
$267K - $306K
|
26.8K
$7.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1K- 35.27% |
$268K - $306K
|
1.84K
$489K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1K- 1.0% |
$268K - $306K
|
99.6K
$26.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.01K- 38.97% |
$270K - $308K
|
1.58K
$421K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.01K- 18.01% |
$270K - $309K
|
4.6K
$1.22M
|