Purchases and Sales Made in Q3 2024 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
760+ 5.72% |
$172K - $206K
|
14K
$3.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
758New |
$171K - $206K
|
758
$204K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
757+ 1.91% |
$171K - $205K
|
40.5K
$10.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
757New |
$171K - $205K
|
757
$204K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
757New |
$171K - $205K
|
757
$204K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
756+ 4.45% |
$171K - $205K
|
17.7K
$4.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
755New |
$171K - $205K
|
755
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
751New |
$170K - $204K
|
751
$202K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
751New |
$170K - $204K
|
751
$202K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
750New |
$169K - $203K
|
750
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
750New |
$169K - $203K
|
750
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
750New |
$169K - $203K
|
750
$202K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
745New |
$168K - $202K
|
745
$200K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
743+ 2.35% |
$168K - $201K
|
32.3K
$8.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
739+ 9.1% |
$167K - $200K
|
8.86K
$2.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
732+ 11.16% |
$165K - $198K
|
7.29K
$1.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
731+ 6.98% |
$165K - $198K
|
11.2K
$3.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
729+ 41.9% |
$165K - $198K
|
2.47K
$664K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
729+ 34.18% |
$165K - $198K
|
2.86K
$770K
|
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
729+ 0.03% |
$165K - $198K
|
2.6M
$699M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
728+ 1.76% |
$164K - $197K
|
42.1K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
727+ 0.93% |
$164K - $197K
|
78.9K
$21.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
716+ 5.15% |
$162K - $194K
|
14.6K
$3.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
711+ 58.71% |
$161K - $193K
|
1.92K
$517K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
709+ 62.58% |
$160K - $192K
|
1.84K
$496K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
708+ 15.41% |
$160K - $192K
|
5.3K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
703+ 18.03% |
$159K - $191K
|
4.6K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
692+ 3.97% |
$156K - $188K
|
18.1K
$4.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
686+ 0.7% |
$155K - $186K
|
98.8K
$26.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
677+ 3.01% |
$153K - $184K
|
23.2K
$6.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
672+ 11.22% |
$152K - $182K
|
6.66K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
665+ 0.51% |
$150K - $180K
|
131K
$35.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
665+ 12.67% |
$150K - $180K
|
5.91K
$1.59M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
660+ 63.65% |
$149K - $179K
|
1.7K
$457K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
657+ 129.59% |
$148K - $178K
|
1.16K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
647+ 10.56% |
$146K - $175K
|
6.78K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
644New |
$145K - $175K
|
644
$173K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
644+ 14.45% |
$145K - $175K
|
5.1K
$1.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
635+ 12.67% |
$143K - $172K
|
5.65K
$1.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
630New |
$142K - $171K
|
630
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
630+ 19.2% |
$142K - $171K
|
3.91K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
629+ 13.73% |
$142K - $171K
|
5.21K
$1.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
627+ 17.66% |
$142K - $170K
|
4.18K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
613+ 422.76% |
$138K - $166K
|
758
$204K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
613+ 1.32% |
$138K - $166K
|
46.9K
$12.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
609New |
$138K - $165K
|
609
$164K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
606+ 28.04% |
$137K - $164K
|
2.77K
$744K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
602+ 4.43% |
$136K - $163K
|
14.2K
$3.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
596+ 590.1% |
$135K - $162K
|
697
$188K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
590+ 6.1% |
$133K - $160K
|
10.3K
$2.76M
|