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 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
541+ 11.04% |
$122K - $147K
|
5.44K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
536New |
$121K - $145K
|
536
$154K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
536+ 1.31% |
$121K - $145K
|
41.3K
$11.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
529+ 4.73% |
$120K - $143K
|
11.7K
$3.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
524+ 6.13% |
$118K - $142K
|
9.08K
$2.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
516+ 3.79% |
$117K - $140K
|
14.1K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
516+ 57.78% |
$117K - $140K
|
1.41K
$405K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
514+ 38.05% |
$116K - $139K
|
1.87K
$537K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
512+ 0.71% |
$116K - $139K
|
72.9K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
509+ 8.32% |
$115K - $138K
|
6.63K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
507+ 17.36% |
$115K - $137K
|
3.43K
$986K
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
504+ 1.02% |
$114K - $137K
|
49.7K
$14.3M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
501+ 57.59% |
$113K - $136K
|
1.37K
$395K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
500+ 50000.0% |
$113K - $136K
|
501
$144K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
500+ 22.51% |
$113K - $136K
|
2.72K
$783K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
497+ 564.77% |
$112K - $135K
|
585
$168K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
480+ 1.54% |
$108K - $130K
|
31.7K
$9.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
467+ 3.76% |
$106K - $127K
|
12.9K
$3.71M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
466New |
$105K - $126K
|
466
$134K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
456+ 15.01% |
$103K - $124K
|
3.49K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Hendley & CO Inc
|
BUY
|
- |
450+ 18.0% |
$102K - $122K
|
2.95K
$849K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
450+ 0.6% |
$102K - $122K
|
75.2K
$21.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
445+ 17.19% |
$101K - $121K
|
3.03K
$873K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
441+ 2.76% |
$99.6K - $120K
|
16.4K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
440+ 0.6% |
$99.4K - $119K
|
73.7K
$21.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
435+ 9.97% |
$98.3K - $118K
|
4.8K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
435+ 4.88% |
$98.3K - $118K
|
9.35K
$2.69M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
433+ 3.13% |
$97.8K - $117K
|
14.3K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
432+ 3.13% |
$97.6K - $117K
|
14.2K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
428+ 2.35% |
$96.7K - $116K
|
18.6K
$5.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
426+ 9.04% |
$96.2K - $116K
|
5.14K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
425+ 0.42% |
$96K - $115K
|
102K
$29.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
423+ 70.03% |
$95.6K - $115K
|
1.03K
$296K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
423+ 40.09% |
$95.6K - $115K
|
1.48K
$425K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
423+ 9.66% |
$95.6K - $115K
|
4.8K
$1.38M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
421+ 22.1% |
$95.1K - $114K
|
2.33K
$669K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
420+ 2.37% |
$94.9K - $114K
|
18.1K
$5.22M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
413+ 3.71% |
$93.3K - $112K
|
11.6K
$3.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
407+ 0.74% |
$91.9K - $110K
|
55.7K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
406+ 7.4% |
$91.7K - $110K
|
5.89K
$1.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
404+ 9.33% |
$91.3K - $110K
|
4.73K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
400+ 3.05% |
$90.4K - $108K
|
13.5K
$3.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
395+ 12.04% |
$89.2K - $107K
|
3.68K
$1.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
394+ 1.42% |
$89K - $107K
|
28.1K
$8.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
390+ 0.44% |
$88.1K - $106K
|
89.8K
$25.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
390+ 30.71% |
$88.1K - $106K
|
1.66K
$478K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
388+ 5.9% |
$87.7K - $105K
|
6.97K
$2.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
386+ 10.05% |
$87.2K - $105K
|
4.23K
$1.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
381+ 10.32% |
$86.1K - $103K
|
4.07K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
378+ 6.66% |
$85.4K - $103K
|
6.06K
$1.74M
|