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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
378+ 8.39% |
$85.4K - $103K
|
4.89K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
377+ 1.62% |
$85.2K - $102K
|
23.7K
$6.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
373+ 4.47% |
$84.3K - $101K
|
8.72K
$2.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
371+ 2.08% |
$83.8K - $101K
|
18.2K
$5.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
368+ 12.75% |
$83.1K - $99.8K
|
3.25K
$936K
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
363+ 0.28% |
$82K - $98.4K
|
128K
$36.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
356+ 0.35% |
$80.4K - $96.5K
|
101K
$29.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
354+ 18.2% |
$80K - $96K
|
2.3K
$662K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
347+ 39.25% |
$78.4K - $94.1K
|
1.23K
$354K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
347+ 1.73% |
$78.4K - $94.1K
|
20.4K
$5.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
344+ 1.38% |
$77.7K - $93.3K
|
25.3K
$7.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
341+ 16.08% |
$77K - $92.5K
|
2.46K
$709K
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
339+ 12.53% |
$76.6K - $91.9K
|
3.05K
$876K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
337+ 1.79% |
$76.1K - $91.4K
|
19.2K
$5.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
334+ 6.98% |
$75.5K - $90.6K
|
5.12K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
332+ 7.64% |
$75K - $90K
|
4.68K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
331+ 19.62% |
$74.8K - $89.8K
|
2.02K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
328+ 23.79% |
$74.1K - $88.9K
|
1.71K
$491K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
324+ 16.68% |
$73.2K - $87.9K
|
2.27K
$652K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
321+ 8.49% |
$72.5K - $87K
|
4.1K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
316+ 0.71% |
$71.4K - $85.7K
|
44.9K
$12.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
310+ 10.31% |
$70K - $84.1K
|
3.32K
$955K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
306+ 22.84% |
$69.1K - $83K
|
1.65K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
305+ 7.31% |
$68.9K - $82.7K
|
4.48K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
302+ 0.67% |
$68.2K - $81.9K
|
45.1K
$13M
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
300+ 0.45% |
$67.8K - $81.4K
|
67.3K
$19.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
297+ 2.45% |
$67.1K - $80.5K
|
12.4K
$3.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
295+ 7.07% |
$66.6K - $80K
|
4.47K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
295+ 9.75% |
$66.6K - $80K
|
3.32K
$956K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
293+ 20.3% |
$66.2K - $79.5K
|
1.74K
$500K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
287+ 6.67% |
$64.8K - $77.8K
|
4.59K
$1.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
283+ 2.48% |
$63.9K - $76.7K
|
11.7K
$3.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
281+ 2.01% |
$63.5K - $76.2K
|
14.3K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
281+ 2.03% |
$63.5K - $76.2K
|
14.2K
$4.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
276+ 2.19% |
$62.4K - $74.8K
|
12.9K
$3.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
271+ 26.44% |
$61.2K - $73.5K
|
1.3K
$373K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
270+ 0.24% |
$61K - $73.2K
|
113K
$32.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
269+ 65.61% |
$60.8K - $72.9K
|
679
$195K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
265+ 2.4% |
$59.9K - $71.9K
|
11.3K
$3.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
264+ 4.2% |
$59.6K - $71.6K
|
6.55K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
260New |
$58.7K - $70.5K
|
260
$74.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
258+ 0.9% |
$58.3K - $70K
|
29K
$8.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
257+ 4.87% |
$58.1K - $69.7K
|
5.53K
$1.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
253+ 2.51% |
$57.2K - $68.6K
|
10.4K
$2.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
253+ 9.72% |
$57.2K - $68.6K
|
2.86K
$822K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
252+ 2.76% |
$56.9K - $68.3K
|
9.39K
$2.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
250+ 1.38% |
$56.5K - $67.8K
|
18.3K
$5.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
250+ 14.84% |
$56.5K - $67.8K
|
1.94K
$557K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
247+ 2.46% |
$55.8K - $67K
|
10.3K
$2.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
244+ 16.55% |
$55.1K - $66.2K
|
1.72K
$494K
|