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 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
241+ 13.19% |
$54.4K - $65.4K
|
2.07K
$595K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
241New |
$54.4K - $65.4K
|
241
$69.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
240+ 1.14% |
$54.2K - $65.1K
|
21.4K
$6.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
239+ 5.55% |
$54K - $64.8K
|
4.55K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
238+ 4.14% |
$53.8K - $64.5K
|
5.98K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
231+ 2.52% |
$52.2K - $62.6K
|
9.42K
$2.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
229+ 3.49% |
$51.7K - $62.1K
|
6.79K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
229+ 2.79% |
$51.7K - $62.1K
|
8.43K
$2.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
227+ 16.02% |
$51.3K - $61.6K
|
1.64K
$473K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
225+ 3.73% |
$50.8K - $61K
|
6.27K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
218+ 4.0% |
$49.3K - $59.1K
|
5.67K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
218+ 2.91% |
$49.3K - $59.1K
|
7.71K
$2.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
213+ 7.06% |
$48.1K - $57.8K
|
3.23K
$929K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
212+ 0.45% |
$47.9K - $57.5K
|
47.5K
$13.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
211+ 5.94% |
$47.7K - $57.2K
|
3.76K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
209+ 2.67% |
$47.2K - $56.7K
|
8.03K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
209+ 3.93% |
$47.2K - $56.7K
|
5.52K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
202+ 6.92% |
$45.6K - $54.8K
|
3.12K
$899K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
200+ 2.78% |
$45.2K - $54.2K
|
7.4K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
198+ 1.16% |
$44.7K - $53.7K
|
17.2K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
198+ 1414.29% |
$44.7K - $53.7K
|
212
$61K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
196+ 18.03% |
$44.3K - $53.1K
|
1.28K
$369K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
196+ 11.97% |
$44.3K - $53.1K
|
1.83K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
194+ 6.91% |
$43.8K - $52.6K
|
3K
$864K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
194+ 2.42% |
$43.8K - $52.6K
|
8.21K
$2.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
191+ 12.19% |
$43.2K - $51.8K
|
1.76K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
191+ 0.99% |
$43.2K - $51.8K
|
19.4K
$5.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
189+ 0.97% |
$42.7K - $51.3K
|
19.6K
$5.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
189+ 5.5% |
$42.7K - $51.3K
|
3.63K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
182+ 12.07% |
$41.1K - $49.4K
|
1.69K
$486K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
181+ 7.86% |
$40.9K - $49.1K
|
2.48K
$715K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
181+ 7.64% |
$40.9K - $49.1K
|
2.55K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
181+ 12.25% |
$40.9K - $49.1K
|
1.66K
$477K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
180+ 8.76% |
$40.7K - $48.8K
|
2.24K
$643K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
179+ 3.85% |
$40.4K - $48.5K
|
4.82K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
179+ 2.81% |
$40.4K - $48.5K
|
6.55K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
178+ 1.7% |
$40.2K - $48.3K
|
10.6K
$3.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
177+ 2.63% |
$40K - $48K
|
6.91K
$1.99M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
176+ 3.16% |
$39.8K - $47.7K
|
5.74K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
176+ 4.01% |
$39.8K - $47.7K
|
4.56K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
176New |
$39.8K - $47.7K
|
176
$50.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
172+ 1.19% |
$38.9K - $46.6K
|
14.7K
$4.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
170New |
$38.4K - $46.1K
|
170
$48.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
165+ 9.39% |
$37.3K - $44.7K
|
1.92K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
164+ 4.18% |
$37.1K - $44.5K
|
4.09K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
162+ 4.2% |
$36.6K - $43.9K
|
4.02K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
160+ 9.71% |
$36.1K - $43.4K
|
1.81K
$520K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
159+ 2.8% |
$35.9K - $43.1K
|
5.83K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
158+ 5.5% |
$35.7K - $42.8K
|
3.03K
$872K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
157+ 4.51% |
$35.5K - $42.6K
|
3.64K
$1.05M
|