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 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
155+ 3.5% |
$35K - $42K
|
4.58K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
154+ 13.64% |
$34.8K - $41.8K
|
1.28K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
154+ 1.6% |
$34.8K - $41.8K
|
9.76K
$2.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
153+ 1.06% |
$34.6K - $41.5K
|
14.6K
$4.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
152+ 1.02% |
$34.3K - $41.2K
|
15K
$4.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
152+ 0.53% |
$34.3K - $41.2K
|
28.9K
$8.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
152+ 9.04% |
$34.3K - $41.2K
|
1.83K
$528K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
151+ 2.91% |
$34.1K - $40.9K
|
5.34K
$1.54M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
149+ 2.64% |
$33.7K - $40.4K
|
5.79K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
145+ 1.09% |
$32.8K - $39.3K
|
13.5K
$3.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
144+ 0.56% |
$32.5K - $39K
|
25.8K
$7.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
143+ 9.78% |
$32.3K - $38.8K
|
1.61K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
143+ 6.49% |
$32.3K - $38.8K
|
2.35K
$676K
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
140New |
$31.6K - $38K
|
140
$40.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
139+ 11.85% |
$31.4K - $37.7K
|
1.31K
$378K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
136+ 1.43% |
$30.7K - $36.9K
|
9.66K
$2.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
134+ 2.09% |
$30.3K - $36.3K
|
6.56K
$1.89M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
131+ 14.49% |
$29.6K - $35.5K
|
1.04K
$298K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
130+ 3.68% |
$29.4K - $35.3K
|
3.67K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
129+ 9.38% |
$29.1K - $35K
|
1.5K
$433K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
127+ 6.27% |
$28.7K - $34.4K
|
2.15K
$620K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
127+ 1.58% |
$28.7K - $34.4K
|
8.16K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
127+ 1.5% |
$28.7K - $34.4K
|
8.61K
$2.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
126+ 0.74% |
$28.5K - $34.2K
|
17.1K
$4.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
126+ 7.5% |
$28.5K - $34.2K
|
1.81K
$520K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
125+ 2.1% |
$28.2K - $33.9K
|
6.09K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
125+ 4.7% |
$28.2K - $33.9K
|
2.79K
$802K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
124New |
$28K - $33.6K
|
124
$35.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
124+ 0.93% |
$28K - $33.6K
|
13.4K
$3.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
124+ 7.05% |
$28K - $33.6K
|
1.88K
$542K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
123+ 3.82% |
$27.8K - $33.4K
|
3.34K
$961K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
122+ 0.78% |
$27.6K - $33.1K
|
15.8K
$4.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
121+ 3.36% |
$27.3K - $32.8K
|
3.72K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
121+ 0.22% |
$27.3K - $32.8K
|
54.2K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
121+ 12.32% |
$27.3K - $32.8K
|
1.1K
$317K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
120+ 5.1% |
$27.1K - $32.5K
|
2.47K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
120+ 2.64% |
$27.1K - $32.5K
|
4.67K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
118+ 1.77% |
$26.7K - $32K
|
6.8K
$1.96M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
118+ 8.62% |
$26.7K - $32K
|
1.49K
$428K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
117+ 3.03% |
$26.4K - $31.7K
|
3.98K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
117+ 1.79% |
$26.4K - $31.7K
|
6.67K
$1.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
113+ 1.22% |
$25.5K - $30.6K
|
9.36K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
113+ 9.83% |
$25.5K - $30.6K
|
1.26K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Longview Partners (Guernsey) LTD
St Peter Port, Y7 |
BUY
|
- |
112+ 0.0% |
$25.3K - $30.4K
|
2.6M
$750M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
111+ 0.7% |
$25.1K - $30.1K
|
15.9K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
111+ 4.18% |
$25.1K - $30.1K
|
2.77K
$796K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
110+ 4.73% |
$24.9K - $29.8K
|
2.44K
$701K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
110+ 10.31% |
$24.9K - $29.8K
|
1.18K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
110+ 5.8% |
$24.9K - $29.8K
|
2.01K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
109+ 0.25% |
$24.6K - $29.6K
|
43.1K
$12.4M
|