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 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
108+ 4.96% |
$24.4K - $29.3K
|
2.28K
$657K
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
108+ 4.24% |
$24.4K - $29.3K
|
2.66K
$764K
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
108+ 0.92% |
$24.4K - $29.3K
|
11.9K
$3.42M
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
108+ 3.15% |
$24.4K - $29.3K
|
3.53K
$1.02M
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
107+ 1.42% |
$24.2K - $29K
|
7.67K
$2.21M
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
106New |
$23.9K - $28.7K
|
106
$30.5K
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
105+ 7.95% |
$23.7K - $28.5K
|
1.43K
$410K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
104New |
$23.5K - $28.2K
|
104
$29.9K
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
103+ 1.62% |
$23.3K - $27.9K
|
6.44K
$1.85M
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
103+ 0.33% |
$23.3K - $27.9K
|
31.4K
$9.04M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
101+ 12.14% |
$22.8K - $27.4K
|
933
$268K
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
101+ 9.84% |
$22.8K - $27.4K
|
1.13K
$324K
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
101+ 0.15% |
$22.8K - $27.4K
|
66K
$19M
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 48.78% |
$22.6K - $27.1K
|
305
$87.8K
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
100+ 10.53% |
$22.6K - $27.1K
|
1.05K
$302K
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
100+ 0.15% |
$22.6K - $27.1K
|
68.8K
$19.8M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
100New |
$22.6K - $27.1K
|
100
$28.8K
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
100+ 2.43% |
$22.6K - $27.1K
|
4.21K
$1.21M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
98+ 0.9% |
$22.1K - $26.6K
|
11K
$3.15M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
98+ 2.84% |
$22.1K - $26.6K
|
3.55K
$1.02M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
97+ 7.94% |
$21.9K - $26.3K
|
1.32K
$379K
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
96+ 1.04% |
$21.7K - $26K
|
9.29K
$2.67M
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
95+ 0.38% |
$21.5K - $25.8K
|
25.4K
$7.31M
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
95+ 3.7% |
$21.5K - $25.8K
|
2.66K
$767K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
95+ 8.51% |
$21.5K - $25.8K
|
1.21K
$349K
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
94+ 1.95% |
$21.2K - $25.5K
|
4.91K
$1.41M
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
94+ 1.03% |
$21.2K - $25.5K
|
9.19K
$2.65M
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
91+ 5.41% |
$20.6K - $24.7K
|
1.77K
$510K
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
90+ 3.49% |
$20.3K - $24.4K
|
2.67K
$768K
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
90+ 3.58% |
$20.3K - $24.4K
|
2.6K
$749K
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
89+ 9.11% |
$20.1K - $24.1K
|
1.07K
$307K
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
88+ 9.34% |
$19.9K - $23.9K
|
1.03K
$296K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
86+ 2.82% |
$19.4K - $23.3K
|
3.13K
$902K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
86+ 8.79% |
$19.4K - $23.3K
|
1.06K
$306K
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
85+ 64.89% |
$19.2K - $23K
|
216
$62.2K
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
84+ 12.21% |
$19K - $22.8K
|
772
$222K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
84+ 1.69% |
$19K - $22.8K
|
5.07K
$1.46M
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
83+ 332.0% |
$18.8K - $22.5K
|
108
$31.1K
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
82+ 7.88% |
$18.5K - $22.2K
|
1.12K
$323K
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
82+ 0.64% |
$18.5K - $22.2K
|
12.9K
$3.7M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
81+ 0.38% |
$18.3K - $22K
|
21.4K
$6.17M
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
81+ 6.66% |
$18.3K - $22K
|
1.3K
$373K
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
81+ 1.39% |
$18.3K - $22K
|
5.92K
$1.7M
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
81+ 4.92% |
$18.3K - $22K
|
1.73K
$497K
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
81+ 1.16% |
$18.3K - $22K
|
7.07K
$2.04M
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
79+ 13.34% |
$17.8K - $21.4K
|
671
$193K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
78+ 3.25% |
$17.6K - $21.2K
|
2.48K
$712K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
78+ 0.99% |
$17.6K - $21.2K
|
7.98K
$2.3M
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
76+ 2.4% |
$17.2K - $20.6K
|
3.24K
$932K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
76+ 1.92% |
$17.2K - $20.6K
|
4.04K
$1.16M
|