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 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
74+ 1.52% |
$16.7K - $20.1K
|
4.94K
$1.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
73+ 3.72% |
$16.5K - $19.8K
|
2.04K
$586K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
73+ 3.55% |
$16.5K - $19.8K
|
2.13K
$613K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
73+ 3.11% |
$16.5K - $19.8K
|
2.42K
$697K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
72+ 0.26% |
$16.3K - $19.5K
|
27.4K
$7.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
70+ 8.01% |
$15.8K - $19K
|
944
$272K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
70+ 0.62% |
$15.8K - $19K
|
11.3K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
70+ 2.9% |
$15.8K - $19K
|
2.49K
$715K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
69+ 1.52% |
$15.6K - $18.7K
|
4.61K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
68+ 4.2% |
$15.4K - $18.4K
|
1.69K
$485K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
68+ 0.2% |
$15.4K - $18.4K
|
34.6K
$9.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
68+ 0.54% |
$15.4K - $18.4K
|
12.8K
$3.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
68+ 0.36% |
$15.4K - $18.4K
|
18.9K
$5.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
66+ 24.35% |
$14.9K - $17.9K
|
337
$97K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
66+ 3.82% |
$14.9K - $17.9K
|
1.79K
$516K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
65+ 2.35% |
$14.7K - $17.6K
|
2.83K
$815K
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
65+ 2.08% |
$14.7K - $17.6K
|
3.2K
$920K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
65+ 25.19% |
$14.7K - $17.6K
|
323
$93K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
64+ 4.82% |
$14.5K - $17.4K
|
1.39K
$401K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
64+ 0.25% |
$14.5K - $17.4K
|
25.5K
$7.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
64+ 1.43% |
$14.5K - $17.4K
|
4.53K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
64+ 0.45% |
$14.5K - $17.4K
|
14.4K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
62+ 1.86% |
$14K - $16.8K
|
3.39K
$975K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
61+ 2.44% |
$13.8K - $16.5K
|
2.56K
$737K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
60+ 0.52% |
$13.6K - $16.3K
|
11.7K
$3.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
60+ 3.65% |
$13.6K - $16.3K
|
1.7K
$490K
|
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
BUY
|
- |
60+ 0.53% |
$13.6K - $16.3K
|
11.4K
$3.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60+ 24.1% |
$13.6K - $16.3K
|
309
$88.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
60+ 4.9% |
$13.6K - $16.3K
|
1.28K
$370K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
58+ 5.91% |
$13.1K - $15.7K
|
1.04K
$299K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
57+ 1.75% |
$12.9K - $15.5K
|
3.32K
$956K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
57+ 2.25% |
$12.9K - $15.5K
|
2.6K
$747K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
55+ 0.79% |
$12.4K - $14.9K
|
6.99K
$2.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
55+ 2.49% |
$12.4K - $14.9K
|
2.26K
$651K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
55+ 4.0% |
$12.4K - $14.9K
|
1.43K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
55+ 0.24% |
$12.4K - $14.9K
|
23.3K
$6.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
53+ 30.99% |
$12K - $14.4K
|
224
$64.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
53+ 0.42% |
$12K - $14.4K
|
12.6K
$3.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
52+ 4.56% |
$11.7K - $14.1K
|
1.19K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
51+ 1.34% |
$11.5K - $13.8K
|
3.85K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
50+ 25.0% |
$11.3K - $13.6K
|
250
$71.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
50+ 2.2% |
$11.3K - $13.6K
|
2.32K
$668K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
50+ 1.96% |
$11.3K - $13.6K
|
2.6K
$748K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
50+ 1.0% |
$11.3K - $13.6K
|
5.03K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
50New |
$11.3K - $13.6K
|
50
$14.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
50New |
$11.3K - $13.6K
|
50
$14.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
49+ 4.63% |
$11.1K - $13.3K
|
1.11K
$319K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
49+ 20.33% |
$11.1K - $13.3K
|
290
$83.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
48+ 0.13% |
$10.8K - $13K
|
37.8K
$10.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
48+ 1.48% |
$10.8K - $13K
|
3.28K
$945K
|