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 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
48+ 3.8% |
$10.8K - $13K
|
1.31K
$377K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
48+ 4.4% |
$10.8K - $13K
|
1.14K
$327K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
47+ 0.03% |
$10.6K - $12.7K
|
177K
$51.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
47+ 3.98% |
$10.6K - $12.7K
|
1.23K
$354K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
47+ 2.92% |
$10.6K - $12.7K
|
1.66K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
47+ 19.75% |
$10.6K - $12.7K
|
285
$82K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
46+ 1.32% |
$10.4K - $12.5K
|
3.52K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
46+ 1.37% |
$10.4K - $12.5K
|
3.41K
$980K
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
46+ 2.45% |
$10.4K - $12.5K
|
1.92K
$553K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
45+ 4.78% |
$10.2K - $12.2K
|
987
$284K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
45+ 1.46% |
$10.2K - $12.2K
|
3.14K
$902K
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
45+ 2.47% |
$10.2K - $12.2K
|
1.87K
$538K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
45+ 4.59% |
$10.2K - $12.2K
|
1.03K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
45+ 2.04% |
$10.2K - $12.2K
|
2.25K
$647K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
44+ 0.21% |
$9.94K - $11.9K
|
21.3K
$6.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
43+ 2.12% |
$9.71K - $11.7K
|
2.07K
$596K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
42+ 0.53% |
$9.49K - $11.4K
|
8.01K
$2.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
42+ 1.46% |
$9.49K - $11.4K
|
2.91K
$837K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
42+ 0.43% |
$9.49K - $11.4K
|
9.77K
$2.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
41+ 3.46% |
$9.26K - $11.1K
|
1.23K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
41+ 1.15% |
$9.26K - $11.1K
|
3.6K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
40+ 2.51% |
$9.04K - $10.8K
|
1.63K
$470K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
40New |
$9.04K - $10.8K
|
40
$11.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
40+ 10.47% |
$9.04K - $10.8K
|
422
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39+ 0.22% |
$8.81K - $10.6K
|
17.9K
$5.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
38+ 2.66% |
$8.58K - $10.3K
|
1.47K
$422K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
38+ 4.04% |
$8.58K - $10.3K
|
979
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
37+ 0.44% |
$8.36K - $10K
|
8.49K
$2.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
37+ 4.87% |
$8.36K - $10K
|
796
$229K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
37+ 2.38% |
$8.36K - $10K
|
1.59K
$458K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
35+ 2.13% |
$7.91K - $9.49K
|
1.68K
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
35+ 0.49% |
$7.91K - $9.49K
|
7.13K
$2.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
35+ 3.59% |
$7.91K - $9.49K
|
1.01K
$291K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
34New |
$7.68K - $9.22K
|
34
$9.78K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
34+ 1.64% |
$7.68K - $9.22K
|
2.1K
$605K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
33+ 2.03% |
$7.46K - $8.95K
|
1.66K
$477K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
33+ 0.23% |
$7.46K - $8.95K
|
14.3K
$4.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
33+ 1.01% |
$7.46K - $8.95K
|
3.31K
$951K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
33+ 0.33% |
$7.46K - $8.95K
|
10K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
33+ 2.58% |
$7.46K - $8.95K
|
1.31K
$378K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
32+ 1.88% |
$7.23K - $8.68K
|
1.73K
$498K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
32+ 13.68% |
$7.23K - $8.68K
|
266
$76.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
31+ 2.15% |
$7K - $8.41K
|
1.47K
$423K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
31+ 2.28% |
$7K - $8.41K
|
1.39K
$400K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
31+ 0.5% |
$7K - $8.41K
|
6.27K
$1.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
31+ 0.7% |
$7K - $8.41K
|
4.45K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
31+ 2.83% |
$7K - $8.41K
|
1.13K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
31+ 14.22% |
$7K - $8.41K
|
249
$71.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
BUY
|
- |
30+ 0.17% |
$6.78K - $8.14K
|
18.2K
$5.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
30+ 30.61% |
$6.78K - $8.14K
|
128
$36.8K
|