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 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
33+ 0.33% |
$7.46K - $8.95K
|
10K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
33+ 2.58% |
$7.46K - $8.95K
|
1.31K
$353K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
32+ 1.88% |
$7.23K - $8.68K
|
1.73K
$466K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
32+ 13.68% |
$7.23K - $8.68K
|
266
$71.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
31+ 2.15% |
$7K - $8.41K
|
1.47K
$396K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
31+ 2.28% |
$7K - $8.41K
|
1.39K
$374K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
31+ 0.5% |
$7K - $8.41K
|
6.27K
$1.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
31+ 0.7% |
$7K - $8.41K
|
4.45K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
31+ 2.83% |
$7K - $8.41K
|
1.13K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
31+ 14.22% |
$7K - $8.41K
|
249
$67K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
BUY
|
- |
30+ 0.17% |
$6.78K - $8.14K
|
18.2K
$4.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
30+ 30.61% |
$6.78K - $8.14K
|
128
$34.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
29+ 3.11% |
$6.55K - $7.86K
|
960
$258K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
29+ 414.29% |
$6.55K - $7.86K
|
36
$9.69K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
29+ 0.44% |
$6.55K - $7.86K
|
6.65K
$1.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
28+ 1.83% |
$6.33K - $7.59K
|
1.56K
$419K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
28+ 2.71% |
$6.33K - $7.59K
|
1.06K
$285K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
28+ 175.0% |
$6.33K - $7.59K
|
44
$11.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
28+ 0.51% |
$6.33K - $7.59K
|
5.5K
$1.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
28+ 0.84% |
$6.33K - $7.59K
|
3.35K
$900K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
27+ 2.43% |
$6.1K - $7.32K
|
1.14K
$306K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
27+ 0.59% |
$6.1K - $7.32K
|
4.59K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
27+ 0.37% |
$6.1K - $7.32K
|
7.42K
$2M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
26+ 1.18% |
$5.87K - $7.05K
|
2.24K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
26+ 2.23% |
$5.87K - $7.05K
|
1.19K
$321K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
25+ 0.21% |
$5.65K - $6.78K
|
12K
$3.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
25+ 1.22% |
$5.65K - $6.78K
|
2.08K
$560K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
25+ 2.55% |
$5.65K - $6.78K
|
1.01K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
25+ 0.77% |
$5.65K - $6.78K
|
3.27K
$878K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
25+ 0.91% |
$5.65K - $6.78K
|
2.78K
$747K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
24+ 1.08% |
$5.42K - $6.51K
|
2.24K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
24+ 1.45% |
$5.42K - $6.51K
|
1.68K
$451K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
23+ 0.72% |
$5.2K - $6.24K
|
3.21K
$863K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
23+ 0.96% |
$5.2K - $6.24K
|
2.41K
$648K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
22+ 8.09% |
$4.97K - $5.97K
|
294
$79.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
22+ 0.25% |
$4.97K - $5.97K
|
8.79K
$2.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
22+ 1.33% |
$4.97K - $5.97K
|
1.68K
$452K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
22+ 32.84% |
$4.97K - $5.97K
|
89
$23.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
22+ 1.09% |
$4.97K - $5.97K
|
2.04K
$549K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
21+ 1.82% |
$4.74K - $5.69K
|
1.18K
$316K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.73% |
$4.74K - $5.69K
|
2.89K
$776K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
21+ 0.63% |
$4.74K - $5.69K
|
3.33K
$896K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
20+ 0.62% |
$4.52K - $5.42K
|
3.27K
$879K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
20+ 1.88% |
$4.52K - $5.42K
|
1.08K
$291K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
20New |
$4.52K - $5.42K
|
20
$5.38K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
20+ 1.42% |
$4.52K - $5.42K
|
1.43K
$386K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
20+ 0.53% |
$4.52K - $5.42K
|
3.82K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
20+ 0.46% |
$4.52K - $5.42K
|
4.37K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20+ 3.83% |
$4.52K - $5.42K
|
542
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 0.68% |
$4.52K - $5.42K
|
2.98K
$801K
|