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
|
Oldfather Financial Services, LLC
|
BUY
|
- |
15+ 0.2% |
$3.39K - $4.07K
|
7.52K
$2.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14+ 0.3% |
$3.16K - $3.8K
|
4.73K
$1.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 1.36% |
$3.16K - $3.8K
|
1.05K
$312K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
14+ 3.94% |
$3.16K - $3.8K
|
369
$110K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
14+ 0.25% |
$3.16K - $3.8K
|
5.67K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14+ 6.83% |
$3.16K - $3.8K
|
219
$65.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
14+ 0.9% |
$3.16K - $3.8K
|
1.57K
$469K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
14+ 0.74% |
$3.16K - $3.8K
|
1.91K
$570K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
13+ 0.68% |
$2.94K - $3.53K
|
1.92K
$574K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
13+ 1.29% |
$2.94K - $3.53K
|
1.02K
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
13+ 1.11% |
$2.94K - $3.53K
|
1.19K
$354K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
13+ 0.1% |
$2.94K - $3.53K
|
13.5K
$4.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
13+ 0.01% |
$2.94K - $3.53K
|
100K
$29.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
13+ 0.38% |
$2.94K - $3.53K
|
3.41K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
12+ 0.09% |
$2.71K - $3.25K
|
13.2K
$3.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
12+ 0.84% |
$2.71K - $3.25K
|
1.43K
$428K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
12+ 0.57% |
$2.71K - $3.25K
|
2.11K
$630K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
12+ 0.14% |
$2.71K - $3.25K
|
8.59K
$2.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
12+ 0.05% |
$2.71K - $3.25K
|
23.8K
$7.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
11+ 0.81% |
$2.49K - $2.98K
|
1.38K
$411K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
11+ 0.38% |
$2.49K - $2.98K
|
2.93K
$875K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 0.73% |
$2.49K - $2.98K
|
1.52K
$454K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
11+ 0.95% |
$2.49K - $2.98K
|
1.18K
$351K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
11+ 0.33% |
$2.49K - $2.98K
|
3.34K
$997K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10+ 0.67% |
$2.26K - $2.71K
|
1.5K
$448K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
10+ 0.24% |
$2.26K - $2.71K
|
4.25K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
10+ 0.41% |
$2.26K - $2.71K
|
2.43K
$727K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10+ 0.62% |
$2.26K - $2.71K
|
1.62K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
10+ 0.02% |
$2.26K - $2.71K
|
64.5K
$19.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
10+ 0.09% |
$2.26K - $2.71K
|
11.7K
$3.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
BUY
|
- |
9+ 0.03% |
$2.03K - $2.44K
|
34.5K
$10.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9+ 5.33% |
$2.03K - $2.44K
|
178
$53.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
9+ 0.29% |
$2.03K - $2.44K
|
3.15K
$940K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 0.74% |
$2.03K - $2.44K
|
1.22K
$365K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
9New |
$2.03K - $2.44K
|
9
$2.69K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9+ 3.3% |
$2.03K - $2.44K
|
282
$84.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.19% |
$1.81K - $2.17K
|
4.32K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
8+ 0.56% |
$1.81K - $2.17K
|
1.42K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8+ 2.76% |
$1.81K - $2.17K
|
298
$89K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 1.12% |
$1.58K - $1.9K
|
631
$188K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
7+ 0.48% |
$1.58K - $1.9K
|
1.47K
$439K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 1.05% |
$1.58K - $1.9K
|
674
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7+ 0.23% |
$1.58K - $1.9K
|
3.03K
$906K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7+ 1.2% |
$1.58K - $1.9K
|
588
$176K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.04% |
$1.58K - $1.9K
|
19.3K
$5.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
7+ 0.31% |
$1.58K - $1.9K
|
2.24K
$669K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6+ 0.54% |
$1.36K - $1.63K
|
1.11K
$331K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
6New |
$1.36K - $1.63K
|
6
$1.79K
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
6+ 0.37% |
$1.36K - $1.63K
|
1.63K
$487K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.39% |
$1.36K - $1.63K
|
1.56K
$466K
|