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 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-7- 0.55% |
$1.58K - $1.9K
|
1.26K
$362K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-8- 0.11% |
$1.81K - $2.17K
|
7.42K
$2.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-8- 0.17% |
$1.81K - $2.17K
|
4.65K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-8- 0.36% |
$1.81K - $2.17K
|
2.19K
$630K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-8- 2.68% |
$1.81K - $2.17K
|
291
$83.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.24% |
$1.81K - $2.17K
|
3.34K
$960K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-8- 0.43% |
$1.81K - $2.17K
|
1.85K
$531K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-9- 0.75% |
$2.03K - $2.44K
|
1.19K
$343K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-9- 0.82% |
$2.03K - $2.44K
|
1.09K
$314K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-9- 1.0% |
$2.03K - $2.44K
|
893
$257K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-9- 0.96% |
$2.03K - $2.44K
|
924
$266K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-9- 26.47% |
$2.03K - $2.44K
|
25
$7.19K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-9- 0.17% |
$2.03K - $2.44K
|
5.22K
$1.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.04% |
$2.26K - $2.71K
|
948
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-10- 0.22% |
$2.26K - $2.71K
|
4.53K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-10- 0.45% |
$2.26K - $2.71K
|
2.2K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-10- 0.02% |
$2.26K - $2.71K
|
42.6K
$12.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-10- 0.06% |
$2.26K - $2.71K
|
15.6K
$4.48M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10- 0.11% |
$2.26K - $2.71K
|
8.89K
$2.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-11- 0.04% |
$2.49K - $2.98K
|
25.9K
$7.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-11- 0.32% |
$2.49K - $2.98K
|
3.38K
$971K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-11- 0.14% |
$2.49K - $2.98K
|
7.74K
$2.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-11- 3.42% |
$2.49K - $2.98K
|
311
$89.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-11- 1.04% |
$2.49K - $2.98K
|
1.05K
$301K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-12- 0.54% |
$2.71K - $3.25K
|
2.23K
$641K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-12- 0.5% |
$2.71K - $3.25K
|
2.4K
$691K
|
|
|
Oct 11, 2024
Q3 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-14- 0.06% |
$3.16K - $3.8K
|
21.9K
$6.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-14- 4.75% |
$3.16K - $3.8K
|
281
$80.9K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-14- 1.42% |
$3.16K - $3.8K
|
973
$280K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-15- 0.69% |
$3.39K - $4.07K
|
2.15K
$618K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-15- 2.7% |
$3.39K - $4.07K
|
540
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-15- 0.04% |
$3.39K - $4.07K
|
34.8K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-15- 0.94% |
$3.39K - $4.07K
|
1.58K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-15- 0.27% |
$3.39K - $4.07K
|
5.57K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-15- 0.26% |
$3.39K - $4.07K
|
5.86K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-15- 0.17% |
$3.39K - $4.07K
|
8.86K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15- 1.0% |
$3.39K - $4.07K
|
1.48K
$427K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-16- 1.1% |
$3.61K - $4.34K
|
1.43K
$412K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-16- 0.03% |
$3.61K - $4.34K
|
51.9K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-16- 0.29% |
$3.61K - $4.34K
|
5.53K
$1.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-17- 0.86% |
$3.84K - $4.61K
|
1.96K
$565K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-17- 29.31% |
$3.84K - $4.61K
|
41
$11.8K
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-17- 1.9% |
$3.84K - $4.61K
|
879
$253K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-18- 0.93% |
$4.07K - $4.88K
|
1.91K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-18- 0.19% |
$4.07K - $4.88K
|
9.38K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-18- 0.15% |
$4.07K - $4.88K
|
12.1K
$3.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-19- 4.58% |
$4.29K - $5.15K
|
396
$114K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-19- 1.42% |
$4.29K - $5.15K
|
1.32K
$380K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-19- 0.34% |
$4.29K - $5.15K
|
5.52K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-19- 1.74% |
$4.29K - $5.15K
|
1.07K
$309K
|