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 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-19- 1.27% |
$4.29K - $5.15K
|
1.48K
$425K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-20- 0.56% |
$4.52K - $5.42K
|
3.53K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-20- 1.99% |
$4.52K - $5.42K
|
985
$283K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-21- 1.96% |
$4.74K - $5.69K
|
1.05K
$303K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-21- 0.77% |
$4.74K - $5.69K
|
2.71K
$779K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-21- 0.94% |
$4.74K - $5.69K
|
2.2K
$634K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-22- 0.26% |
$4.97K - $5.97K
|
8.32K
$2.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-23- 0.18% |
$5.2K - $6.24K
|
12.4K
$3.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-24- 0.05% |
$5.42K - $6.51K
|
52.1K
$15M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-24- 0.43% |
$5.42K - $6.51K
|
5.54K
$1.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 2.4% |
$5.65K - $6.78K
|
1.02K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-25- 0.62% |
$5.65K - $6.78K
|
3.99K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25- 0.2% |
$5.65K - $6.78K
|
12.3K
$3.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-25- 0.25% |
$5.65K - $6.78K
|
10K
$2.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-25- 0.22% |
$5.65K - $6.78K
|
11.6K
$3.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-25- 0.26% |
$5.65K - $6.78K
|
9.59K
$2.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-25- 1.01% |
$5.65K - $6.78K
|
2.46K
$707K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-25- 1.18% |
$5.65K - $6.78K
|
2.1K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-25- 0.38% |
$5.65K - $6.78K
|
6.49K
$1.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-26- 0.98% |
$5.87K - $7.05K
|
2.63K
$755K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-26- 1.02% |
$5.87K - $7.05K
|
2.52K
$725K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-26- 0.05% |
$5.87K - $7.05K
|
53.1K
$15.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-27- 0.89% |
$6.1K - $7.32K
|
3.01K
$867K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-27- 77.14% |
$6.1K - $7.32K
|
8
$2.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-27- 0.2% |
$6.1K - $7.32K
|
13.2K
$3.79M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-27- 9.96% |
$6.1K - $7.32K
|
244
$70.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-28- 0.89% |
$6.33K - $7.59K
|
3.11K
$894K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-28- 1.84% |
$6.33K - $7.59K
|
1.49K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 1.76% |
$6.33K - $7.59K
|
1.56K
$449K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-29- 0.82% |
$6.55K - $7.86K
|
3.51K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-29- 0.5% |
$6.55K - $7.86K
|
5.82K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-30- 0.31% |
$6.78K - $8.14K
|
9.79K
$2.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-30- 1.82% |
$6.78K - $8.14K
|
1.62K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-30- 3.47% |
$6.78K - $8.14K
|
835
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-30- 0.39% |
$6.78K - $8.14K
|
7.64K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-30- 0.09% |
$6.78K - $8.14K
|
34.2K
$9.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-32- 3.05% |
$7.23K - $8.68K
|
1.02K
$292K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-32- 1.91% |
$7.23K - $8.68K
|
1.64K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-32- 0.19% |
$7.23K - $8.68K
|
16.9K
$4.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-33- 2.54% |
$7.46K - $8.95K
|
1.26K
$364K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-33- 1.6% |
$7.46K - $8.95K
|
2.03K
$584K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-33- 0.38% |
$7.46K - $8.95K
|
8.65K
$2.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-34- 1.94% |
$7.68K - $9.22K
|
1.72K
$496K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-35- 2.81% |
$7.91K - $9.49K
|
1.21K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-35- 3.24% |
$7.91K - $9.49K
|
1.05K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-35- 0.65% |
$7.91K - $9.49K
|
5.34K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-35- 3.21% |
$7.91K - $9.49K
|
1.06K
$304K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-36- 2.92% |
$8.13K - $9.76K
|
1.2K
$345K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-36- 0.98% |
$8.13K - $9.76K
|
3.65K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-37- 1.48% |
$8.36K - $10K
|
2.46K
$708K
|