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
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.59% |
$8.36K - $10K
|
6.25K
$1.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-37- 60.66% |
$8.36K - $10K
|
24
$7.23K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-37- 4.18% |
$8.36K - $10K
|
849
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-37- 0.53% |
$8.36K - $10K
|
6.91K
$2.08M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-38- 1.95% |
$8.58K - $10.3K
|
1.91K
$576K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-39- 0.83% |
$8.81K - $10.6K
|
4.68K
$1.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-40- 6.67% |
$9.04K - $10.8K
|
560
$169K
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-40- 3.07% |
$9.04K - $10.8K
|
1.26K
$381K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-40- 1.39% |
$9.04K - $10.8K
|
2.84K
$856K
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-40- 3.52% |
$9.04K - $10.8K
|
1.1K
$331K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-40- 5.71% |
$9.04K - $10.8K
|
660
$199K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-41- 0.77% |
$9.26K - $11.1K
|
5.28K
$1.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-41- 2.31% |
$9.26K - $11.1K
|
1.73K
$523K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-42- 0.39% |
$9.49K - $11.4K
|
10.8K
$3.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-42- 2.61% |
$9.49K - $11.4K
|
1.57K
$472K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-42- 1.57% |
$9.49K - $11.4K
|
2.63K
$793K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-42- 6.75% |
$9.49K - $11.4K
|
580
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-42- 4.35% |
$9.49K - $11.4K
|
924
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-43- 0.5% |
$9.71K - $11.7K
|
8.58K
$2.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-45- 0.14% |
$10.2K - $12.2K
|
33.2K
$9.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-45- 0.51% |
$10.2K - $12.2K
|
8.82K
$2.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
SELL
|
- |
-45- 0.86% |
$10.2K - $12.2K
|
5.17K
$1.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-45- 0.75% |
$10.2K - $12.2K
|
5.92K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-45- 1.27% |
$10.2K - $12.2K
|
3.51K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-47- 1.04% |
$10.6K - $12.7K
|
4.46K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-48- 5.8% |
$10.8K - $13K
|
779
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-48- 3.63% |
$10.8K - $13K
|
1.28K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-48- 1.79% |
$10.8K - $13K
|
2.63K
$792K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-49- 29.7% |
$11.1K - $13.3K
|
116
$35K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-49- 5.09% |
$11.1K - $13.3K
|
913
$275K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.67% |
$11.3K - $13.6K
|
7.4K
$2.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-50- 0.7% |
$11.3K - $13.6K
|
7.14K
$2.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-50- 3.78% |
$11.3K - $13.6K
|
1.27K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-50- 0.51% |
$11.3K - $13.6K
|
9.82K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-50- 0.83% |
$11.3K - $13.6K
|
6K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-50- 2.51% |
$11.3K - $13.6K
|
1.95K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-50- 1.15% |
$11.3K - $13.6K
|
4.32K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-50- 4.33% |
$11.3K - $13.6K
|
1.11K
$333K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-51- 0.59% |
$11.5K - $13.8K
|
8.57K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-51- 1.66% |
$11.5K - $13.8K
|
3.03K
$913K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-52- 1.15% |
$11.7K - $14.1K
|
4.45K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-52- 0.77% |
$11.7K - $14.1K
|
6.66K
$2.01M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-52- 0.58% |
$11.7K - $14.1K
|
8.97K
$2.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-53- 4.3% |
$12K - $14.4K
|
1.18K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-53- 0.16% |
$12K - $14.4K
|
34K
$10.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-55- 1.85% |
$12.4K - $14.9K
|
2.91K
$877K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-55- 1.37% |
$12.4K - $14.9K
|
3.97K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-56- 4.65% |
$12.7K - $15.2K
|
1.15K
$346K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-57- 6.31% |
$12.9K - $15.5K
|
846
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-57- 1.83% |
$12.9K - $15.5K
|
3.06K
$921K
|