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 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-50- 2.51% |
$11.3K - $13.6K
|
1.95K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-50- 1.15% |
$11.3K - $13.6K
|
4.32K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-50- 4.33% |
$11.3K - $13.6K
|
1.11K
$307K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-51- 0.59% |
$11.5K - $13.8K
|
8.57K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-51- 1.66% |
$11.5K - $13.8K
|
3.03K
$842K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-52- 1.15% |
$11.7K - $14.1K
|
4.45K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-52- 0.77% |
$11.7K - $14.1K
|
6.66K
$1.85M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-52- 0.58% |
$11.7K - $14.1K
|
8.97K
$2.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-53- 4.3% |
$12K - $14.4K
|
1.18K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-53- 0.16% |
$12K - $14.4K
|
34K
$9.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-55- 1.85% |
$12.4K - $14.9K
|
2.91K
$809K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-55- 1.37% |
$12.4K - $14.9K
|
3.97K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-56- 4.65% |
$12.7K - $15.2K
|
1.15K
$319K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-57- 6.31% |
$12.9K - $15.5K
|
846
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-57- 1.83% |
$12.9K - $15.5K
|
3.06K
$849K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-57- 3.57% |
$12.9K - $15.5K
|
1.54K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-57- 0.64% |
$12.9K - $15.5K
|
8.89K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-57- 4.34% |
$12.9K - $15.5K
|
1.26K
$349K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-58- 5.89% |
$13.1K - $15.7K
|
926
$257K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-58- 2.38% |
$13.1K - $15.7K
|
2.38K
$662K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-58- 3.25% |
$13.1K - $15.7K
|
1.73K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-58- 0.64% |
$13.1K - $15.7K
|
9.05K
$2.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-61- 3.23% |
$13.8K - $16.5K
|
1.83K
$508K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-61- 0.93% |
$13.8K - $16.5K
|
6.5K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-62- 2.91% |
$14K - $16.8K
|
2.07K
$575K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-63- 4.39% |
$14.2K - $17.1K
|
1.37K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-64- 1.42% |
$14.5K - $17.4K
|
4.45K
$1.24M
|
|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-64- 3.26% |
$14.5K - $17.4K
|
1.9K
$527K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-65- 1.78% |
$14.7K - $17.6K
|
3.58K
$994K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-65- 4.29% |
$14.7K - $17.6K
|
1.45K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.44% |
$14.7K - $17.6K
|
14.7K
$4.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-66- 1.16% |
$14.9K - $17.9K
|
5.65K
$1.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-66- 2.17% |
$14.9K - $17.9K
|
2.97K
$826K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-66- 9.98% |
$14.9K - $17.9K
|
595
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-66- 5.71% |
$14.9K - $17.9K
|
1.09K
$303K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-68- 3.85% |
$15.4K - $18.4K
|
1.7K
$471K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-68- 0.14% |
$15.4K - $18.4K
|
48.8K
$13.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-68- 1.17% |
$15.4K - $18.4K
|
5.75K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-68- 1.66% |
$15.4K - $18.4K
|
4.03K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-68- 2.81% |
$15.4K - $18.4K
|
2.35K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-69- 3.27% |
$15.6K - $18.7K
|
2.04K
$567K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-70- 0.75% |
$15.8K - $19K
|
9.26K
$2.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-70- 0.32% |
$15.8K - $19K
|
22.1K
$6.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-70- 3.48% |
$15.8K - $19K
|
1.94K
$539K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-70- 3.22% |
$15.8K - $19K
|
2.1K
$585K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-71- 0.93% |
$16K - $19.3K
|
7.56K
$2.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-71- 6.49% |
$16K - $19.3K
|
1.02K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-72- 5.78% |
$16.3K - $19.5K
|
1.17K
$326K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-72- 0.96% |
$16.3K - $19.5K
|
7.39K
$2.05M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-73- 1.28% |
$16.5K - $19.8K
|
5.63K
$1.56M
|