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 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-80- 4.14% |
$18.1K - $21.7K
|
1.85K
$558K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-81- 1.68% |
$18.3K - $22K
|
4.75K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-82- 3.02% |
$18.5K - $22.2K
|
2.64K
$795K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-85- 3.28% |
$19.2K - $23K
|
2.51K
$756K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-86- 4.85% |
$19.4K - $23.3K
|
1.69K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-87- 1.72% |
$19.7K - $23.6K
|
4.97K
$1.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-89- 7.76% |
$20.1K - $24.1K
|
1.06K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-90- 2.64% |
$20.3K - $24.4K
|
3.32K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-90- 2.01% |
$20.3K - $24.4K
|
4.39K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-90- 4.86% |
$20.3K - $24.4K
|
1.76K
$530K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-90- 22.11% |
$20.3K - $24.4K
|
317
$95.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-92- 3.67% |
$20.8K - $24.9K
|
2.41K
$727K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-92- 3.79% |
$20.8K - $24.9K
|
2.34K
$704K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-92- 3.21% |
$20.8K - $24.9K
|
2.78K
$837K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-92- 9.7% |
$20.8K - $24.9K
|
856
$258K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-93- 1.75% |
$21K - $25.2K
|
5.21K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-94- 1.23% |
$21.2K - $25.5K
|
7.55K
$2.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-95- 12.43% |
$21.5K - $25.8K
|
669
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-96- 0.18% |
$21.7K - $26K
|
53K
$16M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-98- 3.47% |
$22.1K - $26.6K
|
2.73K
$822K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-99- 1.05% |
$22.4K - $26.8K
|
9.3K
$2.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-100- 10.72% |
$22.6K - $27.1K
|
833
$251K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-100- 6.33% |
$22.6K - $27.1K
|
1.48K
$446K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-100- 9.21% |
$22.6K - $27.1K
|
986
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-100- 2.04% |
$22.6K - $27.1K
|
4.8K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-100- 0.1% |
$22.6K - $27.1K
|
96.1K
$29M
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
SELL
|
- |
-100- 7.14% |
$22.6K - $27.1K
|
1.3K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-100- 6.06% |
$22.6K - $27.1K
|
1.55K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-100- 0.6% |
$22.6K - $27.1K
|
16.5K
$4.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-100- 0.44% |
$22.6K - $27.1K
|
22.7K
$6.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-101- 9.07% |
$22.8K - $27.4K
|
1.01K
$305K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-102- 3.25% |
$23K - $27.7K
|
3.04K
$915K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-102- 0.47% |
$23K - $27.7K
|
21.5K
$6.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-103- 7.21% |
$23.3K - $27.9K
|
1.33K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-103- 0.85% |
$23.3K - $27.9K
|
12K
$3.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-104- 1.92% |
$23.5K - $28.2K
|
5.32K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-105- 2.68% |
$23.7K - $28.5K
|
3.81K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-108- 2.54% |
$24.4K - $29.3K
|
4.15K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-108- 1.86% |
$24.4K - $29.3K
|
5.69K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-109- 3.24% |
$24.6K - $29.6K
|
3.25K
$980K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-110- 0.86% |
$24.9K - $29.8K
|
12.7K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-110- 0.79% |
$24.9K - $29.8K
|
13.9K
$4.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-111- 8.43% |
$25.1K - $30.1K
|
1.21K
$363K
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-111- 0.37% |
$25.1K - $30.1K
|
30.2K
$9.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-111- 3.69% |
$25.1K - $30.1K
|
2.9K
$874K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-113- 2.35% |
$25.5K - $30.6K
|
4.69K
$1.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-114- 1.55% |
$25.8K - $30.9K
|
7.22K
$2.18M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-114- 2.91% |
$25.8K - $30.9K
|
3.81K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-114- 1.95% |
$25.8K - $30.9K
|
5.74K
$1.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-116- 0.66% |
$26.2K - $31.5K
|
17.5K
$5.29M
|