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 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-190- 0.54% |
$42.9K - $51.5K
|
35.1K
$10.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-190- 9.74% |
$42.9K - $51.5K
|
1.76K
$530K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-194- 14.9% |
$43.8K - $52.6K
|
1.11K
$334K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-195- 17.36% |
$44.1K - $52.9K
|
928
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-198- 0.27% |
$44.7K - $53.7K
|
72.4K
$21.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-199- 5.25% |
$45K - $54K
|
3.59K
$1.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-200- 1.73% |
$45.2K - $54.2K
|
11.4K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-200- 8.13% |
$45.2K - $54.2K
|
2.26K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 7.54% |
$45.2K - $54.2K
|
2.45K
$739K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-202- 14.99% |
$45.6K - $54.8K
|
1.15K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-203- 1.32% |
$45.9K - $55K
|
15.1K
$4.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-204- 3.22% |
$46.1K - $55.3K
|
6.13K
$1.85M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-207- 4.51% |
$46.8K - $56.1K
|
4.38K
$1.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-207- 16.69% |
$46.8K - $56.1K
|
1.03K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-207- 3.34% |
$46.8K - $56.1K
|
6K
$1.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-208- 1.07% |
$47K - $56.4K
|
19.2K
$5.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-210- 2.57% |
$47.4K - $56.9K
|
7.95K
$2.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-214- 0.38% |
$48.3K - $58K
|
56.7K
$17.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-214- 2.5% |
$48.3K - $58K
|
8.34K
$2.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-219- 3.86% |
$49.5K - $59.4K
|
5.46K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-219- 5.55% |
$49.5K - $59.4K
|
3.73K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-220- 0.34% |
$49.7K - $59.7K
|
64.1K
$19.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-223- 2.92% |
$50.4K - $60.5K
|
7.41K
$2.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-224- 12.34% |
$50.6K - $60.7K
|
1.59K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-226- 38.24% |
$51.1K - $61.3K
|
365
$110K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-227- 14.58% |
$51.3K - $61.6K
|
1.33K
$401K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-228- 4.37% |
$51.5K - $61.8K
|
4.99K
$1.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-229- 0.86% |
$51.7K - $62.1K
|
26.5K
$7.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-231- 2.18% |
$52.2K - $62.6K
|
10.4K
$3.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-232- 2.23% |
$52.4K - $62.9K
|
10.2K
$3.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-234- 3.17% |
$52.9K - $63.5K
|
7.14K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-236- 2.69% |
$53.3K - $64K
|
8.55K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-237- 3.71% |
$53.5K - $64.3K
|
6.15K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-238- 0.71% |
$53.8K - $64.5K
|
33.5K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-245- 0.79% |
$55.4K - $66.4K
|
30.6K
$9.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-247- 9.67% |
$55.8K - $67K
|
2.31K
$695K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-250- 17.03% |
$56.5K - $67.8K
|
1.22K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-251- 4.39% |
$56.7K - $68.1K
|
5.46K
$1.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-253- 3.89% |
$57.2K - $68.6K
|
6.25K
$1.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-256- 2.53% |
$57.8K - $69.4K
|
9.84K
$2.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-257- 5.99% |
$58.1K - $69.7K
|
4.03K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-258- 14.88% |
$58.3K - $70K
|
1.48K
$445K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-259- 0.26% |
$58.5K - $70.2K
|
101K
$30.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-261- 1.1% |
$59K - $70.8K
|
23.5K
$7.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-261- 0.62% |
$59K - $70.8K
|
42.1K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-261- 10.93% |
$59K - $70.8K
|
2.13K
$641K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-263- 1.45% |
$59.4K - $71.3K
|
17.9K
$5.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-265- 1.7% |
$59.9K - $71.9K
|
15.4K
$4.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-266- 10.63% |
$60.1K - $72.1K
|
2.24K
$674K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-266- 8.25% |
$60.1K - $72.1K
|
2.96K
$892K
|