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 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-582- 40.81% |
$131K - $158K
|
844
$254K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-582- 7.61% |
$131K - $158K
|
7.07K
$2.13M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-591- 48.44% |
$134K - $160K
|
629
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-595- 4.57% |
$134K - $161K
|
12.4K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-600- 0.64% |
$136K - $163K
|
92.9K
$28M
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-600- 4.77% |
$136K - $163K
|
12K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-606- 0.72% |
$137K - $164K
|
83.6K
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-608- 2.38% |
$137K - $165K
|
24.9K
$7.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-612- 79.58% |
$138K - $166K
|
157
$47.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-613- 8.5% |
$138K - $166K
|
6.6K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-615- 3.23% |
$139K - $167K
|
18.4K
$5.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-617- 0.93% |
$139K - $167K
|
65.5K
$19.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-623- 1.2% |
$141K - $169K
|
51.3K
$15.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-649- 8.72% |
$147K - $176K
|
6.79K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-650- 5.15% |
$147K - $176K
|
12K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-652- 56.65% |
$147K - $177K
|
499
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-658- 8.5% |
$149K - $178K
|
7.08K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-659- 17.06% |
$149K - $179K
|
3.2K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-668- 2.78% |
$151K - $181K
|
23.4K
$7.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-683- 5.42% |
$154K - $185K
|
11.9K
$3.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-687- 1.66% |
$155K - $186K
|
40.7K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-691- 0.94% |
$156K - $187K
|
72.6K
$21.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-694- 12.18% |
$157K - $188K
|
5K
$1.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-697- 63.77% |
$157K - $189K
|
396
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-700- 3.21% |
$158K - $190K
|
21.1K
$6.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-703- 0.99% |
$159K - $191K
|
70.5K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-712- 13.48% |
$161K - $193K
|
4.57K
$1.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-714- 1.1% |
$161K - $194K
|
64.5K
$19.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-718- 22.33% |
$162K - $195K
|
2.5K
$753K
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-725- 2.31% |
$164K - $197K
|
30.7K
$9.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-731- 7.67% |
$165K - $198K
|
8.81K
$2.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-733- 0.67% |
$166K - $199K
|
108K
$32.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-734- 4.57% |
$166K - $199K
|
15.3K
$4.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-737- 1.51% |
$167K - $200K
|
48.1K
$14.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-739- 5.66% |
$167K - $200K
|
12.3K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-739- 3.67% |
$167K - $200K
|
19.4K
$5.84M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-745- 2.83% |
$168K - $202K
|
25.6K
$7.72M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-755- 2.31% |
$171K - $205K
|
31.9K
$9.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-786- 13.87% |
$178K - $213K
|
4.88K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-795- 78.79% |
$180K - $216K
|
214
$64.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-802- 17.92% |
$181K - $217K
|
3.67K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-812- 0.91% |
$183K - $220K
|
88K
$26.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-838- 2.34% |
$189K - $227K
|
35K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-839- 15.58% |
$190K - $228K
|
4.55K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-840- 2.77% |
$190K - $228K
|
29.5K
$8.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-854- 3.51% |
$193K - $232K
|
23.5K
$7.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-857- 6.9% |
$194K - $232K
|
11.6K
$3.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-864- 5.68% |
$195K - $234K
|
14.3K
$4.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-868- 1.39% |
$196K - $235K
|
61.4K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-868- 12.64% |
$196K - $235K
|
6K
$1.81M
|