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 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-493- 15.21% |
$111K - $134K
|
2.75K
$739K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 14.29% |
$113K - $136K
|
3K
$807K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 1.56% |
$113K - $136K
|
31.6K
$8.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-502- 19.83% |
$113K - $136K
|
2.03K
$546K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-507- 1.51% |
$115K - $137K
|
33.1K
$8.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-508- 0.98% |
$115K - $138K
|
51.3K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-508- 5.6% |
$115K - $138K
|
8.57K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-524- 1.3% |
$118K - $142K
|
39.8K
$10.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-530- 0.65% |
$120K - $144K
|
81.3K
$21.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-532- 0.9% |
$120K - $144K
|
58.7K
$15.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-537- 7.11% |
$121K - $146K
|
7.01K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-543- 29.66% |
$123K - $147K
|
1.29K
$347K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-547- 1.68% |
$124K - $148K
|
31.9K
$8.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-560- 3.93% |
$127K - $152K
|
13.7K
$3.68M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-565- 2.76% |
$128K - $153K
|
19.9K
$5.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-567- 7.33% |
$128K - $154K
|
7.16K
$1.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-569- 13.02% |
$129K - $154K
|
3.8K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-573- 7.71% |
$129K - $155K
|
6.86K
$1.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-576- 67.69% |
$130K - $156K
|
275
$74K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-577- 1.44% |
$130K - $156K
|
39.4K
$10.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-580- 2.34% |
$131K - $157K
|
24.3K
$6.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-582- 40.81% |
$131K - $158K
|
844
$227K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-582- 7.61% |
$131K - $158K
|
7.07K
$1.9M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-591- 48.44% |
$134K - $160K
|
629
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-595- 4.57% |
$134K - $161K
|
12.4K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-600- 0.64% |
$136K - $163K
|
92.9K
$25M
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-600- 4.77% |
$136K - $163K
|
12K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-606- 0.72% |
$137K - $164K
|
83.6K
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-608- 2.38% |
$137K - $165K
|
24.9K
$6.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-612- 79.58% |
$138K - $166K
|
157
$42.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-613- 8.5% |
$138K - $166K
|
6.6K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-615- 3.23% |
$139K - $167K
|
18.4K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-617- 0.93% |
$139K - $167K
|
65.5K
$17.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-623- 1.2% |
$141K - $169K
|
51.3K
$13.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-649- 8.72% |
$147K - $176K
|
6.79K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-650- 5.15% |
$147K - $176K
|
12K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-652- 56.65% |
$147K - $177K
|
499
$134K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-658- 8.5% |
$149K - $178K
|
7.08K
$1.91M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-659- 17.06% |
$149K - $179K
|
3.2K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-668- 2.78% |
$151K - $181K
|
23.4K
$6.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-683- 5.42% |
$154K - $185K
|
11.9K
$3.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-687- 1.66% |
$155K - $186K
|
40.7K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-691- 0.94% |
$156K - $187K
|
72.6K
$19.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-694- 12.18% |
$157K - $188K
|
5K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-697- 63.77% |
$157K - $189K
|
396
$107K
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-700- 3.21% |
$158K - $190K
|
21.1K
$5.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-703- 0.99% |
$159K - $191K
|
70.5K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-712- 13.48% |
$161K - $193K
|
4.57K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-714- 1.1% |
$161K - $194K
|
64.5K
$17.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-718- 22.33% |
$162K - $195K
|
2.5K
$672K
|