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 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-875- 19.9% |
$198K - $237K
|
3.52K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-880- 6.44% |
$199K - $239K
|
12.8K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-892- 0.77% |
$202K - $242K
|
115K
$34.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-895- 1.55% |
$202K - $243K
|
57K
$17.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-917- 1.17% |
$207K - $249K
|
77.6K
$23.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-917- 3.95% |
$207K - $249K
|
22.3K
$6.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-920- 6.13% |
$208K - $249K
|
14.1K
$4.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-920- 27.89% |
$208K - $249K
|
2.38K
$717K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-924- 19.14% |
$209K - $251K
|
3.9K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-988- 10.48% |
$223K - $268K
|
8.44K
$2.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.01K- 1.44% |
$228K - $273K
|
68.9K
$20.8M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.01K- 6.55% |
$228K - $274K
|
14.4K
$4.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.01K- 14.47% |
$229K - $275K
|
5.99K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-1.05K- 6.61% |
$236K - $284K
|
14.8K
$4.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.05K- 4.1% |
$237K - $284K
|
24.5K
$7.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.05K- 2.67% |
$237K - $285K
|
38.3K
$11.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1.06K- 4.86% |
$240K - $289K
|
20.8K
$6.28M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.07KClosed |
$241K - $289K
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.09K- 2.95% |
$246K - $295K
|
35.9K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.09K- 0.68% |
$247K - $296K
|
160K
$48.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.11K- 10.42% |
$250K - $300K
|
9.5K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.11K- 5.4% |
$250K - $300K
|
19.4K
$5.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.11K- 1.26% |
$250K - $300K
|
86.5K
$26.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.11K- 3.04% |
$251K - $301K
|
35.3K
$10.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.12K- 11.46% |
$252K - $303K
|
8.63K
$2.6M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.12K- 0.17% |
$253K - $304K
|
664K
$200M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 2.01% |
$253K - $304K
|
54.8K
$16.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.14K- 5.42% |
$257K - $308K
|
19.9K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.16K- 2.23% |
$261K - $313K
|
50.7K
$15.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.16K- 27.88% |
$261K - $313K
|
2.99K
$901K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.18K- 13.26% |
$267K - $321K
|
7.74K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.2K- 0.89% |
$271K - $325K
|
134K
$40.3M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.2K- 4.88% |
$271K - $325K
|
23.4K
$7.05M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.2K- 4.14% |
$271K - $325K
|
27.8K
$8.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-1.2K- 26.64% |
$271K - $325K
|
3.31K
$996K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.21K- 11.85% |
$272K - $327K
|
8.97K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.21K- 13.31% |
$273K - $327K
|
7.86K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.22K- 4.97% |
$276K - $331K
|
23.4K
$7.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-1.23K- 46.82% |
$278K - $334K
|
1.4K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.23K- 0.77% |
$278K - $334K
|
158K
$47.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.23K- 33.52% |
$279K - $334K
|
2.45K
$737K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.23K- 54.1% |
$279K - $335K
|
1.05K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.25K- 1.04% |
$282K - $339K
|
119K
$35.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.25K- 11.28% |
$282K - $339K
|
9.83K
$2.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.27K- 1.05% |
$287K - $345K
|
120K
$36.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-1.3K- 1.6% |
$293K - $352K
|
79.8K
$24.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-1.3K- 46.43% |
$294K - $353K
|
1.5K
$452K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.36K- 0.44% |
$307K - $368K
|
309K
$93.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-1.36K- 7.69% |
$308K - $370K
|
16.4K
$4.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.37K- 5.02% |
$308K - $370K
|
25.8K
$7.78M
|