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 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-1.97K- 0.55% |
$445K - $534K
|
354K
$107M
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.98K- 2.72% |
$448K - $538K
|
70.9K
$21.4M
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.99K- 54.0% |
$449K - $539K
|
1.69K
$510K
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.99K- 18.65% |
$450K - $541K
|
8.7K
$2.62M
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.02K- 2.52% |
$456K - $548K
|
78K
$23.5M
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-2.05K- 2.32% |
$463K - $556K
|
86.2K
$26M
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-2.06K- 4.69% |
$465K - $558K
|
41.8K
$12.6M
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.06K- 4.39% |
$465K - $558K
|
44.9K
$13.5M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.08K- 20.03% |
$471K - $565K
|
8.32K
$2.51M
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.09K- 9.85% |
$471K - $565K
|
19.1K
$5.75M
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.1K- 21.35% |
$475K - $570K
|
7.75K
$2.33M
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.14K- 0.96% |
$482K - $579K
|
221K
$66.5M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.14K- 6.12% |
$484K - $581K
|
32.9K
$9.9M
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.16K- 3.78% |
$487K - $584K
|
54.8K
$16.5M
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.16K- 59.18% |
$488K - $586K
|
1.49K
$449K
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-2.16K- 1.03% |
$489K - $587K
|
207K
$62.5M
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.19K- 4.69% |
$495K - $594K
|
44.6K
$13.4M
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-2.22K- 28.94% |
$500K - $601K
|
5.44K
$1.64M
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.29K- 54.92% |
$517K - $621K
|
1.88K
$566K
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.31K- 32.81% |
$522K - $627K
|
4.73K
$1.43M
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-2.37K- 1.47% |
$534K - $641K
|
159K
$47.8M
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.37K- 3.97% |
$535K - $642K
|
57.3K
$17.3M
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.39K- 50.66% |
$540K - $648K
|
2.33K
$702K
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-2.4K- 53.01% |
$543K - $652K
|
2.13K
$642K
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.43K- 12.21% |
$549K - $659K
|
17.5K
$5.27M
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.46K- 0.95% |
$555K - $667K
|
257K
$77.4M
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.5K- 3.49% |
$565K - $678K
|
69.2K
$20.8M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.53K- 7.81% |
$572K - $687K
|
29.9K
$9M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.53K- 1.83% |
$572K - $687K
|
136K
$41M
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.56K- 2.05% |
$578K - $694K
|
122K
$36.8M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.58K- 23.57% |
$584K - $701K
|
8.38K
$2.52M
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.6K- 1.67% |
$587K - $705K
|
153K
$46.1M
|
|
Nov 05, 2024
Q3 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-2.68K- 0.35% |
$605K - $726K
|
771K
$232M
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.68K- 0.32% |
$605K - $726K
|
846K
$255M
|
|
Oct 30, 2024
Q3 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.69K- 6.15% |
$608K - $730K
|
41.1K
$12.4M
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.73K- 4.62% |
$616K - $739K
|
56.3K
$17M
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.79K- 4.61% |
$631K - $757K
|
57.8K
$17.4M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.81K- 2.0% |
$634K - $761K
|
137K
$41.4M
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.82K- 20.16% |
$637K - $764K
|
11.2K
$3.36M
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.82K- 17.39% |
$638K - $766K
|
13.4K
$4.04M
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-2.84K- 20.33% |
$641K - $769K
|
11.1K
$3.35M
|
|
Nov 12, 2024
Q3 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-2.89K- 34.09% |
$652K - $782K
|
5.58K
$1.68M
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.9K- 2.2% |
$655K - $787K
|
129K
$38.8M
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.93K- 3.87% |
$661K - $793K
|
72.6K
$21.9M
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-2.95K- 13.18% |
$666K - $800K
|
19.4K
$5.85M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.96K- 33.32% |
$669K - $803K
|
5.93K
$1.79M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.98K- 2.4% |
$673K - $808K
|
121K
$36.5M
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-3K- 99.9% |
$677K - $813K
|
3
$904
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.1K- 21.62% |
$701K - $842K
|
11.3K
$3.39M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.15K- 9.14% |
$712K - $855K
|
31.4K
$9.45M
|