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
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.67K- 12.65% |
$376K - $451K
|
11.5K
$3.09M
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.7K- 9.28% |
$384K - $461K
|
16.6K
$4.47M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.73K- 1.69% |
$390K - $468K
|
100K
$27M
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.73K- 19.44% |
$390K - $468K
|
7.16K
$1.93M
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.73K- 23.82% |
$391K - $469K
|
5.53K
$1.49M
|
|
Nov 12, 2024
Q3 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.77K- 0.52% |
$399K - $479K
|
340K
$91.4M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.77K- 6.65% |
$400K - $480K
|
24.9K
$6.69M
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-1.8K- 1.63% |
$407K - $488K
|
109K
$29.2M
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.82K- 40.62% |
$411K - $493K
|
2.66K
$715K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.82K- 12.14% |
$411K - $493K
|
13.2K
$3.54M
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.84K- 1.95% |
$415K - $498K
|
92.5K
$24.9M
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1.85K- 20.03% |
$418K - $502K
|
7.39K
$1.99M
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.87K- 1.35% |
$422K - $507K
|
136K
$36.7M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.87K- 46.42% |
$423K - $507K
|
2.16K
$581K
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.91K- 2.23% |
$431K - $517K
|
83.6K
$22.5M
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.92K- 1.54% |
$433K - $520K
|
123K
$33M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.93K- 1.66% |
$436K - $523K
|
114K
$30.8M
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.94K- 18.85% |
$439K - $527K
|
8.37K
$2.25M
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.95K- 1.16% |
$439K - $527K
|
165K
$44.4M
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.96K- 4.14% |
$442K - $531K
|
45.3K
$12.2M
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.96K- 36.29% |
$443K - $532K
|
3.44K
$926K
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.97K- 1.54% |
$444K - $533K
|
126K
$33.8M
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-1.97K- 0.55% |
$445K - $534K
|
354K
$95.3M
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.98K- 2.72% |
$448K - $538K
|
70.9K
$19.1M
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.99K- 54.0% |
$449K - $539K
|
1.69K
$455K
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.99K- 18.65% |
$450K - $541K
|
8.7K
$2.34M
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.02K- 2.52% |
$456K - $548K
|
78K
$21M
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-2.05K- 2.32% |
$463K - $556K
|
86.2K
$23.2M
|
|
Feb 10, 2025
Q3 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-2.05K- 25.9% |
$463K - $556K
|
5.87K
$1.58M
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-2.06K- 4.69% |
$465K - $558K
|
41.8K
$11.2M
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.06K- 4.39% |
$465K - $558K
|
44.9K
$12.1M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.08K- 20.03% |
$471K - $565K
|
8.32K
$2.24M
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.09K- 9.85% |
$471K - $565K
|
19.1K
$5.13M
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.1K- 21.35% |
$475K - $570K
|
7.75K
$2.08M
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.14K- 0.96% |
$482K - $579K
|
221K
$59.4M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.14K- 6.12% |
$484K - $581K
|
32.9K
$8.84M
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.16K- 3.78% |
$487K - $584K
|
54.8K
$14.8M
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.16K- 59.18% |
$488K - $586K
|
1.49K
$401K
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-2.16K- 1.03% |
$489K - $587K
|
207K
$55.8M
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.19K- 4.69% |
$495K - $594K
|
44.6K
$12M
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-2.22K- 28.94% |
$500K - $601K
|
5.44K
$1.46M
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.29K- 54.92% |
$517K - $621K
|
1.88K
$506K
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.31K- 32.81% |
$522K - $627K
|
4.73K
$1.27M
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-2.37K- 1.47% |
$534K - $641K
|
159K
$42.7M
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.37K- 3.97% |
$535K - $642K
|
57.3K
$15.4M
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.39K- 50.66% |
$540K - $648K
|
2.33K
$627K
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-2.4K- 53.01% |
$543K - $652K
|
2.13K
$573K
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.43K- 12.21% |
$549K - $659K
|
17.5K
$4.7M
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.46K- 0.95% |
$555K - $667K
|
257K
$69.1M
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.5K- 3.49% |
$565K - $678K
|
69.2K
$18.6M
|