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 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.11K+ 24.5% |
$703K - $843K
|
15.8K
$4.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.1K+ 0.18% |
$700K - $841K
|
1.71M
$454M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.09KNew |
$698K - $838K
|
3.09K
$821K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
3.08K+ 0.08% |
$695K - $834K
|
3.63M
$964M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.07K+ 5.15% |
$694K - $833K
|
62.7K
$16.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3.04K+ 203.55% |
$686K - $823K
|
4.53K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.01K+ 7.57% |
$680K - $816K
|
42.8K
$11.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.01KNew |
$679K - $815K
|
3.01K
$798K
|
|
|
Oct 16, 2024
Q3 2024
|
Nat West Group PLC
|
BUY
|
- |
2.96K+ 7.71% |
$669K - $803K
|
41.4K
$11M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.87K+ 22.81% |
$649K - $779K
|
15.5K
$4.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.85K+ 0.9% |
$644K - $773K
|
320K
$85M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.81KNew |
$635K - $762K
|
2.81K
$746K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.78K+ 7.28% |
$628K - $753K
|
40.9K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.72K+ 30.29% |
$613K - $736K
|
11.7K
$3.1M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.61K+ 32.41% |
$589K - $707K
|
10.7K
$2.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.56K+ 2.61% |
$578K - $694K
|
101K
$26.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.54KNew |
$574K - $689K
|
2.54K
$675K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.51K+ 69.22% |
$567K - $681K
|
6.14K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.5K+ 46.38% |
$565K - $678K
|
7.9K
$2.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
BUY
|
- |
2.49K+ 14.28% |
$562K - $675K
|
19.9K
$5.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.47K+ 21.66% |
$559K - $671K
|
13.9K
$3.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.46K+ 15.79% |
$556K - $667K
|
18K
$4.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.41K+ 31.9% |
$544K - $653K
|
9.95K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.4KNew |
$542K - $651K
|
2.4K
$637K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.37KNew |
$535K - $643K
|
2.37K
$629K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.36K+ 101.81% |
$533K - $640K
|
4.68K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.34KNew |
$528K - $634K
|
2.34K
$620K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.33KNew |
$525K - $631K
|
2.33K
$618K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.29KNew |
$517K - $621K
|
2.29K
$608K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.24K+ 18.69% |
$505K - $606K
|
14.2K
$3.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.2KNew |
$496K - $595K
|
2.2K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.18K+ 40.63% |
$492K - $590K
|
7.53K
$2M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.15K+ 2.62% |
$485K - $582K
|
84.2K
$22.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.13K+ 9.43% |
$482K - $578K
|
24.8K
$6.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.11KNew |
$477K - $572K
|
2.11K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.1KNew |
$475K - $570K
|
2.1K
$558K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.1KNew |
$474K - $569K
|
2.1K
$558K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.07KNew |
$467K - $561K
|
2.07K
$549K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.03K+ 2.17% |
$459K - $551K
|
95.5K
$25.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
2.01K+ 105.68% |
$454K - $545K
|
3.91K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2K+ 4.3% |
$452K - $542K
|
48.5K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.99KNew |
$449K - $539K
|
1.99K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.98K+ 61.41% |
$447K - $536K
|
5.2K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
1.96KNew |
$443K - $531K
|
1.96K
$520K
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
BUY
|
- |
1.94KNew |
$438K - $526K
|
1.94K
$515K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.94K+ 5.91% |
$438K - $525K
|
34.7K
$9.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.94KNew |
$437K - $525K
|
1.94K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.9KNew |
$429K - $515K
|
1.9K
$504K
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.9K+ 25.8% |
$428K - $514K
|
9.24K
$2.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.88K+ 135.62% |
$425K - $510K
|
3.27K
$868K
|