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
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.77K+ 10.81% |
$399K - $479K
|
18.1K
$5.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.76K+ 8.6% |
$398K - $478K
|
22.3K
$6.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.76K+ 9.83% |
$397K - $476K
|
19.6K
$5.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.75K+ 48.3% |
$394K - $473K
|
5.36K
$1.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 41.44% |
$391K - $469K
|
5.91K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.73K+ 19.48% |
$391K - $469K
|
10.6K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.72K+ 1.06% |
$388K - $466K
|
164K
$47.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.71K+ 6.74% |
$386K - $463K
|
27K
$7.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.67K+ 81.6% |
$377K - $452K
|
3.71K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
1.66K+ 9.84% |
$375K - $450K
|
18.5K
$5.32M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 93.39% |
$373K - $448K
|
3.42K
$984K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.65K+ 7.88% |
$373K - $448K
|
22.6K
$6.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.65K+ 30.59% |
$373K - $448K
|
7.05K
$2.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.63K+ 30.04% |
$369K - $443K
|
7.07K
$2.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.63K+ 1.38% |
$369K - $443K
|
120K
$34.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.62K+ 10.21% |
$365K - $438K
|
17.4K
$5.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.56K+ 7.69% |
$351K - $422K
|
21.8K
$6.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
1.55KNew |
$350K - $420K
|
1.55K
$446K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
1.55K+ 9.45% |
$350K - $420K
|
18K
$5.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.54KNew |
$348K - $418K
|
1.54K
$443K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.51K+ 0.63% |
$341K - $409K
|
242K
$69.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.49KNew |
$337K - $404K
|
1.49K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.48KNew |
$334K - $401K
|
1.48K
$426K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.47KNew |
$332K - $399K
|
1.47K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.46KNew |
$330K - $396K
|
1.46K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.46KNew |
$330K - $396K
|
1.46K
$420K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.45K+ 5.17% |
$328K - $394K
|
29.6K
$8.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.43KNew |
$322K - $387K
|
1.43K
$411K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.42K+ 2.97% |
$320K - $384K
|
49K
$14.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.42K+ 2.52% |
$320K - $384K
|
57.6K
$16.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.41K+ 10.75% |
$319K - $383K
|
14.6K
$4.19M
|
|
|
Oct 21, 2024
Q3 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
1.4K+ 66.67% |
$316K - $380K
|
3.5K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 21.59% |
$313K - $376K
|
7.81K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 13.02% |
$312K - $375K
|
12K
$3.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1.38KNew |
$312K - $374K
|
1.38K
$397K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.35K+ 15.85% |
$305K - $366K
|
9.85K
$2.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1.35KNew |
$304K - $365K
|
1.35K
$387K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.34K+ 6.44% |
$303K - $363K
|
22.1K
$6.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.33K+ 2.87% |
$300K - $360K
|
47.6K
$13.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.32K+ 28.6% |
$299K - $358K
|
5.94K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.31KNew |
$296K - $355K
|
1.31K
$377K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.31K+ 101.95% |
$295K - $354K
|
2.59K
$745K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.31KNew |
$295K - $354K
|
1.31K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.3KNew |
$293K - $351K
|
1.3K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.3KNew |
$293K - $351K
|
1.3K
$373K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.29K+ 13.08% |
$292K - $350K
|
11.2K
$3.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.29KNew |
$291K - $349K
|
1.29K
$370K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.27K+ 24.42% |
$288K - $345K
|
6.49K
$1.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.25K+ 2.79% |
$283K - $340K
|
46.2K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.25KNew |
$283K - $340K
|
1.25K
$361K
|