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
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
965New |
$218K - $262K
|
965
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
960New |
$217K - $260K
|
960
$260K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
955New |
$216K - $259K
|
955
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
943New |
$213K - $256K
|
943
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
942+ 16.62% |
$213K - $255K
|
6.61K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
937New |
$212K - $254K
|
937
$254K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
936New |
$211K - $254K
|
936
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
935New |
$211K - $254K
|
935
$253K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
934+ 34.04% |
$211K - $253K
|
3.68K
$996K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
934New |
$211K - $253K
|
934
$253K
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
934+ 6.42% |
$211K - $253K
|
15.5K
$4.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
933New |
$211K - $253K
|
933
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
925+ 1.32% |
$209K - $251K
|
70.8K
$19.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
920New |
$208K - $249K
|
920
$249K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
920+ 17.82% |
$208K - $249K
|
6.08K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
920New |
$208K - $249K
|
920
$249K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
917New |
$207K - $249K
|
917
$248K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
915+ 5.11% |
$207K - $248K
|
18.8K
$5.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
909New |
$205K - $246K
|
909
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
906+ 8.52% |
$205K - $246K
|
11.5K
$3.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
900New |
$203K - $244K
|
900
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
896+ 8.12% |
$202K - $243K
|
11.9K
$3.23M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
894New |
$202K - $242K
|
894
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
890+ 32.6% |
$201K - $241K
|
3.62K
$980K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
881New |
$199K - $239K
|
881
$239K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
879New |
$199K - $238K
|
879
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
877New |
$198K - $238K
|
877
$238K
|
|
|
Nov 05, 2024
Q3 2024
|
Prospect Hill Management, LLC
|
BUY
|
- |
875New |
$198K - $237K
|
875
$237K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
870+ 6.73% |
$197K - $236K
|
13.8K
$3.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
869+ 47.8% |
$196K - $236K
|
2.69K
$728K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
867New |
$196K - $235K
|
867
$235K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
864New |
$195K - $234K
|
864
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
863New |
$195K - $234K
|
863
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
861New |
$195K - $233K
|
861
$233K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
859New |
$194K - $233K
|
859
$233K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
858+ 3.27% |
$194K - $233K
|
27.1K
$7.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
856New |
$193K - $232K
|
856
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
856+ 3.78% |
$193K - $232K
|
23.5K
$6.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
855New |
$193K - $232K
|
855
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
854New |
$193K - $232K
|
854
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
851New |
$192K - $231K
|
851
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
850New |
$192K - $230K
|
850
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
850New |
$192K - $230K
|
850
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
847New |
$191K - $230K
|
847
$229K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
846New |
$191K - $229K
|
846
$229K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
846New |
$191K - $229K
|
846
$229K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
844New |
$191K - $229K
|
844
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
838New |
$189K - $227K
|
838
$227K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
837New |
$189K - $227K
|
837
$227K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
835+ 3.74% |
$189K - $226K
|
23.1K
$6.27M
|