Purchases and Sales Made in Q4 2024 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3- 0.19% |
$802 - $917
|
1.55K
$493K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-3- 0.25% |
$802 - $917
|
1.22K
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.96% |
$802 - $917
|
308
$97.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 1.06% |
$802 - $917
|
279
$88.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3- 0.35% |
$802 - $917
|
861
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-3- 0.25% |
$802 - $917
|
1.18K
$376K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-5- 0.24% |
$1.34K - $1.53K
|
2.06K
$655K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 0.09% |
$1.34K - $1.53K
|
5.52K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-5- 3.88% |
$1.34K - $1.53K
|
124
$39.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6- 0.49% |
$1.6K - $1.83K
|
1.23K
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6- 0.39% |
$1.6K - $1.83K
|
1.55K
$492K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 1.71% |
$1.6K - $1.83K
|
345
$110K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-6- 0.08% |
$1.6K - $1.83K
|
7.41K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-6- 0.04% |
$1.6K - $1.83K
|
15.3K
$4.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-7- 0.92% |
$1.87K - $2.14K
|
751
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-7- 0.03% |
$1.87K - $2.14K
|
24.4K
$7.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-7- 0.72% |
$1.87K - $2.14K
|
962
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-7- 2.49% |
$1.87K - $2.14K
|
274
$87K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-8- 0.02% |
$2.14K - $2.44K
|
34.5K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 14.55% |
$2.14K - $2.44K
|
47
$14.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8- 0.6% |
$2.14K - $2.44K
|
1.32K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-8- 0.54% |
$2.14K - $2.44K
|
1.46K
$465K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-9- 0.66% |
$2.41K - $2.75K
|
1.36K
$431K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9- 1.43% |
$2.41K - $2.75K
|
622
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-10- 50.0% |
$2.67K - $3.06K
|
10
$3.17K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-10- 0.02% |
$2.67K - $3.06K
|
44.6K
$14.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-10- 0.29% |
$2.67K - $3.06K
|
3.4K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-10- 0.19% |
$2.67K - $3.06K
|
5.33K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.51% |
$2.67K - $3.06K
|
1.94K
$616K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-11- 0.61% |
$2.94K - $3.36K
|
1.78K
$565K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 20.0% |
$2.94K - $3.36K
|
44
$14K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-11- 0.49% |
$2.94K - $3.36K
|
2.23K
$707K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-11- 3.26% |
$2.94K - $3.36K
|
326
$103K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-11- 2.33% |
$2.94K - $3.36K
|
462
$147K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-12- 0.59% |
$3.21K - $3.67K
|
2.02K
$641K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-12- 1.34% |
$3.21K - $3.67K
|
881
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-12- 0.73% |
$3.21K - $3.67K
|
1.64K
$522K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-12- 1.18% |
$3.21K - $3.67K
|
1.01K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-12- 0.06% |
$3.21K - $3.67K
|
18.5K
$5.86M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13- 1.74% |
$3.48K - $3.97K
|
736
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-14- 0.25% |
$3.74K - $4.28K
|
5.51K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-15- 1.02% |
$4.01K - $4.58K
|
1.46K
$462K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-15- 0.11% |
$4.01K - $4.58K
|
14.3K
$4.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-16- 0.62% |
$4.28K - $4.89K
|
2.56K
$811K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-16- 1.36% |
$4.28K - $4.89K
|
1.16K
$370K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-17- 2.25% |
$4.54K - $5.19K
|
740
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-17- 1.19% |
$4.54K - $5.19K
|
1.42K
$450K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-18- 0.24% |
$4.81K - $5.5K
|
7.39K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-19- 0.46% |
$5.08K - $5.81K
|
4.15K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-20- 0.44% |
$5.35K - $6.11K
|
4.57K
$1.45M
|