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 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-45- 0.63% |
$12K - $13.8K
|
7.09K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-46- 1.76% |
$12.3K - $14.1K
|
2.57K
$816K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-46- 43.4% |
$12.3K - $14.1K
|
60
$19K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-46- 0.8% |
$12.3K - $14.1K
|
5.7K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-46- 2.1% |
$12.3K - $14.1K
|
2.14K
$680K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-47- 0.36% |
$12.6K - $14.4K
|
13.1K
$4.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-49- 2.58% |
$13.1K - $15K
|
1.85K
$587K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-50- 6.49% |
$13.4K - $15.3K
|
721
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 1.72% |
$13.4K - $15.3K
|
2.85K
$905K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-50- 0.54% |
$13.4K - $15.3K
|
9.21K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 0.73% |
$13.4K - $15.3K
|
6.81K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-50- 0.6% |
$13.4K - $15.3K
|
8.33K
$2.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-51- 1.39% |
$13.6K - $15.6K
|
3.63K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-52- 2.21% |
$13.9K - $15.9K
|
2.3K
$731K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-52- 0.55% |
$13.9K - $15.9K
|
9.33K
$2.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-53- 1.19% |
$14.2K - $16.2K
|
4.41K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-53- 5.4% |
$14.2K - $16.2K
|
929
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-53- 0.23% |
$14.2K - $16.2K
|
23.5K
$7.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-55- 4.23% |
$14.7K - $16.8K
|
1.25K
$395K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-56- 6.16% |
$15K - $17.1K
|
853
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.0% |
$15.2K - $17.4K
|
5.66K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-59- 5.15% |
$15.8K - $18K
|
1.09K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-59- 2.56% |
$15.8K - $18K
|
2.25K
$713K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-59- 0.8% |
$15.8K - $18K
|
7.34K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-59- 26.34% |
$15.8K - $18K
|
165
$52.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-60- 1.35% |
$16K - $18.3K
|
4.39K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-61- 1.14% |
$16.3K - $18.6K
|
5.27K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-64- 2.11% |
$17.1K - $19.6K
|
2.97K
$942K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-68- 2.41% |
$18.2K - $20.8K
|
2.75K
$874K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-68- 4.64% |
$18.2K - $20.8K
|
1.4K
$443K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-69- 4.05% |
$18.4K - $21.1K
|
1.64K
$519K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-69- 16.87% |
$18.4K - $21.1K
|
340
$108K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-70- 4.9% |
$18.7K - $21.4K
|
1.36K
$431K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-72- 0.24% |
$19.2K - $22K
|
30K
$9.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-72- 3.95% |
$19.2K - $22K
|
1.75K
$555K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-73- 2.99% |
$19.5K - $22.3K
|
2.37K
$753K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-73- 0.23% |
$19.5K - $22.3K
|
31.5K
$9.99M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-74- 1.4% |
$19.8K - $22.6K
|
5.21K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-75- 8.87% |
$20.1K - $22.9K
|
771
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
SELL
|
- |
-75- 10.95% |
$20.1K - $22.9K
|
610
$194K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-76- 1.74% |
$20.3K - $23.2K
|
4.3K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-80- 2.81% |
$21.4K - $24.4K
|
2.76K
$877K
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-80- 0.17% |
$21.4K - $24.4K
|
47.5K
$15.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-82- 1.14% |
$21.9K - $25.1K
|
7.08K
$2.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-83- 2.72% |
$22.2K - $25.4K
|
2.97K
$943K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-83- 10.38% |
$22.2K - $25.4K
|
717
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-84- 1.71% |
$22.5K - $25.7K
|
4.82K
$1.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-85- 2.52% |
$22.7K - $26K
|
3.29K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-89- 4.54% |
$23.8K - $27.2K
|
1.87K
$595K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-89- 1.05% |
$23.8K - $27.2K
|
8.4K
$2.67M
|