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 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
525+ 24.91% |
$140K - $160K
|
2.63K
$798K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
519+ 4.79% |
$139K - $159K
|
11.4K
$3.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
517+ 49.19% |
$138K - $158K
|
1.57K
$475K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
513+ 3.99% |
$137K - $157K
|
13.4K
$4.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
511+ 20.13% |
$137K - $156K
|
3.05K
$925K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
508+ 39.59% |
$136K - $155K
|
1.79K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
500+ 22.73% |
$134K - $153K
|
2.7K
$819K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
498+ 4.25% |
$133K - $152K
|
12.2K
$3.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
496+ 8.75% |
$133K - $152K
|
6.17K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
496+ 33.45% |
$133K - $152K
|
1.98K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
493+ 26.43% |
$132K - $151K
|
2.36K
$715K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
491+ 3.85% |
$131K - $150K
|
13.2K
$4.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
491+ 2.41% |
$131K - $150K
|
20.8K
$6.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
490New |
$131K - $150K
|
490
$149K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
484+ 30.4% |
$129K - $148K
|
2.08K
$629K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
482+ 2.72% |
$129K - $147K
|
18.2K
$5.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
471+ 1.85% |
$126K - $144K
|
25.9K
$7.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
466+ 18.65% |
$125K - $142K
|
2.96K
$899K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
466+ 46.05% |
$125K - $142K
|
1.48K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
458+ 72.35% |
$122K - $140K
|
1.09K
$331K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
456+ 2.95% |
$122K - $139K
|
15.9K
$4.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
455+ 2.35% |
$122K - $139K
|
19.8K
$6.01M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
452+ 1.38% |
$121K - $138K
|
33.3K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
448+ 9.17% |
$120K - $137K
|
5.33K
$1.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
447+ 2.7% |
$120K - $137K
|
17K
$5.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
446+ 5.03% |
$119K - $136K
|
9.31K
$2.82M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
445+ 47.95% |
$119K - $136K
|
1.37K
$416K
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
435+ 1.7% |
$116K - $133K
|
26.1K
$7.91M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
430+ 6.49% |
$115K - $131K
|
7.06K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
427+ 10.14% |
$114K - $130K
|
4.64K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
416+ 38.13% |
$111K - $127K
|
1.51K
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
410+ 5.22% |
$110K - $125K
|
8.26K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
406+ 1.4% |
$109K - $124K
|
29.3K
$8.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
405+ 4.36% |
$108K - $124K
|
9.7K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
402+ 12.71% |
$107K - $123K
|
3.57K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
400+ 19.65% |
$107K - $122K
|
2.44K
$739K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
390+ 5.42% |
$104K - $119K
|
7.59K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
388+ 11.69% |
$104K - $119K
|
3.71K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
386+ 6.49% |
$103K - $118K
|
6.33K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
382+ 10.86% |
$102K - $117K
|
3.9K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
382+ 22.11% |
$102K - $117K
|
2.11K
$640K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
378New |
$101K - $116K
|
378
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
376+ 2.58% |
$101K - $115K
|
14.9K
$4.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
374+ 0.43% |
$100K - $114K
|
86.6K
$26.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
373+ 22.11% |
$99.7K - $114K
|
2.06K
$625K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
373+ 1.46% |
$99.7K - $114K
|
25.9K
$7.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
373+ 46.39% |
$99.7K - $114K
|
1.18K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
373+ 0.37% |
$99.7K - $114K
|
101K
$30.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
371+ 2.07% |
$99.2K - $113K
|
18.3K
$5.54M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
370+ 34.23% |
$98.9K - $113K
|
1.45K
$440K
|