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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3+ 0.08% |
$802 - $917
|
3.54K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3+ 0.09% |
$802 - $917
|
3.22K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
2+ 0.12% |
$535 - $611
|
1.61K
$511K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
2+ 0.18% |
$535 - $611
|
1.12K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.21% |
$535 - $611
|
958
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
2+ 0.24% |
$535 - $611
|
839
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2+ 0.24% |
$535 - $611
|
848
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2+ 0.03% |
$535 - $611
|
6.99K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$535 - $611
|
1.61K
$508K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2+ 0.19% |
$535 - $611
|
1.08K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
2+ 50.0% |
$535 - $611
|
6
$1.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$267 - $306
|
2.07K
$657K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.18% |
$267 - $306
|
569
$180K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1+ 0.11% |
$267 - $306
|
945
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1+ 0.07% |
$267 - $306
|
1.46K
$463K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.46% |
$267 - $306
|
220
$69.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
1+ 0.13% |
$267 - $306
|
790
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$267 - $306
|
1.32K
$417K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.2% |
$267 - $306
|
490
$155K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.06% |
$267 - $306
|
1.64K
$520K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1+ 0.12% |
$267 - $306
|
807
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1New |
$267 - $306
|
1
$317
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1+ 0.03% |
$267 - $306
|
3.32K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$267 - $306
|
9.3K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.12% |
$267 - $306
|
816
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.06% |
$267 - $306
|
1.62K
$513K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.38% |
$267 - $306
|
263
$83.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1- 0.03% |
$267 - $306
|
3.91K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-1- 0.02% |
$267 - $306
|
4.8K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1- 0.2% |
$267 - $306
|
500
$158K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2- 0.08% |
$535 - $611
|
2.6K
$824K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2- 13.33% |
$535 - $611
|
13
$4.12K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-3- 0.25% |
$802 - $917
|
1.22K
$386K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3- 0.35% |
$802 - $917
|
861
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3- 0.19% |
$802 - $917
|
1.55K
$492K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 1.06% |
$802 - $917
|
279
$88.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-3- 0.35% |
$802 - $917
|
851
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-3- 0.25% |
$802 - $917
|
1.18K
$375K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.96% |
$802 - $917
|
308
$97.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4- 0.07% |
$1.07K - $1.22K
|
5.53K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-4- 0.31% |
$1.07K - $1.22K
|
1.28K
$406K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-5- 0.24% |
$1.34K - $1.53K
|
2.06K
$653K
|
|
|
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
$39.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-5- 0.15% |
$1.34K - $1.53K
|
3.33K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6- 0.39% |
$1.6K - $1.83K
|
1.55K
$491K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-6- 0.04% |
$1.6K - $1.83K
|
15.3K
$4.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-6- 0.08% |
$1.6K - $1.83K
|
7.41K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6- 0.49% |
$1.6K - $1.83K
|
1.23K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 1.71% |
$1.6K - $1.83K
|
345
$109K
|