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 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
337+ 21.87% |
$90.1K - $103K
|
1.88K
$455K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
336+ 10.33% |
$89.8K - $103K
|
3.59K
$871K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
333+ 10.98% |
$89K - $102K
|
3.37K
$817K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
333+ 2.53% |
$89K - $102K
|
13.5K
$3.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
330New |
$88.2K - $101K
|
330
$80K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
328+ 25.95% |
$87.7K - $100K
|
1.59K
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
327+ 16.05% |
$87.4K - $99.9K
|
2.36K
$573K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
323+ 1.75% |
$86.4K - $98.7K
|
18.8K
$4.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
320+ 2.25% |
$85.6K - $97.8K
|
14.5K
$3.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
319+ 9.03% |
$85.3K - $97.5K
|
3.85K
$934K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
319+ 11.54% |
$85.3K - $97.5K
|
3.08K
$748K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
314+ 11.58% |
$83.9K - $95.9K
|
3.03K
$734K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
313+ 8.35% |
$83.7K - $95.6K
|
4.06K
$985K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
313+ 5.31% |
$83.7K - $95.6K
|
6.2K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
312+ 1.97% |
$83.4K - $95.3K
|
16.1K
$3.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
312+ 3.34% |
$83.4K - $95.3K
|
9.66K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
310+ 1.45% |
$82.9K - $94.7K
|
21.7K
$5.27M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
302+ 31.62% |
$80.7K - $92.3K
|
1.26K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
301+ 4.64% |
$80.5K - $92K
|
6.79K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
300+ 7.27% |
$80.2K - $91.7K
|
4.43K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
299New |
$79.9K - $91.4K
|
299
$72.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
297+ 2.61% |
$79.4K - $90.8K
|
11.7K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
296+ 25.54% |
$79.1K - $90.4K
|
1.46K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
296+ 7.81% |
$79.1K - $90.4K
|
4.09K
$991K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
295+ 5.22% |
$78.9K - $90.1K
|
5.94K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
292+ 13.06% |
$78.1K - $89.2K
|
2.53K
$613K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
290+ 1.99% |
$77.5K - $88.6K
|
14.9K
$3.61M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
287+ 21.78% |
$76.7K - $87.7K
|
1.61K
$389K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
285+ 1.57% |
$76.2K - $87.1K
|
18.5K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
285+ 10.02% |
$76.2K - $87.1K
|
3.13K
$759K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
284New |
$75.9K - $86.8K
|
284
$68.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
279+ 1.54% |
$74.6K - $85.3K
|
18.4K
$4.46M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
277+ 29.69% |
$74.1K - $84.6K
|
1.21K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
275+ 18.63% |
$73.5K - $84K
|
1.75K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
275New |
$73.5K - $84K
|
275
$66.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
273+ 35.69% |
$73K - $83.4K
|
1.04K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
272+ 4.34% |
$72.7K - $83.1K
|
6.54K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
270+ 2.8% |
$72.2K - $82.5K
|
9.93K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
270+ 3.34% |
$72.2K - $82.5K
|
8.35K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
269+ 4.17% |
$71.9K - $82.2K
|
6.71K
$1.63M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
267New |
$71.4K - $81.6K
|
267
$64.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
266New |
$71.1K - $81.3K
|
266
$64.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
264+ 0.5% |
$70.6K - $80.7K
|
53.3K
$12.9M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
262New |
$70K - $80.1K
|
262
$63.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
261+ 2.23% |
$69.8K - $79.8K
|
12K
$2.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
259New |
$69.2K - $79.1K
|
259
$62.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
257+ 33.73% |
$68.7K - $78.5K
|
1.02K
$247K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
255New |
$68.2K - $77.9K
|
255
$61.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
253+ 14.39% |
$67.6K - $77.3K
|
2.01K
$488K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
251+ 14.8% |
$67.1K - $76.7K
|
1.95K
$472K
|