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 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-148- 1.63% |
$39.6K - $45.2K
|
8.93K
$2.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-148- 6.36% |
$39.6K - $45.2K
|
2.18K
$691K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-149- 3.28% |
$39.8K - $45.5K
|
4.4K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-150- 2.76% |
$40.1K - $45.8K
|
5.29K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-150- 1.8% |
$40.1K - $45.8K
|
8.17K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-150- 9.58% |
$40.1K - $45.8K
|
1.42K
$450K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-159- 9.44% |
$42.5K - $48.6K
|
1.53K
$484K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-163- 0.78% |
$43.6K - $49.8K
|
20.7K
$6.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-164- 2.22% |
$43.8K - $50.1K
|
7.23K
$2.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-164- 50.31% |
$43.8K - $50.1K
|
162
$51.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-164- 24.15% |
$43.8K - $50.1K
|
515
$163K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-165- 8.75% |
$44.1K - $50.4K
|
1.72K
$546K
|
|
|
Jan 27, 2025
Q4 2024
|
Barton Investment Management
|
SELL
|
- |
-165- 8.68% |
$44.1K - $50.4K
|
1.74K
$551K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-168- 11.4% |
$44.9K - $51.3K
|
1.31K
$415K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-168- 1.35% |
$44.9K - $51.3K
|
12.2K
$3.89M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-176- 1.01% |
$47.1K - $53.8K
|
17.3K
$5.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-179- 9.31% |
$47.9K - $54.7K
|
1.74K
$553K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-181- 0.76% |
$48.4K - $55.3K
|
23.5K
$7.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-182- 12.47% |
$48.7K - $55.6K
|
1.28K
$406K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-182- 2.73% |
$48.7K - $55.6K
|
6.48K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-189- 2.19% |
$50.5K - $57.8K
|
8.43K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-193- 14.74% |
$51.6K - $59K
|
1.12K
$354K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-200- 4.26% |
$53.5K - $61.1K
|
4.5K
$1.43M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-200- 6.53% |
$53.5K - $61.1K
|
2.86K
$909K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-205- 1.1% |
$54.8K - $62.6K
|
18.4K
$5.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-205- 2.56% |
$54.8K - $62.6K
|
7.81K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-210- 1.84% |
$56.1K - $64.2K
|
11.2K
$3.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-210- 3.86% |
$56.1K - $64.2K
|
5.22K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-223- 3.43% |
$59.6K - $68.1K
|
6.27K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-232- 7.14% |
$62K - $70.9K
|
3.02K
$958K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-236- 6.23% |
$63.1K - $72.1K
|
3.56K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-239- 7.73% |
$63.9K - $73K
|
2.85K
$905K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-242- 5.43% |
$64.7K - $73.9K
|
4.22K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-249- 4.34% |
$66.6K - $76.1K
|
5.49K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-250- 2.3% |
$66.8K - $76.4K
|
10.6K
$3.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-250- 59.24% |
$66.8K - $76.4K
|
172
$54.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-252- 24.61% |
$67.4K - $77K
|
772
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-254- 5.42% |
$67.9K - $77.6K
|
4.43K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-260- 1.18% |
$69.5K - $79.4K
|
21.8K
$6.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-260- 1.51% |
$69.5K - $79.4K
|
16.9K
$5.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-262- 5.46% |
$70K - $80.1K
|
4.54K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-275- 1.24% |
$73.5K - $84K
|
21.9K
$6.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-277- 2.73% |
$74.1K - $84.6K
|
9.89K
$3.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-281- 11.02% |
$75.1K - $85.9K
|
2.27K
$720K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-282- 3.47% |
$75.4K - $86.2K
|
7.84K
$2.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-284- 27.57% |
$75.9K - $86.8K
|
746
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-286- 1.49% |
$76.5K - $87.4K
|
18.9K
$6.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-286- 8.06% |
$76.5K - $87.4K
|
3.26K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-290- 1.24% |
$77.5K - $88.6K
|
23.2K
$7.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-296- 3.22% |
$79.1K - $90.4K
|
8.9K
$2.82M
|