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 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-297- 29.03% |
$79.4K - $90.8K
|
726
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-299- 2.14% |
$79.9K - $91.4K
|
13.7K
$4.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-299- 1.46% |
$79.9K - $91.4K
|
20.1K
$6.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-303- 5.06% |
$81K - $92.6K
|
5.68K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-316- 6.36% |
$84.5K - $96.6K
|
4.65K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-320- 25.32% |
$85.6K - $97.8K
|
944
$300K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-330- 14.98% |
$88.2K - $101K
|
1.87K
$595K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-331- 5.58% |
$88.5K - $101K
|
5.6K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-333- 8.93% |
$89K - $102K
|
3.4K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-336- 3.35% |
$89.8K - $103K
|
9.68K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-341- 11.52% |
$91.2K - $104K
|
2.62K
$831K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-351- 1.52% |
$93.8K - $107K
|
22.8K
$7.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-354- 6.48% |
$94.6K - $108K
|
5.11K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-359- 6.44% |
$96K - $110K
|
5.22K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-359- 0.7% |
$96K - $110K
|
50.9K
$16.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-364- 13.63% |
$97.3K - $111K
|
2.31K
$732K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-364- 17.33% |
$97.3K - $111K
|
1.74K
$551K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-368- 3.99% |
$98.4K - $112K
|
8.86K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-369- 3.55% |
$98.7K - $113K
|
10K
$3.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-377- 0.64% |
$101K - $115K
|
58.3K
$18.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-395- 3.55% |
$106K - $121K
|
10.7K
$3.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-401- 7.34% |
$107K - $123K
|
5.06K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-404- 2.66% |
$108K - $123K
|
14.8K
$4.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-412- 0.79% |
$110K - $126K
|
51.8K
$16.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-434- 6.06% |
$116K - $133K
|
6.72K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-459- 3.91% |
$123K - $140K
|
11.3K
$3.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-470- 1.19% |
$126K - $144K
|
39K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-497- 9.16% |
$133K - $152K
|
4.93K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-497- 10.18% |
$133K - $152K
|
4.38K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-502- 1.03% |
$134K - $153K
|
48.3K
$15.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-504- 1.29% |
$135K - $154K
|
38.6K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-526- 8.69% |
$141K - $161K
|
5.53K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-526- 0.74% |
$141K - $161K
|
70.1K
$22.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-536- 2.73% |
$143K - $164K
|
19.1K
$6.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-548- 33.03% |
$147K - $167K
|
1.11K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-553- 30.57% |
$148K - $169K
|
1.26K
$399K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-557- 2.03% |
$149K - $170K
|
26.8K
$8.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-558- 3.74% |
$149K - $171K
|
14.4K
$4.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-568- 1.71% |
$152K - $174K
|
32.6K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-570- 9.12% |
$152K - $174K
|
5.68K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-572- 24.04% |
$153K - $175K
|
1.81K
$574K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-574- 5.87% |
$153K - $175K
|
9.2K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-579- 1.42% |
$155K - $177K
|
40.1K
$12.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-589- 0.76% |
$157K - $180K
|
77.4K
$24.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-591- 4.75% |
$158K - $181K
|
11.8K
$3.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-592- 3.71% |
$158K - $181K
|
15.4K
$4.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-601- 9.62% |
$161K - $184K
|
5.65K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-607- 37.47% |
$162K - $185K
|
1.01K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-610- 3.69% |
$163K - $186K
|
15.9K
$5.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-618- 53.09% |
$165K - $189K
|
546
$173K
|