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 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
177+ 19.39% |
$47.3K - $54.1K
|
1.09K
$264K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
175+ 4.89% |
$46.8K - $53.5K
|
3.76K
$911K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
175+ 3.95% |
$46.8K - $53.5K
|
4.6K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
170+ 3.4% |
$45.4K - $51.9K
|
5.17K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
167+ 1.73% |
$44.6K - $51K
|
9.82K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
167New |
$44.6K - $51K
|
167
$40.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
166+ 17.6% |
$44.4K - $50.7K
|
1.11K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
163+ 9.64% |
$43.6K - $49.8K
|
1.85K
$449K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
158New |
$42.2K - $48.3K
|
158
$38.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
156+ 0.38% |
$41.7K - $47.7K
|
41.3K
$10M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
156+ 23.15% |
$41.7K - $47.7K
|
830
$201K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
156+ 19.77% |
$41.7K - $47.7K
|
945
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
155New |
$41.4K - $47.4K
|
155
$37.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
154New |
$41.2K - $47.1K
|
154
$37.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
154+ 2.65% |
$41.2K - $47.1K
|
5.96K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
152+ 3.73% |
$40.6K - $46.4K
|
4.23K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
152+ 20.24% |
$40.6K - $46.4K
|
903
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
150+ 16.67% |
$40.1K - $45.8K
|
1.05K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
148+ 1.45% |
$39.6K - $45.2K
|
10.3K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
148+ 0.66% |
$39.6K - $45.2K
|
22.5K
$5.44M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
148+ 3.06% |
$39.6K - $45.2K
|
4.99K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
147+ 3.51% |
$39.3K - $44.9K
|
4.33K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
147+ 2.96% |
$39.3K - $44.9K
|
5.11K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
147+ 10.07% |
$39.3K - $44.9K
|
1.61K
$390K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
144+ 0.48% |
$38.5K - $44K
|
29.9K
$7.25M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
143+ 12.43% |
$38.2K - $43.7K
|
1.29K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
142+ 5.89% |
$38K - $43.4K
|
2.55K
$619K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
142+ 10.14% |
$38K - $43.4K
|
1.54K
$374K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
141+ 9.61% |
$37.7K - $43.1K
|
1.61K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
141+ 12.95% |
$37.7K - $43.1K
|
1.23K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
140+ 0.56% |
$37.4K - $42.8K
|
25.2K
$6.11M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
135+ 9.6% |
$36.1K - $41.3K
|
1.54K
$374K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
134+ 5.16% |
$35.8K - $40.9K
|
2.73K
$662K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
134+ 1.9% |
$35.8K - $40.9K
|
7.2K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
134+ 1.51% |
$35.8K - $40.9K
|
9.03K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
134+ 212.7% |
$35.8K - $40.9K
|
197
$47.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
133+ 2.77% |
$35.6K - $40.6K
|
4.93K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
133New |
$35.6K - $40.6K
|
133
$32.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
133+ 1.58% |
$35.6K - $40.6K
|
8.57K
$2.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
132+ 1.81% |
$35.3K - $40.3K
|
7.44K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
130+ 3.98% |
$34.8K - $39.7K
|
3.4K
$824K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
129New |
$34.5K - $39.4K
|
129
$31.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
129+ 10.36% |
$34.5K - $39.4K
|
1.37K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
127+ 6.23% |
$34K - $38.8K
|
2.17K
$525K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
125+ 3.56% |
$33.4K - $38.2K
|
3.63K
$881K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
125+ 7.0% |
$33.4K - $38.2K
|
1.91K
$463K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
125New |
$33.4K - $38.2K
|
125
$30.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
124+ 2.74% |
$33.2K - $37.9K
|
4.65K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
124+ 3.18% |
$33.2K - $37.9K
|
4.03K
$977K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
121+ 14.14% |
$32.3K - $37K
|
977
$237K
|