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 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-621- 1.9% |
$166K - $190K
|
32.1K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-626- 9.22% |
$167K - $191K
|
6.16K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-630- 6.39% |
$168K - $193K
|
9.23K
$2.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-633- 25.64% |
$169K - $193K
|
1.84K
$583K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-655- 2.42% |
$175K - $200K
|
26.4K
$8.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-669- 5.79% |
$179K - $204K
|
10.9K
$3.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-670- 5.44% |
$179K - $205K
|
11.6K
$3.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-674- 5.83% |
$180K - $206K
|
10.9K
$3.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-700- 18.05% |
$187K - $214K
|
3.18K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-710- 4.06% |
$190K - $217K
|
16.8K
$5.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-715- 24.98% |
$191K - $218K
|
2.15K
$682K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-736- 7.19% |
$197K - $225K
|
9.5K
$3.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-761- 8.87% |
$203K - $233K
|
7.82K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-773- 21.02% |
$207K - $236K
|
2.91K
$922K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-825- 6.45% |
$221K - $252K
|
12K
$3.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-830- 4.18% |
$222K - $254K
|
19K
$6.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-863- 39.95% |
$231K - $264K
|
1.3K
$412K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-877- 4.47% |
$234K - $268K
|
18.8K
$5.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-888- 11.46% |
$237K - $271K
|
6.86K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-891- 5.26% |
$238K - $272K
|
16.1K
$5.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-910- 27.85% |
$243K - $278K
|
2.36K
$749K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-924- 2.61% |
$247K - $282K
|
34.4K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-939- 1.69% |
$251K - $287K
|
54.8K
$17.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-955- 5.76% |
$255K - $292K
|
15.6K
$4.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-979- 3.96% |
$262K - $299K
|
23.7K
$7.54M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 3.6% |
$267K - $306K
|
26.8K
$8.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1K- 7.2% |
$267K - $306K
|
12.9K
$4.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1K- 35.27% |
$268K - $306K
|
1.84K
$583K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1K- 1.0% |
$268K - $306K
|
99.6K
$31.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.01K- 38.97% |
$270K - $308K
|
1.58K
$502K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.01K- 13.89% |
$271K - $310K
|
6.28K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 57.37% |
$293K - $335K
|
815
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.16K- 9.28% |
$309K - $353K
|
11.3K
$3.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.16K- 60.88% |
$311K - $356K
|
748
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.18K- 2.07% |
$315K - $360K
|
55.8K
$17.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.26K- 1.16% |
$336K - $384K
|
107K
$33.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.29K- 23.44% |
$345K - $394K
|
4.21K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-1.29K- 27.31% |
$346K - $395K
|
3.44K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.4K- 0.82% |
$374K - $428K
|
168K
$53.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.41K- 3.49% |
$378K - $432K
|
39.1K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.44K- 15.62% |
$385K - $440K
|
7.79K
$2.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.46K- 1.86% |
$391K - $446K
|
77.3K
$24.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.46K- 2.87% |
$391K - $447K
|
49.6K
$15.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.5K- 8.41% |
$402K - $459K
|
16.4K
$5.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-1.52K- 0.84% |
$406K - $464K
|
178K
$56.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.58K- 43.25% |
$422K - $483K
|
2.07K
$658K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.58K- 2.51% |
$423K - $483K
|
61.4K
$19.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.6K- 8.24% |
$428K - $489K
|
17.8K
$5.66M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.63K- 15.5% |
$436K - $499K
|
8.9K
$2.82M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.66K- 11.97% |
$443K - $507K
|
12.2K
$3.87M
|