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 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
86+ 4.76% |
$23K - $26.3K
|
1.89K
$459K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
85+ 5.13% |
$22.7K - $26K
|
1.74K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
85New |
$22.7K - $26K
|
85
$20.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
84+ 0.73% |
$22.5K - $25.7K
|
11.6K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
84+ 0.65% |
$22.5K - $25.7K
|
12.9K
$3.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
83+ 1.66% |
$22.2K - $25.4K
|
5.07K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
82+ 7.31% |
$21.9K - $25.1K
|
1.2K
$292K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
81+ 0.9% |
$21.7K - $24.8K
|
9.05K
$2.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
80+ 6.1% |
$21.4K - $24.4K
|
1.39K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
80+ 2.41% |
$21.4K - $24.4K
|
3.4K
$825K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
79+ 1.29% |
$21.1K - $24.1K
|
6.22K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
79+ 8.58% |
$21.1K - $24.1K
|
1K
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
77+ 4.97% |
$20.6K - $23.5K
|
1.63K
$395K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
77+ 0.88% |
$20.6K - $23.5K
|
8.81K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
76+ 3.17% |
$20.3K - $23.2K
|
2.48K
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
76New |
$20.3K - $23.2K
|
76
$18.4K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
75+ 12.65% |
$20.1K - $22.9K
|
668
$162K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
75+ 0.1% |
$20.1K - $22.9K
|
75.3K
$18.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
74+ 14.15% |
$19.8K - $22.6K
|
597
$145K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
73+ 5.69% |
$19.5K - $22.3K
|
1.36K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
72+ 6.55% |
$19.2K - $22K
|
1.17K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
71+ 5.95% |
$19K - $21.7K
|
1.26K
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
69+ 7.05% |
$18.4K - $21.1K
|
1.05K
$254K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
68+ 6.54% |
$18.2K - $20.8K
|
1.11K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
67+ 0.34% |
$17.9K - $20.5K
|
19.5K
$4.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
66+ 3.43% |
$17.6K - $20.2K
|
1.99K
$482K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
66+ 4.62% |
$17.6K - $20.2K
|
1.5K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
64+ 0.57% |
$17.1K - $19.6K
|
11.2K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
64New |
$17.1K - $19.6K
|
64
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
64+ 7.54% |
$17.1K - $19.6K
|
913
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
63+ 4.52% |
$16.8K - $19.3K
|
1.46K
$353K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
63+ 38.89% |
$16.8K - $19.3K
|
225
$54.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
63New |
$16.8K - $19.3K
|
63
$15.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
62+ 1.65% |
$16.6K - $18.9K
|
3.83K
$928K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
61+ 0.06% |
$16.3K - $18.6K
|
104K
$25.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
60+ 0.72% |
$16K - $18.3K
|
8.38K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
59+ 0.37% |
$15.8K - $18K
|
15.8K
$3.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
58+ 2.87% |
$15.5K - $17.7K
|
2.08K
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
57New |
$15.2K - $17.4K
|
57
$13.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
57+ 7.06% |
$15.2K - $17.4K
|
864
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
56+ 0.54% |
$15K - $17.1K
|
10.4K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
55+ 1.27% |
$14.7K - $16.8K
|
4.37K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
55+ 2.27% |
$14.7K - $16.8K
|
2.48K
$601K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
54+ 5.78% |
$14.4K - $16.5K
|
988
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
54New |
$14.4K - $16.5K
|
54
$13.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
53+ 3.38% |
$14.2K - $16.2K
|
1.62K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
53+ 5.32% |
$14.2K - $16.2K
|
1.05K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
52+ 2.2% |
$13.9K - $15.9K
|
2.42K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
52+ 0.95% |
$13.9K - $15.9K
|
5.51K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
52+ 3.82% |
$13.9K - $15.9K
|
1.41K
$342K
|