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 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
99+ 2.75% |
$26.5K - $30.3K
|
3.71K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
98+ 0.11% |
$26.2K - $29.9K
|
89.9K
$27.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
97New |
$25.9K - $29.6K
|
97
$29.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
96+ 11.37% |
$25.7K - $29.3K
|
940
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
96+ 10.9% |
$25.7K - $29.3K
|
977
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
95+ 1.75% |
$25.4K - $29K
|
5.54K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
94+ 3.16% |
$25.1K - $28.7K
|
3.07K
$931K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
93+ 3.7% |
$24.9K - $28.4K
|
2.61K
$791K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
93+ 2.97% |
$24.9K - $28.4K
|
3.23K
$978K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
93+ 0.77% |
$24.9K - $28.4K
|
12.2K
$3.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
92+ 5.2% |
$24.6K - $28.1K
|
1.86K
$564K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
92+ 2.01% |
$24.6K - $28.1K
|
4.67K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
91+ 7.82% |
$24.3K - $27.8K
|
1.25K
$380K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
90+ 6.87% |
$24.1K - $27.5K
|
1.4K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
90+ 3.87% |
$24.1K - $27.5K
|
2.42K
$733K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
89+ 86.41% |
$23.8K - $27.2K
|
192
$58.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
89+ 9.27% |
$23.8K - $27.2K
|
1.05K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
89+ 0.36% |
$23.8K - $27.2K
|
24.6K
$7.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
86+ 4.69% |
$23K - $26.3K
|
1.92K
$582K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
86+ 4.76% |
$23K - $26.3K
|
1.89K
$574K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
85+ 5.13% |
$22.7K - $26K
|
1.74K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
85New |
$22.7K - $26K
|
85
$25.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
84+ 0.73% |
$22.5K - $25.7K
|
11.6K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
84+ 0.65% |
$22.5K - $25.7K
|
12.9K
$3.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
83+ 1.66% |
$22.2K - $25.4K
|
5.07K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
82+ 7.31% |
$21.9K - $25.1K
|
1.2K
$365K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
81+ 0.9% |
$21.7K - $24.8K
|
9.05K
$2.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
80+ 6.1% |
$21.4K - $24.4K
|
1.39K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
80+ 2.41% |
$21.4K - $24.4K
|
3.4K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
79+ 1.29% |
$21.1K - $24.1K
|
6.22K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
79+ 8.58% |
$21.1K - $24.1K
|
1K
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
77+ 4.97% |
$20.6K - $23.5K
|
1.63K
$493K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
77+ 0.88% |
$20.6K - $23.5K
|
8.81K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
76+ 3.17% |
$20.3K - $23.2K
|
2.48K
$751K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
76New |
$20.3K - $23.2K
|
76
$23K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
75+ 12.65% |
$20.1K - $22.9K
|
668
$203K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
75+ 0.1% |
$20.1K - $22.9K
|
75.3K
$22.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
74+ 14.15% |
$19.8K - $22.6K
|
597
$181K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
73+ 5.69% |
$19.5K - $22.3K
|
1.36K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
72+ 6.55% |
$19.2K - $22K
|
1.17K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
71+ 5.95% |
$19K - $21.7K
|
1.26K
$383K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
69+ 7.05% |
$18.4K - $21.1K
|
1.05K
$318K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
68+ 6.54% |
$18.2K - $20.8K
|
1.11K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
67+ 0.34% |
$17.9K - $20.5K
|
19.5K
$5.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
66+ 3.43% |
$17.6K - $20.2K
|
1.99K
$603K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
66+ 4.62% |
$17.6K - $20.2K
|
1.5K
$453K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
64+ 0.57% |
$17.1K - $19.6K
|
11.2K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
64New |
$17.1K - $19.6K
|
64
$19.4K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
64+ 7.54% |
$17.1K - $19.6K
|
913
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
63+ 4.52% |
$16.8K - $19.3K
|
1.46K
$441K
|