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 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-109- 2.73% |
$29.1K - $33.3K
|
3.88K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-110- 0.21% |
$29.4K - $33.6K
|
51.9K
$16.5M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-111- 6.31% |
$29.7K - $33.9K
|
1.65K
$522K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-113- 4.64% |
$30.2K - $34.5K
|
2.32K
$736K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-116- 5.25% |
$31K - $35.4K
|
2.09K
$663K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-118- 1.71% |
$31.5K - $36.1K
|
6.79K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-118- 7.56% |
$31.5K - $36.1K
|
1.44K
$457K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-119- 3.0% |
$31.8K - $36.4K
|
3.85K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-120- 0.8% |
$32.1K - $36.7K
|
14.9K
$4.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-120- 3.41% |
$32.1K - $36.7K
|
3.4K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-120- 1.06% |
$32.1K - $36.7K
|
11.2K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-121- 57.08% |
$32.3K - $37K
|
91
$28.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-123- 2.21% |
$32.9K - $37.6K
|
5.45K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-125- 2.85% |
$33.4K - $38.2K
|
4.27K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-125- 2.05% |
$33.4K - $38.2K
|
5.96K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 8.47% |
$33.4K - $38.2K
|
1.35K
$428K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-125- 3.19% |
$33.4K - $38.2K
|
3.79K
$1.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-127- 3.01% |
$34K - $38.8K
|
4.1K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-128- 5.37% |
$34.2K - $39.1K
|
2.26K
$715K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-128- 0.62% |
$34.2K - $39.1K
|
20.5K
$6.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-131- 10.68% |
$35K - $40K
|
1.1K
$347K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-131- 2.25% |
$35K - $40K
|
5.7K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-134- 2.65% |
$35.8K - $40.9K
|
4.93K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-134- 10.44% |
$35.8K - $40.9K
|
1.15K
$364K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-136- 3.06% |
$36.4K - $41.6K
|
4.31K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-137- 2.19% |
$36.6K - $41.9K
|
6.13K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-137- 14.89% |
$36.6K - $41.9K
|
783
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-138- 2.61% |
$36.9K - $42.2K
|
5.14K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-139- 0.81% |
$37.2K - $42.5K
|
17K
$5.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-139- 2.26% |
$37.2K - $42.5K
|
6.01K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-140- 1.29% |
$37.4K - $42.8K
|
10.7K
$3.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-144- 0.28% |
$38.5K - $44K
|
51.1K
$16.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-144- 14.47% |
$38.5K - $44K
|
851
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-144- 1.76% |
$38.5K - $44K
|
8.02K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-147- 7.26% |
$39.3K - $44.9K
|
1.88K
$595K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-148- 1.63% |
$39.6K - $45.2K
|
8.93K
$2.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-148- 6.36% |
$39.6K - $45.2K
|
2.18K
$690K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-149- 3.28% |
$39.8K - $45.5K
|
4.4K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-149- 2.86% |
$39.8K - $45.5K
|
5.06K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-150- 9.58% |
$40.1K - $45.8K
|
1.42K
$449K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-150- 1.8% |
$40.1K - $45.8K
|
8.17K
$2.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-150- 2.76% |
$40.1K - $45.8K
|
5.29K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-150- 34.09% |
$40.1K - $45.8K
|
290
$91.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-159- 9.44% |
$42.5K - $48.6K
|
1.53K
$483K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-162- 0.57% |
$43.3K - $49.5K
|
28.2K
$8.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-163- 0.78% |
$43.6K - $49.8K
|
20.7K
$6.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-164- 24.15% |
$43.8K - $50.1K
|
515
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-164- 50.31% |
$43.8K - $50.1K
|
162
$51.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-164- 2.22% |
$43.8K - $50.1K
|
7.23K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-165- 8.75% |
$44.1K - $50.4K
|
1.72K
$545K
|