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 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-17- 1.75% |
$4.54K - $5.19K
|
956
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-18- 0.24% |
$4.81K - $5.5K
|
7.39K
$2.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-18- 0.27% |
$4.81K - $5.5K
|
6.63K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-18- 5.47% |
$4.81K - $5.5K
|
311
$95.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-19- 0.46% |
$5.08K - $5.81K
|
4.15K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-20- 0.44% |
$5.35K - $6.11K
|
4.57K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-20- 0.06% |
$5.35K - $6.11K
|
33.3K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-20- 1.39% |
$5.35K - $6.11K
|
1.42K
$435K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-21- 1.43% |
$5.61K - $6.42K
|
1.45K
$444K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-21- 2.03% |
$5.61K - $6.42K
|
1.01K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-21- 1.46% |
$5.61K - $6.42K
|
1.41K
$433K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-22- 1.67% |
$5.88K - $6.72K
|
1.3K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-22- 0.17% |
$5.88K - $6.72K
|
12.6K
$3.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-22- 3.2% |
$5.88K - $6.72K
|
666
$204K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-23- 0.85% |
$6.15K - $7.03K
|
2.69K
$823K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-23- 0.26% |
$6.15K - $7.03K
|
8.8K
$2.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-23- 2.57% |
$6.15K - $7.03K
|
872
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-23- 1.3% |
$6.15K - $7.03K
|
1.74K
$534K
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-24- 0.13% |
$6.42K - $7.33K
|
18.3K
$5.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-24- 2.57% |
$6.42K - $7.33K
|
911
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-24- 0.95% |
$6.42K - $7.33K
|
2.5K
$765K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-24- 2.06% |
$6.42K - $7.33K
|
1.14K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-24- 0.52% |
$6.42K - $7.33K
|
4.64K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-24- 1.3% |
$6.42K - $7.33K
|
1.82K
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-24- 2.88% |
$6.42K - $7.33K
|
808
$248K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-25- 0.97% |
$6.68K - $7.64K
|
2.56K
$783K
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-25- 0.57% |
$6.68K - $7.64K
|
4.34K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-25- 1.34% |
$6.68K - $7.64K
|
1.85K
$565K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-25- 0.78% |
$6.68K - $7.64K
|
3.19K
$976K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 2.46% |
$6.68K - $7.64K
|
990
$303K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-25- 2.71% |
$6.68K - $7.64K
|
899
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-25- 0.26% |
$6.68K - $7.64K
|
9.56K
$2.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-25- 0.59% |
$6.68K - $7.64K
|
4.2K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-26- 3.14% |
$6.95K - $7.94K
|
803
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-26- 3.04% |
$6.95K - $7.94K
|
830
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-27- 1.43% |
$7.22K - $8.25K
|
1.86K
$569K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-27- 0.02% |
$7.22K - $8.25K
|
115K
$35.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-27- 0.23% |
$7.22K - $8.25K
|
11.7K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-28- 0.89% |
$7.49K - $8.56K
|
3.12K
$956K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-28- 3.36% |
$7.49K - $8.56K
|
805
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-28- 0.5% |
$7.49K - $8.56K
|
5.56K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-28- 0.84% |
$7.49K - $8.56K
|
3.32K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-29- 3.02% |
$7.75K - $8.86K
|
931
$285K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-29- 1.35% |
$7.75K - $8.86K
|
2.12K
$649K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-30- 0.54% |
$8.02K - $9.17K
|
5.49K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-30- 0.26% |
$8.02K - $9.17K
|
11.4K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-31- 0.12% |
$8.29K - $9.47K
|
25.8K
$7.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-32- 3.14% |
$8.56K - $9.78K
|
987
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-32- 2.71% |
$8.56K - $9.78K
|
1.15K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-32- 0.91% |
$8.56K - $9.78K
|
3.47K
$1.06M
|