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 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
48+ 0.82% |
$12.8K - $14.7K
|
5.88K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
48+ 4.26% |
$12.8K - $14.7K
|
1.17K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
48+ 0.36% |
$12.8K - $14.7K
|
13.5K
$3.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
47+ 2.21% |
$12.6K - $14.4K
|
2.18K
$590K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
47+ 6.31% |
$12.6K - $14.4K
|
792
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
46+ 5.96% |
$12.3K - $14.1K
|
818
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
46+ 0.48% |
$12.3K - $14.1K
|
9.62K
$2.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
46+ 2.14% |
$12.3K - $14.1K
|
2.2K
$596K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
45+ 1.69% |
$12K - $13.8K
|
2.71K
$733K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
45+ 0.3% |
$12K - $13.8K
|
15.2K
$4.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
44+ 5.68% |
$11.8K - $13.4K
|
819
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
44+ 0.45% |
$11.8K - $13.4K
|
9.8K
$2.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
43+ 2.13% |
$11.5K - $13.1K
|
2.06K
$559K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
43+ 1.73% |
$11.5K - $13.1K
|
2.53K
$684K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
43+ 1.92% |
$11.5K - $13.1K
|
2.28K
$619K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
42+ 15.27% |
$11.2K - $12.8K
|
317
$85.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
42+ 1.53% |
$11.2K - $12.8K
|
2.8K
$757K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
41+ 1.0% |
$11K - $12.5K
|
4.14K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
41+ 1.35% |
$11K - $12.5K
|
3.08K
$833K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
41+ 0.3% |
$11K - $12.5K
|
13.5K
$3.67M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
40+ 0.2% |
$10.7K - $12.2K
|
19.9K
$5.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
40+ 160.0% |
$10.7K - $12.2K
|
65
$17.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
40+ 0.16% |
$10.7K - $12.2K
|
25.7K
$6.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
40+ 0.52% |
$10.7K - $12.2K
|
7.75K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
40New |
$10.7K - $12.2K
|
40
$10.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
39+ 2.0% |
$10.4K - $11.9K
|
1.99K
$538K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
39+ 0.24% |
$10.4K - $11.9K
|
16.4K
$4.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
39+ 1.16% |
$10.4K - $11.9K
|
3.41K
$924K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
39+ 2.05% |
$10.4K - $11.9K
|
1.94K
$525K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
39+ 6.55% |
$10.4K - $11.9K
|
634
$172K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
38+ 1.14% |
$10.2K - $11.6K
|
3.36K
$910K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
38+ 1.3% |
$10.2K - $11.6K
|
2.97K
$804K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
37+ 3.62% |
$9.89K - $11.3K
|
1.06K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
37+ 0.57% |
$9.89K - $11.3K
|
6.5K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
37+ 0.09% |
$9.89K - $11.3K
|
41.4K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
37+ 1.65% |
$9.89K - $11.3K
|
2.28K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
37+ 0.64% |
$9.89K - $11.3K
|
5.83K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
36+ 0.3% |
$9.62K - $11K
|
12K
$3.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
36+ 0.59% |
$9.62K - $11K
|
6.12K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
36+ 2.81% |
$9.62K - $11K
|
1.32K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
36New |
$9.62K - $11K
|
36
$9.75K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
35+ 0.87% |
$9.36K - $10.7K
|
4.05K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
35+ 2.08% |
$9.36K - $10.7K
|
1.72K
$465K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
35+ 2.52% |
$9.36K - $10.7K
|
1.42K
$386K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
35+ 0.23% |
$9.36K - $10.7K
|
15.5K
$4.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
35+ 1.45% |
$9.36K - $10.7K
|
2.45K
$663K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
35+ 2.37% |
$9.36K - $10.7K
|
1.51K
$409K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
35+ 1.17% |
$9.36K - $10.7K
|
3.04K
$823K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
34+ 1.02% |
$9.09K - $10.4K
|
3.36K
$909K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
34+ 0.86% |
$9.09K - $10.4K
|
4.01K
$1.09M
|