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
|
Arizona State Retirement System
|
SELL
|
- |
-276- 0.17% |
$73.8K - $84.3K
|
165K
$52.2M
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-277- 2.73% |
$74.1K - $84.6K
|
9.89K
$3.13M
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-281- 11.02% |
$75.1K - $85.9K
|
2.27K
$719K
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-282- 3.47% |
$75.4K - $86.2K
|
7.84K
$2.48M
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-284- 27.57% |
$75.9K - $86.8K
|
746
$236K
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-286- 8.06% |
$76.5K - $87.4K
|
3.26K
$1.03M
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-286- 1.49% |
$76.5K - $87.4K
|
18.9K
$5.99M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-290- 1.24% |
$77.5K - $88.6K
|
23.2K
$7.34M
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-296- 3.22% |
$79.1K - $90.4K
|
8.9K
$2.82M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-297- 29.03% |
$79.4K - $90.8K
|
726
$230K
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-299- 1.46% |
$79.9K - $91.4K
|
20.1K
$6.38M
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-299- 2.14% |
$79.9K - $91.4K
|
13.7K
$4.33M
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-300- 1.42% |
$80.2K - $91.7K
|
20.9K
$6.61M
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-300- 0.31% |
$80.2K - $91.7K
|
95.8K
$30.4M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-300- 8.29% |
$80.2K - $91.7K
|
3.32K
$1.05M
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-303- 5.06% |
$81K - $92.6K
|
5.68K
$1.8M
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-316- 6.36% |
$84.5K - $96.6K
|
4.65K
$1.47M
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-320- 25.32% |
$85.6K - $97.8K
|
944
$299K
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-326- 0.79% |
$87.2K - $99.6K
|
41K
$13M
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-330- 14.98% |
$88.2K - $101K
|
1.87K
$593K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-331- 5.58% |
$88.5K - $101K
|
5.6K
$1.77M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-333- 8.93% |
$89K - $102K
|
3.4K
$1.08M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-336- 3.35% |
$89.8K - $103K
|
9.68K
$3.07M
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-341- 11.52% |
$91.2K - $104K
|
2.62K
$829K
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-341- 0.71% |
$91.2K - $104K
|
47.7K
$15.1M
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-351- 1.52% |
$93.8K - $107K
|
22.8K
$7.22M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-354- 6.48% |
$94.6K - $108K
|
5.11K
$1.62M
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-359- 6.44% |
$96K - $110K
|
5.22K
$1.65M
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-359- 0.7% |
$96K - $110K
|
50.9K
$16.1M
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-364- 13.63% |
$97.3K - $111K
|
2.31K
$730K
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-364- 17.33% |
$97.3K - $111K
|
1.74K
$550K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-368- 3.99% |
$98.4K - $112K
|
8.86K
$2.81M
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-369- 3.55% |
$98.7K - $113K
|
10K
$3.17M
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-377- 0.64% |
$101K - $115K
|
58.3K
$18.5M
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-387- 16.62% |
$103K - $118K
|
1.94K
$615K
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-389- 0.23% |
$104K - $119K
|
165K
$52.4M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-392- 0.45% |
$105K - $120K
|
86.1K
$27.3M
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-394- 14.92% |
$105K - $120K
|
2.25K
$711K
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-395- 3.55% |
$106K - $121K
|
10.7K
$3.4M
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-401- 7.34% |
$107K - $123K
|
5.06K
$1.6M
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-404- 2.66% |
$108K - $123K
|
14.8K
$4.69M
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-404- 1.37% |
$108K - $123K
|
29.1K
$9.22M
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-410- 3.61% |
$110K - $125K
|
10.9K
$3.47M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-412- 0.79% |
$110K - $126K
|
51.8K
$16.4M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-412- 2.13% |
$110K - $126K
|
19K
$6.01M
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-421- 27.7% |
$113K - $129K
|
1.1K
$348K
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-434- 6.06% |
$116K - $133K
|
6.72K
$2.13M
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-453- 21.43% |
$121K - $138K
|
1.66K
$526K
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-459- 3.91% |
$123K - $140K
|
11.3K
$3.57M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-462- 38.31% |
$124K - $141K
|
744
$236K
|