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
|
Amg National Trust Bank
|
BUY
|
- |
40+ 0.16% |
$10.7K - $12.2K
|
25.7K
$7.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
40+ 0.52% |
$10.7K - $12.2K
|
7.75K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
40New |
$10.7K - $12.2K
|
40
$12.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
39+ 2.0% |
$10.4K - $11.9K
|
1.99K
$603K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
39+ 0.24% |
$10.4K - $11.9K
|
16.4K
$4.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
39+ 1.16% |
$10.4K - $11.9K
|
3.41K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
39+ 2.05% |
$10.4K - $11.9K
|
1.94K
$588K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
39+ 6.55% |
$10.4K - $11.9K
|
634
$192K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
38+ 1.14% |
$10.2K - $11.6K
|
3.36K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
38+ 1.3% |
$10.2K - $11.6K
|
2.97K
$900K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
37+ 3.62% |
$9.89K - $11.3K
|
1.06K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
37+ 0.57% |
$9.89K - $11.3K
|
6.5K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
37+ 0.09% |
$9.89K - $11.3K
|
41.4K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
37+ 1.65% |
$9.89K - $11.3K
|
2.28K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
37+ 0.64% |
$9.89K - $11.3K
|
5.83K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
36+ 0.3% |
$9.62K - $11K
|
12K
$3.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
36+ 0.59% |
$9.62K - $11K
|
6.12K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
36+ 2.81% |
$9.62K - $11K
|
1.32K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
36New |
$9.62K - $11K
|
36
$10.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
35+ 0.87% |
$9.36K - $10.7K
|
4.05K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
35+ 2.08% |
$9.36K - $10.7K
|
1.72K
$520K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
35+ 2.52% |
$9.36K - $10.7K
|
1.42K
$432K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
35+ 0.23% |
$9.36K - $10.7K
|
15.5K
$4.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
35+ 1.45% |
$9.36K - $10.7K
|
2.45K
$743K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
35+ 2.37% |
$9.36K - $10.7K
|
1.51K
$458K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
35+ 1.17% |
$9.36K - $10.7K
|
3.04K
$921K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
34+ 1.02% |
$9.09K - $10.4K
|
3.36K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
34+ 0.86% |
$9.09K - $10.4K
|
4.01K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
33+ 0.95% |
$8.82K - $10.1K
|
3.5K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
33+ 0.46% |
$8.82K - $10.1K
|
7.26K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
33+ 1.56% |
$8.82K - $10.1K
|
2.14K
$649K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
32+ 0.7% |
$8.56K - $9.78K
|
4.63K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
32+ 1.84% |
$8.56K - $9.78K
|
1.77K
$536K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
32+ 2.32% |
$8.56K - $9.78K
|
1.41K
$428K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
31+ 0.71% |
$8.29K - $9.47K
|
4.37K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
31+ 1.29% |
$8.29K - $9.47K
|
2.44K
$739K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
31+ 281.82% |
$8.29K - $9.47K
|
42
$12.7K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 2.4% |
$8.02K - $9.17K
|
1.28K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
30+ 2.9% |
$8.02K - $9.17K
|
1.07K
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
30+ 1.03% |
$8.02K - $9.17K
|
2.93K
$888K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
30+ 0.13% |
$8.02K - $9.17K
|
23.5K
$7.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
30+ 0.05% |
$8.02K - $9.17K
|
66K
$20M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
29+ 0.47% |
$7.75K - $8.86K
|
6.21K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
29+ 2.87% |
$7.75K - $8.86K
|
1.04K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
29+ 1.23% |
$7.75K - $8.86K
|
2.38K
$721K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
29+ 1.47% |
$7.75K - $8.86K
|
2.01K
$608K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
29+ 0.21% |
$7.75K - $8.86K
|
13.8K
$4.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
29+ 10.86% |
$7.75K - $8.86K
|
296
$89.8K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
28+ 0.7% |
$7.49K - $8.56K
|
4.02K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
28+ 0.78% |
$7.49K - $8.56K
|
3.61K
$1.09M
|