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 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-469- 1.82% |
$125K - $143K
|
25.4K
$8.03M
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-470- 1.19% |
$126K - $144K
|
39K
$12.3M
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-470- 3.24% |
$126K - $144K
|
14K
$4.44M
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-488- 2.89% |
$130K - $149K
|
16.4K
$5.19M
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-497- 9.16% |
$133K - $152K
|
4.93K
$1.56M
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-497- 10.18% |
$133K - $152K
|
4.38K
$1.39M
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-502- 1.03% |
$134K - $153K
|
48.3K
$15.3M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-504- 1.29% |
$135K - $154K
|
38.6K
$12.2M
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-507- 1.13% |
$136K - $155K
|
44.4K
$14.1M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-526- 0.74% |
$141K - $161K
|
70.1K
$22.2M
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-526- 8.69% |
$141K - $161K
|
5.53K
$1.75M
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-532- 1.36% |
$142K - $163K
|
38.6K
$12.2M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-536- 2.73% |
$143K - $164K
|
19.1K
$6.05M
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-548- 33.03% |
$147K - $167K
|
1.11K
$352K
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-553- 30.57% |
$148K - $169K
|
1.26K
$398K
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-555- 26.68% |
$148K - $170K
|
1.53K
$483K
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-557- 2.03% |
$149K - $170K
|
26.8K
$8.5M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-558- 3.74% |
$149K - $171K
|
14.4K
$4.55M
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-568- 1.71% |
$152K - $174K
|
32.6K
$10.3M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-570- 9.12% |
$152K - $174K
|
5.68K
$1.8M
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-570- 9.67% |
$152K - $174K
|
5.33K
$1.69M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-572- 24.04% |
$153K - $175K
|
1.81K
$572K
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-574- 5.87% |
$153K - $175K
|
9.2K
$2.91M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-579- 1.42% |
$155K - $177K
|
40.1K
$12.7M
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-589- 0.76% |
$157K - $180K
|
77.4K
$24.5M
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-591- 4.75% |
$158K - $181K
|
11.8K
$3.75M
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-592- 3.71% |
$158K - $181K
|
15.4K
$4.86M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-601- 9.62% |
$161K - $184K
|
5.65K
$1.79M
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-607- 37.47% |
$162K - $185K
|
1.01K
$321K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-610- 3.69% |
$163K - $186K
|
15.9K
$5.05M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-618- 53.09% |
$165K - $189K
|
546
$173K
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-621- 1.9% |
$166K - $190K
|
32.1K
$10.2M
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-626- 9.22% |
$167K - $191K
|
6.16K
$1.95M
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-630- 6.39% |
$168K - $193K
|
9.23K
$2.92M
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-632- 2.06% |
$169K - $193K
|
30.1K
$9.53M
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-633- 25.64% |
$169K - $193K
|
1.84K
$582K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-643- 6.24% |
$172K - $196K
|
9.66K
$3.06M
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-655- 2.42% |
$175K - $200K
|
26.4K
$8.35M
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-656- 2.56% |
$175K - $200K
|
25K
$7.91M
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-669- 5.79% |
$179K - $204K
|
10.9K
$3.45M
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-670- 5.44% |
$179K - $205K
|
11.6K
$3.69M
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-674- 5.83% |
$180K - $206K
|
10.9K
$3.45M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-674- 5.95% |
$180K - $206K
|
10.7K
$3.37M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-680- 0.81% |
$182K - $208K
|
82.8K
$26.2M
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-692- 5.16% |
$185K - $211K
|
12.7K
$4.03M
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-700- 18.05% |
$187K - $214K
|
3.18K
$1.01M
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-700- 15.22% |
$187K - $214K
|
3.9K
$1.24M
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-710- 4.06% |
$190K - $217K
|
16.8K
$5.31M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-715- 24.98% |
$191K - $218K
|
2.15K
$680K
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-736- 7.19% |
$197K - $225K
|
9.5K
$3.01M
|