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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
15New |
$4.01K - $4.58K
|
15
$4.55K
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15+ 1.19% |
$4.01K - $4.58K
|
1.28K
$387K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 0.3% |
$3.74K - $4.28K
|
4.63K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
14+ 0.37% |
$3.74K - $4.28K
|
3.84K
$1.16M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
14New |
$3.74K - $4.28K
|
14
$4.24K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
13+ 1.07% |
$3.48K - $3.97K
|
1.22K
$371K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
13+ 1.02% |
$3.48K - $3.97K
|
1.28K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
13+ 0.59% |
$3.48K - $3.97K
|
2.21K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 0.1% |
$3.48K - $3.97K
|
13.4K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
13+ 0.13% |
$3.48K - $3.97K
|
9.99K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13+ 0.78% |
$3.48K - $3.97K
|
1.69K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13+ 4.56% |
$3.48K - $3.97K
|
298
$90.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
13+ 0.32% |
$3.48K - $3.97K
|
4.04K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12+ 1.05% |
$3.21K - $3.67K
|
1.15K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12+ 0.11% |
$3.21K - $3.67K
|
11.1K
$3.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
12+ 1.61% |
$3.21K - $3.67K
|
757
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
12+ 0.25% |
$3.21K - $3.67K
|
4.74K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
12+ 0.57% |
$3.21K - $3.67K
|
2.11K
$640K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
12+ 0.32% |
$3.21K - $3.67K
|
3.82K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
11+ 0.17% |
$2.94K - $3.36K
|
6.37K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
11+ 0.67% |
$2.94K - $3.36K
|
1.64K
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 0.21% |
$2.94K - $3.36K
|
5.2K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10+ 0.33% |
$2.67K - $3.06K
|
3.02K
$916K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
10+ 1.0% |
$2.67K - $3.06K
|
1.01K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10+ 0.75% |
$2.67K - $3.06K
|
1.35K
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
10+ 0.7% |
$2.67K - $3.06K
|
1.44K
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
10New |
$2.67K - $3.06K
|
10
$3.03K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10+ 1.59% |
$2.67K - $3.06K
|
639
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
9+ 1.2% |
$2.41K - $2.75K
|
759
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8+ 0.72% |
$2.14K - $2.44K
|
1.12K
$338K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
8+ 0.23% |
$2.14K - $2.44K
|
3.41K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
8+ 0.66% |
$2.14K - $2.44K
|
1.23K
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
8+ 0.13% |
$2.14K - $2.44K
|
6.14K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 2.02% |
$2.14K - $2.44K
|
404
$122K
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
8+ 0.04% |
$2.14K - $2.44K
|
21.4K
$6.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
8+ 1.37% |
$2.14K - $2.44K
|
593
$180K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
8New |
$2.14K - $2.44K
|
8
$2.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$2.14K - $2.44K
|
8.87K
$2.69M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
7+ 0.23% |
$1.87K - $2.14K
|
3.09K
$938K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
7+ 0.16% |
$1.87K - $2.14K
|
4.26K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7+ 0.15% |
$1.87K - $2.14K
|
4.54K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7+ 0.43% |
$1.87K - $2.14K
|
1.64K
$498K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.86% |
$1.87K - $2.14K
|
822
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
7+ 0.33% |
$1.87K - $2.14K
|
2.13K
$647K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
7+ 0.08% |
$1.87K - $2.14K
|
8.6K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7New |
$1.87K - $2.14K
|
7
$2.12K
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
6+ 0.11% |
$1.6K - $1.83K
|
5.46K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
6+ 0.78% |
$1.6K - $1.83K
|
779
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
6New |
$1.6K - $1.83K
|
6
$1.82K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
6+ 0.24% |
$1.6K - $1.83K
|
2.52K
$764K
|