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 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-34- 21.66% |
$9.09K - $10.4K
|
123
$31K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-35- 0.75% |
$9.36K - $10.7K
|
4.64K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-35- 1.61% |
$9.36K - $10.7K
|
2.14K
$539K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-35- 1.68% |
$9.36K - $10.7K
|
2.05K
$517K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-35- 1.61% |
$9.36K - $10.7K
|
2.14K
$541K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-35- 1.66% |
$9.36K - $10.7K
|
2.08K
$524K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-36- 1.64% |
$9.62K - $11K
|
2.16K
$546K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-36- 1.18% |
$9.62K - $11K
|
3K
$758K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-37- 1.01% |
$9.89K - $11.3K
|
3.63K
$916K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-37- 1.59% |
$9.89K - $11.3K
|
2.29K
$577K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-38- 1.55% |
$10.2K - $11.6K
|
2.42K
$610K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-38- 0.07% |
$10.2K - $11.6K
|
54.8K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-38- 1.89% |
$10.2K - $11.6K
|
1.97K
$497K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-39- 1.46% |
$10.4K - $11.9K
|
2.63K
$665K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
SELL
|
- |
-39- 0.27% |
$10.4K - $11.9K
|
14.5K
$3.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-39- 2.3% |
$10.4K - $11.9K
|
1.65K
$417K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-39- 5.91% |
$10.4K - $11.9K
|
621
$157K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-40- 1.28% |
$10.7K - $12.2K
|
3.1K
$781K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-40- 0.69% |
$10.7K - $12.2K
|
5.78K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-40- 2.84% |
$10.7K - $12.2K
|
1.37K
$346K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-40- 0.56% |
$10.7K - $12.2K
|
7.09K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-41- 0.62% |
$11K - $12.5K
|
6.56K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-42- 6.28% |
$11.2K - $12.8K
|
627
$158K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-42- 0.76% |
$11.2K - $12.8K
|
5.49K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-43- 3.13% |
$11.5K - $13.1K
|
1.33K
$336K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-43- 0.48% |
$11.5K - $13.1K
|
8.85K
$2.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-44- 1.3% |
$11.8K - $13.4K
|
3.34K
$844K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-44- 8.12% |
$11.8K - $13.4K
|
498
$126K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-45- 0.63% |
$12K - $13.8K
|
7.09K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-45- 0.97% |
$12K - $13.8K
|
4.59K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-45- 0.24% |
$12K - $13.8K
|
18.4K
$4.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-46- 2.1% |
$12.3K - $14.1K
|
2.14K
$541K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-46- 1.76% |
$12.3K - $14.1K
|
2.57K
$648K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-46- 43.4% |
$12.3K - $14.1K
|
60
$15.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-46- 0.8% |
$12.3K - $14.1K
|
5.7K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-46- 0.54% |
$12.3K - $14.1K
|
8.54K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-47- 0.36% |
$12.6K - $14.4K
|
13.1K
$3.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-49- 2.58% |
$13.1K - $15K
|
1.85K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-49- 1.05% |
$13.1K - $15K
|
4.62K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-50- 6.49% |
$13.4K - $15.3K
|
721
$182K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 1.72% |
$13.4K - $15.3K
|
2.85K
$719K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-50- 0.54% |
$13.4K - $15.3K
|
9.21K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 0.73% |
$13.4K - $15.3K
|
6.81K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-50- 0.6% |
$13.4K - $15.3K
|
8.33K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-50- 0.59% |
$13.4K - $15.3K
|
8.48K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-50- 1.9% |
$13.4K - $15.3K
|
2.58K
$650K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-50- 5.41% |
$13.4K - $15.3K
|
874
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-50- 1.79% |
$13.4K - $15.3K
|
2.74K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-50- 5.88% |
$13.4K - $15.3K
|
800
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-50- 0.8% |
$13.4K - $15.3K
|
6.2K
$1.56M
|