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
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-76- 0.71% |
$20.3K - $23.2K
|
10.6K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-77- 4.89% |
$20.6K - $23.5K
|
1.5K
$378K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-78- 6.02% |
$20.9K - $23.8K
|
1.22K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-80- 0.17% |
$21.4K - $24.4K
|
47.5K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-80- 2.81% |
$21.4K - $24.4K
|
2.76K
$697K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-80- 17.78% |
$21.4K - $24.4K
|
370
$93.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-82- 1.14% |
$21.9K - $25.1K
|
7.08K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-82- 48.24% |
$21.9K - $25.1K
|
88
$22.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-82- 4.93% |
$21.9K - $25.1K
|
1.58K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-82- 0.96% |
$21.9K - $25.1K
|
8.49K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-82- 0.87% |
$21.9K - $25.1K
|
9.31K
$2.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-82- 0.96% |
$21.9K - $25.1K
|
8.46K
$2.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-83- 2.72% |
$22.2K - $25.4K
|
2.97K
$750K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-83- 10.38% |
$22.2K - $25.4K
|
717
$181K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-83- 4.79% |
$22.2K - $25.4K
|
1.65K
$417K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-83- 0.22% |
$22.2K - $25.4K
|
37.7K
$9.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-84- 1.71% |
$22.5K - $25.7K
|
4.82K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-85- 2.52% |
$22.7K - $26K
|
3.29K
$830K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-85- 1.42% |
$22.7K - $26K
|
5.91K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-85- 4.27% |
$22.7K - $26K
|
1.9K
$481K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-89- 7.76% |
$23.8K - $27.2K
|
1.06K
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-89- 4.54% |
$23.8K - $27.2K
|
1.87K
$473K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-89- 1.05% |
$23.8K - $27.2K
|
8.4K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-89- 0.76% |
$23.8K - $27.2K
|
11.5K
$2.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-90- 23.44% |
$24.1K - $27.5K
|
294
$74.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-90- 0.26% |
$24.1K - $27.5K
|
34.8K
$8.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-91- 3.46% |
$24.3K - $27.8K
|
2.54K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-91- 3.26% |
$24.3K - $27.8K
|
2.7K
$681K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-92- 0.87% |
$24.6K - $28.1K
|
10.4K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-92- 1.63% |
$24.6K - $28.1K
|
5.56K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-92- 0.95% |
$24.6K - $28.1K
|
9.56K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-93- 1.66% |
$24.9K - $28.4K
|
5.52K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-94- 0.7% |
$25.1K - $28.7K
|
13.4K
$3.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-95- 7.06% |
$25.4K - $29K
|
1.25K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-95- 1.32% |
$25.4K - $29K
|
7.12K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-96- 5.57% |
$25.7K - $29.3K
|
1.63K
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-96- 4.7% |
$25.7K - $29.3K
|
1.95K
$491K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-97- 4.95% |
$25.9K - $29.6K
|
1.86K
$470K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-97- 2.18% |
$25.9K - $29.6K
|
4.36K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-97- 1.09% |
$25.9K - $29.6K
|
8.79K
$2.22M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-97- 5.72% |
$25.9K - $29.6K
|
1.6K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-98- 3.96% |
$26.2K - $29.9K
|
2.38K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-98- 1.99% |
$26.2K - $29.9K
|
4.83K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-98- 76.56% |
$26.2K - $29.9K
|
30
$7.57K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-99- 1.33% |
$26.5K - $30.3K
|
7.37K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-100- 3.59% |
$26.7K - $30.6K
|
2.68K
$677K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 7.99% |
$26.7K - $30.6K
|
1.15K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-100- 1.88% |
$26.7K - $30.6K
|
5.22K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-100- 1.71% |
$26.7K - $30.6K
|
5.76K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-100- 6.45% |
$26.7K - $30.6K
|
1.45K
$366K
|