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 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
416+ 38.13% |
$111K - $127K
|
1.51K
$491K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
410+ 5.22% |
$110K - $125K
|
8.26K
$2.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
406+ 1.4% |
$109K - $124K
|
29.3K
$9.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
373+ 22.11% |
$99.7K - $114K
|
2.06K
$671K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
336+ 10.33% |
$89.8K - $103K
|
3.59K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
333+ 10.98% |
$89K - $102K
|
3.37K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
319+ 9.03% |
$85.3K - $97.5K
|
3.85K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
314+ 11.58% |
$83.9K - $95.9K
|
3.03K
$986K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
313+ 5.31% |
$83.7K - $95.6K
|
6.2K
$2.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
313+ 8.35% |
$83.7K - $95.6K
|
4.06K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
312+ 1.97% |
$83.4K - $95.3K
|
16.1K
$5.26M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
302+ 31.62% |
$80.7K - $92.3K
|
1.26K
$410K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
300+ 7.27% |
$80.2K - $91.7K
|
4.43K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
299New |
$79.9K - $91.4K
|
299
$97.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
297+ 2.61% |
$79.4K - $90.8K
|
11.7K
$3.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
292+ 13.06% |
$78.1K - $89.2K
|
2.53K
$823K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
277+ 29.69% |
$74.1K - $84.6K
|
1.21K
$394K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
270+ 3.34% |
$72.2K - $82.5K
|
8.35K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
270+ 2.8% |
$72.2K - $82.5K
|
9.93K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
269+ 4.17% |
$71.9K - $82.2K
|
6.71K
$2.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
261+ 2.23% |
$69.8K - $79.8K
|
12K
$3.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
253+ 14.39% |
$67.6K - $77.3K
|
2.01K
$655K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
251+ 14.8% |
$67.1K - $76.7K
|
1.95K
$634K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
247+ 4.39% |
$66K - $75.5K
|
5.88K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
243+ 0.77% |
$65K - $74.3K
|
32K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
235+ 2.81% |
$62.8K - $71.8K
|
8.6K
$2.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
211+ 0.37% |
$56.4K - $64.5K
|
57.8K
$18.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
205+ 1.12% |
$54.8K - $62.6K
|
18.6K
$6.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
202+ 10.1% |
$54K - $61.7K
|
2.2K
$718K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
200+ 17.04% |
$53.5K - $61.1K
|
1.37K
$448K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
196+ 1.82% |
$52.4K - $59.9K
|
11K
$3.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
194+ 18.2% |
$51.9K - $59.3K
|
1.26K
$411K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
180+ 7.13% |
$48.1K - $55K
|
2.7K
$881K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
170+ 3.4% |
$45.4K - $51.9K
|
5.17K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
166+ 17.6% |
$44.4K - $50.7K
|
1.11K
$361K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
152+ 3.73% |
$40.6K - $46.4K
|
4.23K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
150+ 16.67% |
$40.1K - $45.8K
|
1.05K
$342K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
148+ 0.66% |
$39.6K - $45.2K
|
22.5K
$7.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
148+ 1.45% |
$39.6K - $45.2K
|
10.3K
$3.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
147+ 3.51% |
$39.3K - $44.9K
|
4.33K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
143+ 12.43% |
$38.2K - $43.7K
|
1.29K
$421K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
142+ 5.89% |
$38K - $43.4K
|
2.55K
$832K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
141+ 9.61% |
$37.7K - $43.1K
|
1.61K
$524K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
135+ 9.6% |
$36.1K - $41.3K
|
1.54K
$502K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
134+ 5.16% |
$35.8K - $40.9K
|
2.73K
$890K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
133+ 2.77% |
$35.6K - $40.6K
|
4.93K
$1.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
125+ 3.56% |
$33.4K - $38.2K
|
3.63K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
124+ 2.74% |
$33.2K - $37.9K
|
4.65K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
113+ 10.13% |
$30.2K - $34.5K
|
1.23K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
112+ 0.17% |
$29.9K - $34.2K
|
65.6K
$21.4M
|