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 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-182- 2.73% |
$48.7K - $55.6K
|
6.48K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-185- 17.6% |
$49.5K - $56.5K
|
866
$229K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-185- 10.66% |
$49.5K - $56.5K
|
1.55K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-186- 4.08% |
$49.7K - $56.8K
|
4.38K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-187- 3.99% |
$50K - $57.1K
|
4.5K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-189- 2.19% |
$50.5K - $57.8K
|
8.43K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-189- 87.5% |
$50.5K - $57.8K
|
27
$7.15K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-193- 14.74% |
$51.6K - $59K
|
1.12K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-193- 2.61% |
$51.6K - $59K
|
7.2K
$1.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-195- 11.75% |
$52.1K - $59.6K
|
1.47K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-195- 8.68% |
$52.1K - $59.6K
|
2.05K
$543K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-196- 11.02% |
$52.4K - $59.9K
|
1.58K
$419K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-198- 9.38% |
$52.9K - $60.5K
|
1.91K
$506K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-198- 13.46% |
$52.9K - $60.5K
|
1.27K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-199- 4.4% |
$53.2K - $60.8K
|
4.33K
$1.15M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-200- 6.53% |
$53.5K - $61.1K
|
2.86K
$758K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-200- 4.26% |
$53.5K - $61.1K
|
4.5K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-200- 1.67% |
$53.5K - $61.1K
|
11.8K
$3.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-202- 11.4% |
$54K - $61.7K
|
1.57K
$416K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-202- 7.42% |
$54K - $61.7K
|
2.52K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-202- 0.18% |
$54K - $61.7K
|
114K
$30.2M
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-203- 7.44% |
$54.3K - $62K
|
2.53K
$669K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-205- 1.1% |
$54.8K - $62.6K
|
18.4K
$4.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-205- 2.56% |
$54.8K - $62.6K
|
7.81K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-210- 1.84% |
$56.1K - $64.2K
|
11.2K
$2.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-210- 3.86% |
$56.1K - $64.2K
|
5.22K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-210- 2.34% |
$56.1K - $64.2K
|
8.76K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-218- 0.34% |
$58.3K - $66.6K
|
63.1K
$16.7M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-222- 20.04% |
$59.4K - $67.8K
|
886
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-222- 2.87% |
$59.4K - $67.8K
|
7.52K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-223- 3.43% |
$59.6K - $68.1K
|
6.27K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-223- 1.51% |
$59.6K - $68.1K
|
14.5K
$3.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-225- 2.86% |
$60.2K - $68.8K
|
7.64K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-227- 5.55% |
$60.7K - $69.4K
|
3.86K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-230- 1.97% |
$61.5K - $70.3K
|
11.5K
$3.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-232- 7.14% |
$62K - $70.9K
|
3.02K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-234- 9.97% |
$62.6K - $71.5K
|
2.11K
$560K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-236- 6.23% |
$63.1K - $72.1K
|
3.56K
$941K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-239- 7.73% |
$63.9K - $73K
|
2.85K
$755K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-240- 2.02% |
$64.2K - $73.3K
|
11.6K
$3.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-242- 5.43% |
$64.7K - $73.9K
|
4.22K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-242- 0.8% |
$64.7K - $73.9K
|
29.9K
$7.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-247- 2.86% |
$66K - $75.5K
|
8.4K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-249- 4.34% |
$66.6K - $76.1K
|
5.49K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-250- 2.3% |
$66.8K - $76.4K
|
10.6K
$2.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-250- 59.24% |
$66.8K - $76.4K
|
172
$45.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-250- 3.31% |
$66.8K - $76.4K
|
7.31K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-250- 5.99% |
$66.8K - $76.4K
|
3.92K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-252- 24.61% |
$67.4K - $77K
|
772
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-254- 5.42% |
$67.9K - $77.6K
|
4.43K
$1.17M
|