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 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-364- 17.33% |
$97.3K - $111K
|
1.74K
$438K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-368- 3.99% |
$98.4K - $112K
|
8.86K
$2.24M
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-368- 4.04% |
$98.4K - $112K
|
8.74K
$2.21M
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-369- 3.55% |
$98.7K - $113K
|
10K
$2.53M
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-376- 1.68% |
$101K - $115K
|
22K
$5.55M
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-377- 0.64% |
$101K - $115K
|
58.3K
$14.7M
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-384- 11.28% |
$103K - $117K
|
3.02K
$763K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-385- 41.85% |
$103K - $118K
|
535
$135K
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-387- 16.62% |
$103K - $118K
|
1.94K
$490K
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-389- 0.23% |
$104K - $119K
|
165K
$41.7M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-392- 0.45% |
$105K - $120K
|
86.1K
$21.7M
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-392- 4.37% |
$105K - $120K
|
8.59K
$2.17M
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-394- 14.92% |
$105K - $120K
|
2.25K
$567K
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-395- 3.55% |
$106K - $121K
|
10.7K
$2.71M
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-399- 5.87% |
$107K - $122K
|
6.39K
$1.61M
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-401- 7.34% |
$107K - $123K
|
5.06K
$1.28M
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-404- 2.66% |
$108K - $123K
|
14.8K
$3.74M
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-404- 1.37% |
$108K - $123K
|
29.1K
$7.34M
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-410- 3.61% |
$110K - $125K
|
10.9K
$2.76M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-412- 0.79% |
$110K - $126K
|
51.8K
$13.1M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-412- 2.13% |
$110K - $126K
|
19K
$4.79M
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-421- 27.7% |
$113K - $129K
|
1.1K
$277K
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-426- 27.33% |
$114K - $130K
|
1.13K
$286K
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-434- 6.06% |
$116K - $133K
|
6.72K
$1.7M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-437- 9.23% |
$117K - $134K
|
4.3K
$1.08M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-439- 16.92% |
$117K - $134K
|
2.16K
$544K
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-450- 9.06% |
$120K - $138K
|
4.52K
$1.14M
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-453- 21.43% |
$121K - $138K
|
1.66K
$419K
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-459- 3.91% |
$123K - $140K
|
11.3K
$2.85M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-462- 38.31% |
$124K - $141K
|
744
$188K
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-469- 1.82% |
$125K - $143K
|
25.4K
$6.4M
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-470- 1.19% |
$126K - $144K
|
39K
$9.84M
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-470- 3.24% |
$126K - $144K
|
14K
$3.54M
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-477- 0.95% |
$128K - $146K
|
49.9K
$12.6M
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-488- 2.89% |
$130K - $149K
|
16.4K
$4.14M
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-489- 7.54% |
$131K - $149K
|
6K
$1.51M
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-497- 9.16% |
$133K - $152K
|
4.93K
$1.24M
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-497- 10.18% |
$133K - $152K
|
4.38K
$1.11M
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-498- 3.2% |
$133K - $152K
|
15.1K
$3.8M
|
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-500- 5.75% |
$134K - $153K
|
8.19K
$2.07M
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-502- 1.03% |
$134K - $153K
|
48.3K
$12.2M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-504- 1.29% |
$135K - $154K
|
38.6K
$9.74M
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-507- 1.13% |
$136K - $155K
|
44.4K
$11.2M
|
|
Feb 12, 2025
Q4 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-525- 3.42% |
$140K - $160K
|
14.8K
$3.74M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-526- 0.74% |
$141K - $161K
|
70.1K
$17.7M
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-526- 8.69% |
$141K - $161K
|
5.53K
$1.4M
|
|
Feb 14, 2025
Q4 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-530- 1.28% |
$142K - $162K
|
41K
$10.4M
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-532- 1.36% |
$142K - $163K
|
38.6K
$9.74M
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-532- 5.88% |
$142K - $163K
|
8.52K
$2.15M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-536- 2.73% |
$143K - $164K
|
19.1K
$4.82M
|