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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.1K+ 14.41% |
$830K - $948K
|
24.6K
$6.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
3.09KNew |
$826K - $944K
|
3.09K
$818K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.04K+ 2.23% |
$813K - $929K
|
140K
$36.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.01K+ 100466.67% |
$806K - $921K
|
3.02K
$799K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.01K+ 15.96% |
$803K - $918K
|
21.8K
$5.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3KNew |
$802K - $917K
|
3K
$794K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
2.99KNew |
$798K - $912K
|
2.99K
$791K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
2.97KNew |
$793K - $906K
|
2.97K
$785K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2.93KNew |
$782K - $894K
|
2.93K
$775K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.92K+ 54.29% |
$781K - $893K
|
8.3K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.92K+ 7.4% |
$780K - $891K
|
42.3K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.88K+ 203.82% |
$769K - $879K
|
4.29K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.86K+ 270.29% |
$764K - $873K
|
3.91K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
2.84K+ 0.41% |
$760K - $869K
|
700K
$185M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.84K+ 99.26% |
$758K - $867K
|
5.69K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.83K+ 17.49% |
$756K - $864K
|
19K
$5.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2.81KNew |
$750K - $857K
|
2.81K
$743K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.8KNew |
$749K - $857K
|
2.8K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
2.8K+ 279.52% |
$748K - $855K
|
3.8K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.78KNew |
$742K - $848K
|
2.78K
$735K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.75KNew |
$736K - $841K
|
2.75K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
2.63KNew |
$704K - $804K
|
2.63K
$697K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.61K+ 80.25% |
$698K - $797K
|
5.86K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.57K+ 10.98% |
$687K - $785K
|
26K
$6.88M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
2.56K+ 3.05% |
$684K - $781K
|
86.3K
$22.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
2.55KNew |
$683K - $780K
|
2.55K
$676K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.54K+ 32.18% |
$679K - $776K
|
10.4K
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.51K+ 6.03% |
$671K - $767K
|
44.2K
$11.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.47KNew |
$660K - $755K
|
2.47K
$654K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.46KNew |
$658K - $752K
|
2.46K
$652K
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
2.45KNew |
$655K - $748K
|
2.45K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.39K+ 0.79% |
$639K - $730K
|
304K
$80.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
2.36KNew |
$631K - $721K
|
2.36K
$625K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.3K+ 20.68% |
$616K - $704K
|
13.4K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.27K+ 7.5% |
$608K - $695K
|
32.6K
$8.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
2.26K+ 52.34% |
$603K - $689K
|
6.57K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.23K+ 3.7% |
$596K - $682K
|
62.5K
$16.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
2.22K+ 0.9% |
$593K - $678K
|
249K
$65.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.22KNew |
$593K - $678K
|
2.22K
$587K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.22K+ 57.7% |
$593K - $677K
|
6.06K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
2.17KNew |
$580K - $663K
|
2.17K
$575K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.15KNew |
$573K - $655K
|
2.15K
$568K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.13K+ 19.4% |
$568K - $649K
|
13.1K
$3.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.09K+ 64.85% |
$560K - $640K
|
5.32K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.09KNew |
$560K - $640K
|
2.09K
$555K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.09K+ 1.76% |
$558K - $638K
|
121K
$31.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.08K+ 34.45% |
$557K - $637K
|
8.13K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.06K+ 13.65% |
$551K - $630K
|
17.2K
$4.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.06KNew |
$550K - $629K
|
2.06K
$545K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.05K+ 19.81% |
$548K - $626K
|
12.4K
$3.28M
|