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 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
170+ 3.4% |
$45.4K - $51.9K
|
5.17K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
166+ 17.6% |
$44.4K - $50.7K
|
1.11K
$352K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
158New |
$42.2K - $48.3K
|
158
$50.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
156+ 0.38% |
$41.7K - $47.7K
|
41.3K
$13.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
156+ 23.15% |
$41.7K - $47.7K
|
830
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
154New |
$41.2K - $47.1K
|
154
$48.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
152+ 3.73% |
$40.6K - $46.4K
|
4.23K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
152+ 20.24% |
$40.6K - $46.4K
|
903
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
150+ 16.67% |
$40.1K - $45.8K
|
1.05K
$333K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
148+ 0.66% |
$39.6K - $45.2K
|
22.5K
$7.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
148+ 1.45% |
$39.6K - $45.2K
|
10.3K
$3.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
147+ 3.51% |
$39.3K - $44.9K
|
4.33K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
144+ 0.48% |
$38.5K - $44K
|
29.9K
$9.49M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
143+ 12.43% |
$38.2K - $43.7K
|
1.29K
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
142+ 5.89% |
$38K - $43.4K
|
2.55K
$811K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
141+ 9.61% |
$37.7K - $43.1K
|
1.61K
$510K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
135+ 9.6% |
$36.1K - $41.3K
|
1.54K
$489K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
134+ 5.16% |
$35.8K - $40.9K
|
2.73K
$867K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
133New |
$35.6K - $40.6K
|
133
$42.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
133+ 2.77% |
$35.6K - $40.6K
|
4.93K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
129New |
$34.5K - $39.4K
|
129
$41K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
125+ 7.0% |
$33.4K - $38.2K
|
1.91K
$607K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
125+ 3.56% |
$33.4K - $38.2K
|
3.63K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
124+ 3.18% |
$33.2K - $37.9K
|
4.03K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
124+ 2.74% |
$33.2K - $37.9K
|
4.65K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
120+ 6.2% |
$32.1K - $36.7K
|
2.06K
$653K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
116+ 1.44% |
$31K - $35.4K
|
8.15K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
113+ 10.13% |
$30.2K - $34.5K
|
1.23K
$390K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
112+ 0.17% |
$29.9K - $34.2K
|
65.6K
$20.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
105+ 0.1% |
$28.1K - $32.1K
|
101K
$32.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
105+ 5.43% |
$28.1K - $32.1K
|
2.04K
$648K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
104+ 1.04% |
$27.8K - $31.8K
|
10.1K
$3.21M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
101+ 6.72% |
$27K - $30.9K
|
1.61K
$510K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
99+ 9.36% |
$26.5K - $30.3K
|
1.16K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
99+ 2.75% |
$26.5K - $30.3K
|
3.71K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
99+ 4.33% |
$26.5K - $30.3K
|
2.38K
$756K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
96+ 11.37% |
$25.7K - $29.3K
|
940
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
96+ 10.9% |
$25.7K - $29.3K
|
977
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
95+ 1.75% |
$25.4K - $29K
|
5.54K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
93+ 3.7% |
$24.9K - $28.4K
|
2.61K
$828K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
92+ 5.2% |
$24.6K - $28.1K
|
1.86K
$590K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
92+ 2.01% |
$24.6K - $28.1K
|
4.67K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
90+ 6.87% |
$24.1K - $27.5K
|
1.4K
$444K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
89+ 86.41% |
$23.8K - $27.2K
|
192
$61K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
84+ 0.73% |
$22.5K - $25.7K
|
11.6K
$3.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
83+ 1.66% |
$22.2K - $25.4K
|
5.07K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
82+ 7.31% |
$21.9K - $25.1K
|
1.2K
$382K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
77+ 4.97% |
$20.6K - $23.5K
|
1.63K
$516K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
75+ 12.65% |
$20.1K - $22.9K
|
668
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
73+ 5.69% |
$19.5K - $22.3K
|
1.36K
$430K
|