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 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
72+ 6.55% |
$19.2K - $22K
|
1.17K
$372K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
69+ 7.05% |
$18.4K - $21.1K
|
1.05K
$333K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
68+ 6.54% |
$18.2K - $20.8K
|
1.11K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
66+ 3.43% |
$17.6K - $20.2K
|
1.99K
$631K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
66+ 4.62% |
$17.6K - $20.2K
|
1.5K
$475K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
64+ 0.57% |
$17.1K - $19.6K
|
11.2K
$3.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
63+ 4.52% |
$16.8K - $19.3K
|
1.46K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
63+ 38.89% |
$16.8K - $19.3K
|
225
$71.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
62+ 1.65% |
$16.6K - $18.9K
|
3.83K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
59+ 0.37% |
$15.8K - $18K
|
15.8K
$5.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
58+ 2.87% |
$15.5K - $17.7K
|
2.08K
$659K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
57New |
$15.2K - $17.4K
|
57
$18.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
56+ 0.54% |
$15K - $17.1K
|
10.4K
$3.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
55+ 1.27% |
$14.7K - $16.8K
|
4.37K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
53+ 3.38% |
$14.2K - $16.2K
|
1.62K
$515K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
53+ 5.32% |
$14.2K - $16.2K
|
1.05K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
51+ 3.33% |
$13.6K - $15.6K
|
1.58K
$503K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
50+ 1.58% |
$13.4K - $15.3K
|
3.22K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
49+ 1.7% |
$13.1K - $15K
|
2.94K
$932K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
48+ 1.66% |
$12.8K - $14.7K
|
2.95K
$936K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
48+ 0.82% |
$12.8K - $14.7K
|
5.88K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
47+ 2.21% |
$12.6K - $14.4K
|
2.18K
$691K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
45+ 1.69% |
$12K - $13.8K
|
2.71K
$859K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
44+ 0.45% |
$11.8K - $13.4K
|
9.8K
$3.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
44+ 5.68% |
$11.8K - $13.4K
|
819
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
43+ 2.13% |
$11.5K - $13.1K
|
2.06K
$655K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
43+ 1.73% |
$11.5K - $13.1K
|
2.53K
$802K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
42+ 15.27% |
$11.2K - $12.8K
|
317
$101K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
41+ 1.35% |
$11K - $12.5K
|
3.08K
$976K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
41+ 1.0% |
$11K - $12.5K
|
4.14K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
40+ 0.2% |
$10.7K - $12.2K
|
19.9K
$6.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
40+ 160.0% |
$10.7K - $12.2K
|
65
$20.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
39+ 2.0% |
$10.4K - $11.9K
|
1.99K
$631K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
37+ 0.57% |
$9.89K - $11.3K
|
6.5K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
37+ 0.09% |
$9.89K - $11.3K
|
41.4K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
37+ 3.62% |
$9.89K - $11.3K
|
1.06K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
36+ 0.3% |
$9.62K - $11K
|
12K
$3.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
36+ 0.59% |
$9.62K - $11K
|
6.12K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
35+ 0.87% |
$9.36K - $10.7K
|
4.05K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
35+ 2.08% |
$9.36K - $10.7K
|
1.72K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
35+ 0.23% |
$9.36K - $10.7K
|
15.5K
$4.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
35+ 2.52% |
$9.36K - $10.7K
|
1.42K
$452K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
34+ 1.02% |
$9.09K - $10.4K
|
3.36K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
33+ 0.46% |
$8.82K - $10.1K
|
7.26K
$2.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
33+ 0.95% |
$8.82K - $10.1K
|
3.5K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
33+ 1.56% |
$8.82K - $10.1K
|
2.14K
$680K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
32+ 0.7% |
$8.56K - $9.78K
|
4.63K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
32+ 1.84% |
$8.56K - $9.78K
|
1.77K
$561K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
31+ 0.71% |
$8.29K - $9.47K
|
4.37K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
31+ 1.29% |
$8.29K - $9.47K
|
2.44K
$774K
|