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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.03KNew |
$543K - $621K
|
2.03K
$519K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.03KNew |
$543K - $621K
|
2.03K
$519K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.03KNew |
$541K - $619K
|
2.03K
$517K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.02KNew |
$540K - $617K
|
2.02K
$516K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2K+ 5.23% |
$536K - $612K
|
40.3K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
1.99KNew |
$531K - $607K
|
1.99K
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.94K+ 49.51% |
$518K - $592K
|
5.85K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.93K+ 101.26% |
$516K - $589K
|
3.83K
$979K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.92K+ 1.27% |
$513K - $586K
|
153K
$39M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.91KNew |
$510K - $582K
|
1.91K
$487K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.9K+ 19.32% |
$509K - $581K
|
11.8K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.87K+ 146.43% |
$499K - $570K
|
3.14K
$802K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.84K+ 23.11% |
$493K - $563K
|
9.82K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.83KNew |
$490K - $559K
|
1.83K
$468K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.8KNew |
$480K - $549K
|
1.8K
$459K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.8K+ 33.48% |
$480K - $548K
|
7.16K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.79KNew |
$480K - $548K
|
1.79K
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.79K+ 3.87% |
$477K - $545K
|
47.9K
$12.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.77K+ 0.57% |
$473K - $541K
|
311K
$79.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.76KNew |
$471K - $538K
|
1.76K
$450K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.75K+ 12.73% |
$469K - $536K
|
15.5K
$3.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.75K+ 4.52% |
$468K - $535K
|
40.4K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.75K+ 4.33% |
$467K - $534K
|
42.1K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.73K+ 22.17% |
$463K - $529K
|
9.54K
$2.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.7K+ 46.58% |
$455K - $520K
|
5.36K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.7KNew |
$454K - $519K
|
1.7K
$434K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 14.14% |
$454K - $519K
|
13.7K
$3.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.66K+ 41.54% |
$442K - $506K
|
5.64K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
1.64KNew |
$439K - $502K
|
1.64K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.64KNew |
$439K - $502K
|
1.64K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.64KNew |
$438K - $500K
|
1.64K
$418K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.57K+ 122.05% |
$420K - $480K
|
2.86K
$730K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.56K+ 6.32% |
$418K - $478K
|
26.3K
$6.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.55KNew |
$415K - $475K
|
1.55K
$397K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.55K+ 5.48% |
$415K - $474K
|
29.9K
$7.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.53KNew |
$408K - $466K
|
1.53K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.52KNew |
$406K - $464K
|
1.52K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.51K+ 4.81% |
$404K - $462K
|
32.9K
$8.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 100.94% |
$402K - $460K
|
3K
$765K
|
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
1.5KNew |
$401K - $458K
|
1.5K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$401K - $458K
|
1.5K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.5K+ 3.97% |
$400K - $457K
|
39.1K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
1.49KNew |
$398K - $455K
|
1.49K
$381K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.49K+ 69.48% |
$398K - $455K
|
3.63K
$928K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.47K+ 5.97% |
$393K - $449K
|
26.1K
$6.67M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
1.46K+ 8.28% |
$389K - $445K
|
19K
$4.86M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.45K+ 7.94% |
$388K - $443K
|
19.7K
$5.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.45K+ 75.36% |
$387K - $442K
|
3.37K
$860K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.44KNew |
$386K - $441K
|
1.44K
$369K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.43K+ 75.05% |
$381K - $436K
|
3.33K
$849K
|