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 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-110- 0.21% |
$29.4K - $33.6K
|
51.9K
$16.9M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-111- 6.31% |
$29.7K - $33.9K
|
1.65K
$537K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-113- 4.64% |
$30.2K - $34.5K
|
2.32K
$757K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-116- 5.25% |
$31K - $35.4K
|
2.09K
$682K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-120- 3.41% |
$32.1K - $36.7K
|
3.4K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-120- 0.8% |
$32.1K - $36.7K
|
14.9K
$4.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-125- 2.05% |
$33.4K - $38.2K
|
5.96K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-125- 2.85% |
$33.4K - $38.2K
|
4.27K
$1.39M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-127- 3.01% |
$34K - $38.8K
|
4.1K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-128- 5.37% |
$34.2K - $39.1K
|
2.26K
$735K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-131- 10.68% |
$35K - $40K
|
1.1K
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-137- 2.19% |
$36.6K - $41.9K
|
6.13K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-138- 2.61% |
$36.9K - $42.2K
|
5.14K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-140- 1.29% |
$37.4K - $42.8K
|
10.7K
$3.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-144- 1.76% |
$38.5K - $44K
|
8.02K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-144- 14.47% |
$38.5K - $44K
|
851
$277K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-144- 0.28% |
$38.5K - $44K
|
51.1K
$16.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-148- 1.63% |
$39.6K - $45.2K
|
8.93K
$2.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-149- 3.28% |
$39.8K - $45.5K
|
4.4K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-150- 9.58% |
$40.1K - $45.8K
|
1.42K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-159- 9.44% |
$42.5K - $48.6K
|
1.53K
$497K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-163- 0.78% |
$43.6K - $49.8K
|
20.7K
$6.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-164- 24.15% |
$43.8K - $50.1K
|
515
$168K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-164- 50.31% |
$43.8K - $50.1K
|
162
$52.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-165- 8.75% |
$44.1K - $50.4K
|
1.72K
$560K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-168- 11.4% |
$44.9K - $51.3K
|
1.31K
$426K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-176- 1.01% |
$47.1K - $53.8K
|
17.3K
$5.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-179- 9.31% |
$47.9K - $54.7K
|
1.74K
$568K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-182- 12.47% |
$48.7K - $55.6K
|
1.28K
$416K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-189- 2.19% |
$50.5K - $57.8K
|
8.43K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-193- 14.74% |
$51.6K - $59K
|
1.12K
$364K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-200- 6.53% |
$53.5K - $61.1K
|
2.86K
$933K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-205- 2.56% |
$54.8K - $62.6K
|
7.81K
$2.54M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-205- 1.1% |
$54.8K - $62.6K
|
18.4K
$5.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-210- 1.84% |
$56.1K - $64.2K
|
11.2K
$3.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-210- 3.86% |
$56.1K - $64.2K
|
5.22K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-223- 3.43% |
$59.6K - $68.1K
|
6.27K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-232- 7.14% |
$62K - $70.9K
|
3.02K
$983K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-236- 6.23% |
$63.1K - $72.1K
|
3.56K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-239- 7.73% |
$63.9K - $73K
|
2.85K
$929K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-249- 4.34% |
$66.6K - $76.1K
|
5.49K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-250- 2.3% |
$66.8K - $76.4K
|
10.6K
$3.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-252- 24.61% |
$67.4K - $77K
|
772
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-260- 1.51% |
$69.5K - $79.4K
|
16.9K
$5.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-275- 1.24% |
$73.5K - $84K
|
21.9K
$7.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-277- 2.73% |
$74.1K - $84.6K
|
9.89K
$3.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-286- 8.06% |
$76.5K - $87.4K
|
3.26K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-286- 1.49% |
$76.5K - $87.4K
|
18.9K
$6.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-290- 1.24% |
$77.5K - $88.6K
|
23.2K
$7.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-297- 29.03% |
$79.4K - $90.8K
|
726
$237K
|