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 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.42K+ 11.23% |
$379K - $433K
|
14K
$3.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.4K+ 16.26% |
$375K - $429K
|
10K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.39K+ 4.1% |
$372K - $426K
|
35.3K
$9.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.39K+ 14.2% |
$372K - $425K
|
11.2K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.39KNew |
$372K - $425K
|
1.39K
$355K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.38K+ 13.91% |
$368K - $421K
|
11.3K
$2.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.36K+ 2.59% |
$364K - $416K
|
54K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.36KNew |
$363K - $415K
|
1.36K
$347K
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.36KNew |
$363K - $414K
|
1.36K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
1.35KNew |
$362K - $413K
|
1.35K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.34KNew |
$357K - $409K
|
1.34K
$341K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.33KNew |
$356K - $407K
|
1.33K
$340K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.3KNew |
$349K - $398K
|
1.3K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
1.3K+ 43.48% |
$348K - $397K
|
4.29K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.3KNew |
$347K - $397K
|
1.3K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.29K+ 27.11% |
$345K - $395K
|
6.06K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.29K+ 54.07% |
$345K - $394K
|
3.67K
$938K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.28KNew |
$342K - $391K
|
1.28K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.27K+ 24.44% |
$340K - $389K
|
6.48K
$1.66M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.27K+ 24.44% |
$340K - $389K
|
6.48K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
1.27KNew |
$340K - $388K
|
1.27K
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.26KNew |
$338K - $386K
|
1.26K
$323K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.26K+ 2.1% |
$336K - $384K
|
61K
$15.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.26K+ 103.63% |
$336K - $383K
|
2.47K
$630K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.25KNew |
$335K - $383K
|
1.25K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.25KNew |
$334K - $382K
|
1.25K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
1.24KNew |
$332K - $380K
|
1.24K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.23K+ 1.76% |
$330K - $377K
|
71.4K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.23KNew |
$329K - $376K
|
1.23K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.23KNew |
$328K - $375K
|
1.23K
$314K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.23KNew |
$328K - $374K
|
1.23K
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
1.22KNew |
$327K - $373K
|
1.22K
$312K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.22KNew |
$325K - $372K
|
1.22K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.21K+ 18.44% |
$323K - $369K
|
7.76K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.21K+ 113.76% |
$323K - $369K
|
2.27K
$579K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.21KNew |
$323K - $369K
|
1.21K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.2KNew |
$321K - $367K
|
1.2K
$306K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.19KNew |
$319K - $365K
|
1.19K
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.19K+ 8.41% |
$317K - $362K
|
15.3K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.18K+ 113.06% |
$315K - $360K
|
2.22K
$566K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.16KNew |
$310K - $354K
|
1.16K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.15KNew |
$307K - $351K
|
1.15K
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.14K+ 3.78% |
$306K - $349K
|
31.4K
$8.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.14K+ 11.12% |
$305K - $349K
|
11.4K
$2.91M
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.14KNew |
$304K - $347K
|
1.14K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.11K+ 20.85% |
$298K - $340K
|
6.45K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.11K+ 75.66% |
$297K - $339K
|
2.58K
$658K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1KNew |
$295K - $337K
|
1.1K
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.1K+ 15.41% |
$294K - $336K
|
8.24K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.1KNew |
$293K - $335K
|
1.1K
$280K
|