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 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-303- 5.06% |
$81K - $92.6K
|
5.68K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-316- 6.36% |
$84.5K - $96.6K
|
4.65K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-320- 25.32% |
$85.6K - $97.8K
|
944
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-330- 14.98% |
$88.2K - $101K
|
1.87K
$610K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-333- 8.93% |
$89K - $102K
|
3.4K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-351- 1.52% |
$93.8K - $107K
|
22.8K
$7.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-354- 6.48% |
$94.6K - $108K
|
5.11K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-359- 6.44% |
$96K - $110K
|
5.22K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-359- 0.7% |
$96K - $110K
|
50.9K
$16.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-364- 13.63% |
$97.3K - $111K
|
2.31K
$751K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-368- 3.99% |
$98.4K - $112K
|
8.86K
$2.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-369- 3.55% |
$98.7K - $113K
|
10K
$3.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-377- 0.64% |
$101K - $115K
|
58.3K
$19M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-401- 7.34% |
$107K - $123K
|
5.06K
$1.65M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-412- 0.79% |
$110K - $126K
|
51.8K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-459- 3.91% |
$123K - $140K
|
11.3K
$3.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-502- 1.03% |
$134K - $153K
|
48.3K
$15.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-526- 0.74% |
$141K - $161K
|
70.1K
$22.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-536- 2.73% |
$143K - $164K
|
19.1K
$6.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-548- 33.03% |
$147K - $167K
|
1.11K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-557- 2.03% |
$149K - $170K
|
26.8K
$8.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-558- 3.74% |
$149K - $171K
|
14.4K
$4.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-568- 1.71% |
$152K - $174K
|
32.6K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-570- 9.12% |
$152K - $174K
|
5.68K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-572- 24.04% |
$153K - $175K
|
1.81K
$589K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-579- 1.42% |
$155K - $177K
|
40.1K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-591- 4.75% |
$158K - $181K
|
11.8K
$3.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-592- 3.71% |
$158K - $181K
|
15.4K
$5M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-607- 37.47% |
$162K - $185K
|
1.01K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-610- 3.69% |
$163K - $186K
|
15.9K
$5.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-618- 53.09% |
$165K - $189K
|
546
$178K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-621- 1.9% |
$166K - $190K
|
32.1K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-655- 2.42% |
$175K - $200K
|
26.4K
$8.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-669- 5.79% |
$179K - $204K
|
10.9K
$3.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-670- 5.44% |
$179K - $205K
|
11.6K
$3.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-674- 5.83% |
$180K - $206K
|
10.9K
$3.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-700- 18.05% |
$187K - $214K
|
3.18K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-715- 24.98% |
$191K - $218K
|
2.15K
$700K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-773- 21.02% |
$207K - $236K
|
2.91K
$947K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-825- 6.45% |
$221K - $252K
|
12K
$3.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-863- 39.95% |
$231K - $264K
|
1.3K
$423K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-877- 4.47% |
$234K - $268K
|
18.8K
$6.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-888- 11.46% |
$237K - $271K
|
6.86K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-910- 27.85% |
$243K - $278K
|
2.36K
$768K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-955- 5.76% |
$255K - $292K
|
15.6K
$5.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1K- 35.27% |
$268K - $306K
|
1.84K
$599K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1K- 1.0% |
$268K - $306K
|
99.6K
$32.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.01K- 38.97% |
$270K - $308K
|
1.58K
$515K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.01K- 13.89% |
$271K - $310K
|
6.28K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 57.37% |
$293K - $335K
|
815
$266K
|