Latest Institutional Transactions on American Express CO (AXP)
This table provides information on the latest institutional transactions involving American Express CO (AXP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
631KNew |
$169M - $193M
|
631K
$186M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
200+ 119.76% |
$53.5K - $61.1K
|
367
$108K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1+ 0.98% |
$267 - $306
|
103
$30.3K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
695New |
$186K - $212K
|
695
$204K
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
244+ 18.54% |
$65.2K - $74.6K
|
1.56K
$459K
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
3.11KNew |
$831K - $949K
|
3.11K
$914K
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
5.84KNew |
$1.56M - $1.79M
|
5.84K
$1.72M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
378New |
$101K - $116K
|
378
$111K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1.05K- 27.17% |
$280K - $320K
|
2.8K
$825K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-73- 3.82% |
$19.5K - $22.3K
|
1.84K
$540K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
358+ 13.23% |
$95.7K - $109K
|
3.06K
$901K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.61K- 15.42% |
$697K - $797K
|
14.3K
$4.21M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
220New |
$58.8K - $67.2K
|
220
$64.7K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
35+ 1.17% |
$9.36K - $10.7K
|
3.04K
$894K
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-769- 13.62% |
$206K - $235K
|
4.88K
$1.43M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.19KNew |
$319K - $365K
|
1.19K
$351K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
148+ 3.06% |
$39.6K - $45.2K
|
4.99K
$1.47M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
267New |
$71.4K - $81.6K
|
267
$78.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-477- 0.95% |
$128K - $146K
|
49.9K
$14.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
1KNew |
$267K - $306K
|
1K
$294K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
262New |
$70K - $80.1K
|
262
$77.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-35- 1.66% |
$9.36K - $10.7K
|
2.08K
$611K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
430+ 6.49% |
$115K - $131K
|
7.06K
$2.08M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1- 0.05% |
$267 - $306
|
1.91K
$562K
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
4.42KNew |
$1.18M - $1.35M
|
4.42K
$1.3M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
156+ 19.77% |
$41.7K - $47.7K
|
945
$278K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
81+ 0.9% |
$21.7K - $24.8K
|
9.05K
$2.66M
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-40- 0.56% |
$10.7K - $12.2K
|
7.09K
$2.09M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.9K- 1.41% |
$775K - $886K
|
203K
$59.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
2.9KNew |
$775K - $886K
|
2.9K
$853K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
821New |
$219K - $251K
|
821
$242K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-80- 17.78% |
$21.4K - $24.4K
|
370
$109K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
245+ 28.16% |
$65.5K - $74.9K
|
1.12K
$328K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.44K- 4.02% |
$385K - $440K
|
34.4K
$10.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
32+ 2.32% |
$8.56K - $9.78K
|
1.41K
$415K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-82- 0.96% |
$21.9K - $25.1K
|
8.46K
$2.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.67K+ 41.65% |
$1.25M - $1.43M
|
15.9K
$4.67M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
445+ 47.95% |
$119K - $136K
|
1.37K
$404K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
234+ 10.33% |
$62.6K - $71.5K
|
2.5K
$736K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-437- 9.23% |
$117K - $134K
|
4.3K
$1.26M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.37K- 56.34% |
$901K - $1.03M
|
2.61K
$768K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.36K- 86.34% |
$1.97M - $2.25M
|
1.17K
$343K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
97New |
$25.9K - $29.6K
|
97
$28.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-136- 4.08% |
$36.4K - $41.6K
|
3.2K
$941K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
247KNew |
$66M - $75.5M
|
247K
$72.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-181- 6.21% |
$48.4K - $55.3K
|
2.73K
$804K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.03KNew |
$274K - $314K
|
1.03K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
563+ 1.0% |
$151K - $172K
|
56.9K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.3K- 11.86% |
$348K - $397K
|
9.66K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Grove Capital, LLC
Palo Alto, CA |
SELL
|
- |
-34.1K- 54.33% |
$9.12M - $10.4M
|
28.7K
$8.44M
|