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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-24- 1.68% |
$5.42K - $6.51K
|
1.4K
$425K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
5New |
$1.13K - $1.36K
|
5
$1.52K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-286- 1.66% |
$64.6K - $77.6K
|
16.9K
$5.13M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
894New |
$202K - $242K
|
894
$271K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-755- 2.31% |
$171K - $205K
|
31.9K
$9.68M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.09K- 9.85% |
$471K - $565K
|
19.1K
$5.79M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.74KNew |
$394K - $473K
|
1.74K
$529K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-27.1K- 6.49% |
$6.11M - $7.34M
|
390K
$118M
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
21KNew |
$4.75M - $5.7M
|
21K
$6.38M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9+ 3.3% |
$2.03K - $2.44K
|
282
$85.6K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.07KClosed |
$241K - $289K
|
0
$0
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.31K- 32.81% |
$522K - $627K
|
4.73K
$1.44M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.48K+ 9.47% |
$1.24M - $1.48M
|
63.3K
$19.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-24- 0.43% |
$5.42K - $6.51K
|
5.54K
$1.68M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-312K- 98.5% |
$70.6M - $84.7M
|
4.77K
$1.45M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-3.71K- 3.01% |
$837K - $1.01M
|
120K
$36.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
23.4K+ 293.05% |
$5.29M - $6.35M
|
31.4K
$9.54M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-146- 1.56% |
$33K - $39.6K
|
9.23K
$2.8M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
73+ 3.11% |
$16.5K - $19.8K
|
2.42K
$735K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5+ 0.29% |
$1.13K - $1.36K
|
1.74K
$527K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10- 0.11% |
$2.26K - $2.71K
|
8.89K
$2.7M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.78KNew |
$1.08M - $1.3M
|
4.78K
$1.45M
|
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
BUY
|
- |
3.8KNew |
$859K - $1.03M
|
3.8K
$1.15M
|
|
|
Nov 19, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
126K+ 259.11% |
$28.4M - $34M
|
174K
$52.8M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-52- 0.58% |
$11.7K - $14.1K
|
8.97K
$2.72M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-10- 0.06% |
$2.26K - $2.71K
|
15.6K
$4.72M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
324+ 16.68% |
$73.2K - $87.9K
|
2.27K
$688K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-27.2K- 12.71% |
$6.15M - $7.38M
|
187K
$56.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-71- 6.49% |
$16K - $19.3K
|
1.02K
$310K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
870+ 6.73% |
$197K - $236K
|
13.8K
$4.19M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
421+ 22.1% |
$95.1K - $114K
|
2.33K
$706K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
149+ 2.64% |
$33.7K - $40.4K
|
5.79K
$1.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.04K+ 5.23% |
$913K - $1.1M
|
81.3K
$24.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-72- 0.96% |
$16.3K - $19.5K
|
7.39K
$2.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
14.4K+ 5.79% |
$3.25M - $3.91M
|
263K
$79.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.58K- 0.85% |
$356K - $427K
|
183K
$55.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
29+ 0.44% |
$6.55K - $7.86K
|
6.65K
$2.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
118+ 8.62% |
$26.7K - $32K
|
1.49K
$451K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-364- 4.59% |
$82.2K - $98.7K
|
7.57K
$2.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
21+ 0.63% |
$4.74K - $5.69K
|
3.33K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
14+ 0.74% |
$3.16K - $3.8K
|
1.91K
$580K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
79+ 13.34% |
$17.8K - $21.4K
|
671
$204K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-52.3K- 2.36% |
$11.8M - $14.2M
|
2.16M
$656M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
23.9KNew |
$5.4M - $6.48M
|
23.9K
$7.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
829+ 40.96% |
$187K - $225K
|
2.85K
$866K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
35+ 3.59% |
$7.91K - $9.49K
|
1.01K
$307K
|
|
|
Nov 15, 2024
Q3 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
900New |
$203K - $244K
|
900
$273K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.43K- 8.66% |
$1.68M - $2.01M
|
78.3K
$23.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 1.61% |
$226 - $271
|
63
$19.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.09K- 2.95% |
$246K - $295K
|
35.9K
$10.9M
|