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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 2.46% |
$6.68K - $7.64K
|
990
$323K
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
8+ 0.13% |
$2.14K - $2.44K
|
6.14K
$2M
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.46K- 1.86% |
$391K - $446K
|
77.3K
$25.2M
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
29+ 1.23% |
$7.75K - $8.86K
|
2.38K
$775K
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
662+ 4.14% |
$177K - $202K
|
16.7K
$5.43M
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
20+ 0.75% |
$5.35K - $6.11K
|
2.68K
$875K
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
44+ 0.45% |
$11.8K - $13.4K
|
9.8K
$3.19M
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
37+ 0.57% |
$9.89K - $11.3K
|
6.5K
$2.12M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
230+ 0.43% |
$61.5K - $70.3K
|
53.4K
$17.4M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 1.06% |
$802 - $917
|
279
$90.9K
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-68- 4.64% |
$18.2K - $20.8K
|
1.4K
$455K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
241+ 7.26% |
$64.4K - $73.6K
|
3.56K
$1.16M
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-282- 3.47% |
$75.4K - $86.2K
|
7.84K
$2.55M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.74K+ 56.57% |
$1M - $1.14M
|
10.3K
$3.37M
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
5+ 0.3% |
$1.34K - $1.53K
|
1.69K
$549K
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
27+ 1.3% |
$7.22K - $8.25K
|
2.1K
$683K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
680+ 171.72% |
$182K - $208K
|
1.08K
$351K
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.05KNew |
$280K - $321K
|
1.05K
$342K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
390+ 5.42% |
$104K - $119K
|
7.59K
$2.47M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
310+ 1.45% |
$82.9K - $94.7K
|
21.7K
$7.09M
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
63+ 38.89% |
$16.8K - $19.3K
|
225
$73.3K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
72+ 6.55% |
$19.2K - $22K
|
1.17K
$382K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
144+ 0.48% |
$38.5K - $44K
|
29.9K
$9.74M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-41- 0.62% |
$11K - $12.5K
|
6.56K
$2.14M
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
373+ 1.46% |
$99.7K - $114K
|
25.9K
$8.44M
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
722New |
$193K - $221K
|
722
$235K
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.36K+ 2.59% |
$364K - $416K
|
54K
$17.6M
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.44K- 15.62% |
$385K - $440K
|
7.79K
$2.54M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-33- 2.22% |
$8.82K - $10.1K
|
1.45K
$473K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
690New |
$184K - $211K
|
690
$225K
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
152+ 20.24% |
$40.6K - $46.4K
|
903
$294K
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-51- 1.39% |
$13.6K - $15.6K
|
3.63K
$1.18M
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-74- 1.4% |
$19.8K - $22.6K
|
5.21K
$1.7M
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-2.01K- 2.59% |
$537K - $613K
|
75.6K
$24.6M
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
513+ 3.99% |
$137K - $157K
|
13.4K
$4.36M
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.06% |
$267 - $306
|
1.64K
$535K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-281- 11.02% |
$75.1K - $85.9K
|
2.27K
$739K
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
34+ 1.02% |
$9.09K - $10.4K
|
3.36K
$1.09M
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-139- 0.81% |
$37.2K - $42.5K
|
17K
$5.53M
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.26K+ 2.1% |
$336K - $384K
|
61K
$19.9M
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
773New |
$207K - $236K
|
773
$252K
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
28+ 0.78% |
$7.49K - $8.56K
|
3.61K
$1.18M
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-286- 1.49% |
$76.5K - $87.4K
|
18.9K
$6.17M
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.4K- 0.82% |
$374K - $428K
|
168K
$54.9M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
49+ 1.7% |
$13.1K - $15K
|
2.94K
$956K
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
685+ 15.31% |
$183K - $209K
|
5.16K
$1.68M
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-108- 1.13% |
$28.9K - $33K
|
9.45K
$3.08M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
314+ 11.58% |
$83.9K - $95.9K
|
3.03K
$986K
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
35+ 2.08% |
$9.36K - $10.7K
|
1.72K
$559K
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-56.4K- 81.67% |
$15.1M - $17.2M
|
12.7K
$4.13M
|