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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-53- 2.35% |
$13.5K - $17.3K
|
2.2K
$554K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.11K+ 3.63% |
$283K - $361K
|
31.7K
$7.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
8+ 100.0% |
$2.04K - $2.61K
|
16
$4.02K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-857- 49.08% |
$219K - $279K
|
889
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-469- 10.13% |
$120K - $153K
|
4.16K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.12K- 16.63% |
$286K - $364K
|
5.6K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
11+ 0.32% |
$2.81K - $3.58K
|
3.42K
$860K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
470+ 22.86% |
$120K - $153K
|
2.53K
$635K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
23+ 0.53% |
$5.87K - $7.5K
|
4.36K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
920New |
$235K - $300K
|
920
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-385- 4.94% |
$98.3K - $125K
|
7.4K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-14- 0.52% |
$3.58K - $4.56K
|
2.67K
$671K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-7.82K- 15.35% |
$2M - $2.55M
|
43.1K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
162+ 1.09% |
$41.4K - $52.8K
|
15.1K
$3.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3+ 0.82% |
$766 - $978
|
370
$93K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
150New |
$38.3K - $48.9K
|
150
$37.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
300+ 14.01% |
$76.6K - $97.8K
|
2.44K
$614K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
636+ 8.63% |
$162K - $207K
|
8.01K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-104- 11.72% |
$26.6K - $33.9K
|
783
$197K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
206+ 2.21% |
$52.6K - $67.1K
|
9.52K
$2.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
534+ 3.42% |
$136K - $174K
|
16.2K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-32- 1.72% |
$8.17K - $10.4K
|
1.83K
$459K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-73- 2.5% |
$18.6K - $23.8K
|
2.85K
$717K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 8.85% |
$102K - $130K
|
4.12K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
613+ 71.03% |
$157K - $200K
|
1.48K
$371K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
15+ 31.91% |
$3.83K - $4.89K
|
62
$15.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-671- 0.85% |
$171K - $219K
|
78.7K
$19.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-51.2K- 69.8% |
$13.1M - $16.7M
|
22.2K
$5.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-80- 4.36% |
$20.4K - $26.1K
|
1.76K
$441K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
527+ 15.65% |
$135K - $172K
|
3.89K
$979K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
3+ 0.2% |
$766 - $978
|
1.5K
$376K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.17K+ 32.95% |
$1.07M - $1.36M
|
16.8K
$4.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.34K+ 3.3% |
$343K - $438K
|
42.1K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-4.02K- 1.81% |
$1.03M - $1.31M
|
219K
$54.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.53K+ 3.2% |
$392K - $500K
|
49.5K
$12.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.05K+ 3.98% |
$268K - $342K
|
27.4K
$6.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.11% |
$511 - $652
|
1.83K
$461K
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-274- 0.35% |
$70K - $89.3K
|
77K
$19.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-139- 3.48% |
$35.5K - $45.3K
|
3.85K
$968K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
3.07K+ 8.46% |
$785K - $1M
|
39.4K
$9.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
847New |
$216K - $276K
|
847
$213K
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
6.55KNew |
$1.67M - $2.14M
|
6.55K
$1.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-710- 12.08% |
$181K - $231K
|
5.17K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
946New |
$242K - $308K
|
946
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 0.09% |
$1.28K - $1.63K
|
5.5K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.55K+ 27.02% |
$652K - $832K
|
12K
$3.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-87- 2.83% |
$22.2K - $28.4K
|
2.99K
$751K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-68- 8.31% |
$17.4K - $22.2K
|
750
$188K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
272+ 15.16% |
$69.5K - $88.6K
|
2.07K
$519K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 0.46% |
$1.53K - $1.96K
|
1.31K
$329K
|