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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-50- 2.23% |
$12.8K - $16.3K
|
2.19K
$747K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
27+ 0.28% |
$6.9K - $8.8K
|
9.84K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-700- 4.93% |
$179K - $228K
|
13.5K
$4.61M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
2.26K+ 1885.0% |
$578K - $737K
|
2.38K
$813K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-919- 1.81% |
$235K - $299K
|
49.8K
$17M
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
820+ 532.47% |
$209K - $267K
|
974
$332K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-15K- 83.26% |
$3.82M - $4.88M
|
3.01K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.2K+ 266.42% |
$816K - $1.04M
|
4.4K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
58+ 3.66% |
$14.8K - $18.9K
|
1.64K
$560K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-8.31K- 15.75% |
$2.12M - $2.71M
|
44.4K
$15.2M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
823New |
$210K - $268K
|
823
$281K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
85+ 4.14% |
$21.7K - $27.7K
|
2.14K
$729K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-263- 3.05% |
$67.2K - $85.7K
|
8.36K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-142- 8.36% |
$36.3K - $46.3K
|
1.56K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.33KNew |
$851K - $1.09M
|
3.33K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.1KNew |
$2.84M - $3.62M
|
11.1K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
11New |
$2.81K - $3.58K
|
11
$3.75K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
146+ 540.74% |
$37.3K - $47.6K
|
173
$59K
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.89KNew |
$483K - $616K
|
1.89K
$645K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.85K+ 41.74% |
$472K - $602K
|
6.27K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
71+ 3.91% |
$18.1K - $23.1K
|
1.89K
$645K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-294- 27.92% |
$75.1K - $95.8K
|
759
$259K
|
|
|
May 09, 2025
Q1 2025
|
Factorial Partners, LLC
|
SELL
|
- |
-100- 1.92% |
$25.5K - $32.6K
|
5.1K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$609K - $777K
|
2.38K
$814K
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-510- 21.16% |
$130K - $166K
|
1.9K
$648K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
880New |
$225K - $287K
|
880
$300K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
35+ 11.48% |
$8.94K - $11.4K
|
340
$116K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-200- 9.04% |
$51.1K - $65.2K
|
2.01K
$687K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2- 0.21% |
$511 - $652
|
942
$321K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5+ 0.68% |
$1.28K - $1.63K
|
745
$254K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-100- 2.32% |
$25.5K - $32.6K
|
4.21K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.6K- 49.95% |
$409K - $521K
|
1.6K
$547K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-4- 0.28% |
$1.02K - $1.3K
|
1.43K
$487K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
475New |
$121K - $155K
|
475
$162K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
16+ 100.0% |
$4.09K - $5.21K
|
32
$10.9K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-406- 14.92% |
$104K - $132K
|
2.32K
$790K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
381+ 0.98% |
$97.3K - $124K
|
39.4K
$13.4M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
543New |
$139K - $177K
|
543
$185K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-20- 8.2% |
$5.11K - $6.52K
|
224
$76.4K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
1.61KNew |
$411K - $525K
|
1.61K
$549K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
1.1K+ 9.82% |
$281K - $358K
|
12.3K
$4.2M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-115- 4.47% |
$29.4K - $37.5K
|
2.46K
$839K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.81% |
$255 - $326
|
125
$42.7K
|
|
|
May 05, 2025
Q1 2025
|
Prospect Hill Management, LLC
|
BUY
|
- |
1.13K+ 128.57% |
$287K - $367K
|
2K
$683K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-233- 6.37% |
$59.5K - $75.9K
|
3.43K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-5- 0.65% |
$1.28K - $1.63K
|
761
$260K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-127- 7.9% |
$32.4K - $41.4K
|
1.48K
$505K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.39KNew |
$1.12M - $1.43M
|
4.39K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.75K+ 21.24% |
$447K - $570K
|
9.99K
$3.41M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
10+ 0.82% |
$2.55K - $3.26K
|
1.23K
$418K
|
|