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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-458- 64.69% |
$99.6K - $111K
|
250
$85.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-13- 32.5% |
$2.83K - $3.16K
|
27
$9.21K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
20+ 33.33% |
$4.35K - $4.86K
|
80
$27.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-154K- 29.38% |
$33.4M - $37.4M
|
370K
$126M
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
245+ 51.8% |
$53.3K - $59.6K
|
718
$245K
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
2.92KNew |
$636K - $710K
|
2.92K
$997K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
94.7KNew |
$20.6M - $23M
|
94.7K
$32.3M
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
21+ 1.45% |
$4.57K - $5.1K
|
1.47K
$501K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-11- 0.47% |
$2.39K - $2.67K
|
2.34K
$799K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
300+ 12.0% |
$65.3K - $72.9K
|
2.8K
$956K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
88+ 9.08% |
$19.1K - $21.4K
|
1.06K
$361K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1KNew |
$218K - $243K
|
1K
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
320New |
$69.6K - $77.8K
|
320
$109K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
191+ 2.58% |
$41.5K - $46.4K
|
7.6K
$2.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-32- 0.81% |
$6.96K - $7.78K
|
3.92K
$1.34M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-194- 11.45% |
$42.2K - $47.2K
|
1.5K
$512K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
39.9KNew |
$8.67M - $9.7M
|
39.9K
$13.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 3.41% |
$653 - $729
|
91
$31.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
45+ 0.5% |
$9.79K - $10.9K
|
9.04K
$3.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-16- 0.62% |
$3.48K - $3.89K
|
2.58K
$880K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
401+ 36.36% |
$87.2K - $97.5K
|
1.5K
$513K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
610+ 8.95% |
$133K - $148K
|
7.43K
$2.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
829New |
$180K - $202K
|
829
$283K
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
8.06KNew |
$1.75M - $1.96M
|
8.06K
$2.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-160- 1.01% |
$34.8K - $38.9K
|
15.6K
$5.33M
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.3K- 56.52% |
$283K - $316K
|
1K
$341K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
35+ 1.15% |
$7.61K - $8.51K
|
3.07K
$1.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-47- 1.52% |
$10.2K - $11.4K
|
3.04K
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
900New |
$196K - $219K
|
900
$307K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-50- 2.33% |
$10.9K - $12.2K
|
2.1K
$717K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
24+ 0.61% |
$5.22K - $5.83K
|
3.95K
$1.35M
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-32- 2.29% |
$6.96K - $7.78K
|
1.37K
$467K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
333New |
$72.4K - $80.9K
|
333
$114K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
868New |
$189K - $211K
|
868
$296K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-25- 1.28% |
$5.44K - $6.08K
|
1.93K
$658K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-32- 1.33% |
$6.96K - $7.78K
|
2.38K
$810K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
PUT |
-800- 72.73% |
$174K - $194K
|
300
$102K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.62KNew |
$1.44M - $1.61M
|
6.62K
$2.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
100New |
$21.8K - $24.3K
|
100
$34.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-146- 9.62% |
$31.8K - $35.5K
|
1.37K
$468K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.55KNew |
$1.43M - $1.59M
|
6.55K
$2.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-4.16K- 50.01% |
$904K - $1.01M
|
4.16K
$1.42M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-540- 12.68% |
$117K - $131K
|
3.72K
$1.27M
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
35New |
$7.61K - $8.51K
|
35
$11.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-269K- 72.73% |
$58.5M - $65.4M
|
101K
$34.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
12New |
$2.61K - $2.92K
|
12
$4.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-88- 6.35% |
$19.1K - $21.4K
|
1.3K
$443K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-575- 64.75% |
$125K - $140K
|
313
$107K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 4.78% |
$2.61K - $2.92K
|
239
$81.6K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-5- 0.21% |
$1.09K - $1.22K
|
2.4K
$819K
|
|