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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-432- 0.69% |
$58.3K - $71.6K
|
62.3K
$15.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
1.01K+ 47.95% |
$136K - $167K
|
3.1K
$793K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-100- 2.52% |
$13.5K - $16.6K
|
3.86K
$987K
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
6.83KNew |
$921K - $1.13M
|
6.83K
$1.74M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-195- 3.59% |
$26.3K - $32.3K
|
5.24K
$1.34M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.32KNew |
$717K - $882K
|
5.32K
$1.36M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
23.5K+ 13.48% |
$3.18M - $3.91M
|
198K
$50.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
19+ 1.0% |
$2.56K - $3.15K
|
1.92K
$491K
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-23- 5.44% |
$3.1K - $3.81K
|
400
$102K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
1.03K+ 6.75% |
$138K - $170K
|
16.2K
$4.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
SELL
|
- |
-2.36K- 65.57% |
$319K - $392K
|
1.24K
$317K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
SELL
|
PUT |
-1.2K- 10.71% |
$162K - $199K
|
10K
$2.55M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
645+ 38.83% |
$87K - $107K
|
2.31K
$589K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-100- 62.5% |
$13.5K - $16.6K
|
60
$15.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
2.91KNew |
$393K - $483K
|
2.91K
$744K
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.69KNew |
$228K - $280K
|
1.69K
$431K
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-100- 6.25% |
$13.5K - $16.6K
|
1.5K
$383K
|
|
|
Oct 19, 2022
Q3 2022
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
5K+ 14.29% |
$675K - $829K
|
40K
$10.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
208New |
$28.1K - $34.5K
|
208
$53.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-100- 13.74% |
$13.5K - $16.6K
|
628
$160K
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-306- 5.58% |
$41.3K - $50.7K
|
5.18K
$1.32M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
373+ 21.05% |
$50.3K - $61.9K
|
2.15K
$548K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-300- 60.0% |
$40.5K - $49.8K
|
200
$51.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-3.89K- 22.32% |
$524K - $645K
|
13.5K
$3.45M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-4- 1.65% |
$540 - $663
|
239
$61K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
37+ 1.15% |
$4.99K - $6.14K
|
3.25K
$831K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2023
Q2 2022
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
5.75KNew |
$790K - $1.08M
|
5.75K
$1.47M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.03K+ 105.84% |
$279K - $383K
|
3.95K
$1.01M
|
|
|
Sep 12, 2022
Q2 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-2.2KClosed |
$303K - $415K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-92Closed |
$12.7K - $17.3K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-568Closed |
$78.1K - $107K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-65Closed |
$8.94K - $12.2K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-44.1KClosed |
$6.07M - $8.32M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-35.2KClosed |
$4.83M - $6.62M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-544Closed |
$74.8K - $103K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jeereddi Investments, LP
Los Angeles, CA |
SELL
|
- |
-7.27KClosed |
$1M - $1.37M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.08KClosed |
$148K - $203K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-125KClosed |
$17.2M - $23.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Leonard Green & Partners, L.P.
Los Angeles, CA |
SELL
|
- |
-30KClosed |
$4.13M - $5.65M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-2.07K- 8.9% |
$285K - $390K
|
21.2K
$5.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
8.31KNew |
$1.14M - $1.57M
|
8.31K
$2.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
120KNew |
$16.5M - $22.6M
|
120K
$30.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
120KNew |
$16.5M - $22.6M
|
120K
$30.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
502New |
$69K - $94.6K
|
502
$128K
|
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-1.48KClosed |
$203K - $279K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
46+ 2.6% |
$6.33K - $8.67K
|
1.81K
$463K
|
|
|
Aug 15, 2022
Q2 2022
|
140 Summer Partners LP
New York, NY |
SELL
|
- |
-321KClosed |
$44.1M - $60.4M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
9.38KNew |
$1.29M - $1.77M
|
9.38K
$2.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-665- 4.98% |
$91.4K - $125K
|
12.7K
$3.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-42.9KClosed |
$5.89M - $8.08M
|
0
$0
|
|