Latest Institutional Purchases of American Express CO (AXP)
This list provides information on the latest institutional transactions involving American Express CO (AXP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
374+ 0.43% |
$100K - $114K
|
86.6K
$24.2M
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
373+ 0.37% |
$99.7K - $114K
|
101K
$28.1M
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
373+ 46.39% |
$99.7K - $114K
|
1.18K
$329K
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
373+ 1.46% |
$99.7K - $114K
|
25.9K
$7.23M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
373+ 22.11% |
$99.7K - $114K
|
2.06K
$575K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
371+ 2.07% |
$99.2K - $113K
|
18.3K
$5.1M
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
370+ 34.23% |
$98.9K - $113K
|
1.45K
$405K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
367+ 5.18% |
$98.1K - $112K
|
7.45K
$2.08M
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
359+ 19.06% |
$96K - $110K
|
2.24K
$626K
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
358+ 13.23% |
$95.7K - $109K
|
3.06K
$855K
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
356+ 34.3% |
$95.2K - $109K
|
1.39K
$389K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
352+ 1.56% |
$94.1K - $108K
|
22.9K
$6.41M
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
352+ 2.4% |
$94.1K - $108K
|
15K
$4.19M
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
351+ 13.06% |
$93.8K - $107K
|
3.04K
$848K
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
350New |
$93.6K - $107K
|
350
$97.7K
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
350+ 16.22% |
$93.6K - $107K
|
2.51K
$700K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
347+ 7.47% |
$92.8K - $106K
|
5K
$1.4M
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
343+ 2.51% |
$91.7K - $105K
|
14K
$3.92M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
338+ 7.04% |
$90.4K - $103K
|
5.14K
$1.44M
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
337+ 21.87% |
$90.1K - $103K
|
1.88K
$524K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
336+ 10.33% |
$89.8K - $103K
|
3.59K
$1M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
333+ 2.53% |
$89K - $102K
|
13.5K
$3.77M
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
333+ 10.98% |
$89K - $102K
|
3.37K
$940K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
330New |
$88.2K - $101K
|
330
$92.2K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
328+ 25.95% |
$87.7K - $100K
|
1.59K
$445K
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
327+ 16.05% |
$87.4K - $99.9K
|
2.36K
$660K
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
323+ 1.75% |
$86.4K - $98.7K
|
18.8K
$5.26M
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
320+ 2.25% |
$85.6K - $97.8K
|
14.5K
$4.06M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
319+ 11.54% |
$85.3K - $97.5K
|
3.08K
$861K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
319+ 9.03% |
$85.3K - $97.5K
|
3.85K
$1.08M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
314+ 11.58% |
$83.9K - $95.9K
|
3.03K
$845K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
313+ 5.31% |
$83.7K - $95.6K
|
6.2K
$1.73M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
313+ 8.35% |
$83.7K - $95.6K
|
4.06K
$1.13M
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
312+ 3.34% |
$83.4K - $95.3K
|
9.66K
$2.7M
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
312+ 1.97% |
$83.4K - $95.3K
|
16.1K
$4.51M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
310+ 1.45% |
$82.9K - $94.7K
|
21.7K
$6.07M
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
302+ 31.62% |
$80.7K - $92.3K
|
1.26K
$351K
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
301+ 4.64% |
$80.5K - $92K
|
6.79K
$1.9M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
300+ 33.33% |
$80.2K - $91.7K
|
1.2K
$335K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
300+ 7.27% |
$80.2K - $91.7K
|
4.43K
$1.24M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
299New |
$79.9K - $91.4K
|
299
$83.5K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
297+ 2.61% |
$79.4K - $90.8K
|
11.7K
$3.26M
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
296+ 7.81% |
$79.1K - $90.4K
|
4.09K
$1.14M
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
296+ 25.54% |
$79.1K - $90.4K
|
1.46K
$406K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
295+ 5.22% |
$78.9K - $90.1K
|
5.94K
$1.66M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
292+ 13.06% |
$78.1K - $89.2K
|
2.53K
$706K
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
290+ 1.99% |
$77.5K - $88.6K
|
14.9K
$4.16M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
287+ 21.78% |
$76.7K - $87.7K
|
1.61K
$448K
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
285+ 10.02% |
$76.2K - $87.1K
|
3.13K
$874K
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
285+ 1.57% |
$76.2K - $87.1K
|
18.5K
$5.16M
|