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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.42K+ 2.97% |
$320K - $384K
|
49K
$15.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.41K+ 10.75% |
$319K - $383K
|
14.6K
$4.62M
|
|
|
Oct 21, 2024
Q3 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
1.4K+ 66.67% |
$316K - $380K
|
3.5K
$1.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 21.59% |
$313K - $376K
|
7.81K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 13.02% |
$312K - $375K
|
12K
$3.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1.38KNew |
$312K - $374K
|
1.38K
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.31KNew |
$295K - $354K
|
1.31K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.3KNew |
$293K - $351K
|
1.3K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.3KNew |
$293K - $351K
|
1.3K
$411K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.29K+ 13.08% |
$292K - $350K
|
11.2K
$3.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.29KNew |
$291K - $349K
|
1.29K
$408K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.27K+ 24.42% |
$288K - $345K
|
6.49K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.25KNew |
$283K - $340K
|
1.25K
$398K
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
1.23K+ 1.88% |
$277K - $332K
|
66.3K
$21M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.21K+ 4.7% |
$274K - $329K
|
27K
$8.58M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.21K+ 4.17% |
$274K - $329K
|
30.3K
$9.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.2K+ 11.52% |
$272K - $326K
|
11.6K
$3.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.2KNew |
$270K - $325K
|
1.2K
$380K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.18KNew |
$266K - $319K
|
1.18K
$374K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.16KNew |
$263K - $315K
|
1.16K
$369K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.12KNew |
$252K - $303K
|
1.12K
$354K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.11KNew |
$250K - $300K
|
1.11K
$352K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.11K+ 0.67% |
$250K - $300K
|
166K
$52.6M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.08KNew |
$244K - $293K
|
1.08K
$343K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.07KNew |
$242K - $290K
|
1.07K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.06K+ 11.07% |
$239K - $287K
|
10.6K
$3.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.06KNew |
$238K - $286K
|
1.06K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.05KNew |
$237K - $285K
|
1.05K
$334K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.04K+ 4.65% |
$235K - $282K
|
23.4K
$7.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.04K+ 9.53% |
$234K - $281K
|
11.9K
$3.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.03K+ 9.3% |
$232K - $279K
|
12.1K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.02K+ 13.63% |
$231K - $277K
|
8.53K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.01K+ 73.38% |
$228K - $274K
|
2.38K
$757K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.01K+ 17.84% |
$228K - $273K
|
6.65K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1K+ 84.06% |
$226K - $272K
|
2.19K
$696K
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
1KNew |
$226K - $271K
|
1K
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
997New |
$225K - $270K
|
997
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
995+ 24.73% |
$225K - $270K
|
5.02K
$1.59M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
990New |
$224K - $268K
|
990
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
983New |
$222K - $267K
|
983
$312K
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
972New |
$220K - $264K
|
972
$309K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
971+ 0.82% |
$219K - $263K
|
120K
$38M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
967New |
$218K - $262K
|
967
$307K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
967New |
$218K - $262K
|
967
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
965New |
$218K - $262K
|
965
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
960New |
$217K - $260K
|
960
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
937New |
$212K - $254K
|
937
$297K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
936New |
$211K - $254K
|
936
$297K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
934New |
$211K - $253K
|
934
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
925+ 1.32% |
$209K - $251K
|
70.8K
$22.5M
|