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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
89New |
$16K - $20.4K
|
89
$28.3K
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
86+ 0.63% |
$15.5K - $19.7K
|
13.8K
$4.39M
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
85+ 5.34% |
$15.3K - $19.5K
|
1.68K
$533K
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
80+ 22.22% |
$14.4K - $18.3K
|
440
$140K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
78+ 312.0% |
$14K - $17.9K
|
103
$32.7K
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
60+ 0.96% |
$10.8K - $13.7K
|
6.33K
$2.01M
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
50+ 2.95% |
$8.99K - $11.5K
|
1.74K
$554K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
50New |
$8.99K - $11.5K
|
50
$15.9K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
49+ 15.08% |
$8.81K - $11.2K
|
374
$119K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
47New |
$8.45K - $10.8K
|
47
$14.9K
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
38+ 15.7% |
$6.83K - $8.71K
|
280
$88.9K
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
35+ 0.58% |
$6.29K - $8.02K
|
6.04K
$1.92M
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30+ 17.75% |
$5.39K - $6.87K
|
199
$63.2K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
26+ 0.16% |
$4.67K - $5.96K
|
16.1K
$5.11M
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
18+ 2.53% |
$3.24K - $4.12K
|
729
$231K
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
17+ 1.31% |
$3.06K - $3.9K
|
1.32K
$418K
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
11New |
$1.98K - $2.52K
|
11
$3.49K
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
10+ 0.48% |
$1.8K - $2.29K
|
2.11K
$671K
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
8+ 6.3% |
$1.44K - $1.83K
|
135
$42.9K
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
8+ 32.0% |
$1.44K - $1.83K
|
33
$10.5K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.5% |
$899 - $1.15K
|
1.01K
$319K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3+ 0.02% |
$539 - $687
|
13.3K
$4.23M
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 12.5% |
$360 - $458
|
18
$5.71K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1New |
$180 - $229
|
1
$317
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$180 - $229
|
2.11K
$671K
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1+ 0.05% |
$180 - $229
|
2.04K
$646K
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.06% |
$180 - $229
|
1.62K
$514K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
67.6K+ 15.74% |
$9.55M - $12.7M
|
497K
$158M
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
35K+ 97.44% |
$4.95M - $6.57M
|
70.9K
$22.5M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
28.7KNew |
$4.05M - $5.38M
|
28.7K
$9.1M
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
15.2KNew |
$2.15M - $2.85M
|
15.2K
$4.83M
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
14KNew |
$1.98M - $2.63M
|
14K
$4.45M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12KNew |
$1.69M - $2.25M
|
12K
$3.8M
|
|
Feb 12, 2024
Q4 2023
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
8KNew |
$1.13M - $1.5M
|
8K
$2.54M
|
|
Feb 14, 2024
Q4 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
6.85K+ 243.74% |
$968K - $1.29M
|
9.66K
$3.07M
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
6.77K+ 115.74% |
$957K - $1.27M
|
12.6K
$4.01M
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
6.74KNew |
$952K - $1.27M
|
6.74K
$2.14M
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Cayman LP
|
BUY
|
PUT |
5.73KNew |
$809K - $1.08M
|
5.73K
$1.82M
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.13KNew |
$725K - $963K
|
5.13K
$1.63M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.89KNew |
$691K - $919K
|
4.89K
$1.55M
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
4.59KNew |
$649K - $862K
|
4.59K
$1.46M
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
4.05KNew |
$573K - $761K
|
4.05K
$1.29M
|
|
Feb 13, 2024
Q4 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
4K+ 200.0% |
$565K - $751K
|
6K
$1.9M
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.39KNew |
$479K - $636K
|
3.39K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
2.99KNew |
$423K - $562K
|
2.99K
$949K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.86KNew |
$405K - $538K
|
2.86K
$909K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.84K+ 3.8% |
$401K - $533K
|
77.5K
$24.6M
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.83KNew |
$399K - $531K
|
2.83K
$897K
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.73KNew |
$385K - $512K
|
2.73K
$866K
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
2.7KNew |
$382K - $507K
|
2.7K
$857K
|