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 |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.16KNew |
$163K - $217K
|
1.16K
$372K
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
1.15KNew |
$163K - $216K
|
1.15K
$371K
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.14KNew |
$161K - $213K
|
1.14K
$366K
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
1.13KNew |
$160K - $212K
|
1.13K
$364K
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.13K+ 281.25% |
$159K - $211K
|
1.53K
$491K
|
|
Jan 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
1.11KNew |
$156K - $208K
|
1.11K
$356K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.1K+ 8.77% |
$156K - $207K
|
13.7K
$4.4M
|
|
Jan 16, 2024
Q4 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
1.1KNew |
$155K - $207K
|
1.1K
$354K
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
1.09KNew |
$154K - $204K
|
1.09K
$350K
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.08KNew |
$152K - $202K
|
1.08K
$347K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.05KNew |
$148K - $197K
|
1.05K
$338K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
700New |
$98.9K - $131K
|
700
$226K
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
675New |
$95.4K - $127K
|
675
$218K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
638New |
$90.2K - $120K
|
638
$206K
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
634New |
$89.6K - $119K
|
634
$204K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
600New |
$84.8K - $113K
|
600
$193K
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
550+ 200.0% |
$77.7K - $103K
|
825
$266K
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
BUY
|
- |
450+ 6.62% |
$63.6K - $84.5K
|
7.25K
$2.34M
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
408+ 121.07% |
$57.7K - $76.6K
|
745
$240K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
320New |
$45.2K - $60.1K
|
320
$103K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
305New |
$43.1K - $57.3K
|
305
$98.3K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
301New |
$42.5K - $56.5K
|
301
$97K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
258+ 9.63% |
$36.5K - $48.5K
|
2.94K
$946K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
250New |
$35.3K - $47K
|
250
$80.6K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
243New |
$34.3K - $45.6K
|
243
$78.3K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
230New |
$32.5K - $43.2K
|
230
$74.1K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
205+ 9.51% |
$29K - $38.5K
|
2.36K
$761K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
200New |
$28.3K - $37.6K
|
200
$64.5K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
170+ 12.92% |
$24K - $31.9K
|
1.49K
$479K
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
150+ 6.82% |
$21.2K - $28.2K
|
2.35K
$757K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
145New |
$20.5K - $27.2K
|
145
$46.7K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
115+ 5.32% |
$16.3K - $21.6K
|
2.28K
$734K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
101New |
$14.3K - $19K
|
101
$32.5K
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
95New |
$13.4K - $17.8K
|
95
$30.6K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
75New |
$10.6K - $14.1K
|
75
$24.2K
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
66+ 1.6% |
$9.33K - $12.4K
|
4.18K
$1.35M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
64New |
$9.04K - $12K
|
64
$20.6K
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
53New |
$7.49K - $9.95K
|
53
$17.1K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
52New |
$7.35K - $9.77K
|
52
$16.8K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
37New |
$5.23K - $6.95K
|
37
$11.9K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
35+ 0.94% |
$4.95K - $6.57K
|
3.75K
$1.21M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
27+ 0.39% |
$3.82K - $5.07K
|
7K
$2.26M
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
25New |
$3.53K - $4.7K
|
25
$8.06K
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
22New |
$3.11K - $4.13K
|
22
$7.09K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20+ 0.78% |
$2.83K - $3.76K
|
2.57K
$829K
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
20+ 0.51% |
$2.83K - $3.76K
|
3.91K
$1.26M
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
20New |
$2.83K - $3.76K
|
20
$6.45K
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
17+ 0.64% |
$2.4K - $3.19K
|
2.69K
$867K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
14New |
$1.98K - $2.63K
|
14
$4.51K
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|