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 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
47New |
$7.01K - $8.37K
|
47
$12K
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
35+ 1.8% |
$5.22K - $6.23K
|
1.98K
$505K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
7New |
$1.04K - $1.25K
|
7
$1.79K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
7+ 0.33% |
$1.04K - $1.25K
|
2.11K
$539K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4+ 2.34% |
$597 - $712
|
175
$44.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$149 - $178
|
5.27K
$1.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1New |
$149 - $178
|
1
$255
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
670KNew |
$99.1M - $117M
|
670K
$171M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
330KNew |
$48.8M - $57.8M
|
330K
$84.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
56.9KNew |
$8.42M - $9.97M
|
56.9K
$14.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Archon Capital Management LLC
Seattle, WA |
BUY
|
PUT |
50KNew |
$7.4M - $8.76M
|
50K
$12.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
22.8K+ 93.39% |
$3.37M - $3.99M
|
47.1K
$12M
|
|
|
Jul 20, 2023
Q2 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
8.5KNew |
$1.26M - $1.49M
|
8.5K
$2.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6.14K+ 192.41% |
$908K - $1.08M
|
9.33K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.6K+ 105.66% |
$829K - $981K
|
10.9K
$2.78M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.13KNew |
$611K - $724K
|
4.13K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
4.04K+ 25.21% |
$597K - $707K
|
20K
$5.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.53KNew |
$522K - $618K
|
3.53K
$901K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.99K+ 157.11% |
$443K - $524K
|
4.9K
$1.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.27KNew |
$335K - $397K
|
2.27K
$579K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.81K+ 1.26% |
$268K - $317K
|
145K
$37.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.67KNew |
$246K - $292K
|
1.67K
$425K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.62K+ 3.35% |
$240K - $284K
|
50K
$12.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.27KNew |
$188K - $223K
|
1.27K
$325K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$185K - $219K
|
1.25K
$319K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.17KNew |
$173K - $204K
|
1.17K
$298K
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.16KNew |
$172K - $204K
|
1.16K
$297K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.15KNew |
$170K - $201K
|
1.15K
$294K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
924+ 2.48% |
$137K - $162K
|
38.2K
$9.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
734New |
$109K - $129K
|
734
$187K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
634+ 97.09% |
$93.8K - $111K
|
1.29K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
522New |
$77.2K - $91.4K
|
522
$133K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
376+ 16.63% |
$55.6K - $65.9K
|
2.64K
$673K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
301+ 20.12% |
$44.5K - $52.7K
|
1.8K
$459K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
226+ 0.96% |
$33.4K - $39.6K
|
23.8K
$6.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
208+ 3.92% |
$30.8K - $36.4K
|
5.52K
$1.41M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
191+ 12.01% |
$28.3K - $33.5K
|
1.78K
$455K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
172+ 9.17% |
$25.4K - $30.1K
|
2.05K
$523K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
102+ 5.86% |
$15.1K - $17.9K
|
1.84K
$471K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100+ 4.0% |
$14.8K - $17.5K
|
2.6K
$664K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
83New |
$12.3K - $14.5K
|
83
$21.2K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
69+ 1.68% |
$10.2K - $12.1K
|
4.17K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
51+ 0.76% |
$7.54K - $8.93K
|
6.78K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
45+ 1.91% |
$6.66K - $7.88K
|
2.4K
$612K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25New |
$3.7K - $4.38K
|
25
$6.38K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 4.64% |
$1.63K - $1.93K
|
248
$63.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 17.07% |
$1.04K - $1.23K
|
48
$12.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4+ 0.12% |
$592 - $701
|
3.44K
$879K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.16% |
$148 - $175
|
635
$162K
|
|