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 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
250KNew |
$34.2M - $39.4M
|
250K
$62.8M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
24.4KNew |
$3.34M - $3.85M
|
24.4K
$6.13M
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
20KNew |
$2.73M - $3.15M
|
20K
$5.01M
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
18.9KNew |
$2.59M - $2.98M
|
18.9K
$4.75M
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
16.6KNew |
$2.27M - $2.62M
|
16.6K
$4.17M
|
|
Feb 08, 2023
Q4 2022
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
13.8K+ 7.53% |
$1.89M - $2.18M
|
197K
$49.6M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
10.3K+ 167.43% |
$1.41M - $1.62M
|
16.4K
$4.13M
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
9.12K+ 155.68% |
$1.25M - $1.44M
|
15K
$3.76M
|
|
Feb 14, 2023
Q4 2022
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
5KNew |
$684K - $788K
|
5K
$1.26M
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
4.98K+ 2.99% |
$682K - $786K
|
172K
$43.1M
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
4.77KNew |
$652K - $751K
|
4.77K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
3.84K+ 31.88% |
$526K - $606K
|
15.9K
$4M
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.04KNew |
$415K - $479K
|
3.04K
$763K
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
2.8KNew |
$383K - $441K
|
2.8K
$704K
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2.51KNew |
$343K - $395K
|
2.51K
$630K
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.59KNew |
$217K - $250K
|
1.59K
$399K
|
|
Feb 14, 2023
Q4 2022
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
1.44KNew |
$197K - $227K
|
1.44K
$362K
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.39KNew |
$190K - $219K
|
1.39K
$349K
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
1.37KNew |
$188K - $216K
|
1.37K
$345K
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
1.37KNew |
$187K - $215K
|
1.37K
$343K
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.33KNew |
$182K - $210K
|
1.33K
$334K
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
936New |
$128K - $148K
|
936
$235K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
900New |
$123K - $142K
|
900
$226K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
792New |
$108K - $125K
|
792
$199K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
593+ 20.58% |
$81.1K - $93.5K
|
3.48K
$873K
|
|
Feb 14, 2023
Q4 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
510+ 18.62% |
$69.8K - $80.4K
|
3.25K
$817K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
440New |
$60.2K - $69.4K
|
440
$111K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
381+ 11.0% |
$52.1K - $60.1K
|
3.85K
$966K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
300+ 16.06% |
$41K - $47.3K
|
2.17K
$545K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
297+ 127.47% |
$40.6K - $46.8K
|
530
$133K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
264+ 6.47% |
$36.1K - $41.6K
|
4.34K
$1.09M
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
249New |
$34.1K - $39.3K
|
249
$62.6K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
201New |
$27.5K - $31.7K
|
201
$50.5K
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
200New |
$27.4K - $31.5K
|
200
$50.3K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
175New |
$23.9K - $27.6K
|
175
$44K
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
122+ 0.79% |
$16.7K - $19.2K
|
15.5K
$3.9M
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
120New |
$16.4K - $18.9K
|
120
$30.2K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
113+ 3.68% |
$15.5K - $17.8K
|
3.18K
$800K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
100+ 3.96% |
$13.7K - $15.8K
|
2.63K
$660K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
90New |
$12.3K - $14.2K
|
90
$22.6K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
87New |
$11.9K - $13.7K
|
87
$21.9K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
86New |
$11.8K - $13.6K
|
86
$21.6K
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
86+ 1.37% |
$11.8K - $13.6K
|
6.39K
$1.6M
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
50New |
$6.84K - $7.88K
|
50
$12.6K
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
32+ 1.98% |
$4.38K - $5.05K
|
1.65K
$413K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
32New |
$4.38K - $5.05K
|
32
$8.04K
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
30+ 0.98% |
$4.1K - $4.73K
|
3.1K
$779K
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
25+ 1.51% |
$3.42K - $3.94K
|
1.68K
$423K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16New |
$2.19K - $2.52K
|
16
$4.02K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
11New |
$1.5K - $1.73K
|
11
$2.76K
|