Latest Institutional Transactions on American Express CO (AXP)
This table provides information on the latest institutional transactions involving American Express CO (AXP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
388+ 0.57% |
$99.1K - $126K
|
68.7K
$18.3M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-211- 1.12% |
$53.9K - $68.8K
|
18.7K
$4.98M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-677K- 7.92% |
$173M - $221M
|
7.87M
$2.1B
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-341- 0.91% |
$87.1K - $111K
|
37.3K
$9.94M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-22- 1.21% |
$5.62K - $7.17K
|
1.8K
$478K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
9+ 0.49% |
$2.3K - $2.93K
|
1.86K
$495K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-96- 2.09% |
$24.5K - $31.3K
|
4.49K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
49+ 1.53% |
$12.5K - $16K
|
3.25K
$867K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
10+ 0.82% |
$2.55K - $3.26K
|
1.23K
$326K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.3K- 22.2% |
$332K - $424K
|
4.56K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
200+ 24.24% |
$51.1K - $65.2K
|
1.03K
$273K
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
BUY
|
- |
469KNew |
$120M - $153M
|
469K
$125M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.09K+ 38.97% |
$279K - $356K
|
3.9K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.05K- 2.97% |
$524K - $669K
|
67.1K
$17.9M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.2% |
$511 - $652
|
1.01K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-26- 0.59% |
$6.64K - $8.47K
|
4.38K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
914+ 27.53% |
$233K - $298K
|
4.23K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
337+ 0.25% |
$86.1K - $110K
|
136K
$36.3M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-88- 0.72% |
$22.5K - $28.7K
|
12.2K
$3.24M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.14K- 3.38% |
$291K - $371K
|
32.6K
$8.68M
|
|
|
May 02, 2025
Q1 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-3.03K- 9.12% |
$773K - $986K
|
30.1K
$8.03M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-19.3K- 4.4% |
$4.93M - $6.29M
|
420K
$112M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$255 - $326
|
1.03K
$275K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.65% |
$511 - $652
|
306
$81.5K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-172- 45.5% |
$43.9K - $56K
|
206
$54.9K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-22- 2.09% |
$5.62K - $7.17K
|
1.03K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
63+ 8.45% |
$16.1K - $20.5K
|
809
$216K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
753New |
$192K - $245K
|
753
$201K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-112- 0.16% |
$28.6K - $36.5K
|
69.5K
$18.5M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
8.18KNew |
$2.09M - $2.67M
|
8.18K
$2.18M
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-150- 0.24% |
$38.3K - $48.9K
|
63.2K
$16.8M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-218- 0.24% |
$55.7K - $71K
|
89.7K
$23.9M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-27- 0.2% |
$6.9K - $8.8K
|
13.4K
$3.56M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
116+ 6.59% |
$29.6K - $37.8K
|
1.88K
$500K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7- 0.11% |
$1.79K - $2.28K
|
6.16K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-33K- 13.6% |
$8.42M - $10.7M
|
209K
$55.8M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-393- 10.82% |
$100K - $128K
|
3.24K
$863K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-97- 5.97% |
$24.8K - $31.6K
|
1.53K
$407K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-124- 3.65% |
$31.7K - $40.4K
|
3.27K
$872K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-125- 3.02% |
$31.9K - $40.7K
|
4.02K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-204- 17.85% |
$52.1K - $66.5K
|
939
$250K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
113+ 1.65% |
$28.9K - $36.8K
|
6.94K
$1.85M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-267- 14.22% |
$68.2K - $87K
|
1.61K
$429K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.38K+ 6.05% |
$352K - $449K
|
24.2K
$6.44M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-5.43K- 36.94% |
$1.39M - $1.77M
|
9.27K
$2.47M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
96+ 0.93% |
$24.5K - $31.3K
|
10.4K
$2.77M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
8.05K+ 36.88% |
$2.06M - $2.62M
|
29.9K
$7.96M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6.65KNew |
$1.7M - $2.17M
|
6.65K
$1.77M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
6+ 60.0% |
$1.53K - $1.96K
|
16
$4.26K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
177+ 4.67% |
$45.2K - $57.7K
|
3.97K
$1.06M
|