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 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-74.8K- 7.48% |
$19.1M - $24.4M
|
924K
$257M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-115- 4.47% |
$29.4K - $37.5K
|
2.46K
$684K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.81% |
$255 - $326
|
125
$34.8K
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-218- 0.73% |
$55.7K - $71K
|
29.7K
$8.27M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
118+ 9.69% |
$30.1K - $38.5K
|
1.34K
$371K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
617+ 14.65% |
$158K - $201K
|
4.83K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-1.83K- 1.96% |
$468K - $597K
|
91.8K
$25.5M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
28+ 2.06% |
$7.15K - $9.12K
|
1.38K
$385K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.87K+ 3.41% |
$477K - $608K
|
56.7K
$15.8M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-879- 11.24% |
$224K - $286K
|
6.94K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-90- 0.35% |
$23K - $29.3K
|
25.6K
$7.11M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-30- 1.21% |
$7.66K - $9.78K
|
2.45K
$682K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.12K- 7.83% |
$285K - $363K
|
13.1K
$3.65M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.09K+ 29.87% |
$277K - $354K
|
4.72K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
BUY
|
- |
45+ 0.62% |
$11.5K - $14.7K
|
7.3K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
137+ 8.68% |
$35K - $44.6K
|
1.72K
$477K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.26K+ 286.13% |
$832K - $1.06M
|
4.4K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Prospect Hill Management, LLC
|
BUY
|
- |
1.13K+ 128.57% |
$287K - $367K
|
2K
$556K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-3.79K- 14.98% |
$967K - $1.23M
|
21.5K
$5.97M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
240+ 2.54% |
$61.3K - $78.2K
|
9.7K
$2.7M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.59K+ 479.28% |
$916K - $1.17M
|
4.33K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.61K+ 6.42% |
$667K - $851K
|
43.3K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
312+ 13.8% |
$79.7K - $102K
|
2.57K
$715K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-152- 0.48% |
$38.8K - $49.5K
|
31.2K
$8.68M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-97- 5.05% |
$24.8K - $31.6K
|
1.82K
$507K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.24KNew |
$827K - $1.06M
|
3.24K
$900K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.23K+ 81.04% |
$314K - $401K
|
2.75K
$765K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-37- 0.12% |
$9.45K - $12.1K
|
31.4K
$8.72M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
702+ 11.38% |
$179K - $229K
|
6.87K
$1.91M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-15- 0.56% |
$3.83K - $4.89K
|
2.68K
$746K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
76+ 3.46% |
$19.4K - $24.8K
|
2.28K
$633K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.71K+ 144.08% |
$948K - $1.21M
|
6.29K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
65+ 1.61% |
$16.6K - $21.2K
|
4.11K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.9K+ 82.03% |
$2.77M - $3.54M
|
24.1K
$6.7M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
106+ 1.3% |
$27.1K - $34.5K
|
8.28K
$2.3M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.34% |
$255 - $326
|
294
$81.7K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
25+ 1.75% |
$6.38K - $8.15K
|
1.45K
$404K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-128- 0.84% |
$32.7K - $41.7K
|
15.1K
$4.19M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-15- 1.48% |
$3.83K - $4.89K
|
998
$277K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-113- 3.75% |
$28.9K - $36.8K
|
2.9K
$807K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1.11KNew |
$284K - $362K
|
1.11K
$309K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.72K- 5.92% |
$440K - $561K
|
27.4K
$7.61M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.92K+ 122.5% |
$1.51M - $1.93M
|
10.8K
$2.99M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-244- 1.06% |
$62.3K - $79.5K
|
22.7K
$6.31M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-119- 0.07% |
$30.4K - $38.8K
|
165K
$46M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-233- 6.37% |
$59.5K - $75.9K
|
3.43K
$953K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
736+ 18.0% |
$188K - $240K
|
4.82K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-230K- 40.64% |
$58.7M - $75M
|
336K
$93.4M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
13.4K+ 45.27% |
$3.42M - $4.37M
|
43K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-84.2K- 31.58% |
$21.5M - $27.4M
|
182K
$50.7M
|