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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
703New |
$180K - $229K
|
703
$195K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.43K+ 4.83% |
$364K - $464K
|
30.9K
$8.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
1.87K+ 198.83% |
$478K - $610K
|
2.82K
$783K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-85- 7.06% |
$21.7K - $27.7K
|
1.12K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
831New |
$212K - $271K
|
831
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-324- 27.57% |
$82.7K - $106K
|
851
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-30- 0.12% |
$7.66K - $9.78K
|
25.9K
$7.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
128+ 3.98% |
$32.7K - $41.7K
|
3.35K
$931K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-515- 3.66% |
$132K - $168K
|
13.6K
$3.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
12+ 9.02% |
$3.06K - $3.91K
|
145
$40.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-22- 6.4% |
$5.62K - $7.17K
|
322
$89.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
94+ 2.46% |
$24K - $30.6K
|
3.92K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.27% |
$255 - $326
|
375
$104K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.72K- 18.72% |
$439K - $560K
|
7.46K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-2.36K- 3.87% |
$602K - $769K
|
58.7K
$16.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
84+ 1.79% |
$21.5K - $27.4K
|
4.79K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
62+ 8.33% |
$15.8K - $20.2K
|
806
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.97K- 1.02% |
$1.78M - $2.27M
|
674K
$188M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-4.42K- 2.52% |
$1.13M - $1.44M
|
171K
$47.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
15+ 1.04% |
$3.83K - $4.89K
|
1.46K
$406K
|
|
|
Apr 29, 2025
Q1 2025
|
Hendley & CO Inc
|
BUY
|
- |
65+ 2.2% |
$16.6K - $21.2K
|
3.02K
$838K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-17- 0.53% |
$4.34K - $5.54K
|
3.18K
$885K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-8.94K- 12.52% |
$2.28M - $2.91M
|
62.5K
$17.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.22K+ 1.01% |
$311K - $397K
|
122K
$33.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-182- 3.03% |
$46.5K - $59.3K
|
5.83K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-654- 4.74% |
$167K - $213K
|
13.1K
$3.66M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2K+ 15.8% |
$306K - $391K
|
8.79K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
100+ 4.76% |
$25.5K - $32.6K
|
2.2K
$612K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-155- 6.67% |
$39.6K - $50.5K
|
2.17K
$603K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.09% |
$255 - $326
|
1.14K
$317K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
65+ 3.22% |
$16.6K - $21.2K
|
2.08K
$579K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
305+ 20.82% |
$77.9K - $99.4K
|
1.77K
$492K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 0.01% |
$255 - $326
|
13.8K
$3.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
43New |
$11K - $14K
|
43
$12K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
297+ 1.84% |
$75.9K - $96.8K
|
16.4K
$4.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
317+ 28.53% |
$81K - $103K
|
1.43K
$397K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.87K+ 7.9% |
$2.01M - $2.57M
|
107K
$29.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
33+ 4.57% |
$8.43K - $10.8K
|
755
$210K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-279K- 50.44% |
$71.2M - $90.8M
|
274K
$76.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-1.21K- 48.79% |
$309K - $395K
|
1.27K
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
30+ 0.54% |
$7.66K - $9.78K
|
5.54K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
25+ 0.77% |
$6.38K - $8.15K
|
3.27K
$910K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
537+ 32.97% |
$137K - $175K
|
2.17K
$602K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-18- 0.24% |
$4.6K - $5.87K
|
7.5K
$2.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9+ 1.13% |
$2.3K - $2.93K
|
808
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
8+ 0.18% |
$2.04K - $2.61K
|
4.38K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
153New |
$39.1K - $49.9K
|
153
$42.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
16.6K+ 5.26% |
$4.24M - $5.41M
|
332K
$92.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
342+ 34.9% |
$87.3K - $111K
|
1.32K
$368K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
10.5K+ 3.0% |
$2.68M - $3.42M
|
360K
$100M
|