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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-55.6K- 93.92% |
$12.6M - $15.1M
|
3.6K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
6.39K+ 78.14% |
$1.44M - $1.73M
|
14.6K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.91K+ 14.3% |
$2.01M - $2.42M
|
71.2K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.73K- 1.69% |
$390K - $468K
|
100K
$28.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-8.62K- 2.43% |
$1.95M - $2.34M
|
346K
$99.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16.4K+ 46.8% |
$3.7M - $4.44M
|
51.4K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
86.1K+ 0.76% |
$19.5M - $23.3M
|
11.5M
$3.31B
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
832New |
$188K - $226K
|
832
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 12.5% |
$1.13K - $1.36K
|
45
$13K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-85.5K- 7.33% |
$19.3M - $23.2M
|
1.08M
$312M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
118+ 1.77% |
$26.7K - $32K
|
6.8K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-332- 3.04% |
$75K - $90K
|
10.6K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.3KNew |
$293K - $351K
|
1.3K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-283- 7.74% |
$63.9K - $76.7K
|
3.37K
$972K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-200- 8.13% |
$45.2K - $54.2K
|
2.26K
$652K
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
4.31KNew |
$974K - $1.17M
|
4.31K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-6.44K- 17.99% |
$1.45M - $1.75M
|
29.3K
$8.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.96K- 36.29% |
$443K - $532K
|
3.44K
$992K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
838New |
$189K - $227K
|
838
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-868- 12.64% |
$196K - $235K
|
6K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.52KNew |
$795K - $954K
|
3.52K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
729+ 0.03% |
$165K - $198K
|
2.6M
$749M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.11KNew |
$477K - $572K
|
2.11K
$608K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
181+ 12.25% |
$40.9K - $49.1K
|
1.66K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
202+ 6.92% |
$45.6K - $54.8K
|
3.12K
$900K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
420+ 2.37% |
$94.9K - $114K
|
18.1K
$5.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-342- 0.58% |
$77.3K - $92.7K
|
58.3K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-180K- 15.45% |
$40.7M - $48.9M
|
987K
$285M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.98K+ 61.41% |
$447K - $536K
|
5.2K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
218+ 2.91% |
$49.3K - $59.1K
|
7.71K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
14.1K+ 115.57% |
$3.19M - $3.82M
|
26.3K
$7.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-25- 1.18% |
$5.65K - $6.78K
|
2.1K
$604K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
435+ 4.88% |
$98.3K - $118K
|
9.35K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-367- 23.54% |
$82.9K - $99.5K
|
1.19K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-251- 4.39% |
$56.7K - $68.1K
|
5.46K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
81+ 1.39% |
$18.3K - $22K
|
5.92K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.21KNew |
$725K - $870K
|
3.21K
$925K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
750New |
$169K - $203K
|
750
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-48- 3.63% |
$10.8K - $13K
|
1.28K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-168- 2.83% |
$38K - $45.6K
|
5.78K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-485- 8.27% |
$110K - $132K
|
5.38K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
68+ 0.54% |
$15.4K - $18.4K
|
12.8K
$3.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
24.9K+ 55.78% |
$5.63M - $6.75M
|
69.6K
$20.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-100- 6.06% |
$22.6K - $27.1K
|
1.55K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-5.8K- 4.38% |
$1.31M - $1.57M
|
127K
$36.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-112K- 2.2% |
$25.3M - $30.4M
|
4.99M
$1.44B
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
942+ 16.62% |
$213K - $255K
|
6.61K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
390+ 30.71% |
$88.1K - $106K
|
1.66K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.35K- 90.08% |
$1.89M - $2.26M
|
920
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
25+ 0.77% |
$5.65K - $6.78K
|
3.27K
$941K
|