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 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-63- 2.58% |
$16.1K - $20.5K
|
2.38K
$660K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13+ 4.35% |
$3.32K - $4.24K
|
312
$86.7K
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-750- 1.94% |
$192K - $244K
|
37.8K
$10.5M
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-16.5K- 50.59% |
$4.22M - $5.38M
|
16.1K
$4.48M
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-96- 1.42% |
$24.5K - $31.3K
|
6.66K
$1.85M
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
6+ 0.4% |
$1.53K - $1.96K
|
1.5K
$416K
|
|
Apr 22, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
3+ 0.0% |
$766 - $978
|
104K
$28.9M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.82K+ 8.93% |
$2M - $2.55M
|
95.4K
$26.5M
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-88- 3.98% |
$22.5K - $28.7K
|
2.12K
$590K
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
125+ 1.26% |
$31.9K - $40.7K
|
10.1K
$2.8M
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-25- 1.24% |
$6.38K - $8.15K
|
1.99K
$552K
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-823- 32.97% |
$210K - $268K
|
1.67K
$465K
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-102- 6.19% |
$26K - $33.2K
|
1.55K
$430K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-84- 1.27% |
$21.5K - $27.4K
|
6.54K
$1.82M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-150- 8.58% |
$38.3K - $48.9K
|
1.6K
$444K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
149+ 10.33% |
$38.1K - $48.6K
|
1.59K
$443K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-17- 1.18% |
$4.34K - $5.54K
|
1.43K
$396K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.1% |
$511 - $652
|
2.05K
$570K
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
45+ 4.58% |
$11.5K - $14.7K
|
1.03K
$286K
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
1+ 0.12% |
$255 - $326
|
808
$225K
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
157+ 6.75% |
$40.1K - $51.2K
|
2.48K
$690K
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.12K- 11.82% |
$287K - $366K
|
8.37K
$2.33M
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-821- 51.15% |
$210K - $268K
|
784
$218K
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6+ 0.1% |
$1.53K - $1.96K
|
5.97K
$1.66M
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-205- 3.72% |
$52.4K - $66.8K
|
5.31K
$1.48M
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-21- 0.05% |
$5.36K - $6.84K
|
41K
$11.4M
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
178+ 3.46% |
$45.5K - $58K
|
5.32K
$1.48M
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
790New |
$202K - $257K
|
790
$220K
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
891+ 1.8% |
$228K - $290K
|
50.5K
$14M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-119- 7.47% |
$30.4K - $38.8K
|
1.47K
$410K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-66- 1.2% |
$16.9K - $21.5K
|
5.46K
$1.52M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
36+ 2.72% |
$9.19K - $11.7K
|
1.36K
$378K
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-232- 3.08% |
$59.3K - $75.6K
|
7.3K
$2.03M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.9K+ 13.8% |
$1.76M - $2.25M
|
56.9K
$15.8M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.17K- 27.61% |
$1.32M - $1.68M
|
13.6K
$3.77M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
161+ 5.19% |
$41.1K - $52.5K
|
3.26K
$907K
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2+ 0.09% |
$511 - $652
|
2.23K
$620K
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
452+ 12.53% |
$115K - $147K
|
4.06K
$1.13M
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
129+ 4.25% |
$32.9K - $42K
|
3.17K
$881K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
215New |
$54.9K - $70.1K
|
215
$59.8K
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-238- 5.9% |
$60.8K - $77.6K
|
3.8K
$1.06M
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
799+ 5.68% |
$204K - $260K
|
14.9K
$4.13M
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-7- 0.34% |
$1.79K - $2.28K
|
2.02K
$563K
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
50+ 1.14% |
$12.8K - $16.3K
|
4.42K
$1.23M
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-299- 2.12% |
$76.4K - $97.4K
|
13.8K
$3.84M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
644+ 22.17% |
$164K - $210K
|
3.55K
$987K
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-86- 2.92% |
$22K - $28K
|
2.86K
$796K
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-641- 2.25% |
$164K - $209K
|
27.8K
$7.74M
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-44- 22.34% |
$11.2K - $14.3K
|
153
$42.5K
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.59K+ 1.99% |
$405K - $517K
|
81K
$22.5M
|