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 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-543- 10.5% |
$139K - $177K
|
4.63K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
479+ 17.18% |
$122K - $156K
|
3.27K
$908K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-175- 2.96% |
$44.7K - $57K
|
5.74K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
69+ 21.17% |
$17.6K - $22.5K
|
395
$110K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-220- 2.38% |
$56.2K - $71.7K
|
9.01K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
268+ 2.87% |
$68.4K - $87.3K
|
9.6K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.12K- 0.68% |
$287K - $366K
|
163K
$45.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
CALL |
1KNew |
$255K - $326K
|
1K
$278K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
22New |
$5.62K - $7.17K
|
22
$6.12K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.04KNew |
$266K - $339K
|
1.04K
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.06% |
$766 - $978
|
4.63K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
6.29K+ 2.88% |
$1.61M - $2.05M
|
225K
$62.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.44K- 38.63% |
$1.65M - $2.1M
|
10.2K
$2.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.05K- 61.0% |
$523K - $667K
|
1.31K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.38K+ 96.48% |
$609K - $777K
|
4.85K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
128+ 2.82% |
$32.7K - $41.7K
|
4.67K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
378+ 4.0% |
$96.5K - $123K
|
9.82K
$2.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
150+ 10.53% |
$38.3K - $48.9K
|
1.57K
$438K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
225+ 26.38% |
$57.5K - $73.3K
|
1.08K
$300K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4- 0.19% |
$1.02K - $1.3K
|
2.07K
$577K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.4K- 5.83% |
$869K - $1.11M
|
54.9K
$15.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-41- 4.78% |
$10.5K - $13.4K
|
816
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1+ 0.06% |
$255 - $326
|
1.8K
$500K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
731+ 56.06% |
$187K - $238K
|
2.04K
$566K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-850- 85.09% |
$217K - $277K
|
149
$41.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-405- 22.24% |
$103K - $132K
|
1.42K
$394K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
869+ 13.44% |
$222K - $283K
|
7.33K
$2.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-284- 89.59% |
$72.5K - $92.5K
|
33
$9.17K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-10- 0.99% |
$2.55K - $3.26K
|
1K
$278K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
53+ 2.01% |
$13.5K - $17.3K
|
2.69K
$748K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-226- 7.48% |
$57.7K - $73.6K
|
2.8K
$777K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-230- 25.27% |
$58.7K - $75K
|
680
$189K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
31+ 0.36% |
$7.92K - $10.1K
|
8.63K
$2.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-450- 27.41% |
$115K - $147K
|
1.19K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.22K- 1.09% |
$1.08M - $1.37M
|
383K
$106M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-30- 0.38% |
$7.66K - $9.78K
|
7.81K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
74+ 1.21% |
$18.9K - $24.1K
|
6.21K
$1.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
782New |
$200K - $255K
|
782
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.74KNew |
$700K - $893K
|
2.74K
$762K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-680- 6.03% |
$174K - $222K
|
10.6K
$2.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
101+ 6.13% |
$25.8K - $32.9K
|
1.75K
$486K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-306- 6.04% |
$78.1K - $99.7K
|
4.76K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
80K+ 17.05% |
$20.4M - $26.1M
|
549K
$153M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
749+ 13.19% |
$191K - $244K
|
6.43K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.14% |
$1.53K - $1.96K
|
4.15K
$1.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
407+ 68.63% |
$104K - $133K
|
1K
$278K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-509- 14.32% |
$130K - $166K
|
3.05K
$847K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
18+ 1.29% |
$4.6K - $5.87K
|
1.42K
$393K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12+ 0.67% |
$3.06K - $3.91K
|
1.79K
$499K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.98K- 9.98% |
$762K - $972K
|
26.9K
$7.48M
|