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 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3+ 0.13% |
$678 - $814
|
2.32K
$669K
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
BUY
|
- |
1.94KNew |
$438K - $526K
|
1.94K
$559K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.47KNew |
$332K - $399K
|
1.47K
$424K
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
68+ 0.2% |
$15.4K - $18.4K
|
34.6K
$9.99M
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
16+ 0.59% |
$3.61K - $4.34K
|
2.75K
$792K
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-45.8K- 27.82% |
$10.4M - $12.4M
|
119K
$34.3M
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.1K+ 0.18% |
$700K - $841K
|
1.71M
$493M
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.5K- 40.49% |
$340K - $408K
|
2.21K
$637K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.2K- 1.55% |
$1.63M - $1.95M
|
456K
$132M
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
686+ 0.7% |
$155K - $186K
|
98.8K
$28.5M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
344+ 1.38% |
$77.7K - $93.3K
|
25.3K
$7.3M
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-182- 0.78% |
$41.1K - $49.4K
|
23.2K
$6.68M
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-208- 1.07% |
$47K - $56.4K
|
19.2K
$5.54M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.46K+ 15.79% |
$556K - $667K
|
18K
$5.2M
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
334+ 6.98% |
$75.5K - $90.6K
|
5.12K
$1.47M
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
49+ 20.33% |
$11.1K - $13.3K
|
290
$83.6K
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.56K- 2.05% |
$578K - $694K
|
122K
$35.2M
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
790New |
$178K - $214K
|
790
$228K
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-360- 14.88% |
$81.3K - $97.6K
|
2.06K
$594K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
582+ 6.72% |
$131K - $158K
|
9.25K
$2.67M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
66+ 24.35% |
$14.9K - $17.9K
|
337
$97.2K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-714- 1.1% |
$161K - $194K
|
64.5K
$18.6M
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
3.26KNew |
$736K - $884K
|
3.26K
$940K
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-2.16K- 1.03% |
$489K - $587K
|
207K
$59.8M
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.11% |
$226 - $271
|
908
$262K
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-7.68K- 23.07% |
$1.74M - $2.08M
|
25.6K
$7.39M
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-864- 5.68% |
$195K - $234K
|
14.3K
$4.13M
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
302+ 0.67% |
$68.2K - $81.9K
|
45.1K
$13M
|
|
Nov 07, 2024
Q3 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-3.9K- 1.52% |
$881K - $1.06M
|
252K
$72.7M
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
10+ 0.41% |
$2.26K - $2.71K
|
2.43K
$702K
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-6- 0.1% |
$1.36K - $1.63K
|
5.81K
$1.67M
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.3K- 1.93% |
$746K - $895K
|
168K
$48.3M
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.82K- 4.37% |
$862K - $1.03M
|
83.5K
$24.1M
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
109K+ 3.86% |
$24.6M - $29.5M
|
2.93M
$844M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-45- 0.75% |
$10.2K - $12.2K
|
5.92K
$1.71M
|
|
Nov 07, 2024
Q3 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
55K+ 3.49% |
$12.4M - $14.9M
|
1.63M
$470M
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
529+ 4.73% |
$120K - $143K
|
11.7K
$3.38M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
25+ 2.55% |
$5.65K - $6.78K
|
1.01K
$290K
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
55+ 4.0% |
$12.4K - $14.9K
|
1.43K
$412K
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
152+ 9.04% |
$34.3K - $41.2K
|
1.83K
$528K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.58% |
$678 - $814
|
523
$151K
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-114- 2.91% |
$25.8K - $30.9K
|
3.81K
$1.1M
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-1.36K- 7.69% |
$308K - $370K
|
16.4K
$4.72M
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
52+ 4.56% |
$11.7K - $14.1K
|
1.19K
$344K
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-135- 2.35% |
$30.5K - $36.6K
|
5.61K
$1.62M
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
34New |
$7.68K - $9.22K
|
34
$9.8K
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.2KNew |
$496K - $595K
|
2.2K
$633K
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-733- 0.67% |
$166K - $199K
|
108K
$31.1M
|
|
Nov 07, 2024
Q3 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-838- 2.34% |
$189K - $227K
|
35K
$10.1M
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-11.3K- 43.8% |
$2.55M - $3.06M
|
14.5K
$4.18M
|