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 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-3.17K- 81.52% |
$717K - $860K
|
719
$207K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-582- 7.61% |
$131K - $158K
|
7.07K
$2.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-61- 0.93% |
$13.8K - $16.5K
|
6.5K
$1.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
30.8K+ 1240.45% |
$6.96M - $8.35M
|
33.3K
$9.59M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-309- 17.4% |
$69.8K - $83.8K
|
1.47K
$423K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
153+ 1.06% |
$34.6K - $41.5K
|
14.6K
$4.21M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.01K- 6.55% |
$228K - $274K
|
14.4K
$4.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
783New |
$177K - $212K
|
783
$226K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
270+ 0.24% |
$61K - $73.2K
|
113K
$32.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
400+ 3.05% |
$90.4K - $108K
|
13.5K
$3.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
757New |
$171K - $205K
|
757
$218K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
60.8K+ 5.35% |
$13.7M - $16.5M
|
1.2M
$345M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.85K+ 0.9% |
$644K - $773K
|
320K
$92.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-430K- 39.27% |
$97.1M - $116M
|
664K
$192M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.53K- 1.83% |
$572K - $687K
|
136K
$39.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
SELL
|
- |
-45- 0.86% |
$10.2K - $12.2K
|
5.17K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.81K- 2.0% |
$634K - $761K
|
137K
$39.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.91K+ 4.85% |
$1.11M - $1.33M
|
106K
$30.6M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
797New |
$180K - $216K
|
797
$230K
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
SELL
|
- |
-22.2K- 56.01% |
$5.02M - $6.03M
|
17.5K
$5.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.77K- 6.65% |
$400K - $480K
|
24.9K
$7.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-136- 1.77% |
$30.7K - $36.9K
|
7.56K
$2.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
253+ 9.72% |
$57.2K - $68.6K
|
2.86K
$824K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.35K+ 15.85% |
$305K - $366K
|
9.85K
$2.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
86+ 2.82% |
$19.4K - $23.3K
|
3.13K
$904K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-104- 1.92% |
$23.5K - $28.2K
|
5.32K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
378+ 6.66% |
$85.4K - $103K
|
6.06K
$1.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
354+ 18.2% |
$80K - $96K
|
2.3K
$663K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5.82K- 79.78% |
$1.31M - $1.58M
|
1.48K
$425K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-304- 70.05% |
$68.7K - $82.4K
|
130
$37.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
23.1KNew |
$5.22M - $6.26M
|
23.1K
$6.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
780+ 2.83% |
$176K - $212K
|
28.3K
$8.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
786+ 5.17% |
$178K - $213K
|
16K
$4.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.2KNew |
$270K - $325K
|
1.2K
$345K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.7K- 8.63% |
$835K - $1M
|
39.1K
$11.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.7K- 9.28% |
$384K - $461K
|
16.6K
$4.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
858+ 3.27% |
$194K - $233K
|
27.1K
$7.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
108+ 0.92% |
$24.4K - $29.3K
|
11.9K
$3.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-471- 13.42% |
$106K - $128K
|
3.04K
$876K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
347+ 1.73% |
$78.4K - $94.1K
|
20.4K
$5.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
281+ 2.01% |
$63.5K - $76.2K
|
14.3K
$4.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-75- 71.43% |
$16.9K - $20.3K
|
30
$8.65K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-445- 1.12% |
$101K - $121K
|
39.4K
$11.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
91+ 5.41% |
$20.6K - $24.7K
|
1.77K
$511K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
57+ 2.25% |
$12.9K - $15.5K
|
2.6K
$748K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
53+ 0.42% |
$12K - $14.4K
|
12.6K
$3.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
74+ 1.52% |
$16.7K - $20.1K
|
4.94K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Focused Investors LLC
|
SELL
|
- |
-8.4K- 1.83% |
$1.9M - $2.28M
|
450K
$130M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-190- 9.74% |
$42.9K - $51.5K
|
1.76K
$507K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.5K- 3.49% |
$565K - $678K
|
69.2K
$19.9M
|