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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
2+ 0.02% |
$511 - $652
|
8.43K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.91K+ 483.79% |
$998K - $1.27M
|
4.72K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-86- 10.11% |
$22K - $28K
|
765
$204K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-50- 0.97% |
$12.8K - $16.3K
|
5.12K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.45% |
$255 - $326
|
219
$58.3K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-15- 5.28% |
$3.83K - $4.89K
|
269
$71.7K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-29- 0.32% |
$7.41K - $9.45K
|
9.04K
$2.41M
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-36- 0.39% |
$9.19K - $11.7K
|
9.18K
$2.44M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.24% |
$766 - $978
|
1.23K
$329K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-71- 0.37% |
$18.1K - $23.1K
|
19K
$5.07M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
95+ 5.3% |
$24.3K - $31K
|
1.89K
$502K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-411- 1.97% |
$105K - $134K
|
20.4K
$5.45M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
14+ 1.22% |
$3.58K - $4.56K
|
1.16K
$310K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
2+ 0.24% |
$511 - $652
|
841
$224K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4New |
$1.02K - $1.3K
|
4
$1.07K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
202+ 5.45% |
$51.6K - $65.8K
|
3.91K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 25.0% |
$2.81K - $3.58K
|
33
$8.79K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.73K- 10.33% |
$442K - $564K
|
15K
$4.01M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-20.4K- 2.92% |
$5.22M - $6.65M
|
679K
$181M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.13K- 3.19% |
$543K - $693K
|
64.5K
$17.2M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.84K- 13.1% |
$469K - $598K
|
12.2K
$3.25M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-38- 0.4% |
$9.7K - $12.4K
|
9.53K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-4.75K- 2.88% |
$1.21M - $1.55M
|
160K
$42.6M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-94- 10.61% |
$24K - $30.6K
|
792
$211K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
17+ 0.49% |
$4.34K - $5.54K
|
3.5K
$933K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
83+ 6.76% |
$21.2K - $27K
|
1.31K
$349K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.33% |
$25.5K - $32.6K
|
29.8K
$7.94M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.2K+ 2.64% |
$306K - $390K
|
46.6K
$12.4M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-288- 1.41% |
$73.6K - $93.9K
|
20.2K
$5.38M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-29- 4.35% |
$7.41K - $9.45K
|
637
$170K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-350- 13.96% |
$89.4K - $114K
|
2.16K
$575K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.12K- 7.72% |
$798K - $1.02M
|
37.3K
$9.94M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
73+ 82.02% |
$18.6K - $23.8K
|
162
$43.2K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
470+ 16.48% |
$120K - $153K
|
3.32K
$885K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
553+ 1.86% |
$141K - $180K
|
30.4K
$8.09M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.02K- 1.7% |
$515K - $658K
|
117K
$31M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.33K+ 170.15% |
$341K - $435K
|
2.12K
$564K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
128New |
$32.7K - $41.7K
|
128
$34.1K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.41KNew |
$359K - $458K
|
1.41K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2+ 0.03% |
$511 - $652
|
7.52K
$2M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
92+ 13.71% |
$23.5K - $30K
|
763
$203K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-971- 3.69% |
$248K - $316K
|
25.3K
$6.75M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
245+ 19.14% |
$62.6K - $79.8K
|
1.53K
$406K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-95- 4.9% |
$24.3K - $31K
|
1.85K
$492K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
77+ 2.27% |
$19.7K - $25.1K
|
3.47K
$926K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
40+ 0.41% |
$10.2K - $13K
|
9.69K
$2.58M
|
|
|
May 01, 2025
Q1 2025
|
Focused Investors LLC
|
SELL
|
- |
-10.4K- 2.33% |
$2.66M - $3.39M
|
437K
$116M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
229+ 1.87% |
$58.5K - $74.6K
|
12.5K
$3.32M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.27K+ 102.51% |
$323K - $413K
|
2.5K
$666K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
114+ 13.33% |
$29.1K - $37.1K
|
969
$258K
|