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 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
507+ 17.36% |
$115K - $137K
|
3.43K
$988K
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-190- 0.54% |
$42.9K - $51.5K
|
35.1K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-199- 5.25% |
$45K - $54K
|
3.59K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-113- 2.35% |
$25.5K - $30.6K
|
4.69K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
708+ 15.41% |
$160K - $192K
|
5.3K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-53- 4.3% |
$12K - $14.4K
|
1.18K
$340K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-194- 14.9% |
$43.8K - $52.6K
|
1.11K
$319K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2+ 0.14% |
$452 - $542
|
1.4K
$402K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
728+ 1.76% |
$164K - $197K
|
42.1K
$12.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
504+ 1.02% |
$114K - $137K
|
49.7K
$14.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
347+ 39.25% |
$78.4K - $94.1K
|
1.23K
$355K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
20+ 0.46% |
$4.52K - $5.42K
|
4.37K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5- 0.47% |
$1.13K - $1.36K
|
1.07K
$307K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-35- 3.24% |
$7.91K - $9.49K
|
1.05K
$302K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
371+ 2.08% |
$83.8K - $101K
|
18.2K
$5.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-79- 11.27% |
$17.8K - $21.4K
|
622
$179K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
3.46K+ 6.09% |
$781K - $938K
|
60.2K
$17.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
264+ 4.2% |
$59.6K - $71.6K
|
6.55K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
271+ 26.44% |
$61.2K - $73.5K
|
1.3K
$374K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.81KNew |
$635K - $762K
|
2.81K
$810K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
716+ 5.15% |
$162K - $194K
|
14.6K
$4.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-36.5K- 82.39% |
$8.25M - $9.9M
|
7.8K
$2.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
467+ 3.76% |
$106K - $127K
|
12.9K
$3.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8.12K+ 31.82% |
$1.83M - $2.2M
|
33.6K
$9.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
176New |
$39.8K - $47.7K
|
176
$50.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-27.2K- 10.39% |
$6.14M - $7.37M
|
234K
$67.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
4.3KNew |
$971K - $1.17M
|
4.3K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-82.8K- 3.41% |
$18.7M - $22.4M
|
2.34M
$675M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
61+ 2.44% |
$13.8K - $16.5K
|
2.56K
$739K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-5.57K- 8.12% |
$1.26M - $1.51M
|
63K
$18.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
386+ 10.05% |
$87.2K - $105K
|
4.23K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
635+ 12.67% |
$143K - $172K
|
5.65K
$1.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.36K+ 18.14% |
$1.21M - $1.45M
|
34.9K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Troy Asset Management LTD
|
BUY
|
- |
7.14K+ 0.88% |
$1.61M - $1.94M
|
821K
$237M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
450+ 0.6% |
$102K - $122K
|
75.2K
$21.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
31+ 0.7% |
$7K - $8.41K
|
4.45K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
101+ 9.84% |
$22.8K - $27.4K
|
1.13K
$325K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.74% |
$452 - $542
|
267
$77K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
17+ 0.31% |
$3.84K - $4.61K
|
5.46K
$1.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
757New |
$171K - $205K
|
757
$218K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
55+ 2.49% |
$12.4K - $14.9K
|
2.26K
$652K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.07K+ 1.54% |
$241K - $290K
|
70.6K
$20.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
846New |
$191K - $229K
|
846
$244K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-111- 3.69% |
$25.1K - $30.1K
|
2.9K
$836K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.42K+ 2.97% |
$320K - $384K
|
49K
$14.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-493- 15.21% |
$111K - $134K
|
2.75K
$792K
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
934+ 6.42% |
$211K - $253K
|
15.5K
$4.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
293+ 20.3% |
$66.2K - $79.5K
|
1.74K
$500K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-718- 22.33% |
$162K - $195K
|
2.5K
$720K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.99K- 54.0% |
$449K - $539K
|
1.69K
$488K
|