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 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-301- 14.29% |
$76.9K - $98.1K
|
1.81K
$502K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-207- 3.38% |
$52.9K - $67.5K
|
5.91K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.73K+ 10.8% |
$697K - $889K
|
28K
$7.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1+ 0.05% |
$255 - $326
|
2.17K
$602K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-31- 51.67% |
$7.92K - $10.1K
|
29
$8.06K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
1K+ 62.85% |
$255K - $326K
|
2.59K
$720K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
6.44KNew |
$1.64M - $2.1M
|
6.44K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
147+ 15.87% |
$37.5K - $47.9K
|
1.07K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.61K- 4.19% |
$1.18M - $1.5M
|
105K
$29.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2+ 0.19% |
$511 - $652
|
1.07K
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-147- 1.26% |
$37.5K - $47.9K
|
11.5K
$3.19M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
143+ 2.43% |
$36.5K - $46.6K
|
6.02K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.97% |
$7.41K - $9.45K
|
2.96K
$824K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-321- 17.14% |
$82K - $105K
|
1.55K
$432K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.49K- 4.96% |
$635K - $810K
|
47.6K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
85+ 4.37% |
$21.7K - $27.7K
|
2.03K
$565K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
70+ 1.43% |
$17.9K - $22.8K
|
4.95K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.52K+ 8.21% |
$387K - $494K
|
20K
$5.56M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
682+ 3.73% |
$174K - $222K
|
19K
$5.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-38.6K- 92.33% |
$9.86M - $12.6M
|
3.21K
$892K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
46+ 7.92% |
$11.7K - $15K
|
627
$174K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
246+ 2.24% |
$62.8K - $80.2K
|
11.2K
$3.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
251+ 8.43% |
$64.1K - $81.8K
|
3.23K
$897K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-96- 9.15% |
$24.5K - $31.3K
|
953
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-86- 4.33% |
$22K - $28K
|
1.9K
$529K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
78+ 4.89% |
$19.9K - $25.4K
|
1.67K
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.53K- 14.78% |
$390K - $498K
|
8.81K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Rheos Capital Works Inc.
|
SELL
|
- |
-78.5K- 68.14% |
$20M - $25.6M
|
36.7K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.24K+ 80.06% |
$1.08M - $1.38M
|
9.55K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-64- 28.44% |
$16.3K - $20.9K
|
161
$44.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
78+ 104.0% |
$19.9K - $25.4K
|
153
$42.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-50- 4.6% |
$12.8K - $16.3K
|
1.04K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-1.19K- 5.24% |
$305K - $389K
|
21.6K
$6M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-165- 1.38% |
$42.1K - $53.8K
|
11.8K
$3.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-23- 2.43% |
$5.87K - $7.5K
|
925
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.05% |
$766 - $978
|
6.37K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.16K- 4.09% |
$808K - $1.03M
|
74.3K
$20.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-43- 6.91% |
$11K - $14K
|
579
$161K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10+ 0.21% |
$2.55K - $3.26K
|
4.75K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-573- 37.14% |
$146K - $187K
|
970
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
609+ 24.1% |
$156K - $198K
|
3.14K
$872K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-515- 10.44% |
$132K - $168K
|
4.42K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-15- 0.36% |
$3.83K - $4.89K
|
4.17K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.15M- 99.63% |
$550M - $702M
|
8.04K
$2.24M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.65K- 6.35% |
$421K - $538K
|
24.3K
$6.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3.08KNew |
$785K - $1M
|
3.08K
$855K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
51+ 0.93% |
$13K - $16.6K
|
5.56K
$1.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-126- 2.1% |
$32.2K - $41.1K
|
5.88K
$1.64M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.06% |
$255 - $326
|
1.54K
$429K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-944- 7.78% |
$241K - $308K
|
11.2K
$3.11M
|