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 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
851New |
$192K - $231K
|
851
$245K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
65+ 2.35% |
$14.7K - $17.6K
|
2.83K
$817K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
64+ 0.45% |
$14.5K - $17.4K
|
14.4K
$4.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
20+ 0.53% |
$4.52K - $5.42K
|
3.82K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.18K+ 6.65% |
$944K - $1.13M
|
67K
$19.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
692+ 3.97% |
$156K - $188K
|
18.1K
$5.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
124+ 0.93% |
$28K - $33.6K
|
13.4K
$3.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-4- 0.14% |
$904 - $1.08K
|
2.79K
$804K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
423+ 9.66% |
$95.6K - $115K
|
4.8K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
265+ 2.4% |
$59.9K - $71.9K
|
11.3K
$3.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.29K- 54.92% |
$517K - $621K
|
1.88K
$542K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-2.22K- 28.94% |
$500K - $601K
|
5.44K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
95+ 8.51% |
$21.5K - $25.8K
|
1.21K
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-25- 0.25% |
$5.65K - $6.78K
|
10K
$2.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.92K- 1.54% |
$433K - $520K
|
123K
$35.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
758New |
$171K - $206K
|
758
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.01KNew |
$679K - $815K
|
3.01K
$867K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-36- 0.98% |
$8.13K - $9.76K
|
3.65K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2- 0.02% |
$452 - $542
|
10.3K
$2.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-21- 0.94% |
$4.74K - $5.69K
|
2.2K
$635K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
321+ 8.49% |
$72.5K - $87K
|
4.1K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-19- 1.42% |
$4.29K - $5.15K
|
1.32K
$381K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.37KNew |
$535K - $643K
|
2.37K
$683K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
4.96K+ 1.49% |
$1.12M - $1.34M
|
338K
$97.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-58- 3.25% |
$13.1K - $15.7K
|
1.73K
$498K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
48+ 4.4% |
$10.8K - $13K
|
1.14K
$328K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
2.01K+ 105.68% |
$454K - $545K
|
3.91K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
BUY
|
- |
10.4K+ 2.11% |
$2.34M - $2.81M
|
501K
$145M
|
|
|
Oct 31, 2024
Q3 2024
|
Hendley & CO Inc
|
BUY
|
- |
450+ 18.0% |
$102K - $122K
|
2.95K
$850K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-868- 1.39% |
$196K - $235K
|
61.4K
$17.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
773+ 4.4% |
$175K - $210K
|
18.3K
$5.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
50+ 2.2% |
$11.3K - $13.6K
|
2.32K
$669K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.1KNew |
$474K - $569K
|
2.1K
$605K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-487- 2.79% |
$110K - $132K
|
17K
$4.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
806New |
$182K - $219K
|
806
$232K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
200+ 2.78% |
$45.2K - $54.2K
|
7.4K
$2.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.59K- 20.58% |
$360K - $432K
|
6.14K
$1.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.45K+ 5.17% |
$328K - $394K
|
29.6K
$8.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-227- 14.58% |
$51.3K - $61.6K
|
1.33K
$383K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.15% |
$452 - $542
|
1.32K
$381K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
13+ 1.29% |
$2.94K - $3.53K
|
1.02K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
580+ 21.73% |
$131K - $157K
|
3.25K
$937K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.5K- 6.88% |
$340K - $408K
|
20.3K
$5.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
20+ 1.42% |
$4.52K - $5.42K
|
1.43K
$413K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
158+ 5.5% |
$35.7K - $42.8K
|
3.03K
$874K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.29KNew |
$291K - $349K
|
1.29K
$371K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
46+ 1.37% |
$10.4K - $12.5K
|
3.41K
$982K
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-10K- 66.67% |
$2.26M - $2.71M
|
5K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
32+ 1.88% |
$7.23K - $8.68K
|
1.73K
$499K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-42- 6.75% |
$9.49K - $11.4K
|
580
$167K
|