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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-135- 1.49% |
$30.5K - $36.6K
|
8.94K
$2.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
28.4K+ 4.54% |
$6.41M - $7.69M
|
653K
$188M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
536+ 1.31% |
$121K - $145K
|
41.3K
$11.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-302- 9.81% |
$68.2K - $81.9K
|
2.78K
$801K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
602+ 4.43% |
$136K - $163K
|
14.2K
$4.09M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 93.39% |
$373K - $448K
|
3.42K
$986K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.02% |
$226 - $271
|
6.25K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-265- 1.7% |
$59.9K - $71.9K
|
15.4K
$4.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.29K+ 13.08% |
$292K - $350K
|
11.2K
$3.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
88+ 9.34% |
$19.9K - $23.9K
|
1.03K
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
127+ 1.58% |
$28.7K - $34.4K
|
8.16K
$2.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
804New |
$182K - $218K
|
804
$232K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 25.0% |
$678 - $814
|
15
$4.32K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.61K+ 2.42% |
$1.72M - $2.06M
|
322K
$92.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.69K- 6.15% |
$608K - $730K
|
41.1K
$11.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.06K- 4.39% |
$465K - $558K
|
44.9K
$12.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
10+ 0.24% |
$2.26K - $2.71K
|
4.25K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-100- 2.04% |
$22.6K - $27.1K
|
4.8K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
15.1KNew |
$3.41M - $4.09M
|
15.1K
$4.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
127+ 6.27% |
$28.7K - $34.4K
|
2.15K
$621K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-4.9K- 2.13% |
$1.11M - $1.33M
|
226K
$65M
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
4.02K+ 142.93% |
$909K - $1.09M
|
6.84K
$1.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-51- 0.59% |
$11.5K - $13.8K
|
8.57K
$2.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
751New |
$170K - $204K
|
751
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-285- 9.89% |
$64.4K - $77.3K
|
2.6K
$748K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-659- 17.06% |
$149K - $179K
|
3.2K
$924K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
38+ 4.04% |
$8.58K - $10.3K
|
979
$282K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.02K- 2.52% |
$456K - $548K
|
78K
$22.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.33K+ 2.87% |
$300K - $360K
|
47.6K
$13.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
225+ 3.73% |
$50.8K - $61K
|
6.27K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.49K- 3.15% |
$1.24M - $1.49M
|
169K
$48.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.82K- 20.16% |
$637K - $764K
|
11.2K
$3.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-229- 0.86% |
$51.7K - $62.1K
|
26.5K
$7.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-450- 17.25% |
$102K - $122K
|
2.16K
$622K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.62K- 63.29% |
$1.5M - $1.8M
|
3.84K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-224- 12.34% |
$50.6K - $60.7K
|
1.59K
$459K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-81- 1.68% |
$18.3K - $22K
|
4.75K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.63K- 1.39% |
$369K - $443K
|
116K
$33.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
26+ 1.18% |
$5.87K - $7.05K
|
2.24K
$645K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
819New |
$185K - $222K
|
819
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-98- 3.47% |
$22.1K - $26.6K
|
2.73K
$787K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
731+ 6.98% |
$165K - $198K
|
11.2K
$3.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-130- 5.21% |
$29.4K - $35.3K
|
2.37K
$682K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
306+ 22.84% |
$69.1K - $83K
|
1.65K
$475K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
139+ 11.85% |
$31.4K - $37.7K
|
1.31K
$378K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
24+ 1.08% |
$5.42K - $6.51K
|
2.24K
$646K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.05K+ 12.34% |
$1.14M - $1.37M
|
45.9K
$13.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25- 0.2% |
$5.65K - $6.78K
|
12.3K
$3.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-75- 0.42% |
$16.9K - $20.3K
|
17.8K
$5.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
35+ 2.13% |
$7.91K - $9.49K
|
1.68K
$485K
|