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 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-895- 1.55% |
$202K - $243K
|
57K
$16.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.14K- 0.96% |
$482K - $579K
|
221K
$63.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
172+ 1.19% |
$38.9K - $46.6K
|
14.7K
$4.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-21- 0.77% |
$4.74K - $5.69K
|
2.71K
$780K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-924- 19.14% |
$209K - $251K
|
3.9K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-141- 5.12% |
$31.9K - $38.2K
|
2.62K
$754K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-160- 0.23% |
$36.1K - $43.4K
|
68.4K
$19.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-95- 12.43% |
$21.5K - $25.8K
|
669
$193K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-347- 23.98% |
$78.4K - $94.1K
|
1.1K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-214- 0.38% |
$48.3K - $58K
|
56.7K
$16.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-7- 0.55% |
$1.58K - $1.9K
|
1.26K
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-19- 4.58% |
$4.29K - $5.15K
|
396
$114K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 1.18% |
$3.39K - $4.07K
|
1.28K
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-100- 6.33% |
$22.6K - $27.1K
|
1.48K
$427K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.78K+ 7.28% |
$628K - $753K
|
40.9K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
42+ 1.46% |
$9.49K - $11.4K
|
2.91K
$839K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.03K+ 9.3% |
$232K - $279K
|
12.1K
$3.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
82+ 7.88% |
$18.5K - $22.2K
|
1.12K
$323K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
40New |
$9.04K - $10.8K
|
40
$11.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9.47K+ 3.58% |
$2.14M - $2.57M
|
274K
$79M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
69+ 1.52% |
$15.6K - $18.7K
|
4.61K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
160+ 9.71% |
$36.1K - $43.4K
|
1.81K
$521K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-247- 9.67% |
$55.8K - $67K
|
2.31K
$665K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.81K+ 20.74% |
$410K - $492K
|
10.6K
$3.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
40+ 10.47% |
$9.04K - $10.8K
|
422
$122K
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
826+ 10.23% |
$187K - $224K
|
8.9K
$2.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
1.66K+ 9.84% |
$375K - $450K
|
18.5K
$5.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
867New |
$196K - $235K
|
867
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
22+ 1.33% |
$4.97K - $5.97K
|
1.68K
$485K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-100- 9.21% |
$22.6K - $27.1K
|
986
$284K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-267- 26.28% |
$60.3K - $72.4K
|
749
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-78- 18.18% |
$17.6K - $21.2K
|
351
$101K
|
|
|
Oct 24, 2024
Q3 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-132K- 14.96% |
$29.7M - $35.7M
|
748K
$216M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
22+ 32.84% |
$4.97K - $5.97K
|
89
$25.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
64+ 0.25% |
$14.5K - $17.4K
|
25.5K
$7.36M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.87K+ 17.25% |
$423K - $508K
|
12.7K
$3.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.1% |
$452 - $542
|
2.1K
$606K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.11KNew |
$250K - $300K
|
1.11K
$319K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.17K+ 77.37% |
$263K - $316K
|
2.67K
$771K
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-155- 1.04% |
$35K - $42K
|
14.8K
$4.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.16K- 27.88% |
$261K - $313K
|
2.99K
$862K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
814New |
$184K - $221K
|
814
$235K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-32- 3.05% |
$7.23K - $8.68K
|
1.02K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 48.78% |
$22.6K - $27.1K
|
305
$87.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
94+ 1.95% |
$21.2K - $25.5K
|
4.91K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
5.9KNew |
$1.33M - $1.6M
|
5.9K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
49+ 4.63% |
$11.1K - $13.3K
|
1.11K
$319K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
423+ 70.03% |
$95.6K - $115K
|
1.03K
$296K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
27.9K+ 2.24% |
$6.29M - $7.55M
|
1.27M
$366M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-360- 5.33% |
$81.3K - $97.6K
|
6.39K
$1.84M
|