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 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.12KNew |
$252K - $303K
|
1.12K
$322K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
445+ 17.19% |
$101K - $121K
|
3.03K
$875K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-68- 1.17% |
$15.4K - $18.4K
|
5.75K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
395+ 12.04% |
$89.2K - $107K
|
3.68K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
13.4K+ 10.35% |
$3.03M - $3.64M
|
143K
$41.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
821New |
$185K - $223K
|
821
$237K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.15K+ 2.62% |
$485K - $582K
|
84.2K
$24.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.36K- 0.44% |
$307K - $368K
|
309K
$89.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-253- 3.89% |
$57.2K - $68.6K
|
6.25K
$1.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
12+ 0.57% |
$2.71K - $3.25K
|
2.11K
$608K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-65- 1.78% |
$14.7K - $17.6K
|
3.58K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
869+ 47.8% |
$196K - $236K
|
2.69K
$775K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
407+ 0.74% |
$91.9K - $110K
|
55.7K
$16.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.47K+ 21.66% |
$559K - $671K
|
13.9K
$4.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
8.41KNew |
$1.9M - $2.28M
|
8.41K
$2.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-3.96K- 7.21% |
$895K - $1.07M
|
51K
$14.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15+ 1.49% |
$3.39K - $4.07K
|
1.02K
$294K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-103- 7.21% |
$23.3K - $27.9K
|
1.33K
$382K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.26% |
$1.13K - $1.36K
|
1.95K
$562K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-4.73K- 72.21% |
$1.07M - $1.28M
|
1.82K
$525K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-687- 1.66% |
$155K - $186K
|
40.7K
$11.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-92- 3.79% |
$20.8K - $24.9K
|
2.34K
$673K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-273- 14.69% |
$61.7K - $74K
|
1.59K
$457K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.11K- 3.04% |
$251K - $301K
|
35.3K
$10.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-4- 4.26% |
$904 - $1.08K
|
90
$25.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
915+ 5.11% |
$207K - $248K
|
18.8K
$5.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
81+ 0.38% |
$18.3K - $22K
|
21.4K
$6.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
84+ 12.21% |
$19K - $22.8K
|
772
$223K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-74- 0.26% |
$16.7K - $20.1K
|
28.4K
$8.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
773New |
$175K - $210K
|
773
$223K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
3.61K+ 7.89% |
$816K - $979K
|
49.4K
$14.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-163- 1.06% |
$36.8K - $44.2K
|
15.2K
$4.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-132- 0.79% |
$29.8K - $35.8K
|
16.5K
$4.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.2K- 9.7% |
$722K - $867K
|
29.7K
$8.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
800New |
$181K - $217K
|
800
$231K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
20+ 1.88% |
$4.52K - $5.42K
|
1.08K
$312K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-158- 2.15% |
$35.7K - $42.8K
|
7.2K
$2.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
5+ 0.41% |
$1.13K - $1.36K
|
1.23K
$353K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
125+ 2.1% |
$28.2K - $33.9K
|
6.09K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
936New |
$211K - $254K
|
936
$270K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
25+ 0.21% |
$5.65K - $6.78K
|
12K
$3.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-11- 0.32% |
$2.49K - $2.98K
|
3.38K
$973K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-7.37K- 15.06% |
$1.66M - $2M
|
41.5K
$12M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-93- 1.75% |
$21K - $25.2K
|
5.21K
$1.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-49- 29.7% |
$11.1K - $13.3K
|
116
$33.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.15% |
$226 - $271
|
688
$198K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
906K+ 26783.48% |
$205M - $246M
|
910K
$262M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
178+ 1.7% |
$40.2K - $48.3K
|
10.6K
$3.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
829New |
$187K - $225K
|
829
$239K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-613- 8.5% |
$138K - $166K
|
6.6K
$1.9M
|