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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-454- 1.52% |
$116K - $148K
|
29.5K
$7.85M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
2.65KNew |
$677K - $864K
|
2.65K
$707K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 4.57% |
$7.66K - $9.78K
|
687
$183K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-222- 3.81% |
$56.7K - $72.3K
|
5.61K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.13K+ 23.91% |
$544K - $695K
|
11K
$2.94M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-728- 4.45% |
$186K - $237K
|
15.6K
$4.16M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
935New |
$239K - $305K
|
935
$249K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
123+ 0.85% |
$31.4K - $40.1K
|
14.5K
$3.87M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
195+ 1.83% |
$49.8K - $63.5K
|
10.8K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
617+ 3.84% |
$158K - $201K
|
16.7K
$4.44M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
18.7K+ 413.43% |
$4.76M - $6.08M
|
23.2K
$6.17M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
57+ 2.26% |
$14.6K - $18.6K
|
2.58K
$688K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
387+ 44.53% |
$98.8K - $126K
|
1.26K
$335K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.31K- 15.23% |
$590K - $753K
|
12.9K
$3.43M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
60+ 4.9% |
$15.3K - $19.6K
|
1.29K
$342K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
706+ 7.3% |
$180K - $230K
|
10.4K
$2.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$1.28K - $1.63K
|
5
$1.33K
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-76.1K- 42.72% |
$19.4M - $24.8M
|
102K
$27.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
284+ 5.17% |
$72.5K - $92.5K
|
5.78K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-5.39K- 3.09% |
$1.38M - $1.76M
|
169K
$45.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
619+ 51.28% |
$158K - $202K
|
1.83K
$486K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-470- 8.32% |
$120K - $153K
|
5.18K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-31- 0.1% |
$7.92K - $10.1K
|
30.4K
$8.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-933- 0.6% |
$238K - $304K
|
154K
$41.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-862- 46.27% |
$220K - $281K
|
1K
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.41K+ 19.79% |
$1.64M - $2.09M
|
38.8K
$10.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2- 0.16% |
$511 - $652
|
1.25K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-41- 3.83% |
$10.5K - $13.4K
|
1.03K
$274K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-295- 2.6% |
$75.3K - $96.1K
|
11.1K
$2.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.27K- 4.99% |
$323K - $413K
|
24.1K
$6.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-1.81K- 17.34% |
$461K - $588K
|
8.6K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22+ 0.14% |
$5.62K - $7.17K
|
15.8K
$4.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-50- 0.96% |
$12.8K - $16.3K
|
5.17K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
8New |
$2.04K - $2.61K
|
8
$2.13K
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
439+ 0.44% |
$112K - $143K
|
100K
$26.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-330- 1.52% |
$84.3K - $108K
|
21.4K
$5.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 8.14% |
$272K - $347K
|
14.1K
$3.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-302- 6.66% |
$77.1K - $98.4K
|
4.23K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 0.44% |
$286K - $365K
|
253K
$67.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-769- 43.01% |
$196K - $251K
|
1.02K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.11K- 20.0% |
$1.05M - $1.34M
|
16.4K
$4.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
40+ 0.09% |
$10.2K - $13K
|
42.2K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.56K- 41.13% |
$653K - $833K
|
3.66K
$975K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
40+ 0.77% |
$10.2K - $13K
|
5.24K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4New |
$1.02K - $1.3K
|
4
$1.07K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
11+ 0.24% |
$2.81K - $3.58K
|
4.58K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.99% |
$204K - $261K
|
26K
$6.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
35+ 1.46% |
$8.94K - $11.4K
|
2.43K
$648K
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-288- 3.68% |
$73.6K - $93.9K
|
7.55K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-78- 1.31% |
$19.9K - $25.4K
|
5.87K
$1.56M
|