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 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-160- 0.86% |
$36.1K - $43.4K
|
18.5K
$5.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.01K- 14.47% |
$229K - $275K
|
5.99K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
24.3K+ 8639.86% |
$5.48M - $6.58M
|
24.6K
$7.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-30- 1.82% |
$6.78K - $8.14K
|
1.62K
$467K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.27K- 1.05% |
$287K - $345K
|
120K
$34.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
3+ 0.2% |
$678 - $814
|
1.49K
$429K
|
|
|
Oct 22, 2024
Q3 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-210- 2.57% |
$47.4K - $56.9K
|
7.95K
$2.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
170New |
$38.4K - $46.1K
|
170
$49K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
218+ 4.0% |
$49.3K - $59.1K
|
5.67K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
191+ 12.19% |
$43.2K - $51.8K
|
1.76K
$507K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-26- 1.02% |
$5.87K - $7.05K
|
2.52K
$727K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
120+ 5.1% |
$27.1K - $32.5K
|
2.47K
$713K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-17- 0.86% |
$3.84K - $4.61K
|
1.96K
$566K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.34KNew |
$528K - $634K
|
2.34K
$674K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.13% |
$226 - $271
|
775
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
783New |
$177K - $212K
|
783
$226K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-108- 2.54% |
$24.4K - $29.3K
|
4.15K
$1.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-507- 1.51% |
$115K - $137K
|
33.1K
$9.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-202- 14.99% |
$45.6K - $54.8K
|
1.15K
$330K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-234- 3.17% |
$52.9K - $63.5K
|
7.14K
$2.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
934+ 34.04% |
$211K - $253K
|
3.68K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-277- 4.11% |
$62.6K - $75.1K
|
6.46K
$1.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
4.66K+ 441.29% |
$1.05M - $1.26M
|
5.72K
$1.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-109- 3.24% |
$24.6K - $29.6K
|
3.25K
$937K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
170K+ 220.98% |
$38.3M - $46M
|
246K
$71.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-30- 0.31% |
$6.78K - $8.14K
|
9.79K
$2.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.01K- 1.44% |
$228K - $273K
|
68.9K
$19.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-284- 0.75% |
$64.2K - $77K
|
37.8K
$10.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
1.96KNew |
$443K - $531K
|
1.96K
$565K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
33+ 0.23% |
$7.46K - $8.95K
|
14.3K
$4.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-219- 3.86% |
$49.5K - $59.4K
|
5.46K
$1.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.32K+ 28.6% |
$299K - $358K
|
5.94K
$1.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
28+ 175.0% |
$6.33K - $7.59K
|
44
$12.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9K+ 71.64% |
$2.03M - $2.44M
|
21.6K
$6.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
241New |
$54.4K - $65.4K
|
241
$69.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
665+ 12.67% |
$150K - $180K
|
5.91K
$1.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.73K- 19.44% |
$390K - $468K
|
7.16K
$2.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-485- 29.34% |
$110K - $132K
|
1.17K
$337K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-75- 2.25% |
$16.9K - $20.3K
|
3.26K
$940K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-68- 0.14% |
$15.4K - $18.4K
|
48.8K
$14.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
90+ 3.58% |
$20.3K - $24.4K
|
2.6K
$750K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-12.1K- 86.34% |
$2.73M - $3.28M
|
1.91K
$551K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
295+ 7.07% |
$66.6K - $80K
|
4.47K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
1.4K+ 66.67% |
$316K - $380K
|
3.5K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.82K- 40.62% |
$411K - $493K
|
2.66K
$766K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-739- 5.66% |
$167K - $200K
|
12.3K
$3.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
971+ 0.82% |
$219K - $263K
|
120K
$34.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.87K+ 22.81% |
$649K - $779K
|
15.5K
$4.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
253+ 2.51% |
$57.2K - $68.6K
|
10.4K
$2.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
110+ 4.73% |
$24.9K - $29.8K
|
2.44K
$702K
|