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 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-377- 3.8% |
$85.2K - $102K
|
9.55K
$2.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-580- 2.34% |
$131K - $157K
|
24.3K
$6.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-261- 1.1% |
$59K - $70.8K
|
23.5K
$6.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-123- 2.15% |
$27.8K - $33.4K
|
5.61K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.94KNew |
$437K - $525K
|
1.94K
$558K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
37+ 0.44% |
$8.36K - $10K
|
8.49K
$2.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-319K- 8.91% |
$72M - $86.5M
|
3.26M
$940M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-43- 0.5% |
$9.71K - $11.7K
|
8.58K
$2.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 5.05% |
$3.4M - $4.08M
|
313K
$90.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
40+ 2.51% |
$9.04K - $10.8K
|
1.63K
$471K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-547- 1.68% |
$124K - $148K
|
31.9K
$9.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
6+ 0.37% |
$1.36K - $1.63K
|
1.63K
$471K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
64K+ 9.49% |
$14.5M - $17.4M
|
739K
$213M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-166- 3.76% |
$37.5K - $45K
|
4.25K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
103+ 1.62% |
$23.3K - $27.9K
|
6.44K
$1.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 1.05% |
$1.58K - $1.9K
|
674
$194K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.22K+ 3.1% |
$1.4M - $1.69M
|
207K
$59.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.87K- 46.42% |
$423K - $507K
|
2.16K
$623K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-169- 50.6% |
$38.2K - $45.8K
|
165
$47.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-6- 28.57% |
$1.36K - $1.63K
|
15
$4.32K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
104New |
$23.5K - $28.2K
|
104
$30K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
260New |
$58.7K - $70.5K
|
260
$75K
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
10.9KNew |
$2.45M - $2.94M
|
10.9K
$3.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
536New |
$121K - $145K
|
536
$155K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
300New |
$67.8K - $81.4K
|
300
$86.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
41+ 3.46% |
$9.26K - $11.1K
|
1.23K
$354K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-100- 10.72% |
$22.6K - $27.1K
|
833
$240K
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
15.8KNew |
$3.57M - $4.29M
|
15.8K
$4.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.99K+ 16.98% |
$1.81M - $2.17M
|
55.1K
$15.9M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.34% |
$678 - $814
|
887
$256K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10+ 0.67% |
$2.26K - $2.71K
|
1.5K
$432K
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-40- 3.52% |
$9.04K - $10.8K
|
1.1K
$316K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.18KNew |
$266K - $319K
|
1.18K
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
6.24K+ 6.49% |
$1.41M - $1.69M
|
102K
$29.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
920+ 17.82% |
$208K - $249K
|
6.08K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-14- 4.75% |
$3.16K - $3.8K
|
281
$81K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-73- 4.26% |
$16.5K - $19.8K
|
1.64K
$473K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
665+ 0.51% |
$150K - $180K
|
131K
$37.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
108+ 4.96% |
$24.4K - $29.3K
|
2.28K
$658K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.31K+ 101.95% |
$295K - $354K
|
2.59K
$746K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
126+ 0.74% |
$28.5K - $34.2K
|
17.1K
$4.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
27+ 0.37% |
$6.1K - $7.32K
|
7.42K
$2.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
606+ 28.04% |
$137K - $164K
|
2.77K
$798K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
143+ 9.78% |
$32.3K - $38.8K
|
1.61K
$463K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.19% |
$1.81K - $2.17K
|
4.32K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-120- 1.2% |
$27.1K - $32.5K
|
9.86K
$2.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
276+ 2.19% |
$62.4K - $74.8K
|
12.9K
$3.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7+ 0.23% |
$1.58K - $1.9K
|
3.03K
$875K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
1+ 0.08% |
$226 - $271
|
1.25K
$361K
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-90- 4.86% |
$20.3K - $24.4K
|
1.76K
$507K
|