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 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
48+ 1.48% |
$10.8K - $13K
|
3.28K
$947K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
856New |
$193K - $232K
|
856
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-12- 0.5% |
$2.71K - $3.25K
|
2.4K
$692K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 1.79% |
$226 - $271
|
55
$15.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
45+ 4.59% |
$10.2K - $12.2K
|
1.03K
$296K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
12+ 0.84% |
$2.71K - $3.25K
|
1.43K
$413K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
316+ 0.71% |
$71.4K - $85.7K
|
44.9K
$12.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
136+ 1.43% |
$30.7K - $36.9K
|
9.66K
$2.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.96K- 4.14% |
$442K - $531K
|
45.3K
$13.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-40- 1.39% |
$9.04K - $10.8K
|
2.84K
$819K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$452 - $542
|
1.55K
$447K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-565- 2.76% |
$128K - $153K
|
19.9K
$5.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
21+ 1.82% |
$4.74K - $5.69K
|
1.18K
$339K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
703+ 18.03% |
$159K - $191K
|
4.6K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
561+ 5.19% |
$127K - $152K
|
11.4K
$3.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Nat West Group PLC
|
BUY
|
- |
2.96K+ 7.71% |
$669K - $803K
|
41.4K
$11.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
377+ 1.62% |
$85.2K - $102K
|
23.7K
$6.83M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
4.66K+ 71.33% |
$1.05M - $1.26M
|
11.2K
$3.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
16K+ 19.35% |
$3.61M - $4.34M
|
98.7K
$28.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-172- 5.6% |
$38.9K - $46.6K
|
2.9K
$836K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.14K- 5.42% |
$257K - $308K
|
19.9K
$5.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-58- 2.38% |
$13.1K - $15.7K
|
2.38K
$687K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
27+ 0.59% |
$6.1K - $7.32K
|
4.59K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
565+ 2.47% |
$128K - $153K
|
23.5K
$6.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.06% |
$226 - $271
|
1.67K
$480K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
756+ 4.45% |
$171K - $205K
|
17.7K
$5.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
935New |
$211K - $254K
|
935
$270K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
297+ 2.45% |
$67.1K - $80.5K
|
12.4K
$3.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-920- 6.13% |
$208K - $249K
|
14.1K
$4.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.43KNew |
$322K - $387K
|
1.43K
$411K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.63K+ 65.0% |
$1.05M - $1.26M
|
11.8K
$3.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
794New |
$179K - $215K
|
794
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$452 - $542
|
2.07K
$598K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
47+ 0.03% |
$10.6K - $12.7K
|
177K
$51.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
130+ 3.68% |
$29.4K - $35.3K
|
3.67K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 2.01% |
$253K - $304K
|
54.8K
$15.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-21- 1.96% |
$4.74K - $5.69K
|
1.05K
$304K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.4% |
$1.13K - $1.36K
|
1.25K
$360K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
227+ 16.02% |
$51.3K - $61.6K
|
1.64K
$474K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
807New |
$182K - $219K
|
807
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
979+ 11.1% |
$221K - $265K
|
9.8K
$2.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.98K- 2.72% |
$448K - $538K
|
70.9K
$20.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-250- 17.03% |
$56.5K - $67.8K
|
1.22K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
837New |
$189K - $227K
|
837
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
28+ 2.71% |
$6.33K - $7.59K
|
1.06K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
11+ 0.81% |
$2.49K - $2.98K
|
1.38K
$396K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.67K- 12.65% |
$376K - $451K
|
11.5K
$3.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.19% |
$678 - $814
|
1.6K
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
250+ 1.38% |
$56.5K - $67.8K
|
18.3K
$5.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.08K- 20.03% |
$471K - $565K
|
8.32K
$2.4M
|