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 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
20+ 0.62% |
$4.52K - $5.42K
|
3.27K
$942K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-15- 2.7% |
$3.39K - $4.07K
|
540
$156K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
60+ 3.65% |
$13.6K - $16.3K
|
1.7K
$491K
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
154+ 13.64% |
$34.8K - $41.8K
|
1.28K
$370K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4+ 0.21% |
$904 - $1.08K
|
1.89K
$543K
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.49K- 1.85% |
$336K - $404K
|
78.7K
$22.7M
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.39K- 50.66% |
$540K - $648K
|
2.33K
$671K
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-582- 40.81% |
$131K - $158K
|
844
$243K
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-10- 0.22% |
$2.26K - $2.71K
|
4.53K
$1.31M
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
388+ 5.9% |
$87.7K - $105K
|
6.97K
$2.01M
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-90- 2.64% |
$20.3K - $24.4K
|
3.32K
$957K
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
209+ 3.93% |
$47.2K - $56.7K
|
5.52K
$1.59M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-237- 3.71% |
$53.5K - $64.3K
|
6.15K
$1.77M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-537- 7.11% |
$121K - $146K
|
7.01K
$2.02M
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
863New |
$195K - $234K
|
863
$249K
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-75- 4.04% |
$16.9K - $20.3K
|
1.78K
$513K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.42K+ 2.52% |
$320K - $384K
|
57.6K
$16.6M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-473- 12.47% |
$107K - $128K
|
3.32K
$957K
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
22+ 0.25% |
$4.97K - $5.97K
|
8.79K
$2.53M
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-25- 0.62% |
$5.65K - $6.78K
|
3.99K
$1.15M
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.27% |
$904 - $1.08K
|
1.47K
$422K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.54K+ 107.13% |
$1.48M - $1.77M
|
12.6K
$3.64M
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
4+ 0.2% |
$904 - $1.08K
|
2.03K
$584K
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
5.83K+ 1.45% |
$1.32M - $1.58M
|
409K
$118M
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-16.9K- 23.81% |
$3.81M - $4.57M
|
54K
$15.6M
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
373+ 4.47% |
$84.3K - $101K
|
8.72K
$2.51M
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-573- 7.71% |
$129K - $155K
|
6.86K
$1.98M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
269+ 65.61% |
$60.8K - $72.9K
|
679
$196K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
331+ 19.62% |
$74.8K - $89.8K
|
2.02K
$582K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-123- 2.99% |
$27.8K - $33.4K
|
3.99K
$1.15M
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
8.22K+ 103.66% |
$1.86M - $2.23M
|
16.2K
$4.66M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
341+ 16.08% |
$77K - $92.5K
|
2.46K
$710K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.43KNew |
$1.23M - $1.47M
|
5.43K
$1.57M
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$226 - $271
|
409
$118K
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.31KNew |
$296K - $355K
|
1.31K
$377K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-623- 1.2% |
$141K - $169K
|
51.3K
$14.8M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5- 0.24% |
$1.13K - $1.36K
|
2.11K
$608K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.02% |
$226 - $271
|
4.17K
$1.2M
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-427- 23.3% |
$96.5K - $116K
|
1.41K
$405K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.15K- 9.14% |
$712K - $855K
|
31.4K
$9.04M
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
BUY
|
- |
60+ 0.53% |
$13.6K - $16.3K
|
11.4K
$3.3M
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
198+ 1.16% |
$44.7K - $53.7K
|
17.2K
$4.96M
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
456+ 15.01% |
$103K - $124K
|
3.49K
$1.01M
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-70- 0.75% |
$15.8K - $19K
|
9.26K
$2.67M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
629+ 13.73% |
$142K - $171K
|
5.21K
$1.5M
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.26% |
$904 - $1.08K
|
1.56K
$449K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
751New |
$170K - $204K
|
751
$217K
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-37- 1.48% |
$8.36K - $10K
|
2.46K
$709K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-839- 15.58% |
$190K - $228K
|
4.55K
$1.31M
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-94- 1.23% |
$21.2K - $25.5K
|
7.55K
$2.18M
|