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
|
Htlf Bank
Denver, CO |
SELL
|
- |
-379- 6.11% |
$85.6K - $103K
|
5.83K
$1.68M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.4KNew |
$542K - $651K
|
2.4K
$692K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
2+ 0.35% |
$452 - $542
|
568
$164K
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 14.29% |
$113K - $136K
|
3K
$865K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-27- 77.14% |
$6.1K - $7.32K
|
8
$2.31K
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-90- 2.01% |
$20.3K - $24.4K
|
4.39K
$1.27M
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
4+ 0.28% |
$904 - $1.08K
|
1.41K
$407K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.45K+ 9.68% |
$779K - $935K
|
39.1K
$11.3M
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
95+ 0.38% |
$21.5K - $25.8K
|
25.4K
$7.32M
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-442- 6.14% |
$99.9K - $120K
|
6.76K
$1.95M
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-4- 0.38% |
$904 - $1.08K
|
1.06K
$305K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.56KNew |
$804K - $965K
|
3.56K
$1.03M
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-150- 2.62% |
$33.9K - $40.7K
|
5.57K
$1.61M
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
70+ 8.01% |
$15.8K - $19K
|
944
$272K
|
|
Oct 11, 2024
Q3 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
404+ 9.33% |
$91.3K - $110K
|
4.73K
$1.36M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
1K+ 0.91% |
$226K - $271K
|
110K
$31.8M
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-3.35K- 42.36% |
$758K - $909K
|
4.56K
$1.32M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$226 - $271
|
473
$136K
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-14.9K- 22.02% |
$3.36M - $4.03M
|
52.6K
$15.2M
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
920New |
$208K - $249K
|
920
$265K
|
|
Oct 11, 2024
Q3 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-14- 0.06% |
$3.16K - $3.8K
|
21.9K
$6.32M
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-200- 1.73% |
$45.2K - $54.2K
|
11.4K
$3.27M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-26- 0.98% |
$5.87K - $7.05K
|
2.63K
$757K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
627+ 17.66% |
$142K - $170K
|
4.18K
$1.2M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.33K+ 4.77% |
$1.66M - $1.99M
|
161K
$46.4M
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-309- 1.64% |
$69.8K - $83.8K
|
18.6K
$5.36M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
15+ 1.53% |
$3.39K - $4.07K
|
995
$287K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
34.5K+ 653.31% |
$7.8M - $9.37M
|
39.8K
$11.5M
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
31+ 2.15% |
$7K - $8.41K
|
1.47K
$424K
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-58- 5.89% |
$13.1K - $15.7K
|
926
$267K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
176+ 3.16% |
$39.8K - $47.7K
|
5.74K
$1.66M
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.4K- 11.91% |
$316K - $380K
|
10.4K
$2.98M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.2K+ 1069.64% |
$2.3M - $2.76M
|
11.1K
$3.21M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-576- 67.69% |
$130K - $156K
|
275
$79.3K
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14+ 0.3% |
$3.16K - $3.8K
|
4.73K
$1.36M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$678 - $814
|
8.08K
$2.33M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.36K+ 101.81% |
$533K - $640K
|
4.68K
$1.35M
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
55+ 0.79% |
$12.4K - $14.9K
|
6.99K
$2.01M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
909New |
$205K - $246K
|
909
$262K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
609New |
$138K - $165K
|
609
$176K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.47K+ 330.67% |
$784K - $942K
|
4.52K
$1.3M
|
|
Oct 10, 2024
Q3 2024
|
Maj Invest Holding A
|
SELL
|
- |
-218K- 21.0% |
$49.1M - $59M
|
818K
$236M
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-880- 6.44% |
$199K - $239K
|
12.8K
$3.68M
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-23- 0.18% |
$5.2K - $6.24K
|
12.4K
$3.59M
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
196+ 18.03% |
$44.3K - $53.1K
|
1.28K
$370K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-89- 7.76% |
$20.1K - $24.1K
|
1.06K
$305K
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-114- 1.55% |
$25.8K - $30.9K
|
7.22K
$2.08M
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.56K+ 7.69% |
$351K - $422K
|
21.8K
$6.28M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
739+ 9.1% |
$167K - $200K
|
8.86K
$2.56M
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-44.3K- 7.68% |
$10M - $12M
|
533K
$154M
|