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 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
122+ 0.78% |
$27.6K - $33.1K
|
15.8K
$4.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
657+ 129.59% |
$148K - $178K
|
1.16K
$336K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.04% |
$2.26K - $2.71K
|
948
$273K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
15+ 0.39% |
$3.39K - $4.07K
|
3.91K
$1.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
BUY
|
- |
9+ 0.03% |
$2.03K - $2.44K
|
34.5K
$9.95M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-325- 7.54% |
$73.4K - $88.1K
|
3.99K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
72+ 0.26% |
$16.3K - $19.5K
|
27.4K
$7.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
786+ 32.97% |
$178K - $213K
|
3.17K
$914K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-52- 1.15% |
$11.7K - $14.1K
|
4.45K
$1.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-102- 3.25% |
$23K - $27.7K
|
3.04K
$875K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
512+ 0.71% |
$116K - $139K
|
72.9K
$21M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
794New |
$179K - $215K
|
794
$229K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
835+ 3.74% |
$189K - $226K
|
23.1K
$6.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-391- 2.83% |
$88.3K - $106K
|
13.4K
$3.87M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-35- 2.81% |
$7.91K - $9.49K
|
1.21K
$349K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
480+ 1.54% |
$108K - $130K
|
31.7K
$9.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
800New |
$181K - $217K
|
800
$231K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-232- 2.23% |
$52.4K - $62.9K
|
10.2K
$2.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
729+ 34.18% |
$165K - $198K
|
2.86K
$825K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
787New |
$178K - $213K
|
787
$227K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
90+ 3.49% |
$20.3K - $24.4K
|
2.67K
$770K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1.38KNew |
$312K - $374K
|
1.38K
$398K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
28+ 1.83% |
$6.33K - $7.59K
|
1.56K
$449K
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-1.8K- 1.63% |
$407K - $488K
|
109K
$31.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
162+ 4.2% |
$36.6K - $43.9K
|
4.02K
$1.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-8.42K- 89.92% |
$1.9M - $2.28M
|
944
$272K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2+ 0.05% |
$452 - $542
|
3.65K
$1.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
729+ 41.9% |
$165K - $198K
|
2.47K
$712K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
73+ 3.72% |
$16.5K - $19.8K
|
2.04K
$587K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-27- 0.89% |
$6.1K - $7.32K
|
3.01K
$868K
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
48+ 0.13% |
$10.8K - $13K
|
37.8K
$10.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 2.4% |
$5.65K - $6.78K
|
1.02K
$293K
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-9.12K- 9.05% |
$2.06M - $2.47M
|
91.7K
$26.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-132- 3.29% |
$29.8K - $35.8K
|
3.88K
$1.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-123- 6.13% |
$27.8K - $33.4K
|
1.89K
$543K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-368- 4.21% |
$83.1K - $99.8K
|
8.37K
$2.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.41KNew |
$770K - $924K
|
3.41K
$982K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
30KNew |
$6.78M - $8.14M
|
30K
$8.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-397- 6.99% |
$89.7K - $108K
|
5.28K
$1.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
832New |
$188K - $226K
|
832
$240K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
864New |
$195K - $234K
|
864
$249K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
98+ 2.84% |
$22.1K - $26.6K
|
3.55K
$1.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-74- 7.16% |
$16.7K - $20.1K
|
959
$276K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
10.8KNew |
$2.45M - $2.94M
|
10.8K
$3.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-12.1K- 89.63% |
$2.74M - $3.28M
|
1.4K
$404K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$226 - $271
|
1
$288
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
152+ 1.02% |
$34.3K - $41.2K
|
15K
$4.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-126K- 85.31% |
$28.5M - $34.2M
|
21.7K
$6.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-41- 0.77% |
$9.26K - $11.1K
|
5.28K
$1.52M
|