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 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-20.1K- 14.42% |
$4.54M - $5.45M
|
119K
$34.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
772+ 2.69% |
$174K - $209K
|
29.5K
$8.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
287+ 6.67% |
$64.8K - $77.8K
|
4.59K
$1.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
750New |
$169K - $203K
|
750
$216K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
771New |
$174K - $209K
|
771
$222K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
134+ 2.09% |
$30.3K - $36.3K
|
6.56K
$1.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 1.12% |
$1.58K - $1.9K
|
631
$182K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-15- 0.69% |
$3.39K - $4.07K
|
2.15K
$619K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
590+ 6.1% |
$133K - $160K
|
10.3K
$2.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
982+ 35.52% |
$222K - $266K
|
3.75K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.25K+ 2.79% |
$283K - $340K
|
46.2K
$13.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
121+ 3.36% |
$27.3K - $32.8K
|
3.72K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.1K+ 9.97% |
$1.6M - $1.93M
|
78.3K
$22.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
211+ 5.94% |
$47.7K - $57.2K
|
3.76K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-158- 0.61% |
$35.7K - $42.8K
|
25.6K
$7.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-917- 1.17% |
$207K - $249K
|
77.6K
$22.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.86K+ 8.79% |
$420K - $504K
|
23K
$6.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-111- 8.43% |
$25.1K - $30.1K
|
1.21K
$348K
|
|
|
Oct 08, 2024
Q3 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
17.3K+ 87.88% |
$3.92M - $4.7M
|
37.1K
$10.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
356+ 0.35% |
$80.4K - $96.5K
|
101K
$29.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-40- 3.07% |
$9.04K - $10.8K
|
1.26K
$364K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
7+ 0.48% |
$1.58K - $1.9K
|
1.47K
$424K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
541+ 11.04% |
$122K - $147K
|
5.44K
$1.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1+ 0.11% |
$226 - $271
|
896
$258K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-9- 0.82% |
$2.03K - $2.44K
|
1.09K
$315K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
466New |
$105K - $126K
|
466
$134K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
501+ 57.59% |
$113K - $136K
|
1.37K
$395K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-266- 10.63% |
$60.1K - $72.1K
|
2.24K
$645K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
38+ 2.66% |
$8.58K - $10.3K
|
1.47K
$423K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
98+ 0.9% |
$22.1K - $26.6K
|
11K
$3.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-36- 2.92% |
$8.13K - $9.76K
|
1.2K
$345K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
209+ 2.67% |
$47.2K - $56.7K
|
8.03K
$2.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
124New |
$28K - $33.6K
|
124
$35.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.21% |
$452 - $542
|
956
$276K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.34K+ 6.44% |
$303K - $363K
|
22.1K
$6.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
45+ 2.47% |
$10.2K - $12.2K
|
1.87K
$539K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
151+ 2.91% |
$34.1K - $40.9K
|
5.34K
$1.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-360- 11.92% |
$81.3K - $97.6K
|
2.66K
$767K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.13% |
$226 - $271
|
785
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
5+ 0.08% |
$1.13K - $1.36K
|
6.36K
$1.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-24- 0.05% |
$5.42K - $6.51K
|
52.1K
$15M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
832New |
$188K - $226K
|
832
$240K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-508- 0.98% |
$115K - $138K
|
51.3K
$14.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-3.75K- 6.69% |
$846K - $1.02M
|
52.3K
$15.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
42+ 0.53% |
$9.49K - $11.4K
|
8.01K
$2.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-154- 13.43% |
$34.8K - $41.8K
|
993
$286K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6+ 0.54% |
$1.36K - $1.63K
|
1.11K
$319K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
760+ 5.72% |
$172K - $206K
|
14K
$4.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
189+ 0.97% |
$42.7K - $51.3K
|
19.6K
$5.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
45+ 1.46% |
$10.2K - $12.2K
|
3.14K
$904K
|