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 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.84K- 1.95% |
$415K - $498K
|
92.5K
$26.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-567- 7.33% |
$128K - $154K
|
7.16K
$2.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$226 - $271
|
3.99K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-80- 1.71% |
$18.1K - $21.7K
|
4.6K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
630New |
$142K - $171K
|
630
$182K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
33+ 2.03% |
$7.46K - $8.95K
|
1.66K
$478K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.77K+ 29.45% |
$852K - $1.02M
|
16.6K
$4.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.12K- 11.46% |
$252K - $303K
|
8.63K
$2.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-12- 0.54% |
$2.71K - $3.25K
|
2.23K
$642K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
18+ 0.17% |
$4.07K - $4.88K
|
10.5K
$3.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1+ 4.35% |
$226 - $271
|
24
$6.92K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
12+ 0.09% |
$2.71K - $3.25K
|
13.2K
$3.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
101+ 12.14% |
$22.8K - $27.4K
|
933
$269K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
64+ 4.82% |
$14.5K - $17.4K
|
1.39K
$402K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-92- 3.67% |
$20.8K - $24.9K
|
2.41K
$695K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
524+ 6.13% |
$118K - $142K
|
9.08K
$2.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1.06K- 4.86% |
$240K - $289K
|
20.8K
$6M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-45- 0.14% |
$10.2K - $12.2K
|
33.2K
$9.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
50+ 25.0% |
$11.3K - $13.6K
|
250
$72.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-11- 0.04% |
$2.49K - $2.98K
|
25.9K
$7.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-40- 6.67% |
$9.04K - $10.8K
|
560
$161K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-7- 0.22% |
$1.58K - $1.9K
|
3.15K
$908K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.96K- 33.32% |
$669K - $803K
|
5.93K
$1.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
27+ 2.43% |
$6.1K - $7.32K
|
1.14K
$328K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
58+ 5.91% |
$13.1K - $15.7K
|
1.04K
$300K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
5.72K+ 2.72% |
$1.29M - $1.55M
|
216K
$62.4M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
23+ 0.72% |
$5.2K - $6.24K
|
3.21K
$925K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
BUY
|
- |
30+ 0.17% |
$6.78K - $8.14K
|
18.2K
$5.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-4- 0.13% |
$904 - $1.08K
|
3.09K
$890K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
19+ 0.15% |
$4.29K - $5.15K
|
12.4K
$3.58M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
310+ 10.31% |
$70K - $84.1K
|
3.32K
$957K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-228- 4.37% |
$51.5K - $61.8K
|
4.99K
$1.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-461- 3.0% |
$104K - $125K
|
14.9K
$4.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
967New |
$218K - $262K
|
967
$279K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
241+ 13.19% |
$54.4K - $65.4K
|
2.07K
$596K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
3.24K+ 18.58% |
$733K - $879K
|
20.7K
$5.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
765New |
$173K - $207K
|
765
$221K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
45+ 4.78% |
$10.2K - $12.2K
|
987
$285K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.88K+ 135.62% |
$425K - $510K
|
3.27K
$942K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.23K- 33.52% |
$279K - $334K
|
2.45K
$705K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.63K+ 30.04% |
$369K - $443K
|
7.07K
$2.04M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
6.12K+ 5.65% |
$1.38M - $1.66M
|
114K
$33M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.1K- 21.35% |
$475K - $570K
|
7.75K
$2.23M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
413+ 3.71% |
$93.3K - $112K
|
11.6K
$3.33M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-9- 0.75% |
$2.03K - $2.44K
|
1.19K
$344K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
214K+ 108.6% |
$48.3M - $57.9M
|
410K
$118M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-42- 0.39% |
$9.49K - $11.4K
|
10.8K
$3.11M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
29+ 3.11% |
$6.55K - $7.86K
|
960
$277K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
441+ 2.76% |
$99.6K - $120K
|
16.4K
$4.73M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
955New |
$216K - $259K
|
955
$275K
|