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 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-29- 0.82% |
$6.55K - $7.86K
|
3.51K
$1.01M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
60+ 0.52% |
$13.6K - $16.3K
|
11.7K
$3.37M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
89+ 9.11% |
$20.1K - $24.1K
|
1.07K
$307K
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-2.95K- 13.18% |
$666K - $800K
|
19.4K
$5.6M
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.67% |
$11.3K - $13.6K
|
7.4K
$2.13M
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
BUY
|
- |
2.49K+ 14.28% |
$562K - $675K
|
19.9K
$5.74M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
549+ 6.33% |
$124K - $149K
|
9.22K
$2.66M
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-63- 4.39% |
$14.2K - $17.1K
|
1.37K
$396K
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.19K- 4.69% |
$495K - $594K
|
44.6K
$12.9M
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
22+ 8.09% |
$4.97K - $5.97K
|
294
$84.8K
|
|
Oct 01, 2024
Q3 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-75- 0.21% |
$16.9K - $20.3K
|
36.1K
$10.4M
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-1.39K- 3.51% |
$315K - $378K
|
38.3K
$11M
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-340- 1.91% |
$76.8K - $92.2K
|
17.4K
$5.03M
|
|
Q2 2024 | |||||||
Nov 12, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.83K- 3.94% |
$1.49M - $1.66M
|
166K
$47.9M
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
417+ 3.67% |
$90.7K - $101K
|
11.8K
$3.39M
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-46- 2.4% |
$10K - $11.2K
|
1.87K
$540K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
56+ 2.8% |
$12.2K - $13.6K
|
2.06K
$593K
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
2K+ 3.08% |
$435K - $486K
|
67K
$19.3M
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.23K+ 16.06% |
$268K - $299K
|
8.9K
$2.57M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
452+ 47.43% |
$98.3K - $110K
|
1.41K
$405K
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-2.08K- 22.77% |
$452K - $505K
|
7.04K
$2.03M
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.41KNew |
$306K - $342K
|
1.41K
$406K
|
|
Aug 30, 2024
Q2 2024
|
Pensioenfonds Rail & Ov
|
SELL
|
- |
-3.51K- 2.1% |
$763K - $852K
|
163K
$47.1M
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
61+ 2.13% |
$13.3K - $14.8K
|
2.93K
$845K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.15KNew |
$685K - $766K
|
3.15K
$908K
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.33K- 5.92% |
$289K - $324K
|
21.2K
$6.1M
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-5.37K- 2.44% |
$1.17M - $1.3M
|
214K
$61.8M
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
44+ 0.56% |
$9.57K - $10.7K
|
7.92K
$2.28M
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
69New |
$15K - $16.8K
|
69
$19.9K
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.75KNew |
$1.03M - $1.16M
|
4.75K
$1.37M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.76K- 17.93% |
$817K - $913K
|
17.2K
$4.96M
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-604- 29.77% |
$131K - $147K
|
1.43K
$411K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-181- 0.83% |
$39.4K - $44K
|
21.7K
$6.25M
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-175- 3.49% |
$38.1K - $42.5K
|
4.84K
$1.39M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
313+ 3.59% |
$68.1K - $76.1K
|
9.02K
$2.6M
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
7.89K+ 2196.38% |
$1.71M - $1.92M
|
8.24K
$2.38M
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.18K- 56.07% |
$257K - $288K
|
927
$267K
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-147- 1.93% |
$32K - $35.7K
|
7.47K
$2.15M
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
27+ 0.79% |
$5.87K - $6.56K
|
3.43K
$989K
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
256+ 12.23% |
$55.7K - $62.2K
|
2.35K
$678K
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-400- 8.75% |
$87K - $97.2K
|
4.17K
$1.2M
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-500- 49.55% |
$109K - $122K
|
509
$147K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-232- 45.94% |
$50.5K - $56.4K
|
273
$78.7K
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-364- 4.59% |
$79.2K - $88.5K
|
7.57K
$2.18M
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5- 4.85% |
$1.09K - $1.22K
|
98
$28.3K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.05% |
$218 - $243
|
1.94K
$560K
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
565New |
$123K - $137K
|
565
$163K
|
|
Aug 14, 2024
Q2 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-131K- 64.33% |
$28.5M - $31.9M
|
72.7K
$21M
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
142KNew |
$31M - $34.6M
|
142K
$41.1M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-18- 1.31% |
$3.92K - $4.38K
|
1.36K
$391K
|