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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-14.3K- 2.39% |
$3.83M - $4.37M
|
584K
$162M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
PUT |
-19.2K- 19.73% |
$5.13M - $5.87M
|
78.1K
$21.7M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
279+ 1.54% |
$74.6K - $85.3K
|
18.4K
$5.11M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-814- 88.77% |
$218K - $249K
|
103
$28.6K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-21- 1.46% |
$5.61K - $6.42K
|
1.41K
$393K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.48K- 0.68% |
$395K - $452K
|
215K
$59.8M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.5K+ 2.69% |
$4.14M - $4.73M
|
591K
$164M
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-169K- 12.66% |
$45.2M - $51.7M
|
1.17M
$324M
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
91.5K+ 22.54% |
$24.5M - $28M
|
498K
$138M
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
903New |
$241K - $276K
|
903
$251K
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-16K- 22.08% |
$4.29M - $4.9M
|
56.6K
$15.7M
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-228K- 26.95% |
$61M - $69.7M
|
618K
$172M
|
|
Feb 12, 2025
Q4 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-1.2K- 33.33% |
$321K - $367K
|
2.4K
$667K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.06K+ 8.5% |
$1.62M - $1.85M
|
77.3K
$21.5M
|
|
Feb 12, 2025
Q4 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-100- 6.45% |
$26.7K - $30.6K
|
1.45K
$403K
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
26+ 26.0% |
$6.95K - $7.94K
|
126
$35K
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-217K- 1.35% |
$58M - $66.3M
|
15.9M
$4.41B
|
|
Feb 12, 2025
Q4 2024
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
6.85KNew |
$1.83M - $2.09M
|
6.85K
$1.9M
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-342- 1.44% |
$91.4K - $105K
|
23.4K
$6.51M
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
699+ 10.52% |
$187K - $214K
|
7.34K
$2.04M
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
16+ 0.19% |
$4.28K - $4.89K
|
8.22K
$2.29M
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
86+ 4.76% |
$23K - $26.3K
|
1.89K
$526K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.71K+ 109.79% |
$1.53M - $1.74M
|
10.9K
$3.03M
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-38.6K- 5.4% |
$10.3M - $11.8M
|
675K
$188M
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
359+ 19.06% |
$96K - $110K
|
2.24K
$624K
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
64New |
$17.1K - $19.6K
|
64
$17.8K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-164K- 23.13% |
$43.7M - $50M
|
544K
$151M
|
|
Feb 12, 2025
Q4 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
7.47K+ 3.98% |
$2M - $2.28M
|
195K
$54.3M
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-30- 0.26% |
$8.02K - $9.17K
|
11.4K
$3.17M
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
269K+ 2.34% |
$71.8M - $82.1M
|
11.8M
$3.27B
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
79+ 8.58% |
$21.1K - $24.1K
|
1K
$278K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
211+ 0.87% |
$56.4K - $64.5K
|
24.5K
$6.8M
|
|
Feb 12, 2025
Q4 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-6.4K- 15.57% |
$1.71M - $1.96M
|
34.7K
$9.65M
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-23- 1.3% |
$6.15K - $7.03K
|
1.74K
$484K
|
|
Feb 12, 2025
Q4 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-10.5K- 10.49% |
$2.8M - $3.21M
|
89.5K
$24.9M
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-73- 27.44% |
$19.5K - $22.3K
|
193
$53.7K
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
18New |
$4.81K - $5.5K
|
18
$5K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-198- 13.46% |
$52.9K - $60.5K
|
1.27K
$354K
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.1K- 48.36% |
$560K - $640K
|
2.24K
$622K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.01K- 1.48% |
$538K - $615K
|
134K
$37.3M
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-355- 32.13% |
$94.9K - $108K
|
750
$209K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 14.14% |
$454K - $519K
|
13.7K
$3.81M
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-1.1K- 37.93% |
$294K - $336K
|
1.8K
$500K
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
1.5KNew |
$401K - $458K
|
1.5K
$417K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.58K- 0.09% |
$423K - $484K
|
1.71M
$476M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
496+ 33.45% |
$133K - $152K
|
1.98K
$550K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.14% |
$4.81K - $5.5K
|
12.8K
$3.55M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-26- 3.04% |
$6.95K - $7.94K
|
830
$231K
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
12+ 0.32% |
$3.21K - $3.67K
|
3.82K
$1.06M
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-2.5K- 3.71% |
$668K - $764K
|
64.8K
$18M
|