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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
8+ 0.21% |
$2.04K - $2.61K
|
3.85K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-7- 0.16% |
$1.79K - $2.28K
|
4.38K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.42K- 5.69% |
$363K - $463K
|
23.5K
$6.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16+ 0.68% |
$4.09K - $5.21K
|
2.38K
$634K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-261- 7.65% |
$66.7K - $85.1K
|
3.15K
$839K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
207+ 3.51% |
$52.9K - $67.5K
|
6.1K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2- 15.38% |
$511 - $652
|
11
$2.93K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.1K- 0.88% |
$281K - $358K
|
124K
$33M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
729+ 43.26% |
$186K - $238K
|
2.41K
$643K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-676- 9.8% |
$173K - $220K
|
6.22K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-40- 4.97% |
$10.2K - $13K
|
765
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-343- 3.04% |
$87.6K - $112K
|
10.9K
$2.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
404+ 12.86% |
$103K - $132K
|
3.55K
$945K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-946- 39.65% |
$242K - $308K
|
1.44K
$384K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 19.05% |
$51.1K - $65.2K
|
850
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25K+ 16.35% |
$6.38M - $8.14M
|
178K
$47.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
55+ 1.0% |
$14K - $17.9K
|
5.57K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1- 0.1% |
$255 - $326
|
1.03K
$273K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-30.2K- 13.21% |
$7.73M - $9.86M
|
199K
$52.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
40+ 0.35% |
$10.2K - $13K
|
11.6K
$3.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-134- 1.16% |
$34.2K - $43.7K
|
11.4K
$3.04M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.33% |
$128K - $163K
|
151K
$40.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
109+ 3.01% |
$27.8K - $35.5K
|
3.73K
$995K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.39K+ 10.07% |
$356K - $454K
|
15.2K
$4.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.23KNew |
$314K - $401K
|
1.23K
$328K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
74+ 1.7% |
$18.9K - $24.1K
|
4.43K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$255 - $326
|
17.8K
$4.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
73+ 0.34% |
$18.6K - $23.8K
|
21.5K
$5.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15+ 0.41% |
$3.83K - $4.89K
|
3.64K
$970K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
328+ 0.33% |
$83.8K - $107K
|
101K
$26.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-53- 4.42% |
$13.5K - $17.3K
|
1.15K
$306K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.16K+ 108.13% |
$295K - $377K
|
2.23K
$593K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
4.3K+ 58.9% |
$1.1M - $1.4M
|
11.6K
$3.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-811- 14.38% |
$207K - $264K
|
4.83K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
79+ 5.75% |
$20.2K - $25.7K
|
1.45K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
277+ 2.5% |
$70.7K - $90.3K
|
11.4K
$3.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-32- 4.27% |
$8.17K - $10.4K
|
717
$191K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-30- 4.1% |
$7.66K - $9.78K
|
701
$187K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
465+ 33.97% |
$119K - $152K
|
1.83K
$489K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5+ 0.41% |
$1.28K - $1.63K
|
1.23K
$328K
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-8- 1.01% |
$2.04K - $2.61K
|
786
$209K
|
|
|
Apr 29, 2025
Q1 2025
|
Maj Invest Holding A
|
SELL
|
- |
-26.6K- 5.7% |
$6.79M - $8.67M
|
440K
$117M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.07K+ 5.23% |
$274K - $350K
|
21.6K
$5.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-3.54K- 3.31% |
$904K - $1.15M
|
103K
$27.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-603- 11.07% |
$154K - $196K
|
4.84K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
259+ 10.08% |
$66.1K - $84.4K
|
2.83K
$753K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
93+ 1.43% |
$23.8K - $30.3K
|
6.61K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.96K+ 3.62% |
$757K - $966K
|
84.9K
$22.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-535- 3.12% |
$137K - $174K
|
16.6K
$4.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
900+ 7.67% |
$230K - $293K
|
12.6K
$3.36M
|