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 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-31.3K- 2.89% |
$8.37M - $9.57M
|
1.05M
$292M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
777New |
$208K - $237K
|
777
$216K
|
|
Feb 10, 2025
Q4 2024
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-282- 0.66% |
$75.4K - $86.2K
|
42.3K
$11.8M
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-28- 0.84% |
$7.49K - $8.56K
|
3.32K
$923K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
490New |
$131K - $150K
|
490
$136K
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
46+ 0.48% |
$12.3K - $14.1K
|
9.62K
$2.67M
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.51K- 2.66% |
$939K - $1.07M
|
129K
$35.8M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
188+ 1.98% |
$50.3K - $57.4K
|
9.69K
$2.69M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.5K- 6.9% |
$8.41M - $9.62M
|
425K
$118M
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
58.7KNew |
$15.7M - $17.9M
|
58.7K
$16.3M
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-579- 4.05% |
$155K - $177K
|
13.7K
$3.81M
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-152K- 88.12% |
$40.6M - $46.4M
|
20.5K
$5.69M
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-24.5K- 9.63% |
$6.55M - $7.48M
|
230K
$63.9M
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-69- 3.13% |
$18.4K - $21.1K
|
2.14K
$594K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
700New |
$187K - $214K
|
700
$195K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
29+ 1.47% |
$7.75K - $8.86K
|
2.01K
$557K
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-38- 0.07% |
$10.2K - $11.6K
|
54.8K
$15.2M
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-175- 12.28% |
$46.8K - $53.5K
|
1.25K
$348K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
125New |
$33.4K - $38.2K
|
125
$34.8K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.04KNew |
$277K - $317K
|
1.04K
$288K
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
686New |
$183K - $210K
|
686
$191K
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.15K- 6.64% |
$574K - $656K
|
30.2K
$8.4M
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.92K+ 54.29% |
$781K - $893K
|
8.3K
$2.31M
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.15K- 1.79% |
$576K - $658K
|
118K
$32.8M
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
35+ 1.45% |
$9.36K - $10.7K
|
2.45K
$681K
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-186K- 8.81% |
$49.7M - $56.8M
|
1.92M
$535M
|
|
Feb 10, 2025
Q4 2024
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-4.9K- 25.65% |
$1.31M - $1.5M
|
14.2K
$3.95M
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.7K- 4.18% |
$721K - $824K
|
61.8K
$17.2M
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.52K- 20.42% |
$675K - $771K
|
9.84K
$2.73M
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.08KNew |
$290K - $331K
|
1.08K
$301K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
533New |
$142K - $163K
|
533
$148K
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-300- 0.31% |
$80.2K - $91.7K
|
95.8K
$26.6M
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-198- 9.38% |
$52.9K - $60.5K
|
1.91K
$532K
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-13.1K- 4.54% |
$3.49M - $3.99M
|
274K
$76.3M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.94K- 5.73% |
$787K - $899K
|
48.4K
$13.5M
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
249K+ 12.87% |
$66.4M - $75.9M
|
2.18M
$606M
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3+ 0.09% |
$802 - $917
|
3.22K
$895K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.45K- 5.45% |
$2.53M - $2.89M
|
164K
$45.6M
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-34.8K- 27.48% |
$9.3M - $10.6M
|
91.8K
$25.5M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-121- 57.08% |
$32.3K - $37K
|
91
$25.3K
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-266- 37.0% |
$71.1K - $81.3K
|
453
$126K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 1.08% |
$1.07K - $1.22K
|
373
$104K
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
1.27KNew |
$340K - $388K
|
1.27K
$353K
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
768New |
$205K - $235K
|
768
$214K
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
180+ 3.52% |
$48.1K - $55K
|
5.3K
$1.47M
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
49+ 2.33% |
$13.1K - $15K
|
2.15K
$597K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
107+ 4.18% |
$28.6K - $32.7K
|
2.67K
$742K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.28K+ 2.22% |
$877K - $1M
|
151K
$41.9M
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-167- 6.81% |
$44.6K - $51K
|
2.28K
$635K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15+ 1.19% |
$4.01K - $4.58K
|
1.28K
$355K
|