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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.29K+ 39.44% |
$1.15M - $1.29M
|
18.7K
$5.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.43K+ 210.26% |
$312K - $349K
|
2.12K
$609K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
270+ 13.13% |
$58.7K - $65.6K
|
2.33K
$669K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-64- 2.99% |
$13.9K - $15.6K
|
2.08K
$597K
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.18K- 1.25% |
$257K - $287K
|
93.4K
$26.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
4.6KNew |
$1M - $1.12M
|
4.6K
$1.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-933- 0.61% |
$203K - $227K
|
151K
$43.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.22K+ 89.54% |
$264K - $295K
|
2.57K
$740K
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-287- 1.0% |
$62.4K - $69.8K
|
28.3K
$8.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.65K- 3.6% |
$359K - $401K
|
44.2K
$12.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 0.4% |
$870 - $972
|
993
$286K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
245+ 51.8% |
$53.3K - $59.6K
|
718
$207K
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
2.92KNew |
$636K - $710K
|
2.92K
$840K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-420- 18.84% |
$91.4K - $102K
|
1.81K
$520K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
94.7KNew |
$20.6M - $23M
|
94.7K
$27.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.63KNew |
$572K - $639K
|
2.63K
$756K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
21+ 1.45% |
$4.57K - $5.1K
|
1.47K
$422K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-11- 0.47% |
$2.39K - $2.67K
|
2.34K
$673K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-46- 0.81% |
$10K - $11.2K
|
5.64K
$1.62M
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.21K- 10.16% |
$263K - $294K
|
10.7K
$3.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.51% |
$1.09K - $1.22K
|
980
$282K
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-78- 5.98% |
$17K - $19K
|
1.23K
$353K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
300+ 12.0% |
$65.3K - $72.9K
|
2.8K
$805K
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.55K- 13.56% |
$554K - $619K
|
16.2K
$4.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-660- 4.3% |
$144K - $160K
|
14.7K
$4.23M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
877New |
$191K - $213K
|
877
$252K
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
137+ 5.47% |
$29.8K - $33.3K
|
2.64K
$759K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-33- 2.19% |
$7.18K - $8.02K
|
1.47K
$423K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-96- 3.29% |
$20.9K - $23.3K
|
2.82K
$812K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
88+ 9.08% |
$19.1K - $21.4K
|
1.06K
$304K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1KNew |
$218K - $243K
|
1K
$288K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-698- 6.7% |
$152K - $170K
|
9.72K
$2.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-143- 8.92% |
$31.1K - $34.8K
|
1.46K
$420K
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
49+ 5.15% |
$10.7K - $11.9K
|
1K
$288K
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
18+ 1.76% |
$3.92K - $4.38K
|
1.04K
$299K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-55- 4.67% |
$12K - $13.4K
|
1.12K
$323K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-95- 7.53% |
$20.7K - $23.1K
|
1.17K
$336K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 0.4% |
$1.09K - $1.22K
|
1.25K
$358K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.24K- 0.7% |
$269K - $301K
|
175K
$50.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
153+ 31.68% |
$33.3K - $37.2K
|
636
$183K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.4K- 3.49% |
$304K - $340K
|
38.7K
$11.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
1.81K+ 24.46% |
$395K - $441K
|
9.23K
$2.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
320New |
$69.6K - $77.8K
|
320
$92K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-18- 1.39% |
$3.92K - $4.38K
|
1.27K
$366K
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-741- 0.4% |
$161K - $180K
|
185K
$53.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
31+ 1.92% |
$6.74K - $7.54K
|
1.64K
$473K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.54K+ 138.12% |
$987K - $1.1M
|
7.83K
$2.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
191+ 2.58% |
$41.5K - $46.4K
|
7.6K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-17- 0.43% |
$3.7K - $4.13K
|
3.97K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-13K- 21.6% |
$2.82M - $3.16M
|
47.1K
$13.6M
|