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 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2K+ 5.23% |
$536K - $612K
|
40.3K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-45- 0.24% |
$12K - $13.8K
|
18.4K
$5.1M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-40K- 6.02% |
$10.7M - $12.2M
|
624K
$173M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
2.36KNew |
$631K - $721K
|
2.36K
$656K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-18.6K- 68.38% |
$4.98M - $5.7M
|
8.62K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
200New |
$53.5K - $61.1K
|
200
$55.6K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.24K- 0.93% |
$1.4M - $1.6M
|
559K
$155M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-10K- 90.91% |
$2.67M - $3.06M
|
1K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
500New |
$134K - $153K
|
500
$139K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
402+ 12.71% |
$107K - $123K
|
3.57K
$991K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.48K- 0.99% |
$929K - $1.06M
|
346K
$96.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
48+ 4.26% |
$12.8K - $14.7K
|
1.17K
$326K
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
100+ 17.86% |
$26.7K - $30.6K
|
660
$183K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
167+ 1.73% |
$44.6K - $51K
|
9.82K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7New |
$1.87K - $2.14K
|
7
$1.95K
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
20KNew |
$5.35M - $6.11M
|
20K
$5.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
564+ 3.0% |
$151K - $172K
|
19.4K
$5.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
895New |
$239K - $273K
|
895
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-134- 10.44% |
$35.8K - $40.9K
|
1.15K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
382+ 10.86% |
$102K - $117K
|
3.9K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-57.8K- 44.77% |
$15.5M - $17.7M
|
71.4K
$19.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-17- 0.72% |
$4.54K - $5.19K
|
2.35K
$654K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-150- 34.09% |
$40.1K - $45.8K
|
290
$80.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-77- 4.89% |
$20.6K - $23.5K
|
1.5K
$416K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
6+ 0.24% |
$1.6K - $1.83K
|
2.52K
$701K
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
SELL
|
- |
-7.96K- 12.02% |
$2.13M - $2.43M
|
58.3K
$16.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-421- 27.7% |
$113K - $129K
|
1.1K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-195- 8.68% |
$52.1K - $59.6K
|
2.05K
$571K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6.71K+ 13.5% |
$1.79M - $2.05M
|
56.4K
$15.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
25.7K+ 16.08% |
$6.87M - $7.86M
|
186K
$51.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
1.64KNew |
$439K - $502K
|
1.64K
$457K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
227+ 1.25% |
$60.7K - $69.4K
|
18.4K
$5.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.6K- 1.57% |
$428K - $489K
|
100K
$27.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-994- 26.7% |
$266K - $304K
|
2.73K
$759K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-25- 2.71% |
$6.68K - $7.64K
|
899
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.33KNew |
$356K - $407K
|
1.33K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.22K- 30.22% |
$326K - $372K
|
2.81K
$782K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9- 0.04% |
$2.41K - $2.75K
|
23.3K
$6.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
727New |
$194K - $222K
|
727
$202K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-6.02K- 5.04% |
$1.61M - $1.84M
|
114K
$31.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
4.72K+ 1.4% |
$1.26M - $1.44M
|
341K
$94.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
546+ 43.51% |
$146K - $167K
|
1.8K
$501K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.18K- 13.65% |
$315K - $360K
|
7.45K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
543+ 65.03% |
$145K - $166K
|
1.38K
$383K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
13.4KNew |
$3.59M - $4.1M
|
13.4K
$3.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.84K+ 23.11% |
$493K - $563K
|
9.82K
$2.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
5.07KNew |
$1.36M - $1.55M
|
5.07K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-507- 1.13% |
$136K - $155K
|
44.4K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-394- 14.92% |
$105K - $120K
|
2.25K
$624K
|
|
|
Feb 05, 2025
Q4 2024
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-342K- 11.1% |
$91.4M - $105M
|
2.74M
$761M
|