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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-32- 0.81% |
$6.96K - $7.78K
|
3.92K
$1.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-222- 3.84% |
$48.3K - $54K
|
5.56K
$1.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-849- 46.78% |
$185K - $206K
|
966
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 13.64% |
$1.31K - $1.46K
|
50
$14.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
90+ 5.67% |
$19.6K - $21.9K
|
1.68K
$482K
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
51+ 0.94% |
$11.1K - $12.4K
|
5.46K
$1.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.01% |
$218 - $243
|
8.53K
$2.45M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-194- 11.45% |
$42.2K - $47.2K
|
1.5K
$431K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.07K- 9.43% |
$451K - $504K
|
19.9K
$5.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-40- 1.19% |
$8.7K - $9.72K
|
3.32K
$954K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
151+ 2.75% |
$32.8K - $36.7K
|
5.65K
$1.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
39.9KNew |
$8.67M - $9.7M
|
39.9K
$11.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 3.41% |
$653 - $729
|
91
$26.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
39+ 4.16% |
$8.48K - $9.48K
|
976
$281K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-236- 3.68% |
$51.3K - $57.4K
|
6.18K
$1.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-6- 0.16% |
$1.31K - $1.46K
|
3.82K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
45+ 0.5% |
$9.79K - $10.9K
|
9.04K
$2.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-724- 33.83% |
$157K - $176K
|
1.42K
$407K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-16- 0.62% |
$3.48K - $3.89K
|
2.58K
$742K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-4- 0.11% |
$870 - $972
|
3.52K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
401+ 36.36% |
$87.2K - $97.5K
|
1.5K
$433K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
610+ 8.95% |
$133K - $148K
|
7.43K
$2.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
183New |
$39.8K - $44.5K
|
183
$52.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
191+ 47.63% |
$41.5K - $46.4K
|
592
$170K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
829New |
$180K - $202K
|
829
$238K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-62.8K- 13.1% |
$13.7M - $15.3M
|
417K
$120M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-50- 1.73% |
$10.9K - $12.2K
|
2.85K
$819K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-21- 0.44% |
$4.57K - $5.1K
|
4.7K
$1.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-8.31K- 6.31% |
$1.81M - $2.02M
|
123K
$35.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
8.06KNew |
$1.75M - $1.96M
|
8.06K
$2.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-160- 1.01% |
$34.8K - $38.9K
|
15.6K
$4.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-13- 0.62% |
$2.83K - $3.16K
|
2.1K
$604K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-3- 0.22% |
$653 - $729
|
1.35K
$388K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-65- 1.37% |
$14.1K - $15.8K
|
4.69K
$1.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-265- 0.52% |
$57.6K - $64.4K
|
50.4K
$14.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-16- 1.21% |
$3.48K - $3.89K
|
1.31K
$377K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
102+ 2.53% |
$22.2K - $24.8K
|
4.13K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
96+ 0.99% |
$20.9K - $23.3K
|
9.75K
$2.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
264+ 15.03% |
$57.4K - $64.2K
|
2.02K
$581K
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.3K- 56.52% |
$283K - $316K
|
1K
$288K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
35+ 1.15% |
$7.61K - $8.51K
|
3.07K
$884K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8New |
$1.74K - $1.94K
|
8
$2.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
80+ 3.95% |
$17.4K - $19.4K
|
2.11K
$606K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
17+ 1.67% |
$3.7K - $4.13K
|
1.04K
$298K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-47- 1.52% |
$10.2K - $11.4K
|
3.04K
$874K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-489- 0.78% |
$106K - $119K
|
62K
$17.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-18- 0.88% |
$3.92K - $4.38K
|
2.02K
$582K
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
900New |
$196K - $219K
|
900
$259K
|