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 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
935New |
$250K - $286K
|
935
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-36- 1.18% |
$9.62K - $11K
|
3K
$835K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-12.4K- 20.18% |
$3.31M - $3.79M
|
49K
$13.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-70- 1.6% |
$18.7K - $21.4K
|
4.3K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-187- 3.99% |
$50K - $57.1K
|
4.5K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
SELL
|
- |
-7.33K- 2.43% |
$1.96M - $2.24M
|
294K
$81.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.6KNew |
$3.38M - $3.86M
|
12.6K
$3.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.17K- 41.99% |
$1.38M - $1.58M
|
7.14K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
781+ 11.72% |
$209K - $239K
|
7.44K
$2.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.87K- 2.23% |
$499K - $571K
|
81.7K
$22.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.38% |
$267 - $306
|
263
$73.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
63New |
$16.8K - $19.3K
|
63
$17.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-83- 4.79% |
$22.2K - $25.4K
|
1.65K
$459K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-59- 5.64% |
$15.8K - $18K
|
987
$274K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
667+ 0.56% |
$178K - $204K
|
120K
$33.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
95.9K+ 1.11% |
$25.6M - $29.3M
|
8.76M
$2.44B
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
2.45KNew |
$655K - $748K
|
2.45K
$681K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
6New |
$1.6K - $1.83K
|
6
$1.67K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-91- 3.46% |
$24.3K - $27.8K
|
2.54K
$705K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
700New |
$187K - $214K
|
700
$195K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
41+ 0.3% |
$11K - $12.5K
|
13.5K
$3.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
274K+ 22.01% |
$73.2M - $83.7M
|
1.52M
$422M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-806- 48.97% |
$215K - $246K
|
840
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
847+ 42.24% |
$226K - $259K
|
2.85K
$793K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-44- 8.12% |
$11.8K - $13.4K
|
498
$138K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.8K+ 33.48% |
$480K - $548K
|
7.16K
$1.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
80+ 6.1% |
$21.4K - $24.4K
|
1.39K
$387K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
709New |
$190K - $217K
|
709
$197K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
613New |
$164K - $187K
|
613
$170K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12K+ 47.27% |
$3.22M - $3.68M
|
37.5K
$10.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.26K- 5.39% |
$338K - $386K
|
22.2K
$6.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
720New |
$192K - $220K
|
720
$200K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
3.2K+ 3.28% |
$856K - $978K
|
101K
$28M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
90+ 3.87% |
$24.1K - $27.5K
|
2.42K
$672K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-223- 1.51% |
$59.6K - $68.1K
|
14.5K
$4.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-52- 8.36% |
$13.9K - $15.9K
|
570
$158K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.11K+ 20.85% |
$298K - $340K
|
6.45K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-170- 6.23% |
$45.4K - $51.9K
|
2.56K
$711K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4- 0.07% |
$1.07K - $1.22K
|
5.53K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-196- 11.02% |
$52.4K - $59.9K
|
1.58K
$440K
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
BUY
|
- |
88.3K+ 58.18% |
$23.6M - $27M
|
240K
$66.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.44K- 10.05% |
$1.19M - $1.36M
|
39.7K
$11M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4.68K- 1.82% |
$1.25M - $1.43M
|
252K
$70.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.1K+ 4.97% |
$293K - $335K
|
23.1K
$6.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-44- 1.3% |
$11.8K - $13.4K
|
3.34K
$930K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-23- 0.26% |
$6.15K - $7.03K
|
8.8K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
699New |
$187K - $214K
|
699
$194K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
729New |
$195K - $223K
|
729
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-70.6K- 6.13% |
$18.9M - $21.6M
|
1.08M
$301M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3+ 0.15% |
$802 - $917
|
2.02K
$561K
|