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 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
1.3K+ 43.48% |
$348K - $397K
|
4.29K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
11.2K+ 70.4% |
$3M - $3.43M
|
27.1K
$7.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
34+ 0.86% |
$9.09K - $10.4K
|
4.01K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
721New |
$193K - $220K
|
721
$200K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.2KNew |
$321K - $367K
|
1.2K
$334K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
700+ 8.97% |
$187K - $214K
|
8.5K
$2.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1+ 0.03% |
$267 - $306
|
3.32K
$922K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
491+ 2.41% |
$131K - $150K
|
20.8K
$5.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
39+ 0.24% |
$10.4K - $11.9K
|
16.4K
$4.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.7K- 41.46% |
$454K - $519K
|
2.4K
$667K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.04K+ 2.23% |
$813K - $929K
|
140K
$38.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
18.1KNew |
$4.84M - $5.53M
|
18.1K
$5.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-5- 0.15% |
$1.34K - $1.53K
|
3.33K
$927K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-570- 9.67% |
$152K - $174K
|
5.33K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-39- 2.3% |
$10.4K - $11.9K
|
1.65K
$460K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.25KNew |
$335K - $383K
|
1.25K
$348K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3New |
$802 - $917
|
3
$834
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-258- 2.36% |
$69K - $78.8K
|
10.7K
$2.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
31+ 281.82% |
$8.29K - $9.47K
|
42
$11.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
989New |
$264K - $302K
|
989
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
35+ 0.23% |
$9.36K - $10.7K
|
15.5K
$4.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-574- 5.87% |
$153K - $175K
|
9.2K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.63K- 1.23% |
$702K - $802K
|
210K
$58.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-70- 4.9% |
$18.7K - $21.4K
|
1.36K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-336- 3.35% |
$89.8K - $103K
|
9.68K
$2.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.64K- 3.43% |
$974K - $1.11M
|
103K
$28.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.89K- 31.56% |
$1.04M - $1.19M
|
8.44K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-119- 3.0% |
$31.8K - $36.4K
|
3.85K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-12- 1.18% |
$3.21K - $3.67K
|
1.01K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1- 0.2% |
$267 - $306
|
500
$139K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.44KNew |
$386K - $441K
|
1.44K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.69K- 4.01% |
$451K - $515K
|
40.4K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.94K+ 49.51% |
$518K - $592K
|
5.85K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
683New |
$183K - $209K
|
683
$190K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
330New |
$88.2K - $101K
|
330
$91.7K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
723New |
$193K - $221K
|
723
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04K+ 8.81% |
$277K - $317K
|
12.8K
$3.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-5.23K- 16.4% |
$1.4M - $1.6M
|
26.7K
$7.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
722New |
$193K - $221K
|
722
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.02KNew |
$540K - $617K
|
2.02K
$562K
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
792+ 11.59% |
$212K - $242K
|
7.63K
$2.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
5.63KNew |
$1.5M - $1.72M
|
5.63K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6- 0.49% |
$1.6K - $1.83K
|
1.23K
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.7KNew |
$454K - $519K
|
1.7K
$472K
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-7- 0.92% |
$1.87K - $2.14K
|
751
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-75- 8.87% |
$20.1K - $22.9K
|
771
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 1.71% |
$1.6K - $1.83K
|
345
$95.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.26KNew |
$338K - $386K
|
1.26K
$351K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.83K+ 17.49% |
$756K - $864K
|
19K
$5.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.75K+ 12.73% |
$469K - $536K
|
15.5K
$4.32M
|