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 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
333New |
$72.4K - $80.9K
|
333
$95.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-5- 0.33% |
$1.09K - $1.22K
|
1.52K
$437K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.16KNew |
$252K - $282K
|
1.16K
$333K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
868New |
$189K - $211K
|
868
$250K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
19+ 2.74% |
$4.13K - $4.62K
|
712
$205K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
37+ 0.86% |
$8.05K - $8.99K
|
4.34K
$1.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 5.33% |
$1.74K - $1.94K
|
158
$45.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
23+ 0.98% |
$5K - $5.59K
|
2.38K
$684K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-74- 0.36% |
$16.1K - $18K
|
20.8K
$5.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-10- 0.25% |
$2.18K - $2.43K
|
4.03K
$1.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-95- 3.77% |
$20.7K - $23.1K
|
2.42K
$697K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-152- 0.18% |
$33.1K - $36.9K
|
83.8K
$24.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
10+ 0.5% |
$2.18K - $2.43K
|
2.01K
$579K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-25- 1.28% |
$5.44K - $6.08K
|
1.93K
$554K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-32- 1.33% |
$6.96K - $7.78K
|
2.38K
$683K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
PUT |
-800- 72.73% |
$174K - $194K
|
300
$86.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-149- 3.27% |
$32.4K - $36.2K
|
4.41K
$1.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.62KNew |
$1.44M - $1.61M
|
6.62K
$1.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
108+ 5.16% |
$23.5K - $26.3K
|
2.2K
$633K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-16- 0.5% |
$3.48K - $3.89K
|
3.21K
$924K
|
|
|
Jul 15, 2024
Q2 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-819- 0.42% |
$178K - $199K
|
195K
$56.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
100New |
$21.8K - $24.3K
|
100
$28.8K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-44- 2.68% |
$9.57K - $10.7K
|
1.6K
$459K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-146- 9.62% |
$31.8K - $35.5K
|
1.37K
$395K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.55KNew |
$1.43M - $1.59M
|
6.55K
$1.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-67- 2.94% |
$14.6K - $16.3K
|
2.21K
$636K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-324- 24.81% |
$70.5K - $78.8K
|
982
$282K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-111- 7.07% |
$24.1K - $27K
|
1.46K
$420K
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
900New |
$196K - $219K
|
900
$259K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$218 - $243
|
1.22K
$351K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-15- 0.22% |
$3.26K - $3.65K
|
6.86K
$1.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-13.3K- 79.33% |
$2.89M - $3.23M
|
3.46K
$996K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.45KNew |
$316K - $353K
|
1.45K
$418K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
208+ 5.23% |
$45.2K - $50.6K
|
4.19K
$1.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
19.5KNew |
$4.24M - $4.74M
|
19.5K
$5.61M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-4.16K- 50.01% |
$904K - $1.01M
|
4.16K
$1.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-540- 12.68% |
$117K - $131K
|
3.72K
$1.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-125- 73.53% |
$27.2K - $30.4K
|
45
$12.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
35New |
$7.61K - $8.51K
|
35
$10.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-269K- 72.73% |
$58.5M - $65.4M
|
101K
$29M
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-122- 6.76% |
$26.5K - $29.7K
|
1.68K
$484K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
12New |
$2.61K - $2.92K
|
12
$3.45K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-88- 6.35% |
$19.1K - $21.4K
|
1.3K
$373K
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-500- 2.18% |
$109K - $122K
|
22.5K
$6.46M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-575- 64.75% |
$125K - $140K
|
313
$90K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.05KNew |
$229K - $255K
|
1.05K
$302K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 4.78% |
$2.61K - $2.92K
|
239
$68.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
25+ 192.31% |
$5.44K - $6.08K
|
38
$10.9K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 3.09% |
$653 - $729
|
100
$28.8K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-5- 0.21% |
$1.09K - $1.22K
|
2.4K
$690K
|