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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-109- 2.73% |
$29.1K - $33.3K
|
3.88K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
674New |
$180K - $206K
|
674
$187K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-148- 6.36% |
$39.6K - $45.2K
|
2.18K
$606K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 8.47% |
$33.4K - $38.2K
|
1.35K
$375K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-47.6K- 29.98% |
$12.7M - $14.5M
|
111K
$30.9M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-15- 1.02% |
$4.01K - $4.58K
|
1.46K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
458+ 72.35% |
$122K - $140K
|
1.09K
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
732New |
$196K - $224K
|
732
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-40- 0.69% |
$10.7K - $12.2K
|
5.78K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
686New |
$183K - $210K
|
686
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
743New |
$199K - $227K
|
743
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-200- 4.26% |
$53.5K - $61.1K
|
4.5K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.11K+ 45.42% |
$1.37M - $1.56M
|
16.4K
$4.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3KNew |
$802K - $917K
|
3K
$834K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-80- 2.81% |
$21.4K - $24.4K
|
2.76K
$768K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
466+ 46.05% |
$125K - $142K
|
1.48K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-32- 3.14% |
$8.56K - $9.78K
|
987
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
156+ 23.15% |
$41.7K - $47.7K
|
830
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-32.4K- 68.24% |
$8.67M - $9.91M
|
15.1K
$4.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
724New |
$194K - $221K
|
724
$201K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-164- 2.22% |
$43.8K - $50.1K
|
7.23K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
45+ 1.69% |
$12K - $13.8K
|
2.71K
$752K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
448+ 9.17% |
$120K - $137K
|
5.33K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.58K- 43.25% |
$422K - $483K
|
2.07K
$576K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
6+ 0.78% |
$1.6K - $1.83K
|
779
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
37+ 0.09% |
$9.89K - $11.3K
|
41.4K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
17+ 1.65% |
$4.54K - $5.19K
|
1.05K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
22.5K+ 157.26% |
$6.01M - $6.87M
|
36.8K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Hestia Capital Management, LLC
Cranberry Township, PA |
BUY
|
PUT |
5.9KNew |
$1.58M - $1.8M
|
5.9K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-131- 2.25% |
$35K - $40K
|
5.7K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-34- 21.66% |
$9.09K - $10.4K
|
123
$34.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.8KNew |
$749K - $857K
|
2.8K
$779K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.41K- 3.49% |
$378K - $432K
|
39.1K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
154New |
$41.2K - $47.1K
|
154
$42.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
4.2KNew |
$1.12M - $1.28M
|
4.2K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-83- 10.38% |
$22.2K - $25.4K
|
717
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
190New |
$50.8K - $58.1K
|
190
$52.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1New |
$267 - $306
|
1
$278
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.36KNew |
$363K - $414K
|
1.36K
$377K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 2.02% |
$2.14K - $2.44K
|
404
$112K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
207+ 0.74% |
$55.3K - $63.3K
|
28.3K
$7.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
251+ 19.35% |
$67.1K - $76.7K
|
1.55K
$430K
|
|
|
Jan 27, 2025
Q4 2024
|
Barton Investment Management
|
SELL
|
- |
-165- 8.68% |
$44.1K - $50.4K
|
1.74K
$482K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-120- 1.06% |
$32.1K - $36.7K
|
11.2K
$3.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-53- 1.19% |
$14.2K - $16.2K
|
4.41K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-497- 9.16% |
$133K - $152K
|
4.93K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-16- 1.36% |
$4.28K - $4.89K
|
1.16K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
138KNew |
$36.9M - $42.1M
|
138K
$38.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
29+ 1.23% |
$7.75K - $8.86K
|
2.38K
$661K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
662+ 4.14% |
$177K - $202K
|
16.7K
$4.63M
|