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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Nixon Capital, LLC
Austin, TX |
SELL
|
- |
-70.2K- 99.69% |
$12.6M - $16.1M
|
218
$62.7K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
80+ 22.22% |
$14.4K - $18.3K
|
440
$127K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.11K- 15.82% |
$379K - $483K
|
11.2K
$3.22M
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
PUT |
-17K- 90.91% |
$3.06M - $3.9M
|
1.7K
$489K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.12KNew |
$202K - $257K
|
1.12K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 5.28% |
$180K - $230K
|
18K
$5.17M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-9- 0.49% |
$1.62K - $2.06K
|
1.82K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-368- 1.57% |
$66.2K - $84.3K
|
23.1K
$6.63M
|
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
1.35KNew |
$243K - $309K
|
1.35K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-46- 69.7% |
$8.27K - $10.5K
|
20
$5.75K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.81K+ 5.39% |
$506K - $645K
|
55.1K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.5K+ 119.56% |
$3.87M - $4.93M
|
39.5K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.04KNew |
$187K - $238K
|
1.04K
$299K
|
|
|
May 14, 2024
Q1 2024
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
932New |
$168K - $214K
|
932
$268K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-26- 16.88% |
$4.67K - $5.96K
|
128
$36.8K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-109- 4.62% |
$19.6K - $25K
|
2.25K
$647K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-7.85K- 3.98% |
$1.41M - $1.8M
|
189K
$54.5M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
871New |
$157K - $200K
|
871
$251K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
895New |
$161K - $205K
|
895
$257K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.02K+ 218.62% |
$722K - $920K
|
5.85K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.53K+ 338.14% |
$274K - $349K
|
1.98K
$568K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
910New |
$164K - $208K
|
910
$262K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
315New |
$56.6K - $72.2K
|
315
$90.6K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-16- 0.45% |
$2.88K - $3.67K
|
3.55K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.08KNew |
$194K - $247K
|
1.08K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
SELL
|
- |
-198- 4.5% |
$35.6K - $45.4K
|
4.2K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
BUY
|
PUT |
31KNew |
$5.57M - $7.1M
|
31K
$8.92M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-19- 2.41% |
$3.42K - $4.35K
|
770
$221K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
200New |
$36K - $45.8K
|
200
$57.5K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
89New |
$16K - $20.4K
|
89
$25.6K
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
13.5KNew |
$2.43M - $3.09M
|
13.5K
$3.88M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.02K- 41.48% |
$182K - $233K
|
1.43K
$412K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.64K- 1.91% |
$655K - $835K
|
187K
$53.7M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-25- 0.93% |
$4.49K - $5.73K
|
2.65K
$763K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-369- 11.36% |
$66.3K - $84.5K
|
2.88K
$828K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.12K- 99.76% |
$380K - $485K
|
5
$1.44K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$180 - $229
|
2.11K
$608K
|
|
|
May 13, 2024
Q1 2024
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
22.1KNew |
$3.97M - $5.06M
|
22.1K
$6.36M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-80- 1.94% |
$14.4K - $18.3K
|
4.04K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
951New |
$171K - $218K
|
951
$274K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-274- 22.93% |
$49.3K - $62.8K
|
921
$265K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
50+ 2.95% |
$8.99K - $11.5K
|
1.74K
$502K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-117K- 9.25% |
$21M - $26.8M
|
1.15M
$330M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
50New |
$8.99K - $11.5K
|
50
$14.4K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-10- 1.19% |
$1.8K - $2.29K
|
830
$239K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-95- 5.41% |
$17.1K - $21.8K
|
1.66K
$478K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-20- 0.85% |
$3.6K - $4.58K
|
2.33K
$671K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
514+ 1.16% |
$92.4K - $118K
|
44.8K
$12.9M
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1KNew |
$180K - $229K
|
1K
$288K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
12+ 0.7% |
$2.16K - $2.75K
|
1.73K
$498K
|