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 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
44+ 0.45% |
$11.8K - $13.4K
|
9.8K
$2.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
37+ 0.57% |
$9.89K - $11.3K
|
6.5K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
27+ 1.3% |
$7.22K - $8.25K
|
2.1K
$583K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.05KNew |
$280K - $321K
|
1.05K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-41- 0.62% |
$11K - $12.5K
|
6.56K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-33- 2.22% |
$8.82K - $10.1K
|
1.45K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
152+ 20.24% |
$40.6K - $46.4K
|
903
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-74- 1.4% |
$19.8K - $22.6K
|
5.21K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
773New |
$207K - $236K
|
773
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-3.65K- 27.19% |
$975K - $1.11M
|
9.76K
$2.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
129New |
$34.5K - $39.4K
|
129
$35.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-3- 0.35% |
$802 - $917
|
851
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-3- 0.25% |
$802 - $917
|
1.18K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.0% |
$15.2K - $17.4K
|
5.66K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-3.28K- 37.76% |
$878K - $1M
|
5.41K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.23K+ 3.7% |
$596K - $682K
|
62.5K
$17.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-40.5K- 3.19% |
$10.8M - $12.4M
|
1.23M
$342M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
296+ 25.54% |
$79.1K - $90.4K
|
1.46K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
860New |
$230K - $263K
|
860
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.4K- 0.82% |
$374K - $428K
|
168K
$46.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
410KNew |
$110M - $125M
|
410K
$114M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-137- 2.19% |
$36.6K - $41.9K
|
6.13K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-2.24K- 11.5% |
$600K - $686K
|
17.3K
$4.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.84K- 15.26% |
$491K - $562K
|
10.2K
$2.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
180+ 7.13% |
$48.1K - $55K
|
2.7K
$752K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
37.3K+ 14.23% |
$9.97M - $11.4M
|
300K
$83.3M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-34- 4.14% |
$9.09K - $10.4K
|
787
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
19.9KNew |
$5.32M - $6.08M
|
19.9K
$5.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$267 - $306
|
1.32K
$366K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-39- 1.46% |
$10.4K - $11.9K
|
2.63K
$732K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
57New |
$15.2K - $17.4K
|
57
$15.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-45- 0.63% |
$12K - $13.8K
|
7.09K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-250- 59.24% |
$66.8K - $76.4K
|
172
$47.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
733New |
$196K - $224K
|
733
$204K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
700New |
$187K - $214K
|
700
$195K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.21K+ 113.76% |
$323K - $369K
|
2.27K
$631K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-76- 1.74% |
$20.3K - $23.2K
|
4.3K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-330- 14.98% |
$88.2K - $101K
|
1.87K
$521K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-61- 1.14% |
$16.3K - $18.6K
|
5.27K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-25- 0.78% |
$6.68K - $7.64K
|
3.19K
$886K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-43- 3.13% |
$11.5K - $13.1K
|
1.33K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-55- 4.23% |
$14.7K - $16.8K
|
1.25K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.1KNew |
$293K - $335K
|
1.1K
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
205+ 1.12% |
$54.8K - $62.6K
|
18.6K
$5.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
751New |
$201K - $229K
|
751
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
44+ 5.68% |
$11.8K - $13.4K
|
819
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-35- 0.75% |
$9.36K - $10.7K
|
4.64K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-297- 29.03% |
$79.4K - $90.8K
|
726
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-104- 4.23% |
$27.8K - $31.8K
|
2.36K
$655K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-159- 9.44% |
$42.5K - $48.6K
|
1.53K
$424K
|