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 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.4K- 11.87% |
$432K - $550K
|
17.8K
$5.13M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-885- 36.42% |
$159K - $203K
|
1.55K
$444K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
921New |
$166K - $211K
|
921
$265K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-100- 50.0% |
$18K - $22.9K
|
100
$28.8K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-100- 76.92% |
$18K - $22.9K
|
30
$8.63K
|
|
|
May 08, 2024
Q1 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
9.13KNew |
$1.64M - $2.09M
|
9.13K
$2.63M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1+ 0.05% |
$180 - $229
|
2.04K
$586K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
43+ 3.48% |
$7.73K - $9.85K
|
1.28K
$368K
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.34K- 44.19% |
$240K - $306K
|
1.69K
$485K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
49+ 15.08% |
$8.81K - $11.2K
|
374
$108K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
18+ 2.53% |
$3.24K - $4.12K
|
729
$210K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
10+ 0.48% |
$1.8K - $2.29K
|
2.11K
$608K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
11New |
$1.98K - $2.52K
|
11
$3.16K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.5% |
$899 - $1.15K
|
1.01K
$289K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
26+ 0.16% |
$4.67K - $5.96K
|
16.1K
$4.63M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-100- 2.15% |
$18K - $22.9K
|
4.56K
$1.31M
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-43- 1.12% |
$7.73K - $9.85K
|
3.8K
$1.09M
|
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
12.9KNew |
$2.33M - $2.97M
|
12.9K
$3.72M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-21- 0.29% |
$3.78K - $4.81K
|
7.3K
$2.1M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
975New |
$175K - $223K
|
975
$280K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
94+ 2.0% |
$16.9K - $21.5K
|
4.8K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
503+ 11.75% |
$90.4K - $115K
|
4.79K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
315New |
$56.6K - $72.2K
|
315
$90.6K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
8+ 6.3% |
$1.44K - $1.83K
|
135
$38.8K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-95- 5.37% |
$17.1K - $21.8K
|
1.68K
$482K
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
8.26KNew |
$1.49M - $1.89M
|
8.26K
$2.38M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.53K+ 20.18% |
$275K - $351K
|
9.12K
$2.62M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-100- 9.09% |
$18K - $22.9K
|
1K
$288K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
920New |
$165K - $211K
|
920
$265K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
99.4KNew |
$17.9M - $22.8M
|
99.4K
$28.6M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-50- 0.8% |
$8.99K - $11.5K
|
6.24K
$1.79M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
8+ 2.92% |
$1.44K - $1.83K
|
282
$81.1K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
8+ 32.0% |
$1.44K - $1.83K
|
33
$9.49K
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-2.1K- 45.07% |
$378K - $481K
|
2.56K
$736K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-498- 22.85% |
$89.5K - $114K
|
1.68K
$484K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-15- 0.71% |
$2.7K - $3.44K
|
2.08K
$599K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
35+ 0.58% |
$6.29K - $8.02K
|
6.04K
$1.74M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-2.27K- 87.43% |
$409K - $521K
|
327
$94.1K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-132- 6.88% |
$23.7K - $30.2K
|
1.79K
$514K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
133+ 9.49% |
$23.9K - $30.5K
|
1.53K
$441K
|
|
|
May 01, 2024
Q1 2024
|
Lb Partners LLC
Charlottesville, VA |
SELL
|
- |
-8K- 20.0% |
$1.44M - $1.83M
|
32K
$9.2M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3+ 0.02% |
$539 - $687
|
13.3K
$3.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-290- 56.86% |
$52.1K - $66.4K
|
220
$63.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-483- 7.83% |
$86.8K - $111K
|
5.69K
$1.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
981New |
$176K - $225K
|
981
$282K
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
918New |
$165K - $210K
|
918
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
137+ 12.58% |
$24.6K - $31.4K
|
1.23K
$353K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
700+ 30.43% |
$126K - $160K
|
3K
$863K
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
BUY
|
- |
2.63KNew |
$472K - $601K
|
2.63K
$755K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.06% |
$180 - $229
|
1.62K
$465K
|