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 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
42New |
$10.7K - $13.7K
|
42
$12.7K
|
|
May 12, 2025
Q1 2025
|
Long Corridor Asset Management LTD
|
BUY
|
- |
40K+ 160.0% |
$10.2M - $13M
|
65K
$19.7M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
11New |
$2.81K - $3.58K
|
11
$3.34K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
146+ 540.74% |
$37.3K - $47.6K
|
173
$52.5K
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.89KNew |
$483K - $616K
|
1.89K
$573K
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.85K+ 41.74% |
$472K - $602K
|
6.27K
$1.9M
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
71+ 3.91% |
$18.1K - $23.1K
|
1.89K
$573K
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.41K+ 1047.83% |
$615K - $785K
|
2.64K
$800K
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-294- 27.92% |
$75.1K - $95.8K
|
759
$230K
|
|
May 09, 2025
Q1 2025
|
Factorial Partners, LLC
|
SELL
|
- |
-100- 1.92% |
$25.5K - $32.6K
|
5.1K
$1.55M
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.05% |
$255 - $326
|
2.06K
$623K
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2K- 66.67% |
$511K - $652K
|
1K
$303K
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-159- 3.09% |
$40.6K - $51.8K
|
4.99K
$1.51M
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$609K - $777K
|
2.38K
$723K
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-510- 21.16% |
$130K - $166K
|
1.9K
$576K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
880New |
$225K - $287K
|
880
$267K
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
35+ 11.48% |
$8.94K - $11.4K
|
340
$103K
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-200- 9.04% |
$51.1K - $65.2K
|
2.01K
$610K
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2- 0.21% |
$511 - $652
|
942
$286K
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5+ 0.68% |
$1.28K - $1.63K
|
745
$226K
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-100- 2.32% |
$25.5K - $32.6K
|
4.21K
$1.27M
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.6K- 49.95% |
$409K - $521K
|
1.6K
$486K
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-9K- 4.86% |
$2.3M - $2.93M
|
176K
$53.4M
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-4- 0.28% |
$1.02K - $1.3K
|
1.43K
$432K
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-45- 4.42% |
$11.5K - $14.7K
|
972
$295K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
475New |
$121K - $155K
|
475
$144K
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
16+ 100.0% |
$4.09K - $5.21K
|
32
$9.7K
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-406- 14.92% |
$104K - $132K
|
2.32K
$702K
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
366+ 14.03% |
$93.5K - $119K
|
2.98K
$902K
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-15- 0.57% |
$3.83K - $4.89K
|
2.61K
$791K
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
409+ 45.44% |
$104K - $133K
|
1.31K
$397K
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.32% |
$1.28K - $1.63K
|
1.59K
$482K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-300- 25.0% |
$76.6K - $97.8K
|
900
$273K
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-500- 15.06% |
$128K - $163K
|
2.82K
$855K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
381+ 0.98% |
$97.3K - $124K
|
39.4K
$11.9M
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-285- 9.21% |
$72.8K - $92.9K
|
2.81K
$851K
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
253+ 15.63% |
$64.6K - $82.4K
|
1.87K
$568K
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-12- 0.23% |
$3.06K - $3.91K
|
5.21K
$1.58M
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
3+ 5.56% |
$766 - $978
|
57
$17.3K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
543New |
$139K - $177K
|
543
$165K
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
7+ 0.17% |
$1.79K - $2.28K
|
4.09K
$1.24M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.73KNew |
$442K - $564K
|
1.73K
$525K
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-20- 8.2% |
$5.11K - $6.52K
|
224
$67.9K
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
1.61KNew |
$411K - $525K
|
1.61K
$488K
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
1.1K+ 9.82% |
$281K - $358K
|
12.3K
$3.73M
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-8- 0.74% |
$2.04K - $2.61K
|
1.07K
$324K
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
62+ 4.37% |
$15.8K - $20.2K
|
1.48K
$449K
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
139+ 0.82% |
$35.5K - $45.3K
|
17.2K
$5.2M
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.63K- 48.89% |
$415K - $530K
|
1.7K
$515K
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-115- 4.47% |
$29.4K - $37.5K
|
2.46K
$746K
|