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 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1+ 0.11% |
$267 - $306
|
945
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
1.99KNew |
$531K - $607K
|
1.99K
$552K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
9KNew |
$2.41M - $2.75M
|
9K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2+ 0.24% |
$535 - $611
|
848
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
235+ 2.81% |
$62.8K - $71.8K
|
8.6K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-46- 2.1% |
$12.3K - $14.1K
|
2.14K
$596K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-98- 3.96% |
$26.2K - $29.9K
|
2.38K
$661K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
143+ 12.43% |
$38.2K - $43.7K
|
1.29K
$359K
|
|
|
Jan 17, 2025
Q4 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-3.1K- 72.09% |
$829K - $947K
|
1.2K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-260- 1.51% |
$69.5K - $79.4K
|
16.9K
$4.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
715New |
$191K - $218K
|
715
$199K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-320- 25.32% |
$85.6K - $97.8K
|
944
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-364- 13.63% |
$97.3K - $111K
|
2.31K
$641K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-6- 0.04% |
$1.6K - $1.83K
|
15.3K
$4.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
837New |
$224K - $256K
|
837
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-125- 2.85% |
$33.4K - $38.2K
|
4.27K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-83- 2.72% |
$22.2K - $25.4K
|
2.97K
$826K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-68- 2.41% |
$18.2K - $20.8K
|
2.75K
$766K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-7- 0.72% |
$1.87K - $2.14K
|
962
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4New |
$1.07K - $1.22K
|
4
$1.11K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 1.72% |
$13.4K - $15.3K
|
2.85K
$792K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
900New |
$241K - $275K
|
900
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
517+ 49.19% |
$138K - $158K
|
1.57K
$436K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
202+ 10.1% |
$54K - $61.7K
|
2.2K
$612K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-189- 2.19% |
$50.5K - $57.8K
|
8.43K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-1.29K- 27.31% |
$346K - $395K
|
3.44K
$957K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
846+ 18.44% |
$226K - $259K
|
5.44K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
14.4K+ 405.57% |
$3.86M - $4.41M
|
18K
$5M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
466+ 18.65% |
$125K - $142K
|
2.96K
$824K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-863- 39.95% |
$231K - $264K
|
1.3K
$361K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-50- 6.49% |
$13.4K - $15.3K
|
721
$200K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.91KNew |
$510K - $582K
|
1.91K
$530K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
336+ 10.33% |
$89.8K - $103K
|
3.59K
$998K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 57.37% |
$293K - $335K
|
815
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-8K- 4.1% |
$2.14M - $2.44M
|
187K
$52M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-26- 3.14% |
$6.95K - $7.94K
|
803
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
8.78KNew |
$2.35M - $2.68M
|
8.78K
$2.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
90+ 6.87% |
$24.1K - $27.5K
|
1.4K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
SELL
|
- |
-75- 10.95% |
$20.1K - $22.9K
|
610
$170K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
737New |
$197K - $225K
|
737
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.01KNew |
$269K - $307K
|
1.01K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-90- 23.44% |
$24.1K - $27.5K
|
294
$81.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-182- 12.47% |
$48.7K - $55.6K
|
1.28K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6.51K- 99.19% |
$1.74M - $1.99M
|
53
$14.7K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
5+ 0.14% |
$1.34K - $1.53K
|
3.5K
$973K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-10- 50.0% |
$2.67K - $3.06K
|
10
$2.78K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-28- 0.89% |
$7.49K - $8.56K
|
3.12K
$867K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
692New |
$185K - $211K
|
692
$192K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
718New |
$192K - $219K
|
718
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
13+ 1.07% |
$3.48K - $3.97K
|
1.22K
$340K
|