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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Focused Investors Fund L P
Los Angeles, CA |
BUY
|
- |
472KNew |
$84.8M - $108M
|
472K
$136M
|
|
|
Apr 24, 2024
Q1 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-3.9K- 5.59% |
$701K - $894K
|
65.9K
$19M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-672- 1.86% |
$121K - $154K
|
35.4K
$10.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
946New |
$170K - $217K
|
946
$272K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
107+ 1.29% |
$19.2K - $24.5K
|
8.38K
$2.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.58KNew |
$283K - $361K
|
1.58K
$453K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
1KNew |
$180K - $229K
|
1K
$288K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
880New |
$158K - $202K
|
880
$253K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-103- 3.31% |
$18.5K - $23.6K
|
3.01K
$865K
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-100- 3.33% |
$18K - $22.9K
|
2.9K
$834K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.43KNew |
$257K - $328K
|
1.43K
$412K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
47New |
$8.45K - $10.8K
|
47
$13.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.3KNew |
$233K - $297K
|
1.3K
$373K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-11.5K- 92.74% |
$2.07M - $2.63M
|
900
$259K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$18K - $22.9K
|
100
$28.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-10K- 26.67% |
$1.8M - $2.29M
|
27.5K
$7.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
3+ 3.0% |
$539 - $687
|
103
$29.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.63KNew |
$292K - $372K
|
1.63K
$467K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
998New |
$179K - $229K
|
998
$287K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24- 2.11% |
$4.31K - $5.5K
|
1.12K
$321K
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
900New |
$162K - $206K
|
900
$259K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-3.37K- 2.58% |
$605K - $771K
|
127K
$36.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.05% |
$180 - $229
|
1.98K
$569K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-42- 40.0% |
$7.55K - $9.62K
|
63
$18.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.5K- 96.15% |
$449K - $573K
|
100
$28.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
200+ 0.99% |
$36K - $45.8K
|
20.4K
$5.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.02KNew |
$183K - $233K
|
1.02K
$293K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30+ 17.75% |
$5.39K - $6.87K
|
199
$57.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
950New |
$171K - $218K
|
950
$273K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
29+ 8.17% |
$5.21K - $6.64K
|
384
$110K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
521New |
$93.7K - $119K
|
521
$150K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-18- 39.13% |
$3.24K - $4.12K
|
28
$8.05K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 12.5% |
$360 - $458
|
18
$5.18K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-16- 2.47% |
$2.88K - $3.67K
|
633
$182K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-111- 4.53% |
$20K - $25.4K
|
2.34K
$673K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
17+ 1.31% |
$3.06K - $3.9K
|
1.32K
$379K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-17- 1.03% |
$3.06K - $3.9K
|
1.63K
$469K
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
1.02KNew |
$183K - $234K
|
1.02K
$293K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
102+ 45.54% |
$18.3K - $23.4K
|
326
$93.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-21.9K- 93.25% |
$3.93M - $5.01M
|
1.58K
$455K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-5- 0.43% |
$899 - $1.15K
|
1.15K
$331K
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
85+ 5.34% |
$15.3K - $19.5K
|
1.68K
$483K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
101KNew |
$18.1M - $23.1M
|
101K
$29M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4- 12.12% |
$719 - $916
|
29
$8.34K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
11.3KNew |
$2.03M - $2.59M
|
11.3K
$3.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.47KNew |
$265K - $338K
|
1.47K
$424K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
56+ 1.86% |
$10.1K - $12.8K
|
3.06K
$881K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.05KNew |
$189K - $240K
|
1.05K
$302K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-21- 0.47% |
$3.78K - $4.81K
|
4.47K
$1.29M
|
|
| Q4 2023 | |||||||
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
22New |
$3.11K - $4.13K
|
22
$6.33K
|
|