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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
29+ 414.29% |
$6.55K - $7.86K
|
36
$10K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-70- 3.22% |
$15.8K - $19K
|
2.1K
$585K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-71- 0.93% |
$16K - $19.3K
|
7.56K
$2.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.5K+ 175.0% |
$791K - $949K
|
5.5K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
755New |
$171K - $205K
|
755
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
826New |
$187K - $224K
|
826
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-35- 3.24% |
$7.91K - $9.49K
|
1.05K
$291K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.81KNew |
$635K - $762K
|
2.81K
$781K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
716+ 5.15% |
$162K - $194K
|
14.6K
$4.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8.12K+ 31.82% |
$1.83M - $2.2M
|
33.6K
$9.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-27.2K- 10.39% |
$6.14M - $7.37M
|
234K
$65.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
4.3KNew |
$971K - $1.17M
|
4.3K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
851New |
$192K - $231K
|
851
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
200+ 2.78% |
$45.2K - $54.2K
|
7.4K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-10K- 66.67% |
$2.26M - $2.71M
|
5K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1+ 0.04% |
$226 - $271
|
2.49K
$693K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-214- 2.5% |
$48.3K - $58K
|
8.34K
$2.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-795- 78.79% |
$180K - $216K
|
214
$59.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 0.74% |
$2.03K - $2.44K
|
1.22K
$340K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.07KNew |
$242K - $290K
|
1.07K
$297K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-61K- 91.37% |
$13.8M - $16.5M
|
5.76K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-42- 1.57% |
$9.49K - $11.4K
|
2.63K
$731K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60+ 24.1% |
$13.6K - $16.3K
|
309
$85.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100New |
$22.6K - $27.1K
|
100
$27.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-28- 0.89% |
$6.33K - $7.59K
|
3.11K
$864K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-80- 4.14% |
$18.1K - $21.7K
|
1.85K
$515K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-92- 3.21% |
$20.8K - $24.9K
|
2.78K
$772K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
110+ 10.31% |
$24.9K - $29.8K
|
1.18K
$327K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-37- 60.66% |
$8.36K - $10K
|
24
$6.67K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
795New |
$180K - $216K
|
795
$221K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
14+ 3.94% |
$3.16K - $3.8K
|
369
$103K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
20New |
$4.52K - $5.42K
|
20
$5.56K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.32K+ 15.86% |
$750K - $900K
|
24.2K
$6.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
1.55KNew |
$350K - $420K
|
1.55K
$431K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-85- 3.28% |
$19.2K - $23K
|
2.51K
$697K
|
|
|
Oct 24, 2024
Q3 2024
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-300- 0.48% |
$67.8K - $81.4K
|
62.2K
$17.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-7- 0.55% |
$1.58K - $1.9K
|
1.26K
$349K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
160+ 9.71% |
$36.1K - $43.4K
|
1.81K
$502K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-100- 9.21% |
$22.6K - $27.1K
|
986
$274K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.11KNew |
$250K - $300K
|
1.11K
$308K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
814New |
$184K - $221K
|
814
$226K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-32- 3.05% |
$7.23K - $8.68K
|
1.02K
$282K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-569- 13.02% |
$129K - $154K
|
3.8K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
78+ 3.25% |
$17.6K - $21.2K
|
2.48K
$688K
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
847New |
$191K - $230K
|
847
$235K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-55- 1.85% |
$12.4K - $14.9K
|
2.91K
$809K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-86- 4.85% |
$19.4K - $23.3K
|
1.69K
$469K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
9+ 0.29% |
$2.03K - $2.44K
|
3.15K
$875K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
861New |
$195K - $233K
|
861
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-11- 0.14% |
$2.49K - $2.98K
|
7.74K
$2.15M
|