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 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.42KNew |
$211K - $252K
|
1.42K
$407K
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.36KNew |
$202K - $242K
|
1.36K
$390K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
47New |
$7.01K - $8.37K
|
47
$13.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
106+ 4.38% |
$15.8K - $18.9K
|
2.52K
$726K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10KNew |
$1.5M - $1.78M
|
10K
$2.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 0.25% |
$149 - $178
|
392
$113K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
600New |
$89.5K - $107K
|
600
$173K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
6.3KNew |
$940K - $1.12M
|
6.3K
$1.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$149 - $178
|
5.27K
$1.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
165+ 1.26% |
$24.6K - $29.4K
|
13.2K
$3.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1.32KNew |
$197K - $235K
|
1.32K
$380K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
190KNew |
$28.3M - $33.8M
|
190K
$54.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-22- 0.73% |
$3.28K - $3.92K
|
3K
$863K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-12- 63.16% |
$1.79K - $2.14K
|
7
$2.01K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-12- 6.06% |
$1.79K - $2.14K
|
186
$53.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.25KNew |
$485K - $579K
|
3.25K
$935K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
13.2KNew |
$1.97M - $2.35M
|
13.2K
$3.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
143+ 9.33% |
$21.3K - $25.5K
|
1.68K
$482K
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-112- 7.13% |
$16.7K - $19.9K
|
1.46K
$420K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50+ 10.68% |
$7.46K - $8.9K
|
518
$149K
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
203+ 10.08% |
$30.3K - $36.1K
|
2.22K
$638K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
238+ 3.69% |
$35.5K - $42.4K
|
6.7K
$1.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.14K- 6.51% |
$169K - $202K
|
16.3K
$4.69M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-92- 2.56% |
$13.7K - $16.4K
|
3.5K
$1.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Zenyatta Capital Management LP
|
BUY
|
- |
12.5KNew |
$1.86M - $2.23M
|
12.5K
$3.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-300- 13.04% |
$44.8K - $53.4K
|
2K
$575K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
189+ 11.23% |
$28.2K - $33.6K
|
1.87K
$538K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.18K+ 17.17% |
$773K - $923K
|
35.4K
$10.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.03% |
$597 - $712
|
13.2K
$3.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
191New |
$28.5K - $34K
|
191
$54.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
1.43K+ 66.82% |
$214K - $255K
|
3.58K
$1.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
35+ 35.0% |
$5.22K - $6.23K
|
135
$38.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-685- 31.9% |
$102K - $122K
|
1.46K
$421K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-23- 0.97% |
$3.43K - $4.09K
|
2.36K
$678K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
7New |
$1.04K - $1.25K
|
7
$2.01K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-6- 0.4% |
$895 - $1.07K
|
1.5K
$430K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
7+ 0.33% |
$1.04K - $1.25K
|
2.11K
$607K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.4KNew |
$209K - $250K
|
1.4K
$403K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4+ 2.34% |
$597 - $712
|
175
$50.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-11.3K- 51.56% |
$1.69M - $2.02M
|
10.6K
$3.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
4.05KNew |
$604K - $721K
|
4.05K
$1.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-382- 5.85% |
$57K - $68K
|
6.15K
$1.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.23K- 29.81% |
$183K - $218K
|
2.89K
$830K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-55- 0.65% |
$8.21K - $9.79K
|
8.46K
$2.43M
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.89KNew |
$581K - $693K
|
3.89K
$1.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1New |
$149 - $178
|
1
$288
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
1.55KNew |
$231K - $276K
|
1.55K
$446K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
223New |
$33.3K - $39.7K
|
223
$64.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-131- 87.33% |
$19.5K - $23.3K
|
19
$5.47K
|