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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
2.55KNew |
$683K - $780K
|
2.55K
$774K
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
16+ 1.6% |
$4.28K - $4.89K
|
1.02K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
5+ 0.22% |
$1.34K - $1.53K
|
2.24K
$680K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
110New |
$29.4K - $33.6K
|
110
$33.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-39- 5.91% |
$10.4K - $11.9K
|
621
$188K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-385- 41.85% |
$103K - $118K
|
535
$162K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$267 - $306
|
4.69K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-189- 87.5% |
$50.5K - $57.8K
|
27
$8.19K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.03KNew |
$543K - $621K
|
2.03K
$616K
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-864- 20.59% |
$231K - $264K
|
3.33K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-3.8K- 55.88% |
$1.02M - $1.16M
|
3K
$910K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-82- 48.24% |
$21.9K - $25.1K
|
88
$26.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
511+ 20.13% |
$137K - $156K
|
3.05K
$925K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-35- 1.61% |
$9.36K - $10.7K
|
2.14K
$650K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
89+ 9.27% |
$23.8K - $27.2K
|
1.05K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
670New |
$179K - $205K
|
670
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-28- 0.84% |
$7.49K - $8.56K
|
3.32K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
29+ 1.47% |
$7.75K - $8.86K
|
2.01K
$608K
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-175- 12.28% |
$46.8K - $53.5K
|
1.25K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.04KNew |
$277K - $317K
|
1.04K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
686New |
$183K - $210K
|
686
$208K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.08KNew |
$290K - $331K
|
1.08K
$329K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
533New |
$142K - $163K
|
533
$162K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
1.27KNew |
$340K - $388K
|
1.27K
$385K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
2.36KNew |
$631K - $721K
|
2.36K
$716K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
200New |
$53.5K - $61.1K
|
200
$60.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
500New |
$134K - $153K
|
500
$152K
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
100+ 17.86% |
$26.7K - $30.6K
|
660
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
20KNew |
$5.35M - $6.11M
|
20K
$6.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-150- 34.09% |
$40.1K - $45.8K
|
290
$87.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
6+ 0.24% |
$1.6K - $1.83K
|
2.52K
$764K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
1.64KNew |
$439K - $502K
|
1.64K
$498K
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
5.07KNew |
$1.36M - $1.55M
|
5.07K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-394- 14.92% |
$105K - $120K
|
2.25K
$681K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-70- 1.6% |
$18.7K - $21.4K
|
4.3K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-59- 5.64% |
$15.8K - $18K
|
987
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
2.45KNew |
$655K - $748K
|
2.45K
$743K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
6New |
$1.6K - $1.83K
|
6
$1.82K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-806- 48.97% |
$215K - $246K
|
840
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
613New |
$164K - $187K
|
613
$186K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
90+ 3.87% |
$24.1K - $27.5K
|
2.42K
$733K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.11K+ 20.85% |
$298K - $340K
|
6.45K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4- 0.07% |
$1.07K - $1.22K
|
5.53K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-44- 1.3% |
$11.8K - $13.4K
|
3.34K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-23- 0.26% |
$6.15K - $7.03K
|
8.8K
$2.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3+ 0.15% |
$802 - $917
|
2.02K
$612K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
34+ 0.86% |
$9.09K - $10.4K
|
4.01K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-5- 0.15% |
$1.34K - $1.53K
|
3.33K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-570- 9.67% |
$152K - $174K
|
5.33K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3New |
$802 - $917
|
3
$910
|