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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-621- 82.8% |
$91.9K - $109K
|
129
$37.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.16KNew |
$172K - $203K
|
1.16K
$334K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
301+ 20.12% |
$44.5K - $52.7K
|
1.8K
$517K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 4.64% |
$1.63K - $1.93K
|
248
$71.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
323+ 1.86% |
$47.8K - $56.6K
|
17.7K
$5.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-100- 5.36% |
$14.8K - $17.5K
|
1.77K
$508K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
22.8K+ 93.39% |
$3.37M - $3.99M
|
47.1K
$13.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.5K- 26.29% |
$222K - $263K
|
4.21K
$1.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6.14K+ 192.41% |
$908K - $1.08M
|
9.33K
$2.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-72- 41.86% |
$10.7K - $12.6K
|
100
$28.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
2.2KNew |
$325K - $385K
|
2.2K
$633K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.99K+ 157.11% |
$443K - $524K
|
4.9K
$1.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-12- 0.25% |
$1.78K - $2.1K
|
4.7K
$1.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-150- 10.74% |
$22.2K - $26.3K
|
1.25K
$359K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$185K - $219K
|
1.25K
$360K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
924+ 2.48% |
$137K - $162K
|
38.2K
$11M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-329- 63.88% |
$48.7K - $57.6K
|
186
$53.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-100- 14.68% |
$14.8K - $17.5K
|
581
$167K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
634+ 97.09% |
$93.8K - $111K
|
1.29K
$370K
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.17KNew |
$173K - $205K
|
1.17K
$337K
|
|
|
Jul 28, 2023
Q2 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-88- 2.99% |
$13K - $15.4K
|
2.85K
$820K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.19K- 25.43% |
$176K - $208K
|
3.48K
$1M
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-708- 13.85% |
$105K - $124K
|
4.4K
$1.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-85- 1.17% |
$12.6K - $14.9K
|
7.2K
$2.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-100- 3.54% |
$14.8K - $17.5K
|
2.72K
$783K
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-350- 20.59% |
$51.8K - $61.3K
|
1.35K
$388K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
69+ 1.68% |
$10.2K - $12.1K
|
4.17K
$1.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-17- 3.72% |
$2.51K - $2.98K
|
440
$127K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.13KNew |
$611K - $724K
|
4.13K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3KNew |
$443K - $525K
|
3K
$862K
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-3.3K- 67.35% |
$488K - $578K
|
1.6K
$460K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.16% |
$148 - $175
|
635
$183K
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.27KNew |
$335K - $397K
|
2.27K
$652K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-81- 10.9% |
$12K - $14.2K
|
662
$190K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
275+ 14.5% |
$40.7K - $48.2K
|
2.17K
$624K
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.27KNew |
$188K - $223K
|
1.27K
$366K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-75- 1.35% |
$11.1K - $13.1K
|
5.48K
$1.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
102+ 5.86% |
$15.1K - $17.9K
|
1.84K
$530K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-75- 1.35% |
$11.1K - $13.1K
|
5.48K
$1.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
8.5KNew |
$1.26M - $1.49M
|
8.5K
$2.44M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-85- 0.62% |
$12.6K - $14.9K
|
13.7K
$3.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.67KNew |
$246K - $292K
|
1.67K
$479K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-37- 1.53% |
$5.47K - $6.48K
|
2.38K
$684K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-35- 1.37% |
$5.18K - $6.13K
|
2.52K
$723K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.17KNew |
$173K - $204K
|
1.17K
$336K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
376+ 16.63% |
$55.6K - $65.9K
|
2.64K
$759K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-95- 69.34% |
$14.1K - $16.6K
|
42
$12.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.33KNew |
$197K - $233K
|
1.33K
$382K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
444+ 6.2% |
$65.7K - $77.8K
|
7.61K
$2.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
734New |
$109K - $129K
|
734
$211K
|