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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
1.81K+ 24.46% |
$395K - $441K
|
9.23K
$2.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
320New |
$69.6K - $77.8K
|
320
$89K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
31+ 1.92% |
$6.74K - $7.54K
|
1.64K
$457K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
191+ 2.58% |
$41.5K - $46.4K
|
7.6K
$2.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-32- 0.81% |
$6.96K - $7.78K
|
3.92K
$1.09M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-194- 11.45% |
$42.2K - $47.2K
|
1.5K
$417K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
39.9KNew |
$8.67M - $9.7M
|
39.9K
$11.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 3.41% |
$653 - $729
|
91
$25.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-6- 0.16% |
$1.31K - $1.46K
|
3.82K
$1.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
45+ 0.5% |
$9.79K - $10.9K
|
9.04K
$2.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-724- 33.83% |
$157K - $176K
|
1.42K
$394K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-16- 0.62% |
$3.48K - $3.89K
|
2.58K
$717K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
401+ 36.36% |
$87.2K - $97.5K
|
1.5K
$418K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
610+ 8.95% |
$133K - $148K
|
7.43K
$2.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
183New |
$39.8K - $44.5K
|
183
$50.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
829New |
$180K - $202K
|
829
$230K
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
8.06KNew |
$1.75M - $1.96M
|
8.06K
$2.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-160- 1.01% |
$34.8K - $38.9K
|
15.6K
$4.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-13- 0.62% |
$2.83K - $3.16K
|
2.1K
$584K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-3- 0.22% |
$653 - $729
|
1.35K
$375K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-16- 1.21% |
$3.48K - $3.89K
|
1.31K
$364K
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.3K- 56.52% |
$283K - $316K
|
1K
$278K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
35+ 1.15% |
$7.61K - $8.51K
|
3.07K
$855K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8New |
$1.74K - $1.94K
|
8
$2.22K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-47- 1.52% |
$10.2K - $11.4K
|
3.04K
$845K
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
900New |
$196K - $219K
|
900
$250K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-50- 2.33% |
$10.9K - $12.2K
|
2.1K
$584K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
24+ 0.61% |
$5.22K - $5.83K
|
3.95K
$1.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
36New |
$7.83K - $8.75K
|
36
$10K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-32- 2.29% |
$6.96K - $7.78K
|
1.37K
$380K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
831New |
$181K - $202K
|
831
$231K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
333New |
$72.4K - $80.9K
|
333
$92.6K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
868New |
$189K - $211K
|
868
$241K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
19+ 2.74% |
$4.13K - $4.62K
|
712
$198K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-25- 1.28% |
$5.44K - $6.08K
|
1.93K
$536K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-32- 1.33% |
$6.96K - $7.78K
|
2.38K
$660K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
PUT |
-800- 72.73% |
$174K - $194K
|
300
$83.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.62KNew |
$1.44M - $1.61M
|
6.62K
$1.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
100New |
$21.8K - $24.3K
|
100
$27.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-146- 9.62% |
$31.8K - $35.5K
|
1.37K
$381K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.55KNew |
$1.43M - $1.59M
|
6.55K
$1.82M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-4.16K- 50.01% |
$904K - $1.01M
|
4.16K
$1.16M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-540- 12.68% |
$117K - $131K
|
3.72K
$1.03M
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
35New |
$7.61K - $8.51K
|
35
$9.73K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-269K- 72.73% |
$58.5M - $65.4M
|
101K
$28M
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-122- 6.76% |
$26.5K - $29.7K
|
1.68K
$468K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
12New |
$2.61K - $2.92K
|
12
$3.34K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-88- 6.35% |
$19.1K - $21.4K
|
1.3K
$361K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-575- 64.75% |
$125K - $140K
|
313
$87K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 4.78% |
$2.61K - $2.92K
|
239
$66.4K
|