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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
989New |
$264K - $302K
|
989
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-70- 4.9% |
$18.7K - $21.4K
|
1.36K
$412K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-336- 3.35% |
$89.8K - $103K
|
9.68K
$2.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.89K- 31.56% |
$1.04M - $1.19M
|
8.44K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1- 0.2% |
$267 - $306
|
500
$152K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.69K- 4.01% |
$451K - $515K
|
40.4K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
330New |
$88.2K - $101K
|
330
$100K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
723New |
$193K - $221K
|
723
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.02KNew |
$540K - $617K
|
2.02K
$612K
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
792+ 11.59% |
$212K - $242K
|
7.63K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
5.63KNew |
$1.5M - $1.72M
|
5.63K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-7- 0.92% |
$1.87K - $2.14K
|
751
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 8.47% |
$33.4K - $38.2K
|
1.35K
$409K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-200- 4.26% |
$53.5K - $61.1K
|
4.5K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3KNew |
$802K - $917K
|
3K
$910K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.58K- 43.25% |
$422K - $483K
|
2.07K
$629K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-131- 2.25% |
$35K - $40K
|
5.7K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
190New |
$50.8K - $58.1K
|
190
$57.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1New |
$267 - $306
|
1
$303
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.36KNew |
$363K - $414K
|
1.36K
$411K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
207+ 0.74% |
$55.3K - $63.3K
|
28.3K
$8.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Barton Investment Management
|
SELL
|
- |
-165- 8.68% |
$44.1K - $50.4K
|
1.74K
$526K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
138KNew |
$36.9M - $42.1M
|
138K
$41.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
44+ 0.45% |
$11.8K - $13.4K
|
9.8K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
27+ 1.3% |
$7.22K - $8.25K
|
2.1K
$636K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
773New |
$207K - $236K
|
773
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
129New |
$34.5K - $39.4K
|
129
$39.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-3- 0.35% |
$802 - $917
|
851
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
860New |
$230K - $263K
|
860
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
180+ 7.13% |
$48.1K - $55K
|
2.7K
$820K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
57New |
$15.2K - $17.4K
|
57
$17.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
700New |
$187K - $214K
|
700
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
751New |
$201K - $229K
|
751
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
44+ 5.68% |
$11.8K - $13.4K
|
819
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-297- 29.03% |
$79.4K - $90.8K
|
726
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
1.99KNew |
$531K - $607K
|
1.99K
$602K
|
|
|
Jan 17, 2025
Q4 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-3.1K- 72.09% |
$829K - $947K
|
1.2K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
715New |
$191K - $218K
|
715
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-125- 2.85% |
$33.4K - $38.2K
|
4.27K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4New |
$1.07K - $1.22K
|
4
$1.21K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 1.72% |
$13.4K - $15.3K
|
2.85K
$864K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
900New |
$241K - $275K
|
900
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-189- 2.19% |
$50.5K - $57.8K
|
8.43K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-1.29K- 27.31% |
$346K - $395K
|
3.44K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-863- 39.95% |
$231K - $264K
|
1.3K
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
8.78KNew |
$2.35M - $2.68M
|
8.78K
$2.66M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
SELL
|
- |
-75- 10.95% |
$20.1K - $22.9K
|
610
$185K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
737New |
$197K - $225K
|
737
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-90- 23.44% |
$24.1K - $27.5K
|
294
$89.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6.51K- 99.19% |
$1.74M - $1.99M
|
53
$16.1K
|