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 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6.51K- 99.19% |
$1.74M - $1.99M
|
53
$16.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-10- 50.0% |
$2.67K - $3.06K
|
10
$3.03K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-28- 0.89% |
$7.49K - $8.56K
|
3.12K
$946K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
692New |
$185K - $211K
|
692
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
718New |
$192K - $219K
|
718
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
13+ 1.07% |
$3.48K - $3.97K
|
1.22K
$371K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-40- 1.28% |
$10.7K - $12.2K
|
3.1K
$938K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-150- 9.58% |
$40.1K - $45.8K
|
1.42K
$429K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-910- 27.85% |
$243K - $278K
|
2.36K
$715K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
4.2KNew |
$1.12M - $1.28M
|
4.2K
$1.27M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
302+ 31.62% |
$80.7K - $92.3K
|
1.26K
$381K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
27New |
$7.22K - $8.25K
|
27
$8.19K
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
7.78K+ 32.01% |
$1.76M - $2.11M
|
32.1K
$9.73M
|
|
|
Mar 07, 2025
Q3 2024
|
Pensioenfonds Rail & Ov
|
BUY
|
- |
36.9K+ 22.62% |
$8.34M - $10M
|
200K
$60.7M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-881- 11.64% |
$199K - $239K
|
6.69K
$2.03M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
5New |
$1.13K - $1.36K
|
5
$1.52K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.07KClosed |
$241K - $289K
|
0
$0
|
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
BUY
|
- |
3.8KNew |
$859K - $1.03M
|
3.8K
$1.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
50New |
$11.3K - $13.6K
|
50
$15.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
9New |
$2.03K - $2.44K
|
9
$2.73K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-275- 19.9% |
$62.1K - $74.6K
|
1.11K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-9.77K- 55.35% |
$2.21M - $2.65M
|
7.88K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.1KNew |
$4.09M - $4.91M
|
18.1K
$5.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-136- 0.23% |
$30.7K - $36.9K
|
59.3K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
800New |
$181K - $217K
|
800
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-72- 5.78% |
$16.3K - $19.5K
|
1.17K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-172- 8.72% |
$38.9K - $46.6K
|
1.8K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
6.82K+ 4.07% |
$1.54M - $1.85M
|
174K
$52.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
258+ 0.9% |
$58.3K - $70K
|
29K
$8.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
3.43KNew |
$774K - $929K
|
3.43K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
877New |
$198K - $238K
|
877
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.22K- 4.97% |
$276K - $331K
|
23.4K
$7.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-2.4K- 53.01% |
$543K - $652K
|
2.13K
$646K
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
PUT |
-9.44K- 5.11% |
$2.13M - $2.56M
|
175K
$53.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
855New |
$193K - $232K
|
855
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
18.4K+ 161.4% |
$4.16M - $4.99M
|
29.8K
$9.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-8- 0.43% |
$1.81K - $2.17K
|
1.85K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-712- 13.48% |
$161K - $193K
|
4.57K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
12.4KNew |
$2.8M - $3.36M
|
12.4K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-731- 7.67% |
$165K - $198K
|
8.81K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.43K- 67.77% |
$324K - $389K
|
682
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-26.6K- 28.45% |
$6M - $7.2M
|
66.8K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
31+ 14.22% |
$7K - $8.41K
|
249
$75.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
5.65KNew |
$1.28M - $1.53M
|
5.65K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
50New |
$11.3K - $13.6K
|
50
$15.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-226- 38.24% |
$51.1K - $61.3K
|
365
$111K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-2- 0.11% |
$452 - $542
|
1.9K
$576K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.73K+ 19.48% |
$391K - $469K
|
10.6K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-57- 3.57% |
$12.9K - $15.5K
|
1.54K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
1KNew |
$226K - $271K
|
1K
$303K
|
|