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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-54.1K- 24.61% |
$7.92M - $9.81M
|
166K
$48.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
2+ 0.07% |
$293 - $363
|
2.81K
$824K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
2.12K+ 8.06% |
$310K - $384K
|
28.4K
$8.32M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
29+ 1.36% |
$4.25K - $5.26K
|
2.16K
$633K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
307+ 22.52% |
$45K - $55.7K
|
1.67K
$489K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-800- 19.99% |
$117K - $145K
|
3.2K
$938K
|
|
| Q4 2022 | |||||||
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-33Closed |
$4.51K - $5.2K
|
0
$0
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
30+ 0.98% |
$4.1K - $4.73K
|
3.1K
$908K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.39KNew |
$190K - $219K
|
1.39K
$407K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
249New |
$34.1K - $39.3K
|
249
$72.9K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
200New |
$27.4K - $31.5K
|
200
$58.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
90New |
$12.3K - $14.2K
|
90
$26.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
50New |
$6.84K - $7.88K
|
50
$14.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
27KNew |
$3.69M - $4.26M
|
27K
$7.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2.51KNew |
$343K - $395K
|
2.51K
$734K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
4.98K+ 2.99% |
$682K - $786K
|
172K
$50.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
381+ 11.0% |
$52.1K - $60.1K
|
3.85K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-112- 3.55% |
$15.3K - $17.7K
|
3.05K
$892K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
264+ 6.47% |
$36.1K - $41.6K
|
4.34K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-60K- 60.0% |
$8.21M - $9.46M
|
40K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
86New |
$11.8K - $13.6K
|
86
$25.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
510+ 18.62% |
$69.8K - $80.4K
|
3.25K
$952K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-173- 1.55% |
$23.7K - $27.3K
|
11K
$3.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Ulysses Management LLC
New York, NY |
SELL
|
- |
-6K- 12.0% |
$821K - $946K
|
44K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
49+ 3.32% |
$6.7K - $7.73K
|
1.53K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
1.44KNew |
$197K - $227K
|
1.44K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
122+ 0.79% |
$16.7K - $19.2K
|
15.5K
$4.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
175New |
$23.9K - $27.6K
|
175
$51.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
3.84K+ 31.88% |
$526K - $606K
|
15.9K
$4.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-155- 4.19% |
$21.2K - $24.4K
|
3.54K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
24.4KNew |
$3.34M - $3.85M
|
24.4K
$7.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
440New |
$60.2K - $69.4K
|
440
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16New |
$2.19K - $2.52K
|
16
$4.69K
|
|
|
Feb 14, 2023
Q4 2022
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
5KNew |
$684K - $788K
|
5K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
20KNew |
$2.73M - $3.15M
|
20K
$5.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
120New |
$16.4K - $18.9K
|
120
$35.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
87New |
$11.9K - $13.7K
|
87
$25.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-443- 3.59% |
$60.6K - $69.8K
|
11.9K
$3.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
9.12K+ 155.68% |
$1.25M - $1.44M
|
15K
$4.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-4.48K- 84.75% |
$612K - $706K
|
805
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
300+ 16.06% |
$41K - $47.3K
|
2.17K
$635K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
297+ 127.47% |
$40.6K - $46.8K
|
530
$155K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1- 0.04% |
$137 - $158
|
2.61K
$764K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$137 - $158
|
8.85K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
10.3K+ 167.43% |
$1.41M - $1.62M
|
16.4K
$4.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
30KNew |
$4.1M - $4.73M
|
30K
$8.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
18.9KNew |
$2.59M - $2.98M
|
18.9K
$5.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.33KNew |
$182K - $210K
|
1.33K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.04KNew |
$415K - $479K
|
3.04K
$889K
|
|