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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
29.1KNew |
$6.58M - $7.9M
|
29.1K
$8.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
777New |
$176K - $211K
|
777
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
11.7K+ 8.41% |
$2.64M - $3.17M
|
151K
$45.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
66.7K+ 42.23% |
$15.1M - $18.1M
|
225K
$68.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
109K+ 76.1% |
$24.5M - $29.4M
|
251K
$76.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-386- 1.7% |
$87.2K - $105K
|
22.3K
$6.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-360- 21.69% |
$81.3K - $97.6K
|
1.3K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.65K+ 30.59% |
$373K - $448K
|
7.05K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-245- 0.79% |
$55.4K - $66.4K
|
30.6K
$9.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-62- 2.91% |
$14K - $16.8K
|
2.07K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1K+ 84.06% |
$226K - $272K
|
2.19K
$665K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
8.19KNew |
$1.85M - $2.22M
|
8.19K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.3KNew |
$293K - $351K
|
1.3K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
838New |
$189K - $227K
|
838
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-367- 23.54% |
$82.9K - $99.5K
|
1.19K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.21KNew |
$725K - $870K
|
3.21K
$972K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
750New |
$169K - $203K
|
750
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
800New |
$181K - $217K
|
800
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
74.2K+ 162.37% |
$16.8M - $20.1M
|
120K
$36.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
850New |
$192K - $230K
|
850
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
22.5KNew |
$5.09M - $6.11M
|
22.5K
$6.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
50+ 1.96% |
$11.3K - $13.6K
|
2.6K
$788K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-854- 3.51% |
$193K - $232K
|
23.5K
$7.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-32- 0.19% |
$7.23K - $8.68K
|
16.9K
$5.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
5.45KNew |
$1.23M - $1.48M
|
5.45K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-6.5K- 8.22% |
$1.47M - $1.76M
|
72.6K
$22M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
344+ 1.38% |
$77.7K - $93.3K
|
25.3K
$7.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-182- 0.78% |
$41.1K - $49.4K
|
23.2K
$7.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.11% |
$226 - $271
|
908
$275K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-304- 70.05% |
$68.7K - $82.4K
|
130
$39.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
23.1KNew |
$5.22M - $6.26M
|
23.1K
$7M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-75- 71.43% |
$16.9K - $20.3K
|
30
$9.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
29+ 414.29% |
$6.55K - $7.86K
|
36
$10.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.5K+ 175.0% |
$791K - $949K
|
5.5K
$1.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
755New |
$171K - $205K
|
755
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
716+ 5.15% |
$162K - $194K
|
14.6K
$4.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8.12K+ 31.82% |
$1.83M - $2.2M
|
33.6K
$10.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
4.3KNew |
$971K - $1.17M
|
4.3K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
851New |
$192K - $231K
|
851
$258K
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-10K- 66.67% |
$2.26M - $2.71M
|
5K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-795- 78.79% |
$180K - $216K
|
214
$64.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
9+ 0.74% |
$2.03K - $2.44K
|
1.22K
$371K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.07KNew |
$242K - $290K
|
1.07K
$324K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-61K- 91.37% |
$13.8M - $16.5M
|
5.76K
$1.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-42- 1.57% |
$9.49K - $11.4K
|
2.63K
$798K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
60+ 24.1% |
$13.6K - $16.3K
|
309
$93.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100New |
$22.6K - $27.1K
|
100
$30.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-28- 0.89% |
$6.33K - $7.59K
|
3.11K
$942K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-80- 4.14% |
$18.1K - $21.7K
|
1.85K
$561K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-92- 3.21% |
$20.8K - $24.9K
|
2.78K
$842K
|