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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-7.85K- 3.98% |
$1.41M - $1.8M
|
189K
$52.6M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
871New |
$157K - $200K
|
871
$242K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
910New |
$164K - $208K
|
910
$253K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
315New |
$56.6K - $72.2K
|
315
$87.6K
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.08KNew |
$194K - $247K
|
1.08K
$300K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
SELL
|
- |
-198- 4.5% |
$35.6K - $45.4K
|
4.2K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
BUY
|
PUT |
31KNew |
$5.57M - $7.1M
|
31K
$8.62M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
200New |
$36K - $45.8K
|
200
$55.6K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
89New |
$16K - $20.4K
|
89
$24.7K
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
13.5KNew |
$2.43M - $3.09M
|
13.5K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.02K- 41.48% |
$182K - $233K
|
1.43K
$398K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.64K- 1.91% |
$655K - $835K
|
187K
$51.9M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-369- 11.36% |
$66.3K - $84.5K
|
2.88K
$801K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.12K- 99.76% |
$380K - $485K
|
5
$1.39K
|
|
|
May 13, 2024
Q1 2024
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
22.1KNew |
$3.97M - $5.06M
|
22.1K
$6.14M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
951New |
$171K - $218K
|
951
$264K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-117K- 9.25% |
$21M - $26.8M
|
1.15M
$319M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
50New |
$8.99K - $11.5K
|
50
$13.9K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-10- 1.19% |
$1.8K - $2.29K
|
830
$231K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1KNew |
$180K - $229K
|
1K
$278K
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-885- 36.42% |
$159K - $203K
|
1.55K
$430K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
921New |
$166K - $211K
|
921
$256K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-100- 76.92% |
$18K - $22.9K
|
30
$8.34K
|
|
|
May 08, 2024
Q1 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
9.13KNew |
$1.64M - $2.09M
|
9.13K
$2.54M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.34K- 44.19% |
$240K - $306K
|
1.69K
$469K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
26+ 0.16% |
$4.67K - $5.96K
|
16.1K
$4.48M
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-43- 1.12% |
$7.73K - $9.85K
|
3.8K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
12.9KNew |
$2.33M - $2.97M
|
12.9K
$3.6M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
975New |
$175K - $223K
|
975
$271K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
315New |
$56.6K - $72.2K
|
315
$87.6K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
8+ 6.3% |
$1.44K - $1.83K
|
135
$37.5K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.53K+ 20.18% |
$275K - $351K
|
9.12K
$2.54M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
920New |
$165K - $211K
|
920
$256K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
99.4KNew |
$17.9M - $22.8M
|
99.4K
$27.6M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-50- 0.8% |
$8.99K - $11.5K
|
6.24K
$1.73M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
8+ 32.0% |
$1.44K - $1.83K
|
33
$9.17K
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-2.1K- 45.07% |
$378K - $481K
|
2.56K
$711K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-498- 22.85% |
$89.5K - $114K
|
1.68K
$467K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
35+ 0.58% |
$6.29K - $8.02K
|
6.04K
$1.68M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-2.27K- 87.43% |
$409K - $521K
|
327
$90.9K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-132- 6.88% |
$23.7K - $30.2K
|
1.79K
$497K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
133+ 9.49% |
$23.9K - $30.5K
|
1.53K
$426K
|
|
|
May 01, 2024
Q1 2024
|
Lb Partners LLC
Charlottesville, VA |
SELL
|
- |
-8K- 20.0% |
$1.44M - $1.83M
|
32K
$8.9M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3+ 0.02% |
$539 - $687
|
13.3K
$3.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-290- 56.86% |
$52.1K - $66.4K
|
220
$61.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-483- 7.83% |
$86.8K - $111K
|
5.69K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
981New |
$176K - $225K
|
981
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
918New |
$165K - $210K
|
918
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
137+ 12.58% |
$24.6K - $31.4K
|
1.23K
$341K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
700+ 30.43% |
$126K - $160K
|
3K
$834K
|