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 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.09KNew |
$196K - $250K
|
1.09K
$303K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-29- 0.18% |
$5.21K - $6.64K
|
16K
$4.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-70- 9.23% |
$12.6K - $16K
|
688
$191K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
225New |
$40.5K - $51.6K
|
225
$62.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
194New |
$34.9K - $44.4K
|
194
$53.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
3.65KNew |
$657K - $837K
|
3.65K
$1.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
86+ 0.63% |
$15.5K - $19.7K
|
13.8K
$3.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Focused Investors Fund L P
Los Angeles, CA |
BUY
|
- |
472KNew |
$84.8M - $108M
|
472K
$131M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-672- 1.86% |
$121K - $154K
|
35.4K
$9.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
946New |
$170K - $217K
|
946
$263K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
1KNew |
$180K - $229K
|
1K
$278K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
880New |
$158K - $202K
|
880
$245K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-103- 3.31% |
$18.5K - $23.6K
|
3.01K
$836K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.43KNew |
$257K - $328K
|
1.43K
$398K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.3KNew |
$233K - $297K
|
1.3K
$361K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-11.5K- 92.74% |
$2.07M - $2.63M
|
900
$250K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$18K - $22.9K
|
100
$27.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-10K- 26.67% |
$1.8M - $2.29M
|
27.5K
$7.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
900New |
$162K - $206K
|
900
$250K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-3.37K- 2.58% |
$605K - $771K
|
127K
$35.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.05% |
$180 - $229
|
1.98K
$550K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.5K- 96.15% |
$449K - $573K
|
100
$27.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
200+ 0.99% |
$36K - $45.8K
|
20.4K
$5.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30+ 17.75% |
$5.39K - $6.87K
|
199
$55.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
521New |
$93.7K - $119K
|
521
$145K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-18- 39.13% |
$3.24K - $4.12K
|
28
$7.78K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 12.5% |
$360 - $458
|
18
$5K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-111- 4.53% |
$20K - $25.4K
|
2.34K
$650K
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
1.02KNew |
$183K - $234K
|
1.02K
$284K
|
|
|
Apr 15, 2024
Q1 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-21.9K- 93.25% |
$3.93M - $5.01M
|
1.58K
$440K
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
85+ 5.34% |
$15.3K - $19.5K
|
1.68K
$467K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4- 12.12% |
$719 - $916
|
29
$8.06K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
11.3KNew |
$2.03M - $2.59M
|
11.3K
$3.14M
|
|
| Q4 2023 | |||||||
|
May 07, 2025
Q4 2023
|
Symmetry Investments LP
|
SELL
|
- |
-2.12K- 49.31% |
$300K - $399K
|
2.18K
$607K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
22New |
$3.11K - $4.13K
|
22
$6.12K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
53New |
$7.49K - $9.95K
|
53
$14.7K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
101New |
$14.3K - $19K
|
101
$28.1K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
638New |
$90.2K - $120K
|
638
$177K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
14New |
$1.98K - $2.63K
|
14
$3.89K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
250New |
$35.3K - $47K
|
250
$69.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
200New |
$28.3K - $37.6K
|
200
$55.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.86KNew |
$405K - $538K
|
2.86K
$796K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
17+ 0.64% |
$2.4K - $3.19K
|
2.69K
$748K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
37New |
$5.23K - $6.95K
|
37
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-44- 8.13% |
$6.22K - $8.26K
|
497
$138K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-5.83K- 69.18% |
$824K - $1.09M
|
2.6K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
2.99KNew |
$423K - $562K
|
2.99K
$831K
|
|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12.9K- 31.34% |
$1.82M - $2.43M
|
28.3K
$7.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-94.9K- 96.25% |
$13.4M - $17.8M
|
3.7K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
243New |
$34.3K - $45.6K
|
243
$67.6K
|
|