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, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
25+ 0.77% |
$6.38K - $8.15K
|
3.27K
$872K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
537+ 32.97% |
$137K - $175K
|
2.17K
$577K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-18- 0.24% |
$4.6K - $5.87K
|
7.5K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9+ 1.13% |
$2.3K - $2.93K
|
808
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
8+ 0.18% |
$2.04K - $2.61K
|
4.38K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
153New |
$39.1K - $49.9K
|
153
$40.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
16.6K+ 5.26% |
$4.24M - $5.41M
|
332K
$88.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
342+ 34.9% |
$87.3K - $111K
|
1.32K
$352K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
10.5K+ 3.0% |
$2.68M - $3.42M
|
360K
$96M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
11.5K+ 21.54% |
$2.94M - $3.75M
|
64.9K
$17.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
174New |
$44.4K - $56.7K
|
174
$46.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.37% |
$255 - $326
|
268
$71.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
7New |
$1.79K - $2.28K
|
7
$1.86K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
9+ 0.55% |
$2.3K - $2.93K
|
1.65K
$441K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.03K- 2.21% |
$262K - $334K
|
45.4K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 2.13% |
$255 - $326
|
48
$12.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-254- 0.94% |
$64.9K - $82.8K
|
26.7K
$7.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
88+ 12.75% |
$22.5K - $28.7K
|
778
$207K
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-126- 2.31% |
$32.2K - $41.1K
|
5.34K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
90+ 2.13% |
$23K - $29.3K
|
4.32K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
561+ 3.63% |
$143K - $183K
|
16K
$4.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
19+ 0.12% |
$4.85K - $6.19K
|
15.4K
$4.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-12- 0.94% |
$3.06K - $3.91K
|
1.27K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.26K+ 1.37% |
$577K - $736K
|
168K
$44.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-56- 0.26% |
$14.3K - $18.2K
|
21.3K
$5.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-112- 1.69% |
$28.6K - $36.5K
|
6.52K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.21K+ 11.46% |
$310K - $395K
|
11.8K
$3.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-102- 11.58% |
$26K - $33.2K
|
779
$208K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.42KNew |
$872K - $1.11M
|
3.42K
$910K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-100K- 30.53% |
$25.6M - $32.7M
|
228K
$60.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.12K- 15.49% |
$541K - $691K
|
11.6K
$3.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-160- 0.94% |
$40.9K - $52.1K
|
16.8K
$4.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-20- 2.15% |
$5.11K - $6.52K
|
909
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-70- 0.15% |
$17.9K - $22.8K
|
47.6K
$12.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-6.24K- 3.57% |
$1.59M - $2.03M
|
169K
$44.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-15- 1.22% |
$3.83K - $4.89K
|
1.21K
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-20- 0.2% |
$5.11K - $6.52K
|
9.77K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.31K+ 6.93% |
$590K - $752K
|
35.6K
$9.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
35.3K+ 5.47% |
$9.01M - $11.5M
|
680K
$181M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.23K+ 6.66% |
$314K - $400K
|
19.7K
$5.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.65K- 20.03% |
$422K - $539K
|
6.61K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.56KNew |
$398K - $507K
|
1.56K
$415K
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
9.7K+ 8.82% |
$2.48M - $3.16M
|
120K
$31.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
305+ 12.11% |
$77.9K - $99.4K
|
2.82K
$752K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
1.54K+ 36.53% |
$394K - $502K
|
5.76K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-27.6K- 80.84% |
$7.05M - $9M
|
6.54K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
79+ 9.73% |
$20.2K - $25.7K
|
891
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
310+ 18.8% |
$79.2K - $101K
|
1.96K
$522K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.42K+ 0.7% |
$361K - $461K
|
203K
$54M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
566+ 1.06% |
$145K - $184K
|
53.9K
$14.3M
|