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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
14KNew |
$1.98M - $2.63M
|
14K
$3.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
4.59KNew |
$649K - $862K
|
4.59K
$1.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
301New |
$42.5K - $56.5K
|
301
$83.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
320New |
$45.2K - $60.1K
|
320
$89K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
6.77K+ 115.74% |
$957K - $1.27M
|
12.6K
$3.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-109- 3.3% |
$15.4K - $20.5K
|
3.19K
$887K
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-400- 75.47% |
$56.5K - $75.1K
|
130
$36.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
550+ 200.0% |
$77.7K - $103K
|
825
$229K
|
|
|
Jan 29, 2024
Q4 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
1.18KNew |
$166K - $221K
|
1.18K
$327K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.1K+ 8.77% |
$156K - $207K
|
13.7K
$3.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-40- 2.33% |
$5.65K - $7.51K
|
1.68K
$466K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.35KNew |
$190K - $253K
|
1.35K
$374K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20+ 0.78% |
$2.83K - $3.76K
|
2.57K
$715K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-76- 14.73% |
$10.7K - $14.3K
|
440
$122K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.08KNew |
$152K - $202K
|
1.08K
$299K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
64New |
$9.04K - $12K
|
64
$17.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.13K+ 281.25% |
$159K - $211K
|
1.53K
$424K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.97K- 10.35% |
$420K - $558K
|
25.7K
$7.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.31KNew |
$185K - $245K
|
1.31K
$363K
|
|
|
Jan 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
1.11KNew |
$156K - $208K
|
1.11K
$307K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
205+ 9.51% |
$29K - $38.5K
|
2.36K
$656K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-107- 8.98% |
$15.1K - $20.1K
|
1.09K
$302K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
1.13KNew |
$160K - $212K
|
1.13K
$314K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.28KNew |
$181K - $240K
|
1.28K
$355K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
20+ 0.51% |
$2.83K - $3.76K
|
3.91K
$1.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.16KNew |
$163K - $217K
|
1.16K
$321K
|
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
1.15KNew |
$163K - $216K
|
1.15K
$320K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.27KNew |
$179K - $238K
|
1.27K
$353K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-225- 26.01% |
$31.8K - $42.3K
|
640
$178K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
115+ 5.32% |
$16.3K - $21.6K
|
2.28K
$633K
|
|
|
Jan 16, 2024
Q4 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
1.1KNew |
$155K - $207K
|
1.1K
$306K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.32KNew |
$187K - $248K
|
1.32K
$367K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
1.09KNew |
$154K - $204K
|
1.09K
$302K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.68K- 27.71% |
$238K - $316K
|
4.39K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
95New |
$13.4K - $17.8K
|
95
$26.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.22KNew |
$172K - $229K
|
1.22K
$338K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
35+ 0.94% |
$4.95K - $6.57K
|
3.75K
$1.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-51- 25.37% |
$7.21K - $9.58K
|
150
$41.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-15- 30.0% |
$2.12K - $2.82K
|
35
$9.73K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1.2KNew |
$170K - $225K
|
1.2K
$334K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.89KNew |
$691K - $919K
|
4.89K
$1.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.23K- 2.14% |
$315K - $419K
|
102K
$28.3M
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
20New |
$2.83K - $3.76K
|
20
$5.56K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-72- 4.02% |
$10.2K - $13.5K
|
1.72K
$478K
|
|
| Q3 2023 | |||||||
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.3K+ 658.73% |
$2.73M - $3.26M
|
21.1K
$5.87M
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
10.7KNew |
$1.6M - $1.91M
|
10.7K
$2.98M
|
|
|
Nov 21, 2023
Q3 2023
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-1.01K- 20.61% |
$151K - $181K
|
3.91K
$1.09M
|
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$1.75M - $2.08M
|
11.7K
$3.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
203+ 11.99% |
$30.3K - $36.1K
|
1.9K
$527K
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-11.8K- 89.19% |
$1.76M - $2.1M
|
1.43K
$398K
|
|