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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-1.91KClosed |
$262K - $359K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-10.1KClosed |
$1.39M - $1.9M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-68- 0.42% |
$9.35K - $12.8K
|
16K
$4.59M
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-142- 49.31% |
$19.5K - $26.8K
|
146
$41.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-1.59KClosed |
$218K - $299K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
85New |
$11.7K - $16K
|
85
$24.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-15.6KClosed |
$2.14M - $2.93M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-50- 7.69% |
$6.88K - $9.42K
|
600
$172K
|
|
|
Jul 25, 2022
Q2 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.5K- 50.0% |
$206K - $283K
|
1.5K
$430K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.63K+ 9.66% |
$224K - $306K
|
18.5K
$5.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
259+ 1.51% |
$35.6K - $48.8K
|
17.4K
$5M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
136New |
$18.7K - $25.6K
|
136
$39K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-19Closed |
$2.61K - $3.58K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-714Closed |
$98.2K - $135K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.07KClosed |
$147K - $201K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
BUY
|
- |
1.51KNew |
$207K - $284K
|
1.51K
$432K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-90- 14.56% |
$12.4K - $17K
|
528
$151K
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.35KClosed |
$185K - $254K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
39+ 1.06% |
$5.36K - $7.35K
|
3.73K
$1.07M
|
|
|
Jul 20, 2022
Q2 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-2KClosed |
$275K - $377K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-9.83KClosed |
$1.35M - $1.85M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.54KClosed |
$211K - $290K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
33+ 0.51% |
$4.54K - $6.22K
|
6.56K
$1.88M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
CALL |
1.7KNew |
$234K - $320K
|
1.7K
$488K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-343Closed |
$47.2K - $64.6K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-41.9KClosed |
$5.77M - $7.9M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-1.22KClosed |
$168K - $231K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-1.18KClosed |
$162K - $221K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-905Closed |
$124K - $171K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
20New |
$2.75K - $3.77K
|
20
$5.74K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-189- 7.94% |
$26K - $35.6K
|
2.19K
$629K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-300Closed |
$41.3K - $56.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-10- 0.23% |
$1.38K - $1.88K
|
4.31K
$1.24M
|
|
|
Jul 13, 2022
Q2 2022
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-1.11KClosed |
$152K - $208K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-20Closed |
$2.75K - $3.77K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-180- 3.52% |
$24.8K - $33.9K
|
4.94K
$1.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
8.42KNew |
$1.16M - $1.59M
|
8.42K
$2.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Independent Investors Inc
|
SELL
|
- |
-3K- 20.0% |
$413K - $565K
|
12K
$3.44M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-480- 2.83% |
$66K - $90.5K
|
16.5K
$4.73M
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.88KClosed |
$259K - $354K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-148KClosed |
$20.4M - $27.9M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-10.9KClosed |
$1.5M - $2.06M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.13KClosed |
$156K - $213K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
1.6K+ 41.03% |
$220K - $302K
|
5.5K
$1.58M
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-31- 18.9% |
$4.26K - $5.84K
|
133
$38.1K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
2.4KNew |
$330K - $452K
|
2.4K
$688K
|
|
| Q1 2022 | |||||||
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.21KNew |
$192K - $240K
|
1.21K
$348K
|
|
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
15.1KNew |
$2.4M - $3M
|
15.1K
$4.34M
|
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.24KClosed |
$197K - $246K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-196Closed |
$31.1K - $38.9K
|
0
$0
|
|