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 08, 2022
Q4 2021
|
Robeco Schweiz Ag
|
SELL
|
- |
-30.2KClosed |
$4.54M - $5.66M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-174KClosed |
$26.1M - $32.5M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.9KClosed |
$285K - $355K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-6.85KClosed |
$1.03M - $1.28M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-66Closed |
$9.9K - $12.3K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-4.46KClosed |
$669K - $834K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
CALL |
200New |
$30K - $37.4K
|
200
$57.4K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-180Closed |
$27K - $33.7K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-2.41KClosed |
$361K - $450K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-90Closed |
$13.5K - $16.8K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-343Closed |
$51.5K - $64.2K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Marathon Asset Management LTD
|
SELL
|
- |
-899KClosed |
$135M - $168M
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
SELL
|
- |
-1.26KClosed |
$189K - $235K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-61Closed |
$9.15K - $11.4K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-13.8KClosed |
$2.07M - $2.59M
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.3KClosed |
$195K - $243K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-13.6KClosed |
$2.04M - $2.54M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
9.65KNew |
$1.45M - $1.81M
|
9.65K
$2.77M
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
105New |
$15.8K - $19.6K
|
105
$30.1K
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.31KClosed |
$197K - $245K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.13KClosed |
$170K - $212K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
80+ 40.0% |
$12K - $15K
|
280
$80.3K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
CALL |
500New |
$75K - $93.5K
|
500
$143K
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.61KClosed |
$241K - $301K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-2.26K- 18.24% |
$359K - $400K
|
10.1K
$2.91M
|
|
Sep 18, 2023
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
- |
1.86KNew |
$296K - $329K
|
1.86K
$534K
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-600- 5.41% |
$95.2K - $106K
|
10.5K
$3.01M
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-100Closed |
$15.9K - $17.7K
|
0
$0
|
|
Nov 23, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-33.5K- 98.28% |
$5.32M - $5.92M
|
588
$169K
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.35KClosed |
$215K - $239K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Appleton Group, LLC
|
SELL
|
- |
-2.82KClosed |
$447K - $498K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.63KClosed |
$259K - $288K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-11.8KClosed |
$1.87M - $2.09M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-156KClosed |
$24.8M - $27.6M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
SELL
|
- |
-1.64KClosed |
$260K - $290K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-130Closed |
$20.6K - $23K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.79KClosed |
$284K - $316K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-100- 3.23% |
$15.9K - $17.7K
|
3K
$860K
|
|
Nov 12, 2021
Q3 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
CALL |
770K+ 232.4% |
$122M - $136M
|
1.1M
$316M
|
|
Nov 12, 2021
Q3 2021
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-18.8KClosed |
$2.98M - $3.32M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-282Closed |
$44.8K - $49.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
200New |
$31.7K - $35.4K
|
200
$57.4K
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.49KClosed |
$237K - $264K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.28KClosed |
$203K - $227K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-16.2KClosed |
$2.57M - $2.86M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-15KClosed |
$2.38M - $2.65M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.1KClosed |
$492K - $548K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-1.3KClosed |
$206K - $230K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
SELL
|
- |
-25- 0.5% |
$3.97K - $4.42K
|
5.02K
$1.44M
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.98KClosed |
$314K - $349K
|
0
$0
|