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 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
473+ 8.45% |
$121K - $154K
|
6.07K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
28+ 1.35% |
$7.15K - $9.12K
|
2.1K
$561K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$766 - $978
|
12.9K
$3.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-250- 5.76% |
$63.8K - $81.5K
|
4.09K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.13K+ 13.3% |
$1.31M - $1.67M
|
43.7K
$11.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-147- 5.61% |
$37.5K - $47.9K
|
2.47K
$658K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
5.41K+ 4.43% |
$1.38M - $1.76M
|
128K
$34M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-5- 1.09% |
$1.28K - $1.63K
|
453
$121K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-6.92K- 13.35% |
$1.77M - $2.25M
|
44.9K
$12M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2+ 0.15% |
$511 - $652
|
1.3K
$346K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-31- 31.0% |
$7.92K - $10.1K
|
69
$18.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-1.8K- 50.0% |
$460K - $587K
|
1.8K
$480K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-410- 2.55% |
$105K - $134K
|
15.7K
$4.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-494- 15.02% |
$126K - $161K
|
2.8K
$745K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-74- 8.03% |
$18.9K - $24.1K
|
848
$226K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
449+ 1.94% |
$115K - $146K
|
23.6K
$6.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-12.8K- 1.62% |
$3.26M - $4.16M
|
774K
$206M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
174+ 7.06% |
$44.4K - $56.7K
|
2.64K
$703K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-756- 12.26% |
$193K - $246K
|
5.41K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
15.6K+ 17.3% |
$3.98M - $5.08M
|
106K
$28.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
21.6K+ 18.24% |
$5.52M - $7.04M
|
140K
$37.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4+ 0.19% |
$1.02K - $1.3K
|
2.12K
$564K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
382+ 20.56% |
$97.6K - $124K
|
2.24K
$597K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
283+ 21.8% |
$72.3K - $92.2K
|
1.58K
$421K
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
6.8K+ 24.13% |
$1.74M - $2.21M
|
35K
$9.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
91+ 12.87% |
$23.2K - $29.7K
|
798
$213K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-70- 0.61% |
$17.9K - $22.8K
|
11.5K
$3.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-85- 9.54% |
$21.7K - $27.7K
|
806
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
435+ 0.43% |
$111K - $142K
|
102K
$27.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.69K+ 6.41% |
$1.45M - $1.86M
|
94.5K
$25.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-80- 6.66% |
$20.4K - $26.1K
|
1.12K
$299K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.15KNew |
$293K - $373K
|
1.15K
$305K
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
805+ 17.89% |
$206K - $262K
|
5.31K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.49KNew |
$1.66M - $2.12M
|
6.49K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-105- 7.09% |
$26.8K - $34.2K
|
1.38K
$367K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.18K- 6.41% |
$302K - $386K
|
17.3K
$4.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
178+ 4.62% |
$45.5K - $58K
|
4.03K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-243- 16.6% |
$62.1K - $79.2K
|
1.22K
$325K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-32- 1.28% |
$8.17K - $10.4K
|
2.47K
$657K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
5.89K+ 19.01% |
$1.5M - $1.92M
|
36.9K
$9.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.08K- 6.06% |
$787K - $1M
|
47.8K
$12.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-17- 1.34% |
$4.34K - $5.54K
|
1.25K
$332K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.6K+ 56.4% |
$664K - $848K
|
7.21K
$1.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
733+ 2.29% |
$187K - $239K
|
32.7K
$8.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-64.9K- 40.75% |
$16.6M - $21.2M
|
94.4K
$25.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.73K- 54.48% |
$1.21M - $1.54M
|
3.95K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
381+ 3.87% |
$97.3K - $124K
|
10.2K
$2.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
5+ 0.15% |
$1.28K - $1.63K
|
3.27K
$871K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
10+ 166.67% |
$2.55K - $3.26K
|
16
$4.26K
|