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 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5+ 0.64% |
$1.28K - $1.63K
|
783
$209K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
78+ 10.63% |
$19.9K - $25.4K
|
812
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-87- 7.5% |
$22.2K - $28.4K
|
1.07K
$286K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
20.8K+ 6.56% |
$5.31M - $6.78M
|
338K
$90M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-110- 0.2% |
$28.1K - $35.8K
|
55.7K
$14.8M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-265- 1.33% |
$67.7K - $86.4K
|
19.6K
$5.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
108+ 6.95% |
$27.6K - $35.2K
|
1.66K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
59+ 0.57% |
$15.1K - $19.2K
|
10.5K
$2.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-521- 0.12% |
$133K - $170K
|
432K
$115M
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
414+ 2.19% |
$106K - $135K
|
19.3K
$5.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
820+ 14.4% |
$209K - $267K
|
6.51K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-275- 1.17% |
$70.2K - $89.6K
|
23.2K
$6.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.1KNew |
$281K - $359K
|
1.1K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-269- 7.9% |
$68.7K - $87.7K
|
3.14K
$835K
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
BUY
|
- |
622+ 1.78% |
$159K - $203K
|
35.5K
$9.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.79K+ 368.69% |
$713K - $910K
|
3.55K
$945K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26+ 0.81% |
$6.64K - $8.47K
|
3.24K
$863K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.15K- 1.67% |
$294K - $376K
|
67.7K
$18M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-31- 3.24% |
$7.92K - $10.1K
|
925
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-549- 4.35% |
$140K - $179K
|
12.1K
$3.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-22- 0.21% |
$5.62K - $7.17K
|
10.6K
$2.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-356- 6.97% |
$90.9K - $116K
|
4.75K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3+ 0.13% |
$766 - $978
|
2.29K
$610K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.1K- 0.87% |
$281K - $358K
|
125K
$33.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.53KNew |
$646K - $825K
|
2.53K
$674K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
100+ 8.69% |
$25.5K - $32.6K
|
1.25K
$333K
|
|
|
Apr 23, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-95K- 93.67% |
$24.3M - $31M
|
6.42K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-13- 1.21% |
$3.32K - $4.24K
|
1.06K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
208+ 10.95% |
$53.1K - $67.8K
|
2.11K
$561K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
20+ 1.89% |
$5.11K - $6.52K
|
1.08K
$287K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
159+ 4.1% |
$40.6K - $51.8K
|
4.04K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-561- 98.59% |
$143K - $183K
|
8
$2.13K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.25K+ 119.46% |
$1.09M - $1.39M
|
7.82K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-14.8K- 35.45% |
$3.79M - $4.83M
|
27K
$7.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Mount Vernon Associates Inc
|
BUY
|
- |
270+ 1.47% |
$69K - $88K
|
18.6K
$4.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 1.44% |
$5.11K - $6.52K
|
1.37K
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
474+ 4.91% |
$121K - $154K
|
10.1K
$2.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
210+ 30.22% |
$53.6K - $68.4K
|
905
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-16- 2.86% |
$4.09K - $5.21K
|
544
$145K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 3.88% |
$549K - $701K
|
57.6K
$15.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
464+ 49.36% |
$119K - $151K
|
1.4K
$374K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
251+ 18.66% |
$64.1K - $81.8K
|
1.6K
$425K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
34+ 10.93% |
$8.68K - $11.1K
|
345
$91.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
616+ 29.9% |
$157K - $201K
|
2.68K
$713K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
26.5K+ 104.17% |
$6.78M - $8.65M
|
52K
$13.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3+ 0.21% |
$766 - $978
|
1.42K
$378K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-50.5K- 9.68% |
$12.9M - $16.4M
|
471K
$125M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-550- 18.89% |
$140K - $179K
|
2.36K
$629K
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
1.09KNew |
$277K - $354K
|
1.09K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
816New |
$208K - $266K
|
816
$217K
|