Latest Institutional Purchases of American Express CO (AXP)
This list provides information on the latest institutional transactions involving American Express CO (AXP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
33+ 4.57% |
$8.43K - $10.8K
|
755
$216K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
31+ 0.52% |
$7.92K - $10.1K
|
6.03K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
31+ 0.36% |
$7.92K - $10.1K
|
8.63K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
30+ 1.81% |
$7.66K - $9.78K
|
1.68K
$482K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 4.57% |
$7.66K - $9.78K
|
687
$196K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
30+ 0.54% |
$7.66K - $9.78K
|
5.54K
$1.59M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
30+ 2.3% |
$7.66K - $9.78K
|
1.34K
$382K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
29+ 5.09% |
$7.41K - $9.45K
|
599
$171K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
29+ 4.86% |
$7.41K - $9.45K
|
626
$179K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29+ 0.85% |
$7.41K - $9.45K
|
3.44K
$983K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
29+ 1.37% |
$7.41K - $9.45K
|
2.15K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
28+ 0.46% |
$7.15K - $9.12K
|
6.16K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
28+ 1.81% |
$7.15K - $9.12K
|
1.58K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
28+ 0.33% |
$7.15K - $9.12K
|
8.63K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
28+ 2.06% |
$7.15K - $9.12K
|
1.38K
$396K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
28+ 1.35% |
$7.15K - $9.12K
|
2.1K
$602K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
28+ 1.92% |
$7.15K - $9.12K
|
1.48K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
27+ 0.28% |
$6.9K - $8.8K
|
9.84K
$2.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
27+ 1.65% |
$6.9K - $8.8K
|
1.66K
$475K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
27+ 2.35% |
$6.9K - $8.8K
|
1.18K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26+ 0.81% |
$6.64K - $8.47K
|
3.24K
$926K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
25+ 25.0% |
$6.38K - $8.15K
|
125
$35.8K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
25+ 3.33% |
$6.38K - $8.15K
|
775
$222K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
25+ 1.57% |
$6.38K - $8.15K
|
1.62K
$462K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
25+ 1.15% |
$6.38K - $8.15K
|
2.2K
$630K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
25+ 1.34% |
$6.38K - $8.15K
|
1.89K
$541K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
25+ 1.75% |
$6.38K - $8.15K
|
1.45K
$416K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
25+ 0.77% |
$6.38K - $8.15K
|
3.27K
$936K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
25+ 2.9% |
$6.38K - $8.15K
|
886
$253K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
24New |
$6.13K - $7.82K
|
24
$6.86K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
24+ 0.1% |
$6.13K - $7.82K
|
23.3K
$6.66M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
23+ 0.75% |
$5.87K - $7.5K
|
3.09K
$885K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
23+ 1.62% |
$5.87K - $7.5K
|
1.44K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
23+ 1.07% |
$5.87K - $7.5K
|
2.17K
$619K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
23+ 2.78% |
$5.87K - $7.5K
|
850
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
23+ 0.53% |
$5.87K - $7.5K
|
4.36K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
22+ 1.07% |
$5.62K - $7.17K
|
2.08K
$595K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
22+ 1.12% |
$5.62K - $7.17K
|
1.99K
$569K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 7.43% |
$5.62K - $7.17K
|
318
$90.9K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
22+ 0.21% |
$5.62K - $7.17K
|
10.6K
$3.02M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
22+ 2.34% |
$5.62K - $7.17K
|
963
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22+ 0.14% |
$5.62K - $7.17K
|
15.8K
$4.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
22+ 1.15% |
$5.62K - $7.17K
|
1.93K
$553K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
22New |
$5.62K - $7.17K
|
22
$6.29K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
21+ 0.26% |
$5.36K - $6.84K
|
8.24K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
20+ 2.03% |
$5.11K - $6.52K
|
1.01K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
20+ 0.66% |
$5.11K - $6.52K
|
3.04K
$869K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
20+ 1.89% |
$5.11K - $6.52K
|
1.08K
$308K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
20+ 2.2% |
$5.11K - $6.52K
|
931
$266K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
19+ 0.72% |
$4.85K - $6.19K
|
2.65K
$758K
|