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 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
19+ 0.12% |
$4.85K - $6.19K
|
15.4K
$4.4M
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
19+ 1.63% |
$4.85K - $6.19K
|
1.18K
$339K
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 1.57% |
$4.85K - $6.19K
|
1.23K
$351K
|
|
May 15, 2025
Q1 2025
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
18+ 0.33% |
$4.6K - $5.87K
|
5.42K
$1.55M
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
18+ 1.37% |
$4.6K - $5.87K
|
1.33K
$380K
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
18+ 2.27% |
$4.6K - $5.87K
|
810
$232K
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
18+ 1.29% |
$4.6K - $5.87K
|
1.42K
$405K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
18+ 20.69% |
$4.6K - $5.87K
|
105
$30K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
17+ 0.92% |
$4.34K - $5.54K
|
1.87K
$535K
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
17+ 0.49% |
$4.34K - $5.54K
|
3.5K
$1M
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
16+ 100.0% |
$4.09K - $5.21K
|
32
$9.15K
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16+ 0.68% |
$4.09K - $5.21K
|
2.38K
$681K
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
16+ 0.38% |
$4.09K - $5.21K
|
4.27K
$1.22M
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15New |
$3.83K - $4.89K
|
15
$4.29K
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15+ 0.41% |
$3.83K - $4.89K
|
3.64K
$1.04M
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
15+ 1.04% |
$3.83K - $4.89K
|
1.46K
$418K
|
|
Apr 25, 2025
Q1 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
15+ 0.19% |
$3.83K - $4.89K
|
7.71K
$2.21M
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
15+ 1.09% |
$3.83K - $4.89K
|
1.39K
$398K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
15+ 31.91% |
$3.83K - $4.89K
|
62
$17.7K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.5% |
$3.58K - $4.56K
|
2.81K
$803K
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
14+ 1.15% |
$3.58K - $4.56K
|
1.24K
$353K
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
14+ 0.32% |
$3.58K - $4.56K
|
4.34K
$1.24M
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
14+ 1.22% |
$3.58K - $4.56K
|
1.16K
$333K
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
14+ 0.12% |
$3.58K - $4.56K
|
11.6K
$3.31M
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 31.11% |
$3.58K - $4.56K
|
59
$16.9K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
13+ 7.22% |
$3.32K - $4.24K
|
193
$55.2K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
13New |
$3.32K - $4.24K
|
13
$3.72K
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
13+ 0.14% |
$3.32K - $4.24K
|
9.43K
$2.7M
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
13+ 0.27% |
$3.32K - $4.24K
|
4.83K
$1.38M
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
13+ 0.78% |
$3.32K - $4.24K
|
1.69K
$483K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
13+ 1.22% |
$3.32K - $4.24K
|
1.08K
$309K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13+ 4.35% |
$3.32K - $4.24K
|
312
$89.2K
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
12+ 0.53% |
$3.06K - $3.91K
|
2.29K
$654K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.12% |
$3.06K - $3.91K
|
10.1K
$2.9M
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
12+ 9.02% |
$3.06K - $3.91K
|
145
$41.5K
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12+ 0.67% |
$3.06K - $3.91K
|
1.79K
$513K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
12+ 0.03% |
$3.06K - $3.91K
|
40.1K
$11.5M
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
11+ 4.12% |
$2.81K - $3.58K
|
278
$79.5K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11+ 2.7% |
$2.81K - $3.58K
|
419
$120K
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
11New |
$2.81K - $3.58K
|
11
$3.15K
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
11+ 0.24% |
$2.81K - $3.58K
|
4.58K
$1.31M
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
11+ 0.32% |
$2.81K - $3.58K
|
3.42K
$979K
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10+ 5.18% |
$2.55K - $3.26K
|
203
$58.1K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
10+ 0.82% |
$2.55K - $3.26K
|
1.23K
$350K
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
10+ 166.67% |
$2.55K - $3.26K
|
16
$4.58K
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
10+ 0.37% |
$2.55K - $3.26K
|
2.73K
$782K
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10+ 0.21% |
$2.55K - $3.26K
|
4.75K
$1.36M
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
10+ 0.1% |
$2.55K - $3.26K
|
10K
$2.87M
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9+ 0.11% |
$2.3K - $2.93K
|
8.39K
$2.4M
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
9+ 0.57% |
$2.3K - $2.93K
|
1.59K
$453K
|