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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25New |
$3.7K - $4.38K
|
25
$7.15K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 4.64% |
$1.63K - $1.93K
|
248
$70.9K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 17.07% |
$1.04K - $1.23K
|
48
$13.7K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4+ 0.12% |
$592 - $701
|
3.44K
$984K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.16% |
$148 - $175
|
635
$182K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.43MNew |
$795M - $985M
|
5.43M
$1.55B
|
|
May 12, 2023
Q1 2023
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
CALL |
1M+ 40.25% |
$146M - $181M
|
3.48M
$997M
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
285KNew |
$41.7M - $51.7M
|
285K
$81.5M
|
|
May 15, 2023
Q1 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
166K+ 92.48% |
$24.3M - $30.1M
|
346K
$98.9M
|
|
May 15, 2023
Q1 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
70.6KNew |
$10.3M - $12.8M
|
70.6K
$20.2M
|
|
May 15, 2023
Q1 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
33.4KNew |
$4.9M - $6.07M
|
33.4K
$9.57M
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
33KNew |
$4.82M - $5.98M
|
33K
$9.42M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
20.5K+ 1137.87% |
$3M - $3.72M
|
22.3K
$6.38M
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
14.9KNew |
$2.18M - $2.7M
|
14.9K
$4.26M
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
12KNew |
$1.76M - $2.17M
|
12K
$3.43M
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
6.01KNew |
$880K - $1.09M
|
6.01K
$1.72M
|
|
May 12, 2023
Q1 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
5.5KNew |
$805K - $997K
|
5.5K
$1.57M
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.18KNew |
$758K - $939K
|
5.18K
$1.48M
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.13KNew |
$750K - $929K
|
5.13K
$1.47M
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.11KNew |
$748K - $927K
|
5.11K
$1.46M
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.08KNew |
$598K - $740K
|
4.08K
$1.17M
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
3.36KNew |
$493K - $610K
|
3.36K
$962K
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.11KNew |
$455K - $564K
|
3.11K
$889K
|
|
May 04, 2023
Q1 2023
|
Heard Capital LLC
Chicago, IL |
BUY
|
CALL |
3KNew |
$439K - $544K
|
3K
$858K
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.65KNew |
$389K - $481K
|
2.65K
$759K
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.61KNew |
$382K - $473K
|
2.61K
$745K
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
2.12K+ 8.06% |
$310K - $384K
|
28.4K
$8.12M
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.96K+ 26.68% |
$287K - $355K
|
9.31K
$2.66M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.84KNew |
$269K - $333K
|
1.84K
$525K
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.68KNew |
$246K - $304K
|
1.68K
$480K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 46.01% |
$204K - $252K
|
4.41K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
750New |
$110K - $136K
|
750
$215K
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
616+ 127.54% |
$90.2K - $112K
|
1.1K
$314K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
387New |
$56.7K - $70.2K
|
387
$111K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
265New |
$38.8K - $48.1K
|
265
$75.8K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
159New |
$23.3K - $28.8K
|
159
$45.5K
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
65+ 0.84% |
$9.52K - $11.8K
|
7.79K
$2.23M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
38New |
$5.56K - $6.89K
|
38
$10.9K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
30New |
$4.39K - $5.44K
|
30
$8.58K
|
|
Apr 13, 2023
Q1 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
29+ 1.36% |
$4.25K - $5.26K
|
2.16K
$618K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
20+ 2.19% |
$2.93K - $3.63K
|
935
$267K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
17New |
$2.49K - $3.08K
|
17
$4.86K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13+ 6.84% |
$1.9K - $2.36K
|
203
$58.1K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
CALL |
5New |
$732 - $907
|
5
$1.43K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$732 - $907
|
5
$1.43K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
2+ 0.07% |
$293 - $363
|
2.81K
$804K
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1+ 0.07% |
$146 - $181
|
1.51K
$432K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
250KNew |
$34.2M - $39.4M
|
250K
$71.5M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
24.4KNew |
$3.34M - $3.85M
|
24.4K
$6.98M
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
20KNew |
$2.73M - $3.15M
|
20K
$5.71M
|