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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
297+ 127.47% |
$40.6K - $46.8K
|
530
$161K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
264+ 6.47% |
$36.1K - $41.6K
|
4.34K
$1.32M
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
249New |
$34.1K - $39.3K
|
249
$75.5K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
201New |
$27.5K - $31.7K
|
201
$60.9K
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
200New |
$27.4K - $31.5K
|
200
$60.6K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
175New |
$23.9K - $27.6K
|
175
$53.1K
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
122+ 0.79% |
$16.7K - $19.2K
|
15.5K
$4.71M
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
120New |
$16.4K - $18.9K
|
120
$36.4K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
113+ 3.68% |
$15.5K - $17.8K
|
3.18K
$965K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
100+ 3.96% |
$13.7K - $15.8K
|
2.63K
$796K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
90New |
$12.3K - $14.2K
|
90
$27.3K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
87New |
$11.9K - $13.7K
|
87
$26.4K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
86New |
$11.8K - $13.6K
|
86
$26.1K
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
86+ 1.37% |
$11.8K - $13.6K
|
6.39K
$1.94M
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
50New |
$6.84K - $7.88K
|
50
$15.2K
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
32+ 1.98% |
$4.38K - $5.05K
|
1.65K
$499K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
32New |
$4.38K - $5.05K
|
32
$9.7K
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
30+ 0.98% |
$4.1K - $4.73K
|
3.1K
$939K
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
25+ 1.51% |
$3.42K - $3.94K
|
1.68K
$510K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16New |
$2.19K - $2.52K
|
16
$4.85K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
11New |
$1.5K - $1.73K
|
11
$3.34K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10New |
$1.37K - $1.58K
|
10
$3.03K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$137 - $158
|
8.85K
$2.68M
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Aquamarine Zurich Ag
Zurich, V8 |
BUY
|
- |
210KNew |
$28.3M - $34.8M
|
210K
$63.7M
|
|
Nov 14, 2022
Q3 2022
|
Honeycomb Asset Management LP
New York, NY |
BUY
|
- |
104K+ 104.0% |
$14M - $17.2M
|
204K
$61.9M
|
|
Nov 14, 2022
Q3 2022
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
100K+ 40.0% |
$13.5M - $16.6M
|
350K
$106M
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
73.9K+ 605.88% |
$9.97M - $12.3M
|
86.1K
$26.1M
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
23.5K+ 13.48% |
$3.18M - $3.91M
|
198K
$60.1M
|
|
Nov 14, 2022
Q3 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
15KNew |
$2.02M - $2.49M
|
15K
$4.55M
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
6.83KNew |
$921K - $1.13M
|
6.83K
$2.07M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6K+ 269.2% |
$809K - $994K
|
8.22K
$2.49M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.32KNew |
$717K - $882K
|
5.32K
$1.61M
|
|
Oct 19, 2022
Q3 2022
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
5K+ 14.29% |
$675K - $829K
|
40K
$12.1M
|
|
Nov 08, 2022
Q3 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
3.41KNew |
$460K - $565K
|
3.41K
$1.03M
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
2.91KNew |
$393K - $483K
|
2.91K
$883K
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.25KNew |
$304K - $373K
|
2.25K
$682K
|
|
Nov 14, 2022
Q3 2022
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
BUY
|
- |
1.6KNew |
$216K - $265K
|
1.6K
$485K
|
|
Nov 14, 2022
Q3 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.59KNew |
$215K - $264K
|
1.59K
$483K
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.57KNew |
$211K - $260K
|
1.57K
$475K
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
1.51KNew |
$203K - $250K
|
1.51K
$456K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.15KNew |
$155K - $191K
|
1.15K
$349K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.09KNew |
$147K - $181K
|
1.09K
$331K
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
1.03K+ 6.75% |
$138K - $170K
|
16.2K
$4.92M
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
1.01K+ 47.95% |
$136K - $167K
|
3.1K
$941K
|
|
Nov 09, 2022
Q3 2022
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
1K+ 25.0% |
$135K - $166K
|
5K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Abeille Asset Management Sa
|
BUY
|
- |
718+ 1.29% |
$96.9K - $119K
|
56.2K
$17M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
645+ 38.83% |
$87K - $107K
|
2.31K
$699K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
373+ 21.05% |
$50.3K - $61.9K
|
2.15K
$650K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
208New |
$28.1K - $34.5K
|
208
$63.1K
|