Latest Institutional Sells of American Express CO (AXP)
This list provides information on the latest institutional transactions involving American Express CO (AXP) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-109- 3.3% |
$15.4K - $20.5K
|
3.19K
$935K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-107- 8.98% |
$15.1K - $20.1K
|
1.09K
$318K
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-105- 5.99% |
$14.8K - $19.7K
|
1.65K
$483K
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-100- 2.03% |
$14.1K - $18.8K
|
4.83K
$1.42M
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-79- 1.4% |
$11.2K - $14.8K
|
5.58K
$1.63M
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-76- 14.73% |
$10.7K - $14.3K
|
440
$129K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-75- 46.88% |
$10.6K - $14.1K
|
85
$24.9K
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-72- 4.02% |
$10.2K - $13.5K
|
1.72K
$504K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-63- 2.82% |
$8.9K - $11.8K
|
2.17K
$636K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-63- 17.36% |
$8.9K - $11.8K
|
300
$87.9K
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-56- 1.83% |
$7.91K - $10.5K
|
3K
$879K
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-54- 1.52% |
$7.63K - $10.1K
|
3.49K
$1.02M
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-51- 25.37% |
$7.21K - $9.58K
|
150
$43.9K
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-50- 1.79% |
$7.07K - $9.39K
|
2.75K
$806K
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-50- 0.6% |
$7.07K - $9.39K
|
8.24K
$2.41M
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-50- 2.66% |
$7.07K - $9.39K
|
1.83K
$536K
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-44- 8.13% |
$6.22K - $8.26K
|
497
$146K
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-42- 1.7% |
$5.94K - $7.89K
|
2.43K
$713K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-40- 2.33% |
$5.65K - $7.51K
|
1.68K
$491K
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-32- 9.85% |
$4.52K - $6.01K
|
293
$85.8K
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-15- 30.0% |
$2.12K - $2.82K
|
35
$10.3K
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-14- 0.88% |
$1.98K - $2.63K
|
1.58K
$463K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-5- 2.36% |
$707 - $939
|
207
$60.6K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-13K- 8.6% |
$1.95M - $2.32M
|
138K
$40.6M
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-11.8K- 89.19% |
$1.76M - $2.1M
|
1.43K
$419K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-11.3K- 51.56% |
$1.69M - $2.02M
|
10.6K
$3.12M
|
|
Nov 13, 2023
Q3 2023
|
Gmt Capital Corp
Atlanta, GA |
SELL
|
- |
-6.3K- 18.81% |
$940K - $1.12M
|
27.2K
$7.97M
|
|
Nov 14, 2023
Q3 2023
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-6K- 85.71% |
$895K - $1.07M
|
1K
$293K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-5.67K- 83.68% |
$845K - $1.01M
|
1.11K
$324K
|
|
Nov 14, 2023
Q3 2023
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-5.43K- 27.84% |
$810K - $967K
|
14.1K
$4.12M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.89K- 2.31% |
$431K - $515K
|
123K
$35.9M
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.32K- 73.36% |
$197K - $235K
|
480
$141K
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.23K- 29.81% |
$183K - $218K
|
2.89K
$845K
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.14K- 6.51% |
$169K - $202K
|
16.3K
$4.77M
|
|
Nov 21, 2023
Q3 2023
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-1.01K- 20.61% |
$151K - $181K
|
3.91K
$1.14M
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-685- 31.9% |
$102K - $122K
|
1.46K
$428K
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-500- 25.77% |
$74.6K - $89K
|
1.44K
$422K
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-400- 9.01% |
$59.7K - $71.2K
|
4.04K
$1.18M
|
|
Oct 18, 2023
Q3 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-382- 5.85% |
$57K - $68K
|
6.15K
$1.8M
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-375- 21.43% |
$55.9K - $66.8K
|
1.38K
$403K
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-366- 34.33% |
$54.6K - $65.2K
|
700
$205K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-300- 85.71% |
$44.8K - $53.4K
|
50
$14.6K
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-300- 13.04% |
$44.8K - $53.4K
|
2K
$586K
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-250- 35.61% |
$37.3K - $44.5K
|
452
$132K
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-220- 56.7% |
$32.8K - $39.2K
|
168
$49.2K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-155- 0.12% |
$23.1K - $27.6K
|
132K
$38.5M
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-131- 87.33% |
$19.5K - $23.3K
|
19
$5.57K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-122Closed |
$18.2K - $21.7K
|
0
$0
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-112- 7.13% |
$16.7K - $19.9K
|
1.46K
$427K
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-106- 2.25% |
$15.8K - $18.9K
|
4.6K
$1.35M
|