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 |
---|---|---|---|---|---|---|---|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-800- 19.99% |
$117K - $145K
|
3.2K
$921K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-750- 28.33% |
$110K - $136K
|
1.9K
$546K
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-175- 25.93% |
$25.6K - $31.7K
|
500
$144K
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-110- 4.95% |
$16.1K - $19.9K
|
2.11K
$607K
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-64- 3.37% |
$9.37K - $11.6K
|
1.84K
$528K
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-58- 3.41% |
$8.49K - $10.5K
|
1.64K
$472K
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-57- 3.51% |
$8.35K - $10.3K
|
1.57K
$451K
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-13- 0.82% |
$1.9K - $2.36K
|
1.58K
$454K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$146 - $181
|
1.65K
$475K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-369K- 93.66% |
$50.5M - $58.2M
|
25K
$7.19M
|
|
Feb 14, 2023
Q4 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-60K- 60.0% |
$8.21M - $9.46M
|
40K
$11.5M
|
|
Feb 14, 2023
Q4 2022
|
Ulysses Management LLC
New York, NY |
SELL
|
- |
-6K- 12.0% |
$821K - $946K
|
44K
$12.7M
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-4.48K- 84.75% |
$612K - $706K
|
805
$232K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.13K- 3.81% |
$566K - $652K
|
104K
$30M
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-2.24K- 45.16% |
$306K - $353K
|
2.72K
$781K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.67K- 0.44% |
$228K - $263K
|
380K
$109M
|
|
Jan 26, 2023
Q4 2022
|
Barton Investment Management
|
SELL
|
- |
-1.46K- 43.45% |
$200K - $230K
|
1.9K
$547K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-1.45K- 8.24% |
$198K - $228K
|
16.1K
$4.63M
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-1.26K- 1.82% |
$173K - $199K
|
68.3K
$19.6M
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-1.07KClosed |
$146K - $169K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-443- 3.59% |
$60.6K - $69.8K
|
11.9K
$3.42M
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-433- 23.57% |
$59.2K - $68.3K
|
1.4K
$404K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-291- 4.88% |
$39.8K - $45.9K
|
5.68K
$1.63M
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-260- 3.4% |
$35.6K - $41K
|
7.39K
$2.12M
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-190- 0.66% |
$26K - $30K
|
28.7K
$8.26M
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-173- 1.55% |
$23.7K - $27.3K
|
11K
$3.17M
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-155- 4.19% |
$21.2K - $24.4K
|
3.54K
$1.02M
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-130- 50.0% |
$17.8K - $20.5K
|
130
$37.4K
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-125- 4.59% |
$17.1K - $19.7K
|
2.6K
$748K
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-115- 0.64% |
$15.7K - $18.1K
|
18K
$5.16M
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-112- 3.55% |
$15.3K - $17.7K
|
3.05K
$876K
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-100- 0.62% |
$13.7K - $15.8K
|
16K
$4.59M
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
SELL
|
- |
-75- 21.43% |
$10.3K - $11.8K
|
275
$79.1K
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-50- 0.49% |
$6.84K - $7.88K
|
10.1K
$2.89M
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-50- 6.78% |
$6.84K - $7.88K
|
688
$198K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-45- 31.03% |
$6.16K - $7.1K
|
100
$28.8K
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-36- 0.54% |
$4.93K - $5.68K
|
6.59K
$1.9M
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-33Closed |
$4.51K - $5.2K
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-27- 1.28% |
$3.69K - $4.26K
|
2.09K
$600K
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-25- 0.35% |
$3.42K - $3.94K
|
7.14K
$2.05M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-14- 0.32% |
$1.92K - $2.21K
|
4.35K
$1.25M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1- 0.04% |
$137 - $158
|
2.61K
$750K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-126KClosed |
$17.1M - $21M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-57.2K- 61.75% |
$7.71M - $9.48M
|
35.4K
$10.2M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-36.6K- 69.35% |
$4.93M - $6.07M
|
16.2K
$4.65M
|
|
Nov 14, 2022
Q3 2022
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-36.5K- 27.6% |
$4.93M - $6.05M
|
95.8K
$27.6M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-28.1K- 32.33% |
$3.79M - $4.66M
|
58.9K
$16.9M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-11.8K- 8.74% |
$1.6M - $1.96M
|
123K
$35.5M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-8.41KClosed |
$1.13M - $1.39M
|
0
$0
|
|
Jan 23, 2024
Q3 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-7.66KClosed |
$1.03M - $1.27M
|
0
$0
|