Latest Institutional Transactions on American Express CO (AXP)
This table provides information on the latest institutional transactions involving American Express CO (AXP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
680+ 21.2% |
$182K - $208K
|
3.89K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13- 1.74% |
$3.48K - $3.97K
|
736
$216K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
42+ 15.27% |
$11.2K - $12.8K
|
317
$93K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.77K+ 0.57% |
$473K - $541K
|
311K
$91.2M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.93K- 6.05% |
$517K - $590K
|
30K
$8.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
558+ 8.01% |
$149K - $171K
|
7.53K
$2.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
261+ 2.23% |
$69.8K - $79.8K
|
12K
$3.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-12.3K- 13.42% |
$3.29M - $3.76M
|
79.4K
$23.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
7+ 0.23% |
$1.87K - $2.14K
|
3.09K
$907K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-56- 6.16% |
$15K - $17.1K
|
853
$250K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
2.56K+ 3.05% |
$684K - $781K
|
86.3K
$25.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 0.43% |
$6.68K - $7.64K
|
5.85K
$1.72M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-2.41K- 6.3% |
$645K - $737K
|
35.9K
$10.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-3- 0.25% |
$802 - $917
|
1.22K
$357K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
7+ 0.16% |
$1.87K - $2.14K
|
4.26K
$1.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9- 1.43% |
$2.41K - $2.75K
|
622
$182K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
41+ 1.0% |
$11K - $12.5K
|
4.14K
$1.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
527+ 7.38% |
$141K - $161K
|
7.67K
$2.25M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-176- 1.01% |
$47.1K - $53.8K
|
17.3K
$5.06M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-907K- 99.65% |
$242M - $277M
|
3.21K
$942K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.63K- 15.5% |
$436K - $499K
|
8.9K
$2.61M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-38.3K- 7.18% |
$10.2M - $11.7M
|
494K
$145M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
4.2KNew |
$1.12M - $1.28M
|
4.2K
$1.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-11- 0.49% |
$2.94K - $3.36K
|
2.23K
$653K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.79K- 8.65% |
$479K - $547K
|
18.9K
$5.54M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.91K- 6.0% |
$779K - $890K
|
45.6K
$13.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
75+ 12.65% |
$20.1K - $22.9K
|
668
$196K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-10- 0.29% |
$2.67K - $3.06K
|
3.4K
$996K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-36- 1.64% |
$9.62K - $11K
|
2.16K
$635K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-148- 1.63% |
$39.6K - $45.2K
|
8.93K
$2.62M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
99+ 9.36% |
$26.5K - $30.3K
|
1.16K
$339K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-412- 0.79% |
$110K - $126K
|
51.8K
$15.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 2.21% |
$6.95K - $7.94K
|
1.2K
$352K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-200- 6.53% |
$53.5K - $61.1K
|
2.86K
$840K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-11- 2.33% |
$2.94K - $3.36K
|
462
$136K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-89- 7.76% |
$23.8K - $27.2K
|
1.06K
$310K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
302+ 31.62% |
$80.7K - $92.3K
|
1.26K
$369K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
248K+ 12.67% |
$66.3M - $75.7M
|
2.2M
$646M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-127- 3.01% |
$34K - $38.8K
|
4.1K
$1.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-59- 0.8% |
$15.8K - $18K
|
7.34K
$2.15M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-10- 0.02% |
$2.67K - $3.06K
|
44.6K
$13.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.16% |
$802 - $917
|
1.83K
$537K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
125+ 3.56% |
$33.4K - $38.2K
|
3.63K
$1.07M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-877- 4.47% |
$234K - $268K
|
18.8K
$5.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-205- 1.1% |
$54.8K - $62.6K
|
18.4K
$5.39M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.66K- 11.97% |
$443K - $507K
|
12.2K
$3.58M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.22KNew |
$325K - $372K
|
1.22K
$357K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
27New |
$7.22K - $8.25K
|
27
$7.92K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.45K+ 7.94% |
$388K - $443K
|
19.7K
$5.78M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-25- 0.97% |
$6.68K - $7.64K
|
2.56K
$750K
|