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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-333- 27.91% |
$85K - $109K
|
860
$231K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-100- 0.92% |
$25.5K - $32.6K
|
10.8K
$2.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-150- 8.72% |
$38.3K - $48.9K
|
1.57K
$422K
|
|
|
Apr 03, 2025
Q1 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-831- 2.3% |
$212K - $271K
|
35.3K
$9.49M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.36K+ 23.26% |
$1.11M - $1.42M
|
23.1K
$6.22M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
29+ 1.37% |
$7.41K - $9.45K
|
2.15K
$578K
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.89K- 8.4% |
$739K - $942K
|
31.5K
$8.48M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-952- 5.04% |
$243K - $310K
|
18K
$4.83M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.71K- 20.84% |
$949K - $1.21M
|
14.1K
$3.8M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 1.57% |
$4.85K - $6.19K
|
1.23K
$331K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
173+ 4.26% |
$44.2K - $56.4K
|
4.23K
$1.14M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-534- 3.09% |
$136K - $174K
|
16.7K
$4.5M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-385- 1.07% |
$98.3K - $125K
|
35.5K
$9.56M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5+ 0.36% |
$1.28K - $1.63K
|
1.38K
$370K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
14.4K+ 32.4% |
$3.69M - $4.71M
|
59K
$15.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
477+ 5.39% |
$122K - $155K
|
9.33K
$2.51M
|
|
|
Apr 01, 2025
Q1 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-25- 0.01% |
$6.38K - $8.15K
|
413K
$111M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
30+ 2.3% |
$7.66K - $9.78K
|
1.34K
$359K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-258- 2.18% |
$65.9K - $84.1K
|
11.6K
$3.12M
|
|
| Q4 2024 | |||||||
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.14KNew |
$304K - $347K
|
1.14K
$306K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
750New |
$201K - $229K
|
750
$202K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
8.3KNew |
$2.22M - $2.54M
|
8.3K
$2.23M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
69.2KNew |
$18.5M - $21.1M
|
69.2K
$18.6M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
342New |
$91.4K - $105K
|
342
$92K
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
9.22KNew |
$2.46M - $2.82M
|
9.22K
$2.48M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.85K- 65.94% |
$1.03M - $1.18M
|
1.99K
$535K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
24New |
$6.42K - $7.33K
|
24
$6.46K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-185- 10.66% |
$49.5K - $56.5K
|
1.55K
$417K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2K- 2.37% |
$534K - $611K
|
82.2K
$22.1M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71.7K+ 23.04% |
$19.2M - $21.9M
|
383K
$103M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
287+ 21.78% |
$76.7K - $87.7K
|
1.61K
$432K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
943New |
$252K - $288K
|
943
$254K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-1.63K- 30.98% |
$437K - $499K
|
3.64K
$980K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
255New |
$68.2K - $77.9K
|
255
$68.6K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
8.37KNew |
$2.24M - $2.56M
|
8.37K
$2.25M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
19+ 2.28% |
$5.08K - $5.81K
|
851
$229K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
22KNew |
$5.87M - $6.71M
|
22K
$5.91M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.27K+ 24.44% |
$340K - $389K
|
6.48K
$1.74M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-3.07K- 16.09% |
$821K - $938K
|
16K
$4.31M
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
631KNew |
$169M - $193M
|
631K
$170M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
749New |
$200K - $229K
|
749
$202K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.03KNew |
$543K - $621K
|
2.03K
$546K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
200+ 119.76% |
$53.5K - $61.1K
|
367
$98.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1+ 0.98% |
$267 - $306
|
103
$27.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
695New |
$186K - $212K
|
695
$187K
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
244+ 18.54% |
$65.2K - $74.6K
|
1.56K
$420K
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
3.11KNew |
$831K - $949K
|
3.11K
$836K
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
5.84KNew |
$1.56M - $1.79M
|
5.84K
$1.57M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
378New |
$101K - $116K
|
378
$102K
|
|