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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
699New |
$187K - $214K
|
699
$188K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
18New |
$4.81K - $5.5K
|
18
$4.84K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
1.46K+ 8.28% |
$389K - $445K
|
19K
$5.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
25+ 3.3% |
$6.68K - $7.64K
|
782
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-56- 5.8% |
$15K - $17.1K
|
909
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.39KNew |
$372K - $425K
|
1.39K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.28K- 10.96% |
$878K - $1M
|
26.7K
$7.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-683- 1.35% |
$183K - $209K
|
50.1K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
29+ 10.86% |
$7.75K - $8.86K
|
296
$79.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-5.52K- 12.7% |
$1.48M - $1.69M
|
37.9K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
31.5K+ 176.64% |
$8.43M - $9.64M
|
49.4K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.15% |
$535 - $611
|
1.3K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.16K- 96.26% |
$577K - $660K
|
84
$22.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
6.12K+ 41.42% |
$1.64M - $1.87M
|
20.9K
$5.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
2.17KNew |
$580K - $663K
|
2.17K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-268- 3.09% |
$71.6K - $81.9K
|
8.41K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
76.4K+ 3.54% |
$20.4M - $23.3M
|
2.24M
$602M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
45K+ 188.28% |
$12M - $13.8M
|
68.9K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-18- 0.35% |
$4.81K - $5.5K
|
5.08K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-622- 27.06% |
$166K - $190K
|
1.68K
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1+ 0.02% |
$267 - $306
|
5.53K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-304- 29.04% |
$81.3K - $92.9K
|
743
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
766New |
$205K - $234K
|
766
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-13.8K- 34.04% |
$3.69M - $4.21M
|
26.7K
$7.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
42.7K+ 721.13% |
$11.4M - $13M
|
48.6K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 0.1% |
$3.48K - $3.97K
|
13.4K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.12K- 16.57% |
$1.1M - $1.26M
|
20.7K
$5.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-2.76K- 0.28% |
$738K - $844K
|
976K
$262M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
245+ 15.1% |
$65.5K - $74.9K
|
1.87K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.35K- 1.87% |
$628K - $718K
|
123K
$33.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.25K- 11.8% |
$334K - $382K
|
9.35K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
30+ 0.13% |
$8.02K - $9.17K
|
23.5K
$6.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
175+ 3.95% |
$46.8K - $53.5K
|
4.6K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-267- 4.69% |
$71.4K - $81.6K
|
5.42K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
826+ 6.89% |
$221K - $252K
|
12.8K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
367+ 5.18% |
$98.1K - $112K
|
7.45K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-124K- 22.69% |
$33.1M - $37.8M
|
422K
$113M
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.09K- 0.69% |
$290K - $332K
|
157K
$42.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.28K- 3.42% |
$876K - $1M
|
92.5K
$24.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.23K+ 1.76% |
$330K - $377K
|
71.4K
$19.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
5.28K+ 37.11% |
$1.41M - $1.61M
|
19.5K
$5.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
75K+ 2.07% |
$20M - $22.9M
|
3.7M
$997M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.29K+ 54.07% |
$345K - $394K
|
3.67K
$988K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.94M+ 186.29% |
$520M - $594M
|
2.99M
$804M
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-2.29K- 17.96% |
$611K - $698K
|
10.4K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-16- 0.44% |
$4.28K - $4.89K
|
3.6K
$967K
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
42.9K+ 264.8% |
$11.5M - $13.1M
|
59.1K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
218+ 2.6% |
$58.3K - $66.6K
|
8.6K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-98- 1.99% |
$26.2K - $29.9K
|
4.83K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-38- 1.89% |
$10.2K - $11.6K
|
1.97K
$530K
|