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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.53K+ 43.25% |
$1.41M - $1.8M
|
18.3K
$5.44M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
25+ 1.15% |
$6.38K - $8.15K
|
2.2K
$655K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
265+ 1.05% |
$67.7K - $86.4K
|
25.4K
$7.57M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-82.6K- 5.64% |
$21.1M - $26.9M
|
1.38M
$411M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.42K+ 1.84% |
$363K - $463K
|
78.7K
$23.4M
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-300- 2.07% |
$76.6K - $97.8K
|
14.2K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-43.6K- 7.05% |
$11.1M - $14.2M
|
575K
$171M
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-43- 0.19% |
$11K - $14K
|
22.3K
$6.63M
|
|
|
May 13, 2025
Q1 2025
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-900- 37.5% |
$230K - $293K
|
1.5K
$446K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.75K+ 3.55% |
$701K - $895K
|
80K
$23.8M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-238K- 21.22% |
$60.9M - $77.7M
|
885K
$263M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
385K+ 3.28% |
$98.4M - $126M
|
12.1M
$3.61B
|
|
|
May 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
2.26K+ 155.66% |
$576K - $735K
|
3.71K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-8.4K- 9.15% |
$2.15M - $2.74M
|
83.4K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.97K+ 16.17% |
$759K - $968K
|
21.4K
$6.35M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-3.31K- 1.53% |
$846K - $1.08M
|
214K
$63.5M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-115K- 20.72% |
$29.4M - $37.6M
|
441K
$131M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10- 0.82% |
$2.55K - $3.26K
|
1.22K
$361K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
80+ 28.67% |
$20.4K - $26.1K
|
359
$107K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
287+ 6.35% |
$73.3K - $93.5K
|
4.8K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-780- 7.81% |
$199K - $254K
|
9.21K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-1.16K- 7.82% |
$296K - $377K
|
13.7K
$4.06M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2+ 0.2% |
$511 - $652
|
1K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.38K- 4.94% |
$352K - $449K
|
26.5K
$7.87M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-57- 6.34% |
$14.6K - $18.6K
|
842
$250K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
4.17K+ 27.18% |
$1.07M - $1.36M
|
19.5K
$5.8M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.41K+ 41.33% |
$1.13M - $1.44M
|
15.1K
$4.48M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2+ 0.15% |
$511 - $652
|
1.32K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-7.21K- 85.17% |
$1.84M - $2.35M
|
1.26K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-61- 0.63% |
$15.6K - $19.9K
|
9.56K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.79K+ 2.51% |
$457K - $583K
|
73.2K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-3K- 36.13% |
$766K - $978K
|
5.3K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
150+ 10.49% |
$38.3K - $48.9K
|
1.58K
$470K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.63K- 2.57% |
$672K - $857K
|
99.9K
$29.7M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
9.82KNew |
$2.51M - $3.2M
|
9.82K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-55- 1.19% |
$14K - $17.9K
|
4.57K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-16.8K- 27.02% |
$4.29M - $5.48M
|
45.4K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.8K+ 15.79% |
$460K - $587K
|
13.2K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-32.8K- 2.81% |
$8.37M - $10.7M
|
1.13M
$337M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-74- 8.39% |
$18.9K - $24.1K
|
808
$240K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.58K- 1.59% |
$404K - $516K
|
97.6K
$29M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.08% |
$255 - $326
|
1.33K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-380- 0.69% |
$97K - $124K
|
54.4K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-625- 10.85% |
$160K - $204K
|
5.14K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
2.26KNew |
$578K - $737K
|
2.26K
$673K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-752Closed |
$192K - $245K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
24New |
$6.13K - $7.82K
|
24
$7.14K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 4.58% |
$656K - $837K
|
53.5K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
18MNew |
$4.6B - $5.87B
|
18M
$5.36B
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-50- 2.23% |
$12.8K - $16.3K
|
2.19K
$651K
|