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 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-6.46K- 36.97% |
$1.73M - $1.97M
|
11K
$3.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-14.3K- 33.53% |
$3.83M - $4.38M
|
28.4K
$8.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
825New |
$221K - $252K
|
825
$257K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-376- 1.68% |
$101K - $115K
|
22K
$6.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.19K- 52.14% |
$319K - $365K
|
1.1K
$341K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.93K- 3.21% |
$1.05M - $1.2M
|
118K
$36.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
52+ 2.2% |
$13.9K - $15.9K
|
2.42K
$752K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-27- 0.23% |
$7.22K - $8.25K
|
11.7K
$3.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-539- 0.78% |
$144K - $165K
|
68.3K
$21.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-83- 0.22% |
$22.2K - $25.4K
|
37.7K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.6K- 1.87% |
$695K - $794K
|
136K
$42.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
185+ 7.99% |
$49.5K - $56.5K
|
2.5K
$778K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
40+ 0.52% |
$10.7K - $12.2K
|
7.75K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
835New |
$223K - $255K
|
835
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
272+ 4.34% |
$72.7K - $83.1K
|
6.54K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
731New |
$195K - $223K
|
731
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-132- 9.4% |
$35.3K - $40.3K
|
1.27K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
29+ 0.21% |
$7.75K - $8.86K
|
13.8K
$4.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-11- 0.78% |
$2.94K - $3.36K
|
1.39K
$433K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
16.3K+ 44.83% |
$4.37M - $4.99M
|
52.7K
$16.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
10.3KNew |
$2.74M - $3.13M
|
10.3K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
25+ 3.43% |
$6.68K - $7.64K
|
754
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
1.22KNew |
$327K - $373K
|
1.22K
$380K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-5- 0.52% |
$1.34K - $1.53K
|
962
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
182+ 13.04% |
$48.7K - $55.6K
|
1.58K
$491K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
47+ 6.31% |
$12.6K - $14.4K
|
792
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
137K+ 13.85% |
$36.6M - $41.8M
|
1.12M
$350M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-63.5K- 16.22% |
$17M - $19.4M
|
328K
$102M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
928New |
$248K - $284K
|
928
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
750+ 43.3% |
$201K - $229K
|
2.48K
$772K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10+ 1.59% |
$2.67K - $3.06K
|
639
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-152- 5.48% |
$40.6K - $46.4K
|
2.62K
$816K
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-2.71K- 4.65% |
$724K - $828K
|
55.6K
$17.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
230New |
$61.5K - $70.3K
|
230
$71.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-82- 4.93% |
$21.9K - $25.1K
|
1.58K
$491K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.22K- 68.68% |
$1.13M - $1.29M
|
1.92K
$598K
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
SELL
|
- |
-49.3K- 9.83% |
$13.2M - $15.1M
|
452K
$141M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
43+ 1.92% |
$11.5K - $13.1K
|
2.28K
$710K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-368- 4.04% |
$98.4K - $112K
|
8.74K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.46KNew |
$658K - $752K
|
2.46K
$766K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
207KNew |
$55.5M - $63.4M
|
207K
$64.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
28.7KNew |
$7.68M - $8.78M
|
28.7K
$8.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Focused Investors LLC
|
SELL
|
- |
-3.4K- 0.75% |
$909K - $1.04M
|
447K
$139M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
565+ 17.3% |
$151K - $173K
|
3.83K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.57K+ 122.05% |
$420K - $480K
|
2.86K
$890K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 15.97% |
$302K - $345K
|
5.94K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-82- 0.96% |
$21.9K - $25.1K
|
8.49K
$2.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.74K- 0.15% |
$1.53M - $1.75M
|
3.81M
$1.18B
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-1.8K- 1.25% |
$481K - $550K
|
142K
$44.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-439- 16.92% |
$117K - $134K
|
2.16K
$671K
|