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 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-1.1K- 37.93% |
$294K - $336K
|
1.8K
$487K
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
10.9KNew |
$2.92M - $3.33M
|
10.9K
$2.95M
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
1.5KNew |
$401K - $458K
|
1.5K
$406K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.58K- 0.09% |
$423K - $484K
|
1.71M
$463M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.78K- 7.17% |
$475K - $543K
|
23K
$6.22M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.2K- 5.58% |
$10.8M - $12.3M
|
681K
$184M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
496+ 33.45% |
$133K - $152K
|
1.98K
$535K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.14% |
$4.81K - $5.5K
|
12.8K
$3.46M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-26- 3.04% |
$6.95K - $7.94K
|
830
$225K
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
12+ 0.32% |
$3.21K - $3.67K
|
3.82K
$1.03M
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-2.5K- 3.71% |
$668K - $764K
|
64.8K
$17.5M
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
12.4K+ 17.14% |
$3.32M - $3.8M
|
85K
$23M
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-96- 4.7% |
$25.7K - $29.3K
|
1.95K
$526K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-240- 2.02% |
$64.2K - $73.3K
|
11.6K
$3.15M
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
1.49KNew |
$398K - $455K
|
1.49K
$403K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
54New |
$14.4K - $16.5K
|
54
$14.6K
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-1.14K- 0.48% |
$306K - $350K
|
238K
$64.3M
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.18K- 2.28% |
$316K - $361K
|
50.7K
$13.7M
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
54.3K+ 19.8% |
$14.5M - $16.6M
|
329K
$89M
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-990- 10.07% |
$265K - $303K
|
8.84K
$2.39M
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-56- 0.26% |
$15K - $17.1K
|
21.4K
$5.79M
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-6.46K- 36.97% |
$1.73M - $1.97M
|
11K
$2.98M
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-14.3K- 33.53% |
$3.83M - $4.38M
|
28.4K
$7.69M
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
825New |
$221K - $252K
|
825
$223K
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-376- 1.68% |
$101K - $115K
|
22K
$5.95M
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.19K- 52.14% |
$319K - $365K
|
1.1K
$296K
|
|
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
$32M
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
52+ 2.2% |
$13.9K - $15.9K
|
2.42K
$654K
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-27- 0.23% |
$7.22K - $8.25K
|
11.7K
$3.15M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-539- 0.78% |
$144K - $165K
|
68.3K
$18.5M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-83- 0.22% |
$22.2K - $25.4K
|
37.7K
$10.2M
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.6K- 1.87% |
$695K - $794K
|
136K
$36.8M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
185+ 7.99% |
$49.5K - $56.5K
|
2.5K
$676K
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
40+ 0.52% |
$10.7K - $12.2K
|
7.75K
$2.1M
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
835New |
$223K - $255K
|
835
$226K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
272+ 4.34% |
$72.7K - $83.1K
|
6.54K
$1.77M
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
731New |
$195K - $223K
|
731
$198K
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-132- 9.4% |
$35.3K - $40.3K
|
1.27K
$344K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
29+ 0.21% |
$7.75K - $8.86K
|
13.8K
$3.74M
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-11- 0.78% |
$2.94K - $3.36K
|
1.39K
$376K
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
16.3K+ 44.83% |
$4.37M - $4.99M
|
52.7K
$14.3M
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
10.3KNew |
$2.74M - $3.13M
|
10.3K
$2.77M
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
25+ 3.43% |
$6.68K - $7.64K
|
754
$204K
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
1.22KNew |
$327K - $373K
|
1.22K
$331K
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-5- 0.52% |
$1.34K - $1.53K
|
962
$260K
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
182+ 13.04% |
$48.7K - $55.6K
|
1.58K
$427K
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
47+ 6.31% |
$12.6K - $14.4K
|
792
$214K
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
137K+ 13.85% |
$36.6M - $41.8M
|
1.12M
$304M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-63.5K- 16.22% |
$17M - $19.4M
|
328K
$88.8M
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
928New |
$248K - $284K
|
928
$251K
|