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 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-70.8K- 97.47% |
$18.1M - $23.1M
|
1.84K
$547K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
29.2K+ 51.95% |
$7.45M - $9.51M
|
85.3K
$25.4M
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-8.31K- 15.75% |
$2.12M - $2.71M
|
44.4K
$13.2M
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
823New |
$210K - $268K
|
823
$245K
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.09K+ 28.06% |
$279K - $356K
|
4.98K
$1.48M
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-20- 1.21% |
$5.11K - $6.52K
|
1.63K
$485K
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-1.36K- 5.27% |
$346K - $442K
|
24.4K
$7.25M
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-239- 8.68% |
$61K - $77.9K
|
2.51K
$748K
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-283- 1.67% |
$72.3K - $92.2K
|
16.7K
$4.95M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 1.98% |
$2.04K - $2.61K
|
412
$123K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.41K- 2.24% |
$360K - $459K
|
61.6K
$18.3M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-887- 46.59% |
$227K - $289K
|
1.02K
$302K
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
169+ 1.03% |
$43.2K - $55.1K
|
16.6K
$4.93M
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
1.29KNew |
$329K - $420K
|
1.29K
$383K
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
85+ 4.14% |
$21.7K - $27.7K
|
2.14K
$636K
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-85.9K- 35.76% |
$21.9M - $28M
|
154K
$45.9M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-151- 0.37% |
$38.6K - $49.2K
|
40.2K
$11.9M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
145+ 3.72% |
$37K - $47.3K
|
4.04K
$1.2M
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
9.6KNew |
$2.45M - $3.13M
|
9.6K
$2.85M
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-676- 1.02% |
$173K - $220K
|
65.4K
$19.4M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.1K+ 23.23% |
$9.72M - $12.4M
|
202K
$60.1M
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-485- 7.02% |
$124K - $158K
|
6.42K
$1.91M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
35+ 4.75% |
$8.94K - $11.4K
|
772
$230K
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
4.02K+ 1.33% |
$1.03M - $1.31M
|
307K
$91.4M
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-263- 3.05% |
$67.2K - $85.7K
|
8.36K
$2.48M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-53- 3.67% |
$13.5K - $17.3K
|
1.39K
$413K
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
90+ 6.47% |
$23K - $29.3K
|
1.48K
$441K
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
347+ 14.64% |
$88.6K - $113K
|
2.72K
$808K
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-183- 7.22% |
$46.7K - $59.6K
|
2.35K
$700K
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
777New |
$198K - $253K
|
777
$231K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
682+ 4.98% |
$174K - $222K
|
14.4K
$4.28M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-142- 8.36% |
$36.3K - $46.3K
|
1.56K
$463K
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.33KNew |
$851K - $1.09M
|
3.33K
$991K
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-13.1K- 16.01% |
$3.34M - $4.26M
|
68.6K
$20.4M
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-6.14K- 0.98% |
$1.57M - $2M
|
618K
$184M
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
20+ 0.66% |
$5.11K - $6.52K
|
3.04K
$903K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-301K- 6.51% |
$76.9M - $98.1M
|
4.32M
$1.29B
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
7New |
$1.79K - $2.28K
|
7
$2.08K
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.1KNew |
$2.84M - $3.62M
|
11.1K
$3.3M
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
5.41MNew |
$1.38B - $1.76B
|
5.41M
$1.61B
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-10- 0.26% |
$2.55K - $3.26K
|
3.84K
$1.14M
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
42New |
$10.7K - $13.7K
|
42
$12.5K
|
|
May 12, 2025
Q1 2025
|
Long Corridor Asset Management LTD
|
BUY
|
- |
40K+ 160.0% |
$10.2M - $13M
|
65K
$19.3M
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
148+ 21.67% |
$37.8K - $48.2K
|
831
$247K
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
11New |
$2.81K - $3.58K
|
11
$3.27K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-106K- 19.03% |
$27.1M - $34.6M
|
452K
$134M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
3.6K+ 360.0% |
$919K - $1.17M
|
4.6K
$1.37M
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-100- 4.08% |
$25.5K - $32.6K
|
2.35K
$699K
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-194- 9.22% |
$49.5K - $63.2K
|
1.91K
$568K
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
33.9K+ 1.76% |
$8.65M - $11M
|
1.96M
$582M
|