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 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 20.61% |
$392K - $500K
|
5.91K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3- 0.04% |
$766 - $978
|
7.63K
$2.25M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
88+ 4.61% |
$22.5K - $28.7K
|
2K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-538- 7.3% |
$137K - $175K
|
6.83K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-25K- 48.91% |
$6.39M - $8.15M
|
26.1K
$7.69M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
2.4K+ 44.84% |
$614K - $783K
|
7.76K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
903New |
$231K - $294K
|
903
$266K
|
|
|
May 09, 2025
Q1 2025
|
Factorial Partners, LLC
|
SELL
|
- |
-100- 1.92% |
$25.5K - $32.6K
|
5.1K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.05% |
$255 - $326
|
2.06K
$605K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.76K- 6.57% |
$706K - $900K
|
39.3K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1+ 0.02% |
$255 - $326
|
4.92K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
127+ 9.57% |
$32.4K - $41.4K
|
1.45K
$428K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.12% |
$3.06K - $3.91K
|
10.1K
$2.98M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
6+ 0.5% |
$1.53K - $1.96K
|
1.21K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.12KNew |
$542K - $691K
|
2.12K
$624K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
882New |
$225K - $287K
|
882
$260K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-799- 3.18% |
$204K - $260K
|
24.3K
$7.15M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.98K+ 119.66% |
$507K - $647K
|
3.64K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-31- 0.65% |
$7.92K - $10.1K
|
4.77K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-35- 0.31% |
$8.94K - $11.4K
|
11.2K
$3.31M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
236+ 23.89% |
$60.3K - $76.9K
|
1.22K
$360K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-19- 3.1% |
$4.85K - $6.19K
|
593
$174K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2K- 66.67% |
$511K - $652K
|
1K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.06KNew |
$270K - $345K
|
1.06K
$311K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
147+ 1.83% |
$37.5K - $47.9K
|
8.16K
$2.4M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-10- 1.28% |
$2.55K - $3.26K
|
770
$227K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
110+ 7.08% |
$28.1K - $35.8K
|
1.66K
$490K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-26- 9.85% |
$6.64K - $8.47K
|
238
$70K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
606K+ 1.34% |
$155M - $197M
|
45.8M
$13.5B
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-54- 2.61% |
$13.8K - $17.6K
|
2.01K
$593K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
38+ 2.34% |
$9.7K - $12.4K
|
1.66K
$489K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-111- 11.54% |
$28.3K - $36.2K
|
851
$250K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6.86KNew |
$1.75M - $2.23M
|
6.86K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-159- 3.09% |
$40.6K - $51.8K
|
4.99K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
556+ 71.01% |
$142K - $181K
|
1.34K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
29+ 4.86% |
$7.41K - $9.45K
|
626
$184K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-8.88K- 54.16% |
$2.27M - $2.89M
|
7.51K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-63.7K- 73.98% |
$16.3M - $20.8M
|
22.4K
$6.6M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
3.03K+ 14.48% |
$773K - $986K
|
23.9K
$7.04M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$609K - $777K
|
2.38K
$701K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.06K+ 1.8% |
$526K - $671K
|
116K
$34.2M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-24.2K- 0.62% |
$6.18M - $7.89M
|
3.85M
$1.13B
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-18- 0.83% |
$4.6K - $5.87K
|
2.15K
$633K
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
79.5KNew |
$20.3M - $25.9M
|
79.5K
$23.4M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
340+ 7.28% |
$86.8K - $111K
|
5.01K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-330- 1.87% |
$84.3K - $108K
|
17.3K
$5.09M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-75- 2.62% |
$19.2K - $24.4K
|
2.79K
$821K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-317- 8.16% |
$81K - $103K
|
3.57K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.25K- 14.08% |
$1.09M - $1.39M
|
26K
$7.64M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$255 - $326
|
1.04K
$306K
|