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 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
93+ 0.77% |
$24.9K - $28.4K
|
12.2K
$3.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
39+ 2.05% |
$10.4K - $11.9K
|
1.94K
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
250+ 0.36% |
$66.8K - $76.4K
|
68.8K
$21.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
39+ 6.55% |
$10.4K - $11.9K
|
634
$196K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-35- 1.61% |
$9.36K - $10.7K
|
2.14K
$664K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
147+ 2.96% |
$39.3K - $44.9K
|
5.11K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
717New |
$192K - $219K
|
717
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-825- 4.55% |
$221K - $252K
|
17.3K
$5.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
89+ 9.27% |
$23.8K - $27.2K
|
1.05K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
670New |
$179K - $205K
|
670
$208K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
356+ 34.3% |
$95.2K - $109K
|
1.39K
$432K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
118+ 2.23% |
$31.5K - $36.1K
|
5.42K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-31.3K- 2.89% |
$8.37M - $9.57M
|
1.05M
$326M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.65K- 9.0% |
$441K - $504K
|
16.7K
$5.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
777New |
$208K - $237K
|
777
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-18- 5.47% |
$4.81K - $5.5K
|
311
$96.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-282- 0.66% |
$75.4K - $86.2K
|
42.3K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
134+ 1.9% |
$35.8K - $40.9K
|
7.2K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-28- 0.84% |
$7.49K - $8.56K
|
3.32K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
490New |
$131K - $150K
|
490
$152K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
202+ 2.3% |
$54K - $61.7K
|
8.99K
$2.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
46+ 0.48% |
$12.3K - $14.1K
|
9.62K
$2.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.51K- 2.66% |
$939K - $1.07M
|
129K
$39.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
188+ 1.98% |
$50.3K - $57.4K
|
9.69K
$3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.5K- 6.9% |
$8.41M - $9.62M
|
425K
$132M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
58.7KNew |
$15.7M - $17.9M
|
58.7K
$18.2M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-579- 4.05% |
$155K - $177K
|
13.7K
$4.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-152K- 88.12% |
$40.6M - $46.4M
|
20.5K
$6.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-24.5K- 9.63% |
$6.55M - $7.48M
|
230K
$71.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-69- 3.13% |
$18.4K - $21.1K
|
2.14K
$662K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
846+ 7.09% |
$226K - $259K
|
12.8K
$3.96M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-558- 1.75% |
$149K - $171K
|
31.4K
$9.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
700New |
$187K - $214K
|
700
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
979+ 35.25% |
$262K - $299K
|
3.76K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-247- 2.86% |
$66K - $75.5K
|
8.4K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
79+ 1.29% |
$21.1K - $24.1K
|
6.22K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
29+ 1.47% |
$7.75K - $8.86K
|
2.01K
$621K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-152- 1.05% |
$40.6K - $46.4K
|
14.3K
$4.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-38- 0.07% |
$10.2K - $11.6K
|
54.8K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-152- 2.59% |
$40.6K - $46.4K
|
5.71K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-175- 12.28% |
$46.8K - $53.5K
|
1.25K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
125New |
$33.4K - $38.2K
|
125
$38.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.04KNew |
$277K - $317K
|
1.04K
$321K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
38+ 1.3% |
$10.2K - $11.6K
|
2.97K
$920K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
105+ 0.73% |
$28.1K - $32.1K
|
14.4K
$4.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.49K+ 69.48% |
$398K - $455K
|
3.63K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-24- 2.88% |
$6.42K - $7.33K
|
808
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
686New |
$183K - $210K
|
686
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-89- 0.76% |
$23.8K - $27.2K
|
11.5K
$3.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.15K- 6.64% |
$574K - $656K
|
30.2K
$9.36M
|