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 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-508- 4.33% |
$130K - $166K
|
11.2K
$3.31M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.23K+ 8.91% |
$570K - $727K
|
27.3K
$8.03M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.77KNew |
$453K - $577K
|
1.77K
$521K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
800+ 109.29% |
$204K - $261K
|
1.53K
$451K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8+ 0.67% |
$2.04K - $2.61K
|
1.21K
$355K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-306- 22.5% |
$78.1K - $99.7K
|
1.05K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-100- 2.32% |
$25.5K - $32.6K
|
4.21K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-672- 6.27% |
$172K - $219K
|
10K
$2.96M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.39K+ 92.2% |
$1.89M - $2.41M
|
15.4K
$4.53M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
18+ 2.27% |
$4.6K - $5.87K
|
810
$238K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
140+ 2.58% |
$35.8K - $45.6K
|
5.56K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-28- 0.75% |
$7.15K - $9.12K
|
3.71K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.3K+ 357.6% |
$1.61M - $2.05M
|
8.06K
$2.37M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-555- 1.61% |
$142K - $181K
|
33.9K
$9.96M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-126- 5.9% |
$32.2K - $41.1K
|
2.01K
$591K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-321- 3.81% |
$82K - $105K
|
8.11K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$2.04K - $2.61K
|
8.88K
$2.61M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-5.22K- 10.95% |
$1.33M - $1.7M
|
42.4K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
42+ 2.02% |
$10.7K - $13.7K
|
2.12K
$623K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-384- 3.96% |
$98.1K - $125K
|
9.31K
$2.74M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.6K- 49.95% |
$409K - $521K
|
1.6K
$472K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-100- 0.97% |
$25.5K - $32.6K
|
10.2K
$2.99M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
139+ 11.81% |
$35.5K - $45.3K
|
1.32K
$387K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-143- 12.59% |
$36.5K - $46.6K
|
993
$292K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-7- 0.33% |
$1.79K - $2.28K
|
2.13K
$626K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.32K+ 0.52% |
$592K - $755K
|
448K
$132M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-9K- 4.86% |
$2.3M - $2.93M
|
176K
$51.8M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-10- 1.38% |
$2.55K - $3.26K
|
716
$211K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
49+ 0.95% |
$12.5K - $16K
|
5.19K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-4- 0.28% |
$1.02K - $1.3K
|
1.43K
$420K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.63K+ 148.81% |
$417K - $531K
|
2.73K
$802K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-100- 3.41% |
$25.5K - $32.6K
|
2.83K
$832K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
278+ 0.22% |
$71K - $90.6K
|
128K
$37.7M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-21- 0.02% |
$5.36K - $6.84K
|
90.1K
$26.5M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.21K+ 67.13% |
$310K - $395K
|
3.02K
$889K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-45- 4.42% |
$11.5K - $14.7K
|
972
$286K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
475New |
$121K - $155K
|
475
$140K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
16+ 100.0% |
$4.09K - $5.21K
|
32
$9.42K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-406- 14.92% |
$104K - $132K
|
2.32K
$681K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
178+ 8.06% |
$45.5K - $58K
|
2.39K
$702K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
366+ 14.03% |
$93.5K - $119K
|
2.98K
$875K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-3.54K- 5.77% |
$905K - $1.15M
|
57.8K
$17M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
852New |
$218K - $278K
|
852
$251K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3- 0.23% |
$766 - $978
|
1.27K
$375K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-15- 0.57% |
$3.83K - $4.89K
|
2.61K
$767K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-126- 1.75% |
$32.2K - $41.1K
|
7.08K
$2.08M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
233+ 11.42% |
$59.5K - $75.9K
|
2.27K
$669K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-15.4K- 9.39% |
$3.93M - $5.02M
|
149K
$43.7M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-27.9K- 18.69% |
$7.13M - $9.09M
|
121K
$35.7M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
95+ 0.65% |
$24.3K - $31K
|
14.7K
$4.32M
|