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 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-370- 2.47% |
$94.5K - $121K
|
14.6K
$4.31M
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
206+ 1.37% |
$52.6K - $67.1K
|
15.3K
$4.49M
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-7.44K- 13.39% |
$1.9M - $2.42M
|
48.1K
$14.2M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.71K+ 9.88% |
$1.46M - $1.86M
|
63.5K
$18.7M
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
112+ 6.43% |
$28.6K - $36.5K
|
1.86K
$546K
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
50+ 3.64% |
$12.8K - $16.3K
|
1.42K
$419K
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-186K- 8.11% |
$47.6M - $60.8M
|
2.11M
$622M
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
167+ 10.95% |
$42.7K - $54.4K
|
1.69K
$498K
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
35+ 2.58% |
$8.94K - $11.4K
|
1.39K
$410K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
113+ 13.76% |
$28.9K - $36.8K
|
934
$275K
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.07% |
$766 - $978
|
4.34K
$1.28M
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.45K+ 0.75% |
$626K - $799K
|
330K
$97.2M
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
409+ 45.44% |
$104K - $133K
|
1.31K
$385K
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
784+ 22.17% |
$200K - $255K
|
4.32K
$1.27M
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
253+ 1.26% |
$64.6K - $82.4K
|
20.4K
$6M
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
490+ 1.8% |
$125K - $160K
|
27.7K
$8.15M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-142- 0.89% |
$36.3K - $46.3K
|
15.8K
$4.64M
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.32% |
$1.28K - $1.63K
|
1.59K
$468K
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-427- 17.67% |
$109K - $139K
|
1.99K
$585K
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
1.1K+ 15.18% |
$281K - $359K
|
8.36K
$2.46M
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
30+ 1.81% |
$7.66K - $9.78K
|
1.68K
$495K
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
10.6KNew |
$2.7M - $3.45M
|
10.6K
$3.11M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.7K+ 3.27% |
$5.79M - $7.39M
|
715K
$210M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-300- 25.0% |
$76.6K - $97.8K
|
900
$265K
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
22+ 2.34% |
$5.62K - $7.17K
|
963
$283K
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-13- 1.33% |
$3.32K - $4.24K
|
964
$284K
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.08K- 59.09% |
$276K - $353K
|
749
$220K
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-500- 15.06% |
$128K - $163K
|
2.82K
$830K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-650- 29.31% |
$166K - $212K
|
1.57K
$461K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9+ 0.11% |
$2.3K - $2.93K
|
8.39K
$2.47M
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
381+ 0.98% |
$97.3K - $124K
|
39.4K
$11.6M
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-285- 9.21% |
$72.8K - $92.9K
|
2.81K
$826K
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
253+ 15.63% |
$64.6K - $82.4K
|
1.87K
$551K
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.92K+ 13.11% |
$1M - $1.28M
|
33.8K
$9.95M
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-211- 1.29% |
$53.9K - $68.8K
|
16.2K
$4.77M
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-700- 1.0% |
$179K - $228K
|
69.4K
$20.4M
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
88+ 4.28% |
$22.5K - $28.7K
|
2.15K
$631K
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.05K+ 44.21% |
$524K - $668K
|
6.69K
$1.97M
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.78K+ 6.64% |
$964K - $1.23M
|
60.6K
$17.8M
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-122- 2.3% |
$31.2K - $39.8K
|
5.19K
$1.53M
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-520- 0.73% |
$133K - $169K
|
70.9K
$20.9M
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.45K+ 18.02% |
$1.9M - $2.43M
|
48.8K
$14.3M
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-12- 0.23% |
$3.06K - $3.91K
|
5.21K
$1.53M
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-552- 25.73% |
$141K - $180K
|
1.59K
$469K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
3+ 5.56% |
$766 - $978
|
57
$16.8K
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.03% |
$255 - $326
|
3.22K
$949K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
867+ 3.69% |
$221K - $283K
|
24.4K
$7.18M
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-19- 0.37% |
$4.85K - $6.19K
|
5.09K
$1.5M
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-58- 1.44% |
$14.8K - $18.9K
|
3.98K
$1.17M
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
645+ 27.8% |
$165K - $210K
|
2.97K
$872K
|