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
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-4- 0.07% |
$1.02K - $1.3K
|
6.02K
$1.77M
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-170- 8.76% |
$43.4K - $55.4K
|
1.77K
$521K
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-80- 8.19% |
$20.4K - $26.1K
|
897
$264K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
543New |
$139K - $177K
|
543
$160K
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
17K+ 631.62% |
$4.35M - $5.55M
|
19.7K
$5.81M
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-44- 0.31% |
$11.2K - $14.3K
|
14.2K
$4.19M
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
7+ 0.17% |
$1.79K - $2.28K
|
4.09K
$1.2M
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
228+ 1.68% |
$58.2K - $74.3K
|
13.8K
$4.05M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
674+ 76.85% |
$172K - $220K
|
1.55K
$456K
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
617+ 12.2% |
$158K - $201K
|
5.67K
$1.67M
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-594- 6.01% |
$152K - $194K
|
9.29K
$2.73M
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.23K+ 32.83% |
$315K - $402K
|
4.99K
$1.47M
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-9.67K- 83.26% |
$2.47M - $3.15M
|
1.94K
$572K
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7- 0.21% |
$1.79K - $2.28K
|
3.32K
$978K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.73KNew |
$442K - $564K
|
1.73K
$509K
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
207+ 6.66% |
$52.9K - $67.5K
|
3.31K
$975K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-776- 3.33% |
$198K - $253K
|
22.5K
$6.63M
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
9.68K+ 1.53% |
$2.47M - $3.15M
|
641K
$189M
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-123- 30.3% |
$31.4K - $40.1K
|
283
$83.3K
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-86- 3.15% |
$22K - $28K
|
2.64K
$777K
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.2K- 5.3% |
$561K - $716K
|
39.3K
$11.6M
|
|
May 06, 2025
Q1 2025
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-177K- 17.63% |
$45.2M - $57.7M
|
827K
$243M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29+ 0.85% |
$7.41K - $9.45K
|
3.44K
$1.01M
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-20- 8.2% |
$5.11K - $6.52K
|
224
$65.9K
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
13.9K+ 6.7% |
$3.55M - $4.53M
|
221K
$65.1M
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
41+ 3.65% |
$10.5K - $13.4K
|
1.17K
$343K
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
248+ 5.33% |
$63.3K - $80.8K
|
4.9K
$1.44M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
1.61KNew |
$411K - $525K
|
1.61K
$474K
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.53KNew |
$646K - $825K
|
2.53K
$745K
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
1.1K+ 9.82% |
$281K - $358K
|
12.3K
$3.62M
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
5+ 0.13% |
$1.28K - $1.63K
|
3.71K
$1.09M
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
35+ 1.08% |
$8.94K - $11.4K
|
3.29K
$967K
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
14+ 0.32% |
$3.58K - $4.56K
|
4.34K
$1.28M
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-60- 0.24% |
$15.3K - $19.6K
|
24.6K
$7.23M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-60- 21.51% |
$15.3K - $19.6K
|
219
$64.4K
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-10- 1.26% |
$2.55K - $3.26K
|
782
$230K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-346- 3.1% |
$88.4K - $113K
|
10.8K
$3.19M
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
115+ 11.5% |
$29.4K - $37.5K
|
1.12K
$328K
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-4- 0.02% |
$1.02K - $1.3K
|
24.4K
$7.17M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-673- 4.99% |
$172K - $219K
|
12.8K
$3.77M
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-160- 11.79% |
$40.9K - $52.1K
|
1.2K
$352K
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-86- 4.2% |
$22K - $28K
|
1.96K
$578K
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
488+ 46.92% |
$125K - $159K
|
1.53K
$450K
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
13+ 0.78% |
$3.32K - $4.24K
|
1.69K
$497K
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
2.04KNew |
$521K - $665K
|
2.04K
$600K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-249- 1.08% |
$63.6K - $81.1K
|
22.8K
$6.69M
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.25K- 4.42% |
$318K - $406K
|
26.9K
$7.93M
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-190- 4.13% |
$48.5K - $61.9K
|
4.41K
$1.3M
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
644New |
$164K - $210K
|
644
$189K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.15K+ 146.62% |
$804K - $1.03M
|
5.3K
$1.56M
|