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 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.01M- 99.66% |
$270M - $308M
|
3.41K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-17- 1.75% |
$4.54K - $5.19K
|
956
$290K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.24K- 0.9% |
$332K - $379K
|
136K
$41.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.6K- 1.57% |
$428K - $489K
|
100K
$30.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-994- 26.7% |
$266K - $304K
|
2.73K
$829K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
984KNew |
$263M - $301M
|
984K
$299M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-25- 2.71% |
$6.68K - $7.64K
|
899
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.33KNew |
$356K - $407K
|
1.33K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
826+ 29.16% |
$221K - $252K
|
3.66K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.22K- 30.22% |
$326K - $372K
|
2.81K
$854K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9- 0.04% |
$2.41K - $2.75K
|
23.3K
$7.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-783- 2.26% |
$209K - $239K
|
33.9K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
727New |
$194K - $222K
|
727
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
75+ 0.1% |
$20.1K - $22.9K
|
75.3K
$22.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
98+ 0.11% |
$26.2K - $29.9K
|
89.9K
$27.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-6.02K- 5.04% |
$1.61M - $1.84M
|
114K
$34.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-24- 0.52% |
$6.42K - $7.33K
|
4.64K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
471+ 1.85% |
$126K - $144K
|
25.9K
$7.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
4.72K+ 1.4% |
$1.26M - $1.44M
|
341K
$104M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
40+ 0.16% |
$10.7K - $12.2K
|
25.7K
$7.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-2.25K- 3.05% |
$600K - $686K
|
71.5K
$21.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-10- 1.15% |
$2.67K - $3.06K
|
857
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
563+ 5.98% |
$151K - $172K
|
9.98K
$3.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
290+ 1.99% |
$77.5K - $88.6K
|
14.9K
$4.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
373+ 46.39% |
$99.7K - $114K
|
1.18K
$358K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
546+ 43.51% |
$146K - $167K
|
1.8K
$547K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.18K- 13.65% |
$315K - $360K
|
7.45K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.87K- 38.88% |
$767K - $877K
|
4.51K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-24- 1.3% |
$6.42K - $7.33K
|
1.82K
$552K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
543+ 65.03% |
$145K - $166K
|
1.38K
$419K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
13.4KNew |
$3.59M - $4.1M
|
13.4K
$4.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.84K+ 23.11% |
$493K - $563K
|
9.82K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
5.07KNew |
$1.36M - $1.55M
|
5.07K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.7K+ 2.08% |
$1.26M - $1.44M
|
230K
$70M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-507- 1.13% |
$136K - $155K
|
44.4K
$13.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-394- 14.92% |
$105K - $120K
|
2.25K
$682K
|
|
|
Feb 05, 2025
Q4 2024
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-342K- 11.1% |
$91.4M - $105M
|
2.74M
$832M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-45- 0.97% |
$12K - $13.8K
|
4.59K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
935New |
$250K - $286K
|
935
$284K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-36- 1.18% |
$9.62K - $11K
|
3K
$912K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
24.3K+ 20.97% |
$6.49M - $7.42M
|
140K
$42.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
121+ 1.31% |
$32.3K - $37K
|
9.37K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-66- 5.18% |
$17.6K - $20.2K
|
1.21K
$367K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-12.4K- 20.18% |
$3.31M - $3.79M
|
49K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 1.72% |
$1.34K - $1.53K
|
295
$89.6K
|
|
|
Feb 05, 2025
Q4 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
1K+ 28.57% |
$267K - $306K
|
4.5K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-92- 0.95% |
$24.6K - $28.1K
|
9.56K
$2.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-70- 1.6% |
$18.7K - $21.4K
|
4.3K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-187- 3.99% |
$50K - $57.1K
|
4.5K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-300- 1.42% |
$80.2K - $91.7K
|
20.9K
$6.34M
|