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 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
485+ 9.11% |
$124K - $158K
|
5.81K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.82K+ 1.1% |
$466K - $594K
|
168K
$49.4M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-310- 3.51% |
$79.2K - $101K
|
8.53K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
109+ 3.25% |
$27.8K - $35.5K
|
3.47K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-20- 0.22% |
$5.11K - $6.52K
|
8.88K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-8- 0.74% |
$2.04K - $2.61K
|
1.07K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
452+ 0.44% |
$115K - $147K
|
104K
$30.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-614- 2.33% |
$157K - $200K
|
25.7K
$7.56M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.2K+ 11.21% |
$4.14M - $5.28M
|
161K
$47.3M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-9.15K- 20.72% |
$2.34M - $2.98M
|
35K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
62+ 4.37% |
$15.8K - $20.2K
|
1.48K
$436K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.05K+ 68.14% |
$1.8M - $2.3M
|
17.4K
$5.12M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
685+ 8.22% |
$175K - $223K
|
9.02K
$2.65M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-105- 6.69% |
$26.8K - $34.2K
|
1.47K
$431K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-361- 11.19% |
$92.2K - $118K
|
2.87K
$843K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 82.97% |
$271K - $346K
|
2.34K
$689K
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
139+ 0.82% |
$35.5K - $45.3K
|
17.2K
$5.05M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
2+ 0.04% |
$511 - $652
|
4.56K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
244+ 0.37% |
$62.3K - $79.5K
|
65.9K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
9+ 0.57% |
$2.3K - $2.93K
|
1.59K
$466K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.25K+ 6.48% |
$830K - $1.06M
|
53.3K
$15.7M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.86KNew |
$476K - $607K
|
1.86K
$548K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
5.26K+ 7.62% |
$1.34M - $1.72M
|
74.3K
$21.9M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.63K- 48.89% |
$415K - $530K
|
1.7K
$500K
|
|
|
May 06, 2025
Q1 2025
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
11K+ 0.4% |
$2.81M - $3.59M
|
2.78M
$817M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
786New |
$201K - $256K
|
786
$231K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-40- 2.43% |
$10.2K - $13K
|
1.6K
$472K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-35- 2.34% |
$8.94K - $11.4K
|
1.46K
$430K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-74.8K- 7.48% |
$19.1M - $24.4M
|
924K
$272M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-115- 4.47% |
$29.4K - $37.5K
|
2.46K
$724K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.81% |
$255 - $326
|
125
$36.8K
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-218- 0.73% |
$55.7K - $71K
|
29.7K
$8.75M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
118+ 9.69% |
$30.1K - $38.5K
|
1.34K
$393K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
617+ 14.65% |
$158K - $201K
|
4.83K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-1.83K- 1.96% |
$468K - $597K
|
91.8K
$27M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
28+ 2.06% |
$7.15K - $9.12K
|
1.38K
$407K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.87K+ 3.41% |
$477K - $608K
|
56.7K
$16.7M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-879- 11.24% |
$224K - $286K
|
6.94K
$2.04M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-90- 0.35% |
$23K - $29.3K
|
25.6K
$7.52M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-30- 1.21% |
$7.66K - $9.78K
|
2.45K
$722K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.12K- 7.83% |
$285K - $363K
|
13.1K
$3.86M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.09K+ 29.87% |
$277K - $354K
|
4.72K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
BUY
|
- |
45+ 0.62% |
$11.5K - $14.7K
|
7.3K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
137+ 8.68% |
$35K - $44.6K
|
1.72K
$505K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.26K+ 286.13% |
$832K - $1.06M
|
4.4K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Prospect Hill Management, LLC
|
BUY
|
- |
1.13K+ 128.57% |
$287K - $367K
|
2K
$588K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-3.79K- 14.98% |
$967K - $1.23M
|
21.5K
$6.32M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
240+ 2.54% |
$61.3K - $78.2K
|
9.7K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.61K+ 6.42% |
$667K - $851K
|
43.3K
$12.7M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
312+ 13.8% |
$79.7K - $102K
|
2.57K
$757K
|