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 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-56- 5.06% |
$15K - $17.1K
|
1.05K
$310K
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-123- 2.21% |
$32.9K - $37.6K
|
5.45K
$1.61M
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-3.6K- 2.13% |
$961K - $1.1M
|
165K
$48.9M
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.09K+ 64.85% |
$560K - $640K
|
5.32K
$1.57M
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-255- 3.21% |
$68.2K - $77.9K
|
7.7K
$2.27M
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
699New |
$187K - $214K
|
699
$206K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
38+ 1.14% |
$10.2K - $11.6K
|
3.36K
$992K
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
22+ 1.87% |
$5.88K - $6.72K
|
1.2K
$354K
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-156K- 96.2% |
$41.7M - $47.7M
|
6.16K
$1.82M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.47K+ 5.97% |
$393K - $449K
|
26.1K
$7.71M
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-9.84K- 3.9% |
$2.63M - $3.01M
|
242K
$71.6M
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
729New |
$195K - $223K
|
729
$215K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.96K+ 11.01% |
$1.33M - $1.52M
|
50K
$14.8M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.59K- 12.15% |
$692K - $791K
|
18.7K
$5.53M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-78- 6.02% |
$20.9K - $23.8K
|
1.22K
$360K
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-7- 0.19% |
$1.87K - $2.14K
|
3.63K
$1.07M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9- 0.14% |
$2.41K - $2.75K
|
6.66K
$1.97M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-680- 0.81% |
$182K - $208K
|
82.8K
$24.5M
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-70.6K- 6.13% |
$18.9M - $21.6M
|
1.08M
$320M
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3+ 0.15% |
$802 - $917
|
2.02K
$596K
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
1.3K+ 43.48% |
$348K - $397K
|
4.29K
$1.27M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
196New |
$52.4K - $59.9K
|
196
$57.9K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.38K+ 13.91% |
$368K - $421K
|
11.3K
$3.33M
|
|
Feb 03, 2025
Q4 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-1.79K- 5.11% |
$478K - $546K
|
33.2K
$9.8M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-134- 2.65% |
$35.8K - $40.9K
|
4.93K
$1.46M
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
121+ 14.14% |
$32.3K - $37K
|
977
$289K
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
11.2K+ 70.4% |
$3M - $3.43M
|
27.1K
$8.02M
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
6.24K+ 2.89% |
$1.67M - $1.91M
|
223K
$65.7M
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-125- 3.19% |
$33.4K - $38.2K
|
3.79K
$1.12M
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-53- 0.69% |
$14.2K - $16.2K
|
7.63K
$2.25M
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
29.7K+ 170.31% |
$7.95M - $9.09M
|
47.2K
$13.9M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
34+ 0.86% |
$9.09K - $10.4K
|
4.01K
$1.18M
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
130+ 3.98% |
$34.8K - $39.7K
|
3.4K
$1M
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
721New |
$193K - $220K
|
721
$213K
|
|
Feb 03, 2025
Q4 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
SELL
|
- |
-58.1K- 36.86% |
$15.5M - $17.8M
|
99.6K
$29.4M
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
10New |
$2.67K - $3.06K
|
10
$2.95K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.32K+ 83.2% |
$2.49M - $2.85M
|
20.5K
$6.06M
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.2KNew |
$321K - $367K
|
1.2K
$354K
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
700+ 8.97% |
$187K - $214K
|
8.5K
$2.51M
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1+ 0.03% |
$267 - $306
|
3.32K
$980K
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
491+ 2.41% |
$131K - $150K
|
20.8K
$6.15M
|
|
Feb 03, 2025
Q4 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-790- 3.97% |
$211K - $241K
|
19.1K
$5.65M
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-50- 0.59% |
$13.4K - $15.3K
|
8.48K
$2.5M
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-532- 1.36% |
$142K - $163K
|
38.6K
$11.4M
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
181+ 10.54% |
$48.4K - $55.3K
|
1.9K
$561K
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-222- 20.04% |
$59.4K - $67.8K
|
886
$262K
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
39+ 0.24% |
$10.4K - $11.9K
|
16.4K
$4.85M
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-50- 1.9% |
$13.4K - $15.3K
|
2.58K
$761K
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
141K+ 33.24% |
$37.7M - $43.1M
|
566K
$167M
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
2.2K+ 8.03% |
$588K - $672K
|
29.6K
$8.74M
|