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 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.79KNew |
$480K - $548K
|
1.79K
$530K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
581New |
$155K - $178K
|
581
$172K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-27- 1.43% |
$7.22K - $8.25K
|
1.86K
$549K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-210- 2.34% |
$56.1K - $64.2K
|
8.76K
$2.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-52- 2.3% |
$13.9K - $15.9K
|
2.21K
$653K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.7K- 41.46% |
$454K - $519K
|
2.4K
$709K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.04K+ 2.23% |
$813K - $929K
|
140K
$41.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-387- 16.62% |
$103K - $118K
|
1.94K
$574K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-469- 1.82% |
$125K - $143K
|
25.4K
$7.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
86+ 4.69% |
$23K - $26.3K
|
1.92K
$567K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.3KNew |
$349K - $398K
|
1.3K
$385K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
697+ 1.41% |
$186K - $213K
|
50.1K
$14.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
18.1KNew |
$4.84M - $5.53M
|
18.1K
$5.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-162- 0.57% |
$43.3K - $49.5K
|
28.2K
$8.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-5- 0.15% |
$1.34K - $1.53K
|
3.33K
$985K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-10- 0.25% |
$2.67K - $3.06K
|
4.02K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-71- 12.24% |
$19K - $21.7K
|
509
$150K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-570- 9.67% |
$152K - $174K
|
5.33K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-389- 0.23% |
$104K - $119K
|
165K
$48.8M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-76- 0.71% |
$20.3K - $23.2K
|
10.6K
$3.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-674- 5.95% |
$180K - $206K
|
10.7K
$3.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-39- 2.3% |
$10.4K - $11.9K
|
1.65K
$488K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.25KNew |
$335K - $383K
|
1.25K
$370K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-195- 11.75% |
$52.1K - $59.6K
|
1.47K
$433K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$267 - $306
|
9.3K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.43K+ 75.05% |
$381K - $436K
|
3.33K
$983K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
4.04KNew |
$1.08M - $1.23M
|
4.04K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3New |
$802 - $917
|
3
$886
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-692- 5.16% |
$185K - $211K
|
12.7K
$3.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 3.16% |
$1.34K - $1.53K
|
163
$48.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-258- 2.36% |
$69K - $78.8K
|
10.7K
$3.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
175+ 4.89% |
$46.8K - $53.5K
|
3.76K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-242- 0.8% |
$64.7K - $73.9K
|
29.9K
$8.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
50+ 1.56% |
$13.4K - $15.3K
|
3.25K
$959K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
484+ 30.4% |
$129K - $148K
|
2.08K
$613K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.12% |
$267 - $306
|
816
$241K
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-67- 1.76% |
$17.9K - $20.5K
|
3.74K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
31+ 281.82% |
$8.29K - $9.47K
|
42
$12.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
16K+ 96.21% |
$4.28M - $4.89M
|
32.6K
$9.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
989New |
$264K - $302K
|
989
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.7K+ 46.58% |
$455K - $520K
|
5.36K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
35+ 0.23% |
$9.36K - $10.7K
|
15.5K
$4.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
12+ 0.57% |
$3.21K - $3.67K
|
2.11K
$624K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-574- 5.87% |
$153K - $175K
|
9.2K
$2.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
645KNew |
$172M - $197M
|
645K
$191M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.63K- 1.23% |
$702K - $802K
|
210K
$62.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-18- 0.24% |
$4.81K - $5.5K
|
7.39K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-70- 4.9% |
$18.7K - $21.4K
|
1.36K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.06K+ 13.65% |
$551K - $630K
|
17.2K
$5.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-42- 0.76% |
$11.2K - $12.8K
|
5.49K
$1.62M
|