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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-336- 3.35% |
$89.8K - $103K
|
9.68K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-710- 4.06% |
$190K - $217K
|
16.8K
$4.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
350+ 16.22% |
$93.6K - $107K
|
2.51K
$741K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.34K- 0.97% |
$627K - $716K
|
240K
$70.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.64K- 3.43% |
$974K - $1.11M
|
103K
$30.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
104+ 1.04% |
$27.8K - $31.8K
|
10.1K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.89K- 31.56% |
$1.04M - $1.19M
|
8.44K
$2.49M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
452+ 1.38% |
$121K - $138K
|
33.3K
$9.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.75K+ 4.33% |
$467K - $534K
|
42.1K
$12.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-119- 3.0% |
$31.8K - $36.4K
|
3.85K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-497- 10.18% |
$133K - $152K
|
4.38K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.63K+ 70.66% |
$1.24M - $1.41M
|
11.2K
$3.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-12- 1.18% |
$3.21K - $3.67K
|
1.01K
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.26K- 1.16% |
$336K - $384K
|
107K
$31.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1- 0.2% |
$267 - $306
|
500
$148K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.44KNew |
$386K - $441K
|
1.44K
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
200+ 13.8% |
$53.5K - $61.1K
|
1.65K
$487K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-830- 4.18% |
$222K - $254K
|
19K
$5.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.69K- 4.01% |
$451K - $515K
|
40.4K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.94K+ 49.51% |
$518K - $592K
|
5.85K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
2.84K+ 0.41% |
$760K - $869K
|
700K
$207M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
22+ 1.35% |
$5.88K - $6.72K
|
1.65K
$489K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
683New |
$183K - $209K
|
683
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-20- 0.06% |
$5.35K - $6.11K
|
33.3K
$9.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
726New |
$194K - $222K
|
726
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
330New |
$88.2K - $101K
|
330
$97.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-630- 6.39% |
$168K - $193K
|
9.23K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
723New |
$193K - $221K
|
723
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
8+ 0.04% |
$2.14K - $2.44K
|
21.4K
$6.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-9- 0.66% |
$2.41K - $2.75K
|
1.36K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04K+ 8.81% |
$277K - $317K
|
12.8K
$3.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-16- 0.49% |
$4.28K - $4.89K
|
3.22K
$952K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-939- 1.69% |
$251K - $287K
|
54.8K
$16.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
557+ 3.11% |
$149K - $170K
|
18.5K
$5.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
535+ 37.49% |
$143K - $163K
|
1.96K
$580K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-5.23K- 16.4% |
$1.4M - $1.6M
|
26.7K
$7.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
100+ 2.38% |
$26.7K - $30.6K
|
4.31K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
792+ 1.15% |
$212K - $242K
|
69.6K
$20.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
722New |
$193K - $221K
|
722
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-12.8K- 6.47% |
$3.42M - $3.91M
|
185K
$54.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
45+ 0.3% |
$12K - $13.8K
|
15.2K
$4.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-4.72K- 1.47% |
$1.26M - $1.44M
|
317K
$93.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
13.8KNew |
$3.7M - $4.23M
|
13.8K
$4.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
20.5KNew |
$5.49M - $6.28M
|
20.5K
$6.07M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.02KNew |
$540K - $617K
|
2.02K
$597K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
745+ 63.78% |
$199K - $228K
|
1.91K
$565K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
59+ 0.37% |
$15.8K - $18K
|
15.8K
$4.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
792+ 11.59% |
$212K - $242K
|
7.63K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
525+ 24.91% |
$140K - $160K
|
2.63K
$778K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.97K- 38.06% |
$1.06M - $1.21M
|
6.47K
$1.91M
|