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 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
56+ 0.54% |
$15K - $17.1K
|
10.4K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
574+ 3.85% |
$153K - $175K
|
15.5K
$4.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.81K- 3.75% |
$483K - $552K
|
46.4K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-17.1K- 3.2% |
$4.58M - $5.23M
|
518K
$153M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
12.7K+ 3.02% |
$3.39M - $3.87M
|
432K
$128M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-16.1K- 38.99% |
$4.32M - $4.93M
|
25.3K
$7.46M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 3.6% |
$267K - $306K
|
26.8K
$7.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-150- 2.76% |
$40.1K - $45.8K
|
5.29K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
5.63KNew |
$1.5M - $1.72M
|
5.63K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6- 0.49% |
$1.6K - $1.83K
|
1.23K
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-395- 3.55% |
$106K - $121K
|
10.7K
$3.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
347+ 7.47% |
$92.8K - $106K
|
5K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-26.2K- 2.32% |
$6.99M - $7.99M
|
1.1M
$326M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-147- 7.26% |
$39.3K - $44.9K
|
1.88K
$555K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-299- 2.14% |
$79.9K - $91.4K
|
13.7K
$4.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.7KNew |
$454K - $519K
|
1.7K
$502K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-28- 0.5% |
$7.49K - $8.56K
|
5.56K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-11- 3.26% |
$2.94K - $3.36K
|
326
$96.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-364- 17.33% |
$97.3K - $111K
|
1.74K
$513K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
352+ 1.56% |
$94.1K - $108K
|
22.9K
$6.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
966+ 28.19% |
$258K - $295K
|
4.39K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-7- 0.92% |
$1.87K - $2.14K
|
751
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-75- 8.87% |
$20.1K - $22.9K
|
771
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 1.71% |
$1.6K - $1.83K
|
345
$102K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-24- 2.06% |
$6.42K - $7.33K
|
1.14K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-43- 0.48% |
$11.5K - $13.1K
|
8.85K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.26KNew |
$338K - $386K
|
1.26K
$373K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
158New |
$42.2K - $48.3K
|
158
$46.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
18+ 0.63% |
$4.81K - $5.5K
|
2.87K
$847K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-470- 1.19% |
$126K - $144K
|
39K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.83K+ 17.49% |
$756K - $864K
|
19K
$5.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.83K+ 3.16% |
$1.02M - $1.17M
|
125K
$36.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.75K+ 12.73% |
$469K - $536K
|
15.5K
$4.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-82- 1.14% |
$21.9K - $25.1K
|
7.08K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-761- 8.87% |
$203K - $233K
|
7.82K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
328+ 25.95% |
$87.7K - $100K
|
1.59K
$470K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-109- 2.73% |
$29.1K - $33.3K
|
3.88K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
53+ 5.32% |
$14.2K - $16.2K
|
1.05K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
491+ 3.85% |
$131K - $150K
|
13.2K
$3.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-181- 0.76% |
$48.4K - $55.3K
|
23.5K
$6.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-118- 7.56% |
$31.5K - $36.1K
|
1.44K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
674New |
$180K - $206K
|
674
$199K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
133New |
$35.6K - $40.6K
|
133
$39.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
2+ 0.12% |
$535 - $611
|
1.61K
$476K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-5.26K- 5.51% |
$1.4M - $1.61M
|
90.2K
$26.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 0.21% |
$2.94K - $3.36K
|
5.2K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-148- 6.36% |
$39.6K - $45.2K
|
2.18K
$643K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 8.47% |
$33.4K - $38.2K
|
1.35K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
7+ 0.08% |
$1.87K - $2.14K
|
8.6K
$2.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.58K- 2.51% |
$423K - $483K
|
61.4K
$18.1M
|