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 10, 2025
Q4 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-368K- 26.78% |
$98.3M - $112M
|
1M
$254M
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
715New |
$191K - $218K
|
715
$180K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$267 - $306
|
4.69K
$1.18M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
28+ 1.38% |
$7.49K - $8.56K
|
2.06K
$519K
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-6.17K- 1.14% |
$1.65M - $1.88M
|
536K
$135M
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
733+ 6.36% |
$196K - $224K
|
12.3K
$3.1M
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-32- 2.71% |
$8.56K - $9.78K
|
1.15K
$290K
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
780New |
$209K - $238K
|
780
$197K
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-35- 1.68% |
$9.36K - $10.7K
|
2.05K
$517K
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-5- 0.63% |
$1.34K - $1.53K
|
792
$200K
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
148K+ 470.66% |
$39.5M - $45.2M
|
179K
$45.3M
|
|
Feb 10, 2025
Q4 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-36.3K- 82.26% |
$9.71M - $11.1M
|
7.84K
$1.98M
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-189- 87.5% |
$50.5K - $57.8K
|
27
$6.82K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.03KNew |
$543K - $621K
|
2.03K
$513K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.3K- 28.27% |
$5.97M - $6.83M
|
56.7K
$14.3M
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-4.24K- 3.45% |
$1.13M - $1.29M
|
119K
$29.9M
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-392- 4.37% |
$105K - $120K
|
8.59K
$2.17M
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-13- 1.19% |
$3.48K - $3.97K
|
1.08K
$274K
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-774- 1.95% |
$207K - $237K
|
39K
$9.84M
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-246K- 9.46% |
$65.7M - $75.1M
|
2.35M
$594M
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-95- 1.32% |
$25.4K - $29K
|
7.12K
$1.8M
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-864- 20.59% |
$231K - $264K
|
3.33K
$841K
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-809- 0.51% |
$216K - $247K
|
159K
$40.2M
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-3.8K- 55.88% |
$1.02M - $1.16M
|
3K
$757K
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-586- 10.22% |
$157K - $179K
|
5.15K
$1.3M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
119+ 42.2% |
$31.8K - $36.4K
|
401
$101K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.04K- 8.61% |
$1.08M - $1.23M
|
42.9K
$10.8M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-10.2K- 17.61% |
$2.72M - $3.11M
|
47.6K
$12M
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
74+ 14.15% |
$19.8K - $22.6K
|
597
$151K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-82- 48.24% |
$21.9K - $25.1K
|
88
$22.2K
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
3.32KNew |
$888K - $1.01M
|
3.32K
$838K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.16% |
$535 - $611
|
1.23K
$311K
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.1K+ 15.41% |
$294K - $336K
|
8.24K
$2.08M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.19K- 1.37% |
$2.46M - $2.81M
|
660K
$167M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
511+ 20.13% |
$137K - $156K
|
3.05K
$770K
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
93+ 0.77% |
$24.9K - $28.4K
|
12.2K
$3.07M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
39+ 2.05% |
$10.4K - $11.9K
|
1.94K
$489K
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
250+ 0.36% |
$66.8K - $76.4K
|
68.8K
$17.4M
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
39+ 6.55% |
$10.4K - $11.9K
|
634
$160K
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-35- 1.61% |
$9.36K - $10.7K
|
2.14K
$541K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
147+ 2.96% |
$39.3K - $44.9K
|
5.11K
$1.29M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
717New |
$192K - $219K
|
717
$181K
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-825- 4.55% |
$221K - $252K
|
17.3K
$4.37M
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
89+ 9.27% |
$23.8K - $27.2K
|
1.05K
$265K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
670New |
$179K - $205K
|
670
$169K
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
356+ 34.3% |
$95.2K - $109K
|
1.39K
$352K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
118+ 2.23% |
$31.5K - $36.1K
|
5.42K
$1.37M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-31.3K- 2.89% |
$8.37M - $9.57M
|
1.05M
$266M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
777New |
$208K - $237K
|
777
$196K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-18- 5.47% |
$4.81K - $5.5K
|
311
$78.5K
|