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 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
566+ 5.07% |
$151K - $173K
|
11.7K
$3.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-47.6K- 29.98% |
$12.7M - $14.5M
|
111K
$32.8M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-15- 1.02% |
$4.01K - $4.58K
|
1.46K
$430K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
124+ 3.18% |
$33.2K - $37.9K
|
4.03K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-50- 0.6% |
$13.4K - $15.3K
|
8.33K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
458+ 72.35% |
$122K - $140K
|
1.09K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
574+ 12.27% |
$153K - $175K
|
5.25K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2- 13.33% |
$535 - $611
|
13
$3.84K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
48+ 0.82% |
$12.8K - $14.7K
|
5.88K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-12- 1.34% |
$3.21K - $3.67K
|
881
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
732New |
$196K - $224K
|
732
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.19K+ 8.41% |
$317K - $362K
|
15.3K
$4.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-40- 0.69% |
$10.7K - $12.2K
|
5.78K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.07KNew |
$286K - $326K
|
1.07K
$315K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
96+ 10.9% |
$25.7K - $29.3K
|
977
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-17- 2.25% |
$4.54K - $5.19K
|
740
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.16KNew |
$310K - $354K
|
1.16K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.69K- 66.37% |
$451K - $515K
|
855
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
686New |
$183K - $210K
|
686
$203K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
388+ 11.69% |
$104K - $119K
|
3.71K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-80- 0.17% |
$21.4K - $24.4K
|
47.5K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
743New |
$199K - $227K
|
743
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.7K- 5.38% |
$454K - $519K
|
29.9K
$8.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-49- 2.58% |
$13.1K - $15K
|
1.85K
$546K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-150- 1.8% |
$40.1K - $45.8K
|
8.17K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-924- 2.61% |
$247K - $282K
|
34.4K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
295+ 5.22% |
$78.9K - $90.1K
|
5.94K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
125+ 7.0% |
$33.4K - $38.2K
|
1.91K
$565K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-200- 4.26% |
$53.5K - $61.1K
|
4.5K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.11K+ 45.42% |
$1.37M - $1.56M
|
16.4K
$4.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-979- 3.96% |
$262K - $299K
|
23.7K
$7.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
784New |
$210K - $240K
|
784
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-105- 0.99% |
$28.1K - $32.1K
|
10.5K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3KNew |
$802K - $917K
|
3K
$886K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
910New |
$243K - $278K
|
910
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.47KNew |
$660K - $755K
|
2.47K
$730K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-80- 2.81% |
$21.4K - $24.4K
|
2.76K
$816K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-12- 0.59% |
$3.21K - $3.67K
|
2.02K
$596K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-118- 1.71% |
$31.5K - $36.1K
|
6.79K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
466+ 46.05% |
$125K - $142K
|
1.48K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-32- 3.14% |
$8.56K - $9.78K
|
987
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-53- 0.23% |
$14.2K - $16.2K
|
23.5K
$6.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-100- 1.88% |
$26.7K - $30.6K
|
5.22K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.16K- 7.55% |
$1.11M - $1.27M
|
50.9K
$15M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
156+ 23.15% |
$41.7K - $47.7K
|
830
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.21KNew |
$323K - $369K
|
1.21K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-32.4K- 68.24% |
$8.67M - $9.91M
|
15.1K
$4.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.4K+ 18.33% |
$1.71M - $1.96M
|
41.3K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-260- 1.18% |
$69.5K - $79.4K
|
21.8K
$6.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
724New |
$194K - $221K
|
724
$214K
|