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 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-632- 2.06% |
$169K - $193K
|
30.1K
$7.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
49+ 2.33% |
$13.1K - $15K
|
2.15K
$542K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
107+ 4.18% |
$28.6K - $32.7K
|
2.67K
$674K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3.88KNew |
$1.04M - $1.18M
|
3.88K
$979K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.28K+ 2.22% |
$877K - $1M
|
151K
$38.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-759- 50.91% |
$203K - $232K
|
732
$185K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-167- 6.81% |
$44.6K - $51K
|
2.28K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15+ 1.19% |
$4.01K - $4.58K
|
1.28K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2K+ 5.23% |
$536K - $612K
|
40.3K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-45- 0.24% |
$12K - $13.8K
|
18.4K
$4.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-392- 0.45% |
$105K - $120K
|
86.1K
$21.7M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-40K- 6.02% |
$10.7M - $12.2M
|
624K
$157M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
2.36KNew |
$631K - $721K
|
2.36K
$596K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
8.01KNew |
$2.14M - $2.45M
|
8.01K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-18.6K- 68.38% |
$4.98M - $5.7M
|
8.62K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
200New |
$53.5K - $61.1K
|
200
$50.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-149- 2.86% |
$39.8K - $45.5K
|
5.06K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-202- 7.42% |
$54K - $61.7K
|
2.52K
$636K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.92K+ 18.19% |
$1.05M - $1.2M
|
25.5K
$6.43M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.24K- 0.93% |
$1.4M - $1.6M
|
559K
$141M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-10K- 90.91% |
$2.67M - $3.06M
|
1K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
405+ 4.36% |
$108K - $124K
|
9.7K
$2.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
500New |
$134K - $153K
|
500
$126K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
402+ 12.71% |
$107K - $123K
|
3.57K
$900K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.56K+ 6.32% |
$418K - $478K
|
26.3K
$6.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.48K- 0.99% |
$929K - $1.06M
|
346K
$87.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
48+ 4.26% |
$12.8K - $14.7K
|
1.17K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
100+ 17.86% |
$26.7K - $30.6K
|
660
$167K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
167+ 1.73% |
$44.6K - $51K
|
9.82K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-14- 0.75% |
$3.74K - $4.28K
|
1.87K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
129+ 10.36% |
$34.5K - $39.4K
|
1.37K
$347K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.02KNew |
$272K - $311K
|
1.02K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7New |
$1.87K - $2.14K
|
7
$1.77K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
648+ 0.37% |
$173K - $198K
|
175K
$44.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
29+ 0.47% |
$7.75K - $8.86K
|
6.21K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-32.6K- 97.34% |
$8.71M - $9.95M
|
891
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
20KNew |
$5.35M - $6.11M
|
20K
$5.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
564+ 3.0% |
$151K - $172K
|
19.4K
$4.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-50- 5.41% |
$13.4K - $15.3K
|
874
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-94- 0.7% |
$25.1K - $28.7K
|
13.4K
$3.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
50+ 2.05% |
$13.4K - $15.3K
|
2.48K
$627K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.66K+ 41.54% |
$442K - $506K
|
5.64K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
895New |
$239K - $273K
|
895
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-134- 10.44% |
$35.8K - $40.9K
|
1.15K
$290K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-97- 2.18% |
$25.9K - $29.6K
|
4.36K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.38K- 3.93% |
$369K - $422K
|
33.7K
$8.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
382+ 10.86% |
$102K - $117K
|
3.9K
$984K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-7- 0.16% |
$1.87K - $2.14K
|
4.33K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-57.8K- 44.77% |
$15.5M - $17.7M
|
71.4K
$18M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-17- 0.72% |
$4.54K - $5.19K
|
2.35K
$594K
|