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 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
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-150- 34.09% |
$40.1K - $45.8K
|
290
$73.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-470- 3.24% |
$126K - $144K
|
14K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3+ 0.08% |
$802 - $917
|
3.54K
$893K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
2.99KNew |
$798K - $912K
|
2.99K
$754K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.3K+ 0.37% |
$3.82M - $4.36M
|
3.88M
$979M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.01K+ 15.96% |
$803K - $918K
|
21.8K
$5.51M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.9K- 1.24% |
$508K - $581K
|
151K
$38.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-77- 4.89% |
$20.6K - $23.5K
|
1.5K
$378K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
6+ 0.24% |
$1.6K - $1.83K
|
2.52K
$636K
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
SELL
|
- |
-7.96K- 12.02% |
$2.13M - $2.43M
|
58.3K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-174- 10.07% |
$46.5K - $53.2K
|
1.55K
$392K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-20- 1.39% |
$5.35K - $6.11K
|
1.42K
$358K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-421- 27.7% |
$113K - $129K
|
1.1K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-195- 8.68% |
$52.1K - $59.6K
|
2.05K
$518K
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.03K- 0.45% |
$275K - $315K
|
229K
$57.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-61.1K- 12.22% |
$16.3M - $18.7M
|
439K
$111M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
212+ 13.45% |
$56.7K - $64.8K
|
1.79K
$451K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6.71K+ 13.5% |
$1.79M - $2.05M
|
56.4K
$14.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
285+ 1.57% |
$76.2K - $87.1K
|
18.5K
$4.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
12.4K+ 3.66% |
$3.31M - $3.78M
|
350K
$88.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-4- 0.31% |
$1.07K - $1.22K
|
1.28K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
25.7K+ 16.08% |
$6.87M - $7.86M
|
186K
$46.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
296+ 7.81% |
$79.1K - $90.4K
|
4.09K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.05K+ 3.06% |
$548K - $626K
|
69.1K
$17.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
30+ 1.03% |
$8.02K - $9.17K
|
2.93K
$739K
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-90- 0.26% |
$24.1K - $27.5K
|
34.8K
$8.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 2.17% |
$284K - $325K
|
50.1K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-11- 0.1% |
$2.94K - $3.36K
|
11.1K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-276- 0.17% |
$73.8K - $84.3K
|
165K
$41.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
1.64KNew |
$439K - $502K
|
1.64K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
227+ 1.25% |
$60.7K - $69.4K
|
18.4K
$4.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.01M- 99.66% |
$270M - $308M
|
3.41K
$860K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.24K- 0.9% |
$332K - $379K
|
136K
$34.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.6K- 1.57% |
$428K - $489K
|
100K
$25.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-994- 26.7% |
$266K - $304K
|
2.73K
$689K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
984KNew |
$263M - $301M
|
984K
$248M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-25- 2.71% |
$6.68K - $7.64K
|
899
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.33KNew |
$356K - $407K
|
1.33K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
826+ 29.16% |
$221K - $252K
|
3.66K
$924K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.22K- 30.22% |
$326K - $372K
|
2.81K
$710K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9- 0.04% |
$2.41K - $2.75K
|
23.3K
$5.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-783- 2.26% |
$209K - $239K
|
33.9K
$8.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
727New |
$194K - $222K
|
727
$184K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
75+ 0.1% |
$20.1K - $22.9K
|
75.3K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
98+ 0.11% |
$26.2K - $29.9K
|
89.9K
$22.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-6.02K- 5.04% |
$1.61M - $1.84M
|
114K
$28.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
4.72K+ 1.4% |
$1.26M - $1.44M
|
341K
$86.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
40+ 0.16% |
$10.7K - $12.2K
|
25.7K
$6.48M
|