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 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
16+ 0.36% |
$4.28K - $4.89K
|
4.43K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-202- 11.4% |
$54K - $61.7K
|
1.57K
$396K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
90+ 3.87% |
$24.1K - $27.5K
|
2.42K
$610K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
15K+ 1.95% |
$4.02M - $4.6M
|
786K
$199M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.01K- 18.01% |
$270K - $309K
|
4.6K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.16K- 39.49% |
$844K - $964K
|
4.84K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-137- 14.89% |
$36.6K - $41.9K
|
783
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-223- 1.51% |
$59.6K - $68.1K
|
14.5K
$3.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
496+ 8.75% |
$133K - $152K
|
6.17K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
447+ 2.7% |
$120K - $137K
|
17K
$4.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.82K+ 29.66% |
$1.82M - $2.08M
|
29.8K
$7.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-8.11K- 4.42% |
$2.17M - $2.48M
|
175K
$44.3M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-656- 2.56% |
$175K - $200K
|
25K
$6.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-410- 3.61% |
$110K - $125K
|
10.9K
$2.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-52- 8.36% |
$13.9K - $15.9K
|
570
$144K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.11K+ 20.85% |
$298K - $340K
|
6.45K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-170- 6.23% |
$45.4K - $51.9K
|
2.56K
$645K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4- 0.07% |
$1.07K - $1.22K
|
5.53K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.23KNew |
$328K - $375K
|
1.23K
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-97- 4.95% |
$25.9K - $29.6K
|
1.86K
$470K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-196- 11.02% |
$52.4K - $59.9K
|
1.58K
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
BUY
|
- |
88.3K+ 58.18% |
$23.6M - $27M
|
240K
$60.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.44K- 10.05% |
$1.19M - $1.36M
|
39.7K
$10M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-142K- 20.73% |
$37.9M - $43.3M
|
542K
$137M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.06% |
$267 - $306
|
1.62K
$409K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4.68K- 1.82% |
$1.25M - $1.43M
|
252K
$63.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.85K- 2.45% |
$761K - $870K
|
113K
$28.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.36KNew |
$363K - $415K
|
1.36K
$343K
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.1K+ 4.97% |
$293K - $335K
|
23.1K
$5.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.75K+ 4.52% |
$468K - $535K
|
40.4K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-44- 1.3% |
$11.8K - $13.4K
|
3.34K
$844K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-23- 0.26% |
$6.15K - $7.03K
|
8.8K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4.03K- 22.61% |
$1.08M - $1.23M
|
13.8K
$3.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-750- 1.17% |
$201K - $229K
|
63.3K
$16M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-341- 0.71% |
$91.2K - $104K
|
47.7K
$12M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-56- 5.06% |
$15K - $17.1K
|
1.05K
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-123- 2.21% |
$32.9K - $37.6K
|
5.45K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-3.6K- 2.13% |
$961K - $1.1M
|
165K
$41.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.09K+ 64.85% |
$560K - $640K
|
5.32K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-255- 3.21% |
$68.2K - $77.9K
|
7.7K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
699New |
$187K - $214K
|
699
$176K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
38+ 1.14% |
$10.2K - $11.6K
|
3.36K
$848K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
22+ 1.87% |
$5.88K - $6.72K
|
1.2K
$303K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-156K- 96.2% |
$41.7M - $47.7M
|
6.16K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.47K+ 5.97% |
$393K - $449K
|
26.1K
$6.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-9.84K- 3.9% |
$2.63M - $3.01M
|
242K
$61.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
729New |
$195K - $223K
|
729
$184K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-78- 6.02% |
$20.9K - $23.8K
|
1.22K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-7- 0.19% |
$1.87K - $2.14K
|
3.63K
$917K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9- 0.14% |
$2.41K - $2.75K
|
6.66K
$1.68M
|