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 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
19.9KNew |
$5.32M - $6.08M
|
19.9K
$5.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$267 - $306
|
1.32K
$389K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-39- 1.46% |
$10.4K - $11.9K
|
2.63K
$778K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
37+ 3.62% |
$9.89K - $11.3K
|
1.06K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
57New |
$15.2K - $17.4K
|
57
$16.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-45- 0.63% |
$12K - $13.8K
|
7.09K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-21- 2.03% |
$5.61K - $6.42K
|
1.01K
$299K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
16+ 0.28% |
$4.28K - $4.89K
|
5.68K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
92+ 2.01% |
$24.6K - $28.1K
|
4.67K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-250- 59.24% |
$66.8K - $76.4K
|
172
$50.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.2% |
$267 - $306
|
490
$145K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
733New |
$196K - $224K
|
733
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
386+ 6.49% |
$103K - $118K
|
6.33K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
700New |
$187K - $214K
|
700
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Maj Invest Holding A
|
SELL
|
- |
-351K- 42.95% |
$93.9M - $107M
|
467K
$138M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-354- 6.48% |
$94.6K - $108K
|
5.11K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-570- 9.12% |
$152K - $174K
|
5.68K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-120- 3.41% |
$32.1K - $36.7K
|
3.4K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-33.9K- 5.11% |
$9.07M - $10.4M
|
630K
$186M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.21K+ 113.76% |
$323K - $369K
|
2.27K
$670K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-76- 1.74% |
$20.3K - $23.2K
|
4.3K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.78KNew |
$742K - $848K
|
2.78K
$820K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-17- 1.19% |
$4.54K - $5.19K
|
1.42K
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-773- 21.02% |
$207K - $236K
|
2.91K
$858K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-825- 6.45% |
$221K - $252K
|
12K
$3.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3+ 0.1% |
$802 - $917
|
2.91K
$860K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-369- 3.55% |
$98.7K - $113K
|
10K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.51K+ 6.03% |
$671K - $767K
|
44.2K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 0.73% |
$13.4K - $15.3K
|
6.81K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$535 - $611
|
1.61K
$474K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.01K- 99.91% |
$1.87M - $2.14M
|
6
$1.77K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
269+ 4.17% |
$71.9K - $82.2K
|
6.71K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
166+ 17.6% |
$44.4K - $50.7K
|
1.11K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-330- 14.98% |
$88.2K - $101K
|
1.87K
$553K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
956+ 26.02% |
$256K - $292K
|
4.63K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
142+ 5.89% |
$38K - $43.4K
|
2.55K
$754K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 20.0% |
$2.94K - $3.36K
|
44
$13K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
456+ 2.95% |
$122K - $139K
|
15.9K
$4.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-89- 1.05% |
$23.8K - $27.2K
|
8.4K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-61- 1.14% |
$16.3K - $18.6K
|
5.27K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
134+ 5.16% |
$35.8K - $40.9K
|
2.73K
$806K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
1+ 0.13% |
$267 - $306
|
790
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-25- 0.78% |
$6.68K - $7.64K
|
3.19K
$941K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.01K- 38.97% |
$270K - $308K
|
1.58K
$467K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-125- 2.05% |
$33.4K - $38.2K
|
5.96K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
51+ 3.33% |
$13.6K - $15.6K
|
1.58K
$468K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-359- 0.7% |
$96K - $110K
|
50.9K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-43- 3.13% |
$11.5K - $13.1K
|
1.33K
$393K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
55+ 1.27% |
$14.7K - $16.8K
|
4.37K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-333- 8.93% |
$89K - $102K
|
3.4K
$1M
|