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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
731+ 56.06% |
$187K - $238K
|
2.04K
$610K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-850- 85.09% |
$217K - $277K
|
149
$44.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-405- 22.24% |
$103K - $132K
|
1.42K
$424K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
869+ 13.44% |
$222K - $283K
|
7.33K
$2.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-284- 89.59% |
$72.5K - $92.5K
|
33
$9.88K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-10- 0.99% |
$2.55K - $3.26K
|
1K
$300K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
53+ 2.01% |
$13.5K - $17.3K
|
2.69K
$806K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-226- 7.48% |
$57.7K - $73.6K
|
2.8K
$837K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-230- 25.27% |
$58.7K - $75K
|
680
$204K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
31+ 0.36% |
$7.92K - $10.1K
|
8.63K
$2.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-450- 27.41% |
$115K - $147K
|
1.19K
$357K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.22K- 1.09% |
$1.08M - $1.37M
|
383K
$115M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-30- 0.38% |
$7.66K - $9.78K
|
7.81K
$2.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
74+ 1.21% |
$18.9K - $24.1K
|
6.21K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
782New |
$200K - $255K
|
782
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.74KNew |
$700K - $893K
|
2.74K
$821K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-680- 6.03% |
$174K - $222K
|
10.6K
$3.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
101+ 6.13% |
$25.8K - $32.9K
|
1.75K
$524K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-306- 6.04% |
$78.1K - $99.7K
|
4.76K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
80K+ 17.05% |
$20.4M - $26.1M
|
549K
$165M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
749+ 13.19% |
$191K - $244K
|
6.43K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.14% |
$1.53K - $1.96K
|
4.15K
$1.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
407+ 68.63% |
$104K - $133K
|
1K
$300K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-509- 14.32% |
$130K - $166K
|
3.05K
$912K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
18+ 1.29% |
$4.6K - $5.87K
|
1.42K
$424K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12+ 0.67% |
$3.06K - $3.91K
|
1.79K
$537K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.98K- 9.98% |
$762K - $972K
|
26.9K
$8.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
2+ 0.21% |
$511 - $652
|
938
$281K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3+ 0.36% |
$766 - $978
|
825
$247K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.4KNew |
$358K - $456K
|
1.4K
$419K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.92K+ 60.46% |
$491K - $626K
|
5.1K
$1.53M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
80+ 8.08% |
$20.4K - $26.1K
|
1.07K
$320K
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
BUY
|
- |
2.46KNew |
$627K - $801K
|
2.46K
$736K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.33K- 20.85% |
$594K - $758K
|
8.83K
$2.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8- 0.22% |
$2.04K - $2.61K
|
3.62K
$1.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
1.6K+ 123.31% |
$409K - $522K
|
2.9K
$870K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
110+ 20.15% |
$28.1K - $35.8K
|
656
$196K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
2.7K+ 266.67% |
$691K - $881K
|
3.72K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$511 - $652
|
1.61K
$481K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
19.6K+ 60.16% |
$5.01M - $6.4M
|
52.3K
$15.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-400- 16.15% |
$102K - $130K
|
2.08K
$622K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
208+ 10.6% |
$53.1K - $67.8K
|
2.17K
$650K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
75+ 2.81% |
$19.2K - $24.4K
|
2.74K
$821K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
90+ 0.77% |
$23K - $29.3K
|
11.8K
$3.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 13.33% |
$511 - $652
|
13
$3.89K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-4.81K- 84.41% |
$1.23M - $1.57M
|
889
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-406- 1.38% |
$104K - $132K
|
28.9K
$8.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-22- 2.77% |
$5.62K - $7.17K
|
772
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
15+ 1.09% |
$3.83K - $4.89K
|
1.39K
$416K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-15.2K- 6.6% |
$3.88M - $4.95M
|
215K
$64.4M
|