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 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
253+ 14.39% |
$67.6K - $77.3K
|
2.01K
$594K
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-55- 4.23% |
$14.7K - $16.8K
|
1.25K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-59- 2.56% |
$15.8K - $18K
|
2.25K
$664K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1- 0.03% |
$267 - $306
|
3.91K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
319+ 9.03% |
$85.3K - $97.5K
|
3.85K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.01K+ 3.42% |
$270K - $309K
|
30.6K
$9.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
4+ 0.37% |
$1.07K - $1.22K
|
1.09K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1K- 35.27% |
$268K - $306K
|
1.84K
$543K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
680+ 1.24% |
$182K - $208K
|
55.4K
$16.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
196+ 1.82% |
$52.4K - $59.9K
|
11K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-20- 0.44% |
$5.35K - $6.11K
|
4.57K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.06K- 16.12% |
$1.35M - $1.54M
|
26.3K
$7.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
20.4KNew |
$5.45M - $6.22M
|
20.4K
$6.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-35- 1.61% |
$9.36K - $10.7K
|
2.14K
$631K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-31- 0.12% |
$8.29K - $9.47K
|
25.8K
$7.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-26K- 4.76% |
$6.96M - $7.96M
|
521K
$154M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
565+ 1.26% |
$151K - $173K
|
45.4K
$13.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
692+ 23.59% |
$185K - $211K
|
3.63K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.1KNew |
$293K - $335K
|
1.1K
$324K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.04K+ 1.7% |
$545K - $623K
|
122K
$36.1M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2+ 0.19% |
$535 - $611
|
1.08K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-3.55K- 77.77% |
$949K - $1.08M
|
1.01K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-377- 0.64% |
$101K - $115K
|
58.3K
$17.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-37- 1.59% |
$9.89K - $11.3K
|
2.29K
$675K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
749New |
$200K - $229K
|
749
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
205+ 1.12% |
$54.8K - $62.6K
|
18.6K
$5.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2.93KNew |
$782K - $894K
|
2.93K
$864K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
751New |
$201K - $229K
|
751
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.39K+ 14.2% |
$372K - $425K
|
11.2K
$3.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-618- 53.09% |
$165K - $189K
|
546
$161K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
8+ 0.66% |
$2.14K - $2.44K
|
1.23K
$362K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-40.2K- 55.21% |
$10.8M - $12.3M
|
32.6K
$9.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-3.53K- 8.86% |
$943K - $1.08M
|
36.3K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.15KNew |
$307K - $351K
|
1.15K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-92- 0.87% |
$24.6K - $28.1K
|
10.4K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.46% |
$267 - $306
|
220
$65K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-5.69K- 10.54% |
$1.52M - $1.74M
|
48.3K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
44+ 5.68% |
$11.8K - $13.4K
|
819
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
194+ 18.2% |
$51.9K - $59.3K
|
1.26K
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-558- 3.74% |
$149K - $171K
|
14.4K
$4.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-35- 0.75% |
$9.36K - $10.7K
|
4.64K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4+ 0.15% |
$1.07K - $1.22K
|
2.67K
$787K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-401- 7.34% |
$107K - $123K
|
5.06K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
313+ 5.31% |
$83.7K - $95.6K
|
6.2K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-955- 5.76% |
$255K - $292K
|
15.6K
$4.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-69- 4.05% |
$18.4K - $21.1K
|
1.64K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
99+ 4.33% |
$26.5K - $30.3K
|
2.38K
$704K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.13K+ 19.4% |
$568K - $649K
|
13.1K
$3.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-14K- 7.09% |
$3.75M - $4.29M
|
184K
$54.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.86% |
$1.87K - $2.14K
|
822
$243K
|