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 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.63K+ 86.85% |
$1.44M - $1.83M
|
12.1K
$3.63M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
42+ 3.94% |
$10.7K - $13.7K
|
1.11K
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-32- 3.28% |
$8.17K - $10.4K
|
943
$282K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-151- 6.56% |
$38.6K - $49.2K
|
2.15K
$644K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
457+ 17.36% |
$117K - $149K
|
3.09K
$926K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 2.42% |
$1.02K - $1.3K
|
169
$50.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
889+ 29.38% |
$227K - $290K
|
3.92K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
24.2K+ 1017.04% |
$6.19M - $7.9M
|
26.6K
$7.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-943- 16.98% |
$241K - $307K
|
4.61K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-233- 8.96% |
$59.5K - $75.9K
|
2.37K
$709K
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-175- 2.54% |
$44.7K - $57K
|
6.71K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-19.5K- 82.03% |
$4.97M - $6.35M
|
4.27K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-191- 10.75% |
$48.8K - $62.2K
|
1.59K
$475K
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
2.33K+ 221.43% |
$594K - $758K
|
3.38K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-377- 1.4% |
$96.3K - $123K
|
26.5K
$7.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
520+ 5.39% |
$133K - $169K
|
10.2K
$3.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-200- 0.96% |
$51.1K - $65.2K
|
20.6K
$6.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.01K- 1.02% |
$514K - $656K
|
196K
$58.6M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
19+ 1.63% |
$4.85K - $6.19K
|
1.18K
$355K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
820+ 100.0% |
$209K - $267K
|
1.64K
$491K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
195+ 1.85% |
$49.8K - $63.5K
|
10.7K
$3.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
53+ 2.57% |
$13.5K - $17.3K
|
2.12K
$634K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.02% |
$255 - $326
|
5.85K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.91K+ 21.74% |
$742K - $947K
|
16.3K
$4.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
63+ 0.72% |
$16.1K - $20.5K
|
8.78K
$2.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-111- 0.33% |
$28.3K - $36.2K
|
33.1K
$9.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.29KNew |
$2.12M - $2.7M
|
8.29K
$2.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$255 - $326
|
2.22K
$665K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.73K+ 1.23% |
$442K - $563K
|
142K
$42.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-85- 0.95% |
$21.7K - $27.7K
|
8.9K
$2.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-13- 1.01% |
$3.32K - $4.24K
|
1.27K
$380K
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-505- 2.64% |
$129K - $165K
|
18.6K
$5.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-22- 1.31% |
$5.62K - $7.17K
|
1.66K
$497K
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-200- 10.84% |
$51.1K - $65.2K
|
1.65K
$493K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
12+ 0.03% |
$3.06K - $3.91K
|
40.1K
$12M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
653+ 11.89% |
$167K - $213K
|
6.15K
$1.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
227+ 82.85% |
$58K - $74K
|
501
$150K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-41- 5.01% |
$10.5K - $13.4K
|
778
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
275+ 2.06% |
$70.2K - $89.6K
|
13.6K
$4.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.63K- 22.73% |
$1.18M - $1.51M
|
15.7K
$4.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-582- 0.46% |
$149K - $190K
|
127K
$38.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
313+ 16.36% |
$79.9K - $102K
|
2.23K
$667K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
364+ 4.11% |
$93K - $119K
|
9.22K
$2.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-650- 39.04% |
$166K - $212K
|
1.02K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-145- 1.73% |
$37K - $47.3K
|
8.26K
$2.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
45+ 0.84% |
$11.5K - $14.7K
|
5.4K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.6K- 8.45% |
$409K - $522K
|
17.4K
$5.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 29.64% |
$491K - $626K
|
8.4K
$2.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-64- 0.34% |
$16.3K - $20.9K
|
19K
$5.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2+ 7.14% |
$511 - $652
|
30
$8.99K
|