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 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-579- 1.42% |
$155K - $177K
|
40.1K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 14.55% |
$2.14K - $2.44K
|
47
$13.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-303- 5.06% |
$81K - $92.6K
|
5.68K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-89- 4.54% |
$23.8K - $27.2K
|
1.87K
$553K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
712+ 12.04% |
$190K - $218K
|
6.63K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-111- 6.31% |
$29.7K - $33.9K
|
1.65K
$487K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
36+ 0.3% |
$9.62K - $11K
|
12K
$3.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-592- 3.71% |
$158K - $181K
|
15.4K
$4.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
43+ 2.13% |
$11.5K - $13.1K
|
2.06K
$610K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-144- 14.47% |
$38.5K - $44K
|
851
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
900+ 909.09% |
$241K - $275K
|
999
$295K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
247+ 4.39% |
$66K - $75.5K
|
5.88K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-50- 0.54% |
$13.4K - $15.3K
|
9.21K
$2.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-19- 0.46% |
$5.08K - $5.81K
|
4.15K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-297- 29.03% |
$79.4K - $90.8K
|
726
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-24- 2.57% |
$6.42K - $7.33K
|
911
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1KNew |
$295K - $337K
|
1.1K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4+ 0.13% |
$1.07K - $1.22K
|
3.04K
$897K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.15KNew |
$573K - $655K
|
2.15K
$634K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
82+ 7.31% |
$21.9K - $25.1K
|
1.2K
$356K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
12+ 1.61% |
$3.21K - $3.67K
|
757
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-104- 4.23% |
$27.8K - $31.8K
|
2.36K
$696K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2+ 0.03% |
$535 - $611
|
6.99K
$2.07M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
101+ 6.72% |
$27K - $30.9K
|
1.61K
$474K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-11- 0.61% |
$2.94K - $3.36K
|
1.78K
$526K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.46K- 2.87% |
$391K - $447K
|
49.6K
$14.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-144- 1.76% |
$38.5K - $44K
|
8.02K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
66+ 4.62% |
$17.6K - $20.2K
|
1.5K
$442K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
648+ 0.64% |
$173K - $198K
|
101K
$29.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-159- 9.44% |
$42.5K - $48.6K
|
1.53K
$451K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1+ 0.11% |
$267 - $306
|
945
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
1.99KNew |
$531K - $607K
|
1.99K
$586K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
124+ 2.74% |
$33.2K - $37.9K
|
4.65K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
9KNew |
$2.41M - $2.75M
|
9K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2+ 0.24% |
$535 - $611
|
848
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
566+ 22.99% |
$151K - $173K
|
3.03K
$894K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2- 0.08% |
$535 - $611
|
2.6K
$768K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21+ 0.78% |
$5.61K - $6.42K
|
2.73K
$806K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
235+ 2.81% |
$62.8K - $71.8K
|
8.6K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-669- 5.79% |
$179K - $204K
|
10.9K
$3.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
621+ 55.1% |
$166K - $190K
|
1.75K
$516K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-22.3K- 8.15% |
$5.97M - $6.83M
|
252K
$74.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
89+ 86.41% |
$23.8K - $27.2K
|
192
$56.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-46- 2.1% |
$12.3K - $14.1K
|
2.14K
$633K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.5K- 8.41% |
$402K - $459K
|
16.4K
$4.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-149- 3.28% |
$39.8K - $45.5K
|
4.4K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
105+ 0.1% |
$28.1K - $32.1K
|
101K
$30M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-236- 6.23% |
$63.1K - $72.1K
|
3.56K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
543+ 51.03% |
$145K - $166K
|
1.61K
$475K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-98- 3.96% |
$26.2K - $29.9K
|
2.38K
$702K
|