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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
2.97KNew |
$793K - $906K
|
2.97K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
120+ 2.39% |
$32.1K - $36.7K
|
5.15K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
60+ 0.72% |
$16K - $18.3K
|
8.38K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.68K- 2.0% |
$716K - $818K
|
131K
$35.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
242+ 15.13% |
$64.7K - $73.9K
|
1.84K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
71+ 5.95% |
$19K - $21.7K
|
1.26K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-8- 0.38% |
$2.14K - $2.44K
|
2.1K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.49K+ 1.37% |
$2M - $2.29M
|
553K
$149M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
427+ 10.14% |
$114K - $130K
|
4.64K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.57M+ 346.21% |
$419M - $479M
|
2.02M
$544M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-26.7K- 13.87% |
$7.15M - $8.17M
|
166K
$44.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
338+ 7.04% |
$90.4K - $103K
|
5.14K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-101- 1.68% |
$27K - $30.9K
|
5.9K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
27+ 0.79% |
$7.22K - $8.25K
|
3.43K
$923K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-250- 5.99% |
$66.8K - $76.4K
|
3.92K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
285+ 10.02% |
$76.2K - $87.1K
|
3.13K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-130- 1.52% |
$34.8K - $39.7K
|
8.44K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
13.3K+ 376.94% |
$3.55M - $4.06M
|
16.8K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$2.14K - $2.44K
|
8.87K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-59.2K- 33.64% |
$15.8M - $18.1M
|
117K
$31.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
154+ 2.65% |
$41.2K - $47.1K
|
5.96K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-11- 0.34% |
$2.94K - $3.36K
|
3.23K
$868K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
371+ 2.07% |
$99.2K - $113K
|
18.3K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
376+ 2.58% |
$101K - $115K
|
14.9K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
640+ 0.88% |
$171K - $196K
|
73K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
174KNew |
$46.5M - $53.2M
|
174K
$46.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
420K+ 13.26% |
$112M - $128M
|
3.58M
$964M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
PUT |
116K+ 28.57% |
$31.1M - $35.5M
|
523K
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
Clifford Capital Partners LLC
Alpine, UT |
SELL
|
- |
-1.76K- 3.57% |
$472K - $539K
|
47.7K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.9K+ 7.97% |
$3.17M - $3.62M
|
161K
$43.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
382+ 22.11% |
$102K - $117K
|
2.11K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.18K- 11.73% |
$582K - $665K
|
16.4K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-530- 1.28% |
$142K - $162K
|
41K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
455+ 2.35% |
$122K - $139K
|
19.8K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
556K+ 25.92% |
$149M - $170M
|
2.7M
$726M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
30+ 0.05% |
$8.02K - $9.17K
|
66K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-49- 1.05% |
$13.1K - $15K
|
4.62K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
944New |
$252K - $288K
|
944
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.95K+ 11.47% |
$2.13M - $2.43M
|
77.3K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-18- 0.54% |
$4.81K - $5.5K
|
3.31K
$891K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.4K+ 98.13% |
$3.32M - $3.79M
|
25K
$6.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-25.4K- 78.2% |
$6.79M - $7.76M
|
7.08K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
85New |
$22.7K - $26K
|
85
$22.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.25KNew |
$334K - $382K
|
1.25K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
956K+ 16.28% |
$256M - $292M
|
6.83M
$1.84B
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
643+ 17.86% |
$172K - $196K
|
4.24K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
67+ 0.34% |
$17.9K - $20.5K
|
19.5K
$5.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4+ 0.18% |
$1.07K - $1.22K
|
2.24K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
27+ 2.55% |
$7.22K - $8.25K
|
1.08K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.47K- 6.55% |
$1.46M - $1.67M
|
78.1K
$21M
|