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 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
47+ 2.21% |
$12.6K - $14.4K
|
2.18K
$643K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
95+ 1.75% |
$25.4K - $29K
|
5.54K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-110- 0.21% |
$29.4K - $33.6K
|
51.9K
$15.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.37K- 8.91% |
$900K - $1.03M
|
34.4K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-50- 6.49% |
$13.4K - $15.3K
|
721
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.88K+ 27.44% |
$1.04M - $1.18M
|
18K
$5.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.91KNew |
$510K - $582K
|
1.91K
$563K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
8+ 0.23% |
$2.14K - $2.44K
|
3.41K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
24+ 38.1% |
$6.42K - $7.33K
|
87
$25.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10+ 0.33% |
$2.67K - $3.06K
|
3.02K
$892K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
336+ 10.33% |
$89.8K - $103K
|
3.59K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.91K- 11.25% |
$777K - $888K
|
22.9K
$6.77M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 57.37% |
$293K - $335K
|
815
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-72- 3.95% |
$19.2K - $22K
|
1.75K
$517K
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-279K- 37.27% |
$74.6M - $85.2M
|
469K
$139M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.01K- 13.89% |
$271K - $310K
|
6.28K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-179- 9.31% |
$47.9K - $54.7K
|
1.74K
$515K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
416+ 38.13% |
$111K - $127K
|
1.51K
$445K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-557- 2.03% |
$149K - $170K
|
26.8K
$7.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.45K+ 75.36% |
$387K - $442K
|
3.37K
$995K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.79K+ 3.87% |
$477K - $545K
|
47.9K
$14.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-8K- 4.1% |
$2.14M - $2.44M
|
187K
$55.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7+ 0.15% |
$1.87K - $2.14K
|
4.54K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
211+ 0.37% |
$56.4K - $64.5K
|
57.8K
$17.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-290- 1.24% |
$77.5K - $88.6K
|
23.2K
$6.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.22K+ 57.7% |
$593K - $677K
|
6.06K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
243+ 0.77% |
$65K - $74.3K
|
32K
$9.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-26- 3.14% |
$6.95K - $7.94K
|
803
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-14- 0.25% |
$3.74K - $4.28K
|
5.51K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-23- 0.85% |
$6.15K - $7.03K
|
2.69K
$794K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-42- 6.28% |
$11.2K - $12.8K
|
627
$185K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
8.78KNew |
$2.35M - $2.68M
|
8.78K
$2.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.91K- 13.57% |
$509K - $582K
|
12.1K
$3.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
690New |
$184K - $211K
|
690
$204K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
152+ 3.73% |
$40.6K - $46.4K
|
4.23K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
725+ 5.11% |
$194K - $222K
|
14.9K
$4.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
90+ 6.87% |
$24.1K - $27.5K
|
1.4K
$414K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 3.0% |
$6.68K - $7.64K
|
857
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-64- 2.11% |
$17.1K - $19.6K
|
2.97K
$876K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
66+ 3.43% |
$17.6K - $20.2K
|
1.99K
$587K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
58+ 2.87% |
$15.5K - $17.7K
|
2.08K
$613K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7+ 0.43% |
$1.87K - $2.14K
|
1.64K
$486K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-700- 18.05% |
$187K - $214K
|
3.18K
$939K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
785New |
$210K - $240K
|
785
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
135+ 9.6% |
$36.1K - $41.3K
|
1.54K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-193- 14.74% |
$51.6K - $59K
|
1.12K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
292+ 13.06% |
$78.1K - $89.2K
|
2.53K
$746K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.12% |
$1.07K - $1.22K
|
3.29K
$971K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
141+ 9.61% |
$37.7K - $43.1K
|
1.61K
$475K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-120- 0.8% |
$32.1K - $36.7K
|
14.9K
$4.4M
|