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 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.03KNew |
$541K - $619K
|
2.03K
$598K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-459- 3.91% |
$123K - $140K
|
11.3K
$3.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-888- 11.46% |
$237K - $271K
|
6.86K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
498+ 4.25% |
$133K - $152K
|
12.2K
$3.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.22K- 3.13% |
$592K - $677K
|
68.7K
$20.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
3.6KNew |
$962K - $1.1M
|
3.6K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-52- 2.21% |
$13.9K - $15.9K
|
2.3K
$680K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-655- 2.42% |
$175K - $200K
|
26.4K
$7.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.86K+ 54.02% |
$2.37M - $2.71M
|
25.3K
$7.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
508+ 39.59% |
$136K - $155K
|
1.79K
$529K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
762+ 76.58% |
$204K - $233K
|
1.76K
$519K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
SELL
|
- |
-75- 10.95% |
$20.1K - $22.9K
|
610
$180K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
737New |
$197K - $225K
|
737
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-5.49K- 11.94% |
$1.47M - $1.68M
|
40.4K
$11.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-8- 0.02% |
$2.14K - $2.44K
|
34.5K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.01KNew |
$269K - $307K
|
1.01K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-140- 1.29% |
$37.4K - $42.8K
|
10.7K
$3.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
270+ 2.8% |
$72.2K - $82.5K
|
9.93K
$2.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-30- 0.54% |
$8.02K - $9.17K
|
5.49K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-29- 3.02% |
$7.75K - $8.86K
|
931
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-24- 0.13% |
$6.42K - $7.33K
|
18.3K
$5.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-90- 23.44% |
$24.1K - $27.5K
|
294
$86.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.16K- 9.28% |
$309K - $353K
|
11.3K
$3.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-131- 10.68% |
$35K - $40K
|
1.1K
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-22- 1.67% |
$5.88K - $6.72K
|
1.3K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-182- 12.47% |
$48.7K - $55.6K
|
1.28K
$378K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
33+ 0.95% |
$8.82K - $10.1K
|
3.5K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3+ 0.14% |
$802 - $917
|
2.08K
$614K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
48+ 1.66% |
$12.8K - $14.7K
|
2.95K
$871K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.64% |
$5.08K - $5.81K
|
2.99K
$884K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6.51K- 99.19% |
$1.74M - $1.99M
|
53
$15.7K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
5+ 0.14% |
$1.34K - $1.53K
|
3.5K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-72- 0.24% |
$19.2K - $22K
|
30K
$8.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-10- 50.0% |
$2.67K - $3.06K
|
10
$2.95K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-28- 0.89% |
$7.49K - $8.56K
|
3.12K
$922K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
692New |
$185K - $211K
|
692
$204K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
300+ 7.27% |
$80.2K - $91.7K
|
4.43K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-138- 2.61% |
$36.9K - $42.2K
|
5.14K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-163- 0.78% |
$43.6K - $49.8K
|
20.7K
$6.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
406+ 1.4% |
$109K - $124K
|
29.3K
$8.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-715- 24.98% |
$191K - $218K
|
2.15K
$634K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
33+ 0.46% |
$8.82K - $10.1K
|
7.26K
$2.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-621- 1.9% |
$166K - $190K
|
32.1K
$9.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.21% |
$535 - $611
|
958
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
446+ 5.03% |
$119K - $136K
|
9.31K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-610- 3.69% |
$163K - $186K
|
15.9K
$4.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3- 0.35% |
$802 - $917
|
861
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.18% |
$267 - $306
|
569
$168K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
718New |
$192K - $219K
|
718
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3- 0.19% |
$802 - $917
|
1.55K
$459K
|