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 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.16% |
$802 - $917
|
1.83K
$541K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
125+ 3.56% |
$33.4K - $38.2K
|
3.63K
$1.07M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-877- 4.47% |
$234K - $268K
|
18.8K
$5.54M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.66K- 11.97% |
$443K - $507K
|
12.2K
$3.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.22KNew |
$325K - $372K
|
1.22K
$359K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
27New |
$7.22K - $8.25K
|
27
$7.98K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.45K+ 7.94% |
$388K - $443K
|
19.7K
$5.82M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-25- 0.97% |
$6.68K - $7.64K
|
2.56K
$755K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.6K- 8.24% |
$428K - $489K
|
17.8K
$5.27M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
2+ 0.18% |
$535 - $611
|
1.12K
$332K
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-14.7K- 3.44% |
$3.94M - $4.5M
|
413K
$122M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-168- 11.4% |
$44.9K - $51.3K
|
1.31K
$386K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
277+ 29.69% |
$74.1K - $84.6K
|
1.21K
$357K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
727+ 10.28% |
$194K - $222K
|
7.8K
$2.3M
|
|
| Q3 2024 | |||||||
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-2.97K- 1.62% |
$671K - $805K
|
181K
$53.4M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-163- 8.8% |
$36.8K - $44.2K
|
1.69K
$499K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-881- 11.64% |
$199K - $239K
|
6.69K
$1.97M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
156+ 3.52% |
$35.2K - $42.3K
|
4.59K
$1.36M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
660+ 63.65% |
$149K - $179K
|
1.7K
$501K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
5New |
$1.13K - $1.36K
|
5
$1.48K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-286- 1.66% |
$64.6K - $77.6K
|
16.9K
$4.99M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
894New |
$202K - $242K
|
894
$264K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.09K- 9.85% |
$471K - $565K
|
19.1K
$5.63M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.74KNew |
$394K - $473K
|
1.74K
$515K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.07KClosed |
$241K - $289K
|
0
$0
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
73+ 3.11% |
$16.5K - $19.8K
|
2.42K
$716K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.78KNew |
$1.08M - $1.3M
|
4.78K
$1.41M
|
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
BUY
|
- |
3.8KNew |
$859K - $1.03M
|
3.8K
$1.12M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-71- 6.49% |
$16K - $19.3K
|
1.02K
$302K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
79+ 13.34% |
$17.8K - $21.4K
|
671
$198K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
50New |
$11.3K - $13.6K
|
50
$14.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-1.23K- 46.82% |
$278K - $334K
|
1.4K
$413K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
9New |
$2.03K - $2.44K
|
9
$2.66K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-275- 19.9% |
$62.1K - $74.6K
|
1.11K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
644New |
$145K - $175K
|
644
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-608- 2.38% |
$137K - $165K
|
24.9K
$7.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-624K- 84.16% |
$141M - $169M
|
117K
$34.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
9.49K+ 21.01% |
$2.14M - $2.57M
|
54.7K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-9.77K- 55.35% |
$2.21M - $2.65M
|
7.88K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.1KNew |
$4.09M - $4.91M
|
18.1K
$5.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-1.2K- 26.64% |
$271K - $325K
|
3.31K
$976K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-300- 3.19% |
$67.8K - $81.4K
|
9.1K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-136- 0.23% |
$30.7K - $36.9K
|
59.3K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-50- 0.51% |
$11.3K - $13.6K
|
9.82K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
800New |
$181K - $217K
|
800
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.44% |
$14.7K - $17.6K
|
14.7K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1- 0.09% |
$226 - $271
|
1.17K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-72- 5.78% |
$16.3K - $19.5K
|
1.17K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 59.6% |
$356K - $428K
|
1.07K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-172- 8.72% |
$38.9K - $46.6K
|
1.8K
$532K
|
|