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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
777New |
$176K - $211K
|
777
$230K
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
229+ 2.79% |
$51.7K - $62.1K
|
8.43K
$2.49M
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-8- 2.68% |
$1.81K - $2.17K
|
291
$86K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
11.7K+ 8.41% |
$2.64M - $3.17M
|
151K
$44.5M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-349- 13.92% |
$78.8K - $94.6K
|
2.16K
$637K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
66.7K+ 42.23% |
$15.1M - $18.1M
|
225K
$66.3M
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
109K+ 76.1% |
$24.5M - $29.4M
|
251K
$74.2M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-167- 12.82% |
$37.7K - $45.3K
|
1.14K
$336K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-386- 1.7% |
$87.2K - $105K
|
22.3K
$6.6M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
194+ 6.91% |
$43.8K - $52.6K
|
3K
$887K
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-360- 21.69% |
$81.3K - $97.6K
|
1.3K
$384K
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.65K+ 30.59% |
$373K - $448K
|
7.05K
$2.08M
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-4- 0.44% |
$904 - $1.08K
|
900
$266K
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-245- 0.79% |
$55.4K - $66.4K
|
30.6K
$9.03M
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-62- 2.91% |
$14K - $16.8K
|
2.07K
$611K
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
SELL
|
- |
-100- 7.14% |
$22.6K - $27.1K
|
1.3K
$384K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.77K+ 382.93% |
$851K - $1.02M
|
4.75K
$1.4M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1K+ 84.06% |
$226K - $272K
|
2.19K
$648K
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
8.19KNew |
$1.85M - $2.22M
|
8.19K
$2.42M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 12.5% |
$1.13K - $1.36K
|
45
$13.3K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.3KNew |
$293K - $351K
|
1.3K
$383K
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-200- 8.13% |
$45.2K - $54.2K
|
2.26K
$668K
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-6.44K- 17.99% |
$1.45M - $1.75M
|
29.3K
$8.67M
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
838New |
$189K - $227K
|
838
$248K
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-25- 1.18% |
$5.65K - $6.78K
|
2.1K
$619K
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-367- 23.54% |
$82.9K - $99.5K
|
1.19K
$352K
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.21KNew |
$725K - $870K
|
3.21K
$947K
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
750New |
$169K - $203K
|
750
$222K
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.27KNew |
$1.64M - $1.97M
|
7.27K
$2.15M
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-20- 1.99% |
$4.52K - $5.42K
|
985
$291K
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-82- 3.02% |
$18.5K - $22.2K
|
2.64K
$779K
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.19KNew |
$720K - $864K
|
3.19K
$942K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.07K+ 5.15% |
$694K - $833K
|
62.7K
$18.5M
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
800New |
$181K - $217K
|
800
$236K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
74.2K+ 162.37% |
$16.8M - $20.1M
|
120K
$35.4M
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
850New |
$192K - $230K
|
850
$251K
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
22.5KNew |
$5.09M - $6.11M
|
22.5K
$6.66M
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
50+ 1.96% |
$11.3K - $13.6K
|
2.6K
$768K
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-9- 0.17% |
$2.03K - $2.44K
|
5.22K
$1.54M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
97+ 7.94% |
$21.9K - $26.3K
|
1.32K
$389K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.04K+ 9.53% |
$234K - $281K
|
11.9K
$3.52M
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-25.7K- 41.25% |
$5.81M - $6.97M
|
36.6K
$10.8M
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-854- 3.51% |
$193K - $232K
|
23.5K
$6.94M
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-32- 0.19% |
$7.23K - $8.68K
|
16.9K
$5M
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
743+ 2.35% |
$168K - $201K
|
32.3K
$9.55M
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-6.5K- 8.22% |
$1.47M - $1.76M
|
72.6K
$21.5M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
100New |
$22.6K - $27.1K
|
100
$29.5K
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-160- 8.8% |
$36.1K - $43.4K
|
1.66K
$490K
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
879New |
$199K - $238K
|
879
$260K
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
53.2KNew |
$12M - $14.4M
|
53.2K
$15.7M
|