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 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
196+ 11.97% |
$44.3K - $53.1K
|
1.83K
$542K
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
BUY
|
- |
1.94KNew |
$438K - $526K
|
1.94K
$573K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
16+ 0.59% |
$3.61K - $4.34K
|
2.75K
$811K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
344+ 1.38% |
$77.7K - $93.3K
|
25.3K
$7.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-182- 0.78% |
$41.1K - $49.4K
|
23.2K
$6.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
790New |
$178K - $214K
|
790
$233K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.11% |
$226 - $271
|
908
$268K
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-11.3K- 43.8% |
$2.55M - $3.06M
|
14.5K
$4.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
783New |
$177K - $212K
|
783
$231K
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
SELL
|
- |
-45- 0.86% |
$10.2K - $12.2K
|
5.17K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-304- 70.05% |
$68.7K - $82.4K
|
130
$38.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
23.1KNew |
$5.22M - $6.26M
|
23.1K
$6.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.2KNew |
$270K - $325K
|
1.2K
$354K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-75- 71.43% |
$16.9K - $20.3K
|
30
$8.86K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-190- 9.74% |
$42.9K - $51.5K
|
1.76K
$520K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1+ 0.06% |
$226 - $271
|
1.81K
$535K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
814New |
$184K - $221K
|
814
$240K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
29+ 414.29% |
$6.55K - $7.86K
|
36
$10.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Prospect Hill Management, LLC
|
BUY
|
- |
875New |
$198K - $237K
|
875
$258K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
11+ 0.95% |
$2.49K - $2.98K
|
1.18K
$347K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-70- 3.22% |
$15.8K - $19K
|
2.1K
$622K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-71- 0.93% |
$16K - $19.3K
|
7.56K
$2.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.5K+ 175.0% |
$791K - $949K
|
5.5K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
100+ 10.53% |
$22.6K - $27.1K
|
1.05K
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
755New |
$171K - $205K
|
755
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
826New |
$187K - $224K
|
826
$244K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-25- 0.22% |
$5.65K - $6.78K
|
11.6K
$3.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
20+ 0.46% |
$4.52K - $5.42K
|
4.37K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-35- 3.24% |
$7.91K - $9.49K
|
1.05K
$309K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.81KNew |
$635K - $762K
|
2.81K
$830K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
716+ 5.15% |
$162K - $194K
|
14.6K
$4.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8.12K+ 31.82% |
$1.83M - $2.2M
|
33.6K
$9.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
176New |
$39.8K - $47.7K
|
176
$52K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-27.2K- 10.39% |
$6.14M - $7.37M
|
234K
$69.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
4.3KNew |
$971K - $1.17M
|
4.3K
$1.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
293+ 20.3% |
$66.2K - $79.5K
|
1.74K
$513K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
851New |
$192K - $231K
|
851
$251K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.01KNew |
$679K - $815K
|
3.01K
$888K
|
|
|
Oct 31, 2024
Q3 2024
|
Hendley & CO Inc
|
BUY
|
- |
450+ 18.0% |
$102K - $122K
|
2.95K
$871K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
50+ 2.2% |
$11.3K - $13.6K
|
2.32K
$685K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
200+ 2.78% |
$45.2K - $54.2K
|
7.4K
$2.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-10K- 66.67% |
$2.26M - $2.71M
|
5K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.29K+ 13.08% |
$292K - $350K
|
11.2K
$3.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 25.0% |
$678 - $814
|
15
$4.43K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-659- 17.06% |
$149K - $179K
|
3.2K
$946K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-224- 12.34% |
$50.6K - $60.7K
|
1.59K
$470K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
819New |
$185K - $222K
|
819
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-98- 3.47% |
$22.1K - $26.6K
|
2.73K
$806K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-75- 0.42% |
$16.9K - $20.3K
|
17.8K
$5.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1+ 0.09% |
$226 - $271
|
1.14K
$336K
|