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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Infusive Asset Management Inc.
New York, NY |
BUY
|
- |
12.8KNew |
$3.41M - $3.9M
|
12.8K
$3.82M
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-113- 2.4% |
$30.2K - $34.5K
|
4.59K
$1.37M
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
200KNew |
$53.5M - $61.1M
|
200K
$59.9M
|
|
Feb 13, 2025
Q4 2024
|
Dnca Finance
Paris, I0 |
BUY
|
- |
28.7KNew |
$7.68M - $8.78M
|
28.7K
$8.6M
|
|
Feb 13, 2025
Q4 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
500+ 22.73% |
$134K - $153K
|
2.7K
$809K
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
712New |
$190K - $218K
|
712
$213K
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
40New |
$10.7K - $12.2K
|
40
$12K
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
81.9KNew |
$21.9M - $25M
|
81.9K
$24.5M
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
6.82KNew |
$1.82M - $2.08M
|
6.82K
$2.04M
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-1- 0.1% |
$267 - $306
|
1.05K
$313K
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
687New |
$184K - $210K
|
687
$206K
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
57+ 7.06% |
$15.2K - $17.4K
|
864
$259K
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
800+ 94.56% |
$214K - $244K
|
1.65K
$493K
|
|
Feb 13, 2025
Q4 2024
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-300- 17.86% |
$80.2K - $91.7K
|
1.38K
$413K
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
4KNew |
$1.07M - $1.22M
|
4K
$1.2M
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-13- 31.71% |
$3.48K - $3.97K
|
28
$8.39K
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
929New |
$248K - $284K
|
929
$278K
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5- 0.34% |
$1.34K - $1.53K
|
1.48K
$444K
|
|
Feb 12, 2025
Q4 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
16KNew |
$4.28M - $4.89M
|
16K
$4.79M
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-23- 2.57% |
$6.15K - $7.03K
|
872
$261K
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-32- 0.91% |
$8.56K - $9.78K
|
3.47K
$1.04M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 40.0% |
$535 - $611
|
3
$899
|
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-500- 5.75% |
$134K - $153K
|
8.19K
$2.45M
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$267 - $306
|
1.52K
$456K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-814- 88.77% |
$218K - $249K
|
103
$30.9K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-21- 1.46% |
$5.61K - $6.42K
|
1.41K
$423K
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
91.5K+ 22.54% |
$24.5M - $28M
|
498K
$149M
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
903New |
$241K - $276K
|
903
$270K
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
26+ 26.0% |
$6.95K - $7.94K
|
126
$37.7K
|
|
Feb 12, 2025
Q4 2024
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
6.85KNew |
$1.83M - $2.09M
|
6.85K
$2.05M
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
64New |
$17.1K - $19.6K
|
64
$19.2K
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-23- 1.3% |
$6.15K - $7.03K
|
1.74K
$522K
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
18New |
$4.81K - $5.5K
|
18
$5.39K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-198- 13.46% |
$52.9K - $60.5K
|
1.27K
$381K
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.1K- 48.36% |
$560K - $640K
|
2.24K
$670K
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-1.1K- 37.93% |
$294K - $336K
|
1.8K
$539K
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
1.5KNew |
$401K - $458K
|
1.5K
$449K
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
1.49KNew |
$398K - $455K
|
1.49K
$446K
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
835New |
$223K - $255K
|
835
$250K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
272+ 4.34% |
$72.7K - $83.1K
|
6.54K
$1.96M
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
25+ 3.43% |
$6.68K - $7.64K
|
754
$226K
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
928New |
$248K - $284K
|
928
$278K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10+ 1.59% |
$2.67K - $3.06K
|
639
$191K
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.22K- 68.68% |
$1.13M - $1.29M
|
1.92K
$576K
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.57K+ 122.05% |
$420K - $480K
|
2.86K
$857K
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-9- 1.05% |
$2.41K - $2.75K
|
850
$255K
|
|
Feb 11, 2025
Q4 2024
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-25K- 35.25% |
$6.68M - $7.64M
|
45.9K
$13.8M
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
12.5KNew |
$3.35M - $3.83M
|
12.5K
$3.75M
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
12.5KNew |
$3.34M - $3.82M
|
12.5K
$3.74M
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
35+ 2.37% |
$9.36K - $10.7K
|
1.51K
$452K
|