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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-55- 1.85% |
$12.4K - $14.9K
|
2.91K
$860K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-86- 4.85% |
$19.4K - $23.3K
|
1.69K
$498K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.07KNew |
$467K - $561K
|
2.07K
$611K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
9+ 0.29% |
$2.03K - $2.44K
|
3.15K
$930K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
861New |
$195K - $233K
|
861
$254K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-11- 0.14% |
$2.49K - $2.98K
|
7.74K
$2.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-50- 3.78% |
$11.3K - $13.6K
|
1.27K
$376K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-256- 2.53% |
$57.8K - $69.4K
|
9.84K
$2.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
33+ 1.01% |
$7.46K - $8.95K
|
3.31K
$977K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.12KNew |
$252K - $303K
|
1.12K
$330K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
821New |
$185K - $223K
|
821
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.15K+ 2.62% |
$485K - $582K
|
84.2K
$24.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-92- 3.79% |
$20.8K - $24.9K
|
2.34K
$690K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-4- 4.26% |
$904 - $1.08K
|
90
$26.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
800New |
$181K - $217K
|
800
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
5+ 0.41% |
$1.13K - $1.36K
|
1.23K
$362K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
936New |
$211K - $254K
|
936
$276K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-49- 29.7% |
$11.1K - $13.3K
|
116
$34.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.27K- 1.05% |
$287K - $345K
|
120K
$35.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
783New |
$177K - $212K
|
783
$231K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-108- 2.54% |
$24.4K - $29.3K
|
4.15K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-507- 1.51% |
$115K - $137K
|
33.1K
$9.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-30- 0.31% |
$6.78K - $8.14K
|
9.79K
$2.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
28+ 175.0% |
$6.33K - $7.59K
|
44
$13K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
241New |
$54.4K - $65.4K
|
241
$71.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-75- 2.25% |
$16.9K - $20.3K
|
3.26K
$963K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.82K- 40.62% |
$411K - $493K
|
2.66K
$785K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
64K+ 9.49% |
$14.5M - $17.4M
|
739K
$218M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.22K+ 3.1% |
$1.4M - $1.69M
|
207K
$61.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-169- 50.6% |
$38.2K - $45.8K
|
165
$48.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
104New |
$23.5K - $28.2K
|
104
$30.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
260New |
$58.7K - $70.5K
|
260
$76.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
536New |
$121K - $145K
|
536
$158K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
300New |
$67.8K - $81.4K
|
300
$88.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10+ 0.67% |
$2.26K - $2.71K
|
1.5K
$443K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
143+ 9.78% |
$32.3K - $38.8K
|
1.61K
$474K
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-1.3K- 46.43% |
$294K - $353K
|
1.5K
$443K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
16+ 1.13% |
$3.61K - $4.34K
|
1.43K
$422K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
6New |
$1.36K - $1.63K
|
6
$1.77K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.38% |
$226 - $271
|
43
$12.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.43% |
$226 - $271
|
231
$68.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9+ 5.33% |
$2.03K - $2.44K
|
178
$52.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-12- 0.5% |
$2.71K - $3.25K
|
2.4K
$709K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
45+ 4.59% |
$10.2K - $12.2K
|
1.03K
$303K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
703+ 18.03% |
$159K - $191K
|
4.6K
$1.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.06% |
$226 - $271
|
1.67K
$492K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-920- 6.13% |
$208K - $249K
|
14.1K
$4.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
794New |
$179K - $215K
|
794
$235K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-21- 1.96% |
$4.74K - $5.69K
|
1.05K
$311K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
227+ 16.02% |
$51.3K - $61.6K
|
1.64K
$486K
|