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 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
863New |
$195K - $234K
|
863
$255K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-75- 4.04% |
$16.9K - $20.3K
|
1.78K
$526K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-25- 0.62% |
$5.65K - $6.78K
|
3.99K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 14.29% |
$113K - $136K
|
3K
$886K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-27- 77.14% |
$6.1K - $7.32K
|
8
$2.36K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-442- 6.14% |
$99.9K - $120K
|
6.76K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-4- 0.38% |
$904 - $1.08K
|
1.06K
$313K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
70+ 8.01% |
$15.8K - $19K
|
944
$279K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
920New |
$208K - $249K
|
920
$272K
|
|
|
Oct 11, 2024
Q3 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-14- 0.06% |
$3.16K - $3.8K
|
21.9K
$6.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-26- 0.98% |
$5.87K - $7.05K
|
2.63K
$775K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-58- 5.89% |
$13.1K - $15.7K
|
926
$274K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
609New |
$138K - $165K
|
609
$180K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.47K+ 330.67% |
$784K - $942K
|
4.52K
$1.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.04% |
$2.26K - $2.71K
|
948
$280K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
794New |
$179K - $215K
|
794
$235K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
787New |
$178K - $213K
|
787
$232K
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-1.8K- 1.63% |
$407K - $488K
|
109K
$32.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
832New |
$188K - $226K
|
832
$246K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-74- 7.16% |
$16.7K - $20.1K
|
959
$283K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$226 - $271
|
1
$295
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-41- 0.77% |
$9.26K - $11.1K
|
5.28K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
750New |
$169K - $203K
|
750
$222K
|
|
|
Oct 08, 2024
Q3 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
17.3K+ 87.88% |
$3.92M - $4.7M
|
37.1K
$11M
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1+ 0.11% |
$226 - $271
|
896
$265K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
466New |
$105K - $126K
|
466
$138K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-36- 2.92% |
$8.13K - $9.76K
|
1.2K
$354K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
124New |
$28K - $33.6K
|
124
$36.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$226 - $271
|
3.99K
$1.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
630New |
$142K - $171K
|
630
$186K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-12- 0.54% |
$2.71K - $3.25K
|
2.23K
$658K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1+ 4.35% |
$226 - $271
|
24
$7.09K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
50+ 25.0% |
$11.3K - $13.6K
|
250
$73.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-40- 6.67% |
$9.04K - $10.8K
|
560
$165K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
967New |
$218K - $262K
|
967
$286K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-9- 0.75% |
$2.03K - $2.44K
|
1.19K
$352K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.05% |
$226 - $271
|
2.17K
$641K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
60+ 0.52% |
$13.6K - $16.3K
|
11.7K
$3.45M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
89+ 9.11% |
$20.1K - $24.1K
|
1.07K
$315K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-63- 4.39% |
$14.2K - $17.1K
|
1.37K
$405K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
22+ 8.09% |
$4.97K - $5.97K
|
294
$86.8K
|
|
|
Oct 01, 2024
Q3 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-75- 0.21% |
$16.9K - $20.3K
|
36.1K
$10.7M
|
|
| Q2 2024 | |||||||
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
2K+ 3.08% |
$435K - $486K
|
67K
$19.8M
|
|
|
Aug 30, 2024
Q2 2024
|
Pensioenfonds Rail & Ov
|
SELL
|
- |
-3.51K- 2.1% |
$763K - $852K
|
163K
$48.2M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
61+ 2.13% |
$13.3K - $14.8K
|
2.93K
$866K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
69New |
$15K - $16.8K
|
69
$20.4K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.75KNew |
$1.03M - $1.16M
|
4.75K
$1.4M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-175- 3.49% |
$38.1K - $42.5K
|
4.84K
$1.43M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
7.89K+ 2196.38% |
$1.71M - $1.92M
|
8.24K
$2.44M
|
|