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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-75- 8.87% |
$20.1K - $22.9K
|
771
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 1.71% |
$1.6K - $1.83K
|
345
$103K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.26KNew |
$338K - $386K
|
1.26K
$379K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.75K+ 12.73% |
$469K - $536K
|
15.5K
$4.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
674New |
$180K - $206K
|
674
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 8.47% |
$33.4K - $38.2K
|
1.35K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-15- 1.02% |
$4.01K - $4.58K
|
1.46K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
458+ 72.35% |
$122K - $140K
|
1.09K
$327K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
732New |
$196K - $224K
|
732
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
686New |
$183K - $210K
|
686
$205K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-200- 4.26% |
$53.5K - $61.1K
|
4.5K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3KNew |
$802K - $917K
|
3K
$899K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
156+ 23.15% |
$41.7K - $47.7K
|
830
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
724New |
$194K - $221K
|
724
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
45+ 1.69% |
$12K - $13.8K
|
2.71K
$811K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.58K- 43.25% |
$422K - $483K
|
2.07K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
6+ 0.78% |
$1.6K - $1.83K
|
779
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
17+ 1.65% |
$4.54K - $5.19K
|
1.05K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Hestia Capital Management, LLC
Cranberry Township, PA |
BUY
|
PUT |
5.9KNew |
$1.58M - $1.8M
|
5.9K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-131- 2.25% |
$35K - $40K
|
5.7K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-83- 10.38% |
$22.2K - $25.4K
|
717
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
190New |
$50.8K - $58.1K
|
190
$56.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1New |
$267 - $306
|
1
$300
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.36KNew |
$363K - $414K
|
1.36K
$406K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
207+ 0.74% |
$55.3K - $63.3K
|
28.3K
$8.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Barton Investment Management
|
SELL
|
- |
-165- 8.68% |
$44.1K - $50.4K
|
1.74K
$520K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-120- 1.06% |
$32.1K - $36.7K
|
11.2K
$3.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-53- 1.19% |
$14.2K - $16.2K
|
4.41K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-16- 1.36% |
$4.28K - $4.89K
|
1.16K
$349K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
138KNew |
$36.9M - $42.1M
|
138K
$41.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
29+ 1.23% |
$7.75K - $8.86K
|
2.38K
$713K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
44+ 0.45% |
$11.8K - $13.4K
|
9.8K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
37+ 0.57% |
$9.89K - $11.3K
|
6.5K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
27+ 1.3% |
$7.22K - $8.25K
|
2.1K
$628K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.05KNew |
$280K - $321K
|
1.05K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-33- 2.22% |
$8.82K - $10.1K
|
1.45K
$435K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-74- 1.4% |
$19.8K - $22.6K
|
5.21K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
773New |
$207K - $236K
|
773
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
129New |
$34.5K - $39.4K
|
129
$38.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-3- 0.35% |
$802 - $917
|
851
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.0% |
$15.2K - $17.4K
|
5.66K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
296+ 25.54% |
$79.1K - $90.4K
|
1.46K
$436K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
860New |
$230K - $263K
|
860
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
410KNew |
$110M - $125M
|
410K
$123M
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-2.24K- 11.5% |
$600K - $686K
|
17.3K
$5.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.84K- 15.26% |
$491K - $562K
|
10.2K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
180+ 7.13% |
$48.1K - $55K
|
2.7K
$810K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-34- 4.14% |
$9.09K - $10.4K
|
787
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
57New |
$15.2K - $17.4K
|
57
$17.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-250- 59.24% |
$66.8K - $76.4K
|
172
$51.5K
|