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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-75- 3.05% |
$19.2K - $24.4K
|
2.39K
$848K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-127- 7.9% |
$32.4K - $41.4K
|
1.48K
$526K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.39KNew |
$1.12M - $1.43M
|
4.39K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.75K+ 21.24% |
$447K - $570K
|
9.99K
$3.55M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
10+ 0.82% |
$2.55K - $3.26K
|
1.23K
$435K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
200+ 24.24% |
$51.1K - $65.2K
|
1.03K
$364K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
753New |
$192K - $245K
|
753
$267K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
116+ 6.59% |
$29.6K - $37.8K
|
1.88K
$666K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-393- 10.82% |
$100K - $128K
|
3.24K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-50- 0.97% |
$12.8K - $16.3K
|
5.12K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-45- 59.21% |
$11.5K - $14.7K
|
31
$11K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.24% |
$766 - $978
|
1.23K
$438K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-411- 1.97% |
$105K - $134K
|
20.4K
$7.26M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
14+ 1.22% |
$3.58K - $4.56K
|
1.16K
$413K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
2+ 0.24% |
$511 - $652
|
841
$299K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4New |
$1.02K - $1.3K
|
4
$1.42K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 25.0% |
$2.81K - $3.58K
|
33
$11.7K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.84K- 13.1% |
$469K - $598K
|
12.2K
$4.33M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
2.65KNew |
$677K - $864K
|
2.65K
$942K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
935New |
$239K - $305K
|
935
$332K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
18.7K+ 413.43% |
$4.76M - $6.08M
|
23.2K
$8.23M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
387+ 44.53% |
$98.8K - $126K
|
1.26K
$446K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$1.28K - $1.63K
|
5
$1.78K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
284+ 5.17% |
$72.5K - $92.5K
|
5.78K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-862- 46.27% |
$220K - $281K
|
1K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-295- 2.6% |
$75.3K - $96.1K
|
11.1K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
8New |
$2.04K - $2.61K
|
8
$2.84K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.99% |
$204K - $261K
|
26K
$9.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2- 15.38% |
$511 - $652
|
11
$3.91K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 19.05% |
$51.1K - $65.2K
|
850
$302K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1- 0.1% |
$255 - $326
|
1.03K
$364K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
40+ 0.35% |
$10.2K - $13K
|
11.6K
$4.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-134- 1.16% |
$34.2K - $43.7K
|
11.4K
$4.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.16K+ 108.13% |
$295K - $377K
|
2.23K
$791K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
4.3K+ 58.9% |
$1.1M - $1.4M
|
11.6K
$4.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-30- 4.1% |
$7.66K - $9.78K
|
701
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
465+ 33.97% |
$119K - $152K
|
1.83K
$651K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
703New |
$180K - $229K
|
703
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
62+ 8.33% |
$15.8K - $20.2K
|
806
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
15+ 1.04% |
$3.83K - $4.89K
|
1.46K
$519K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-17- 0.53% |
$4.34K - $5.54K
|
3.18K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-182- 3.03% |
$46.5K - $59.3K
|
5.83K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
100+ 4.76% |
$25.5K - $32.6K
|
2.2K
$781K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
305+ 20.82% |
$77.9K - $99.4K
|
1.77K
$629K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
43New |
$11K - $14K
|
43
$15.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
153New |
$39.1K - $49.9K
|
153
$54.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.37% |
$255 - $326
|
268
$95.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
7New |
$1.79K - $2.28K
|
7
$2.49K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
9+ 0.55% |
$2.3K - $2.93K
|
1.65K
$588K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 2.13% |
$255 - $326
|
48
$17.1K
|