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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-126- 2.31% |
$32.2K - $41.1K
|
5.34K
$1.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.26K+ 1.37% |
$577K - $736K
|
168K
$59.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-56- 0.26% |
$14.3K - $18.2K
|
21.3K
$7.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.12K- 15.49% |
$541K - $691K
|
11.6K
$4.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-20- 2.15% |
$5.11K - $6.52K
|
909
$323K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-53- 0.95% |
$13.5K - $17.3K
|
5.53K
$1.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-37- 1.05% |
$9.45K - $12.1K
|
3.49K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-103- 53.65% |
$26.3K - $33.6K
|
89
$31.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-2- 0.27% |
$511 - $652
|
747
$265K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5- 3.07% |
$1.28K - $1.63K
|
158
$56.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
107New |
$27.3K - $34.9K
|
107
$38K
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-4.83K- 37.95% |
$1.23M - $1.57M
|
7.9K
$2.8M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-22- 4.49% |
$5.62K - $7.17K
|
468
$166K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-934- 16.87% |
$239K - $304K
|
4.6K
$1.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
900+ 48.86% |
$230K - $293K
|
2.74K
$974K
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-250- 5.76% |
$63.8K - $81.5K
|
4.09K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-1.8K- 50.0% |
$460K - $587K
|
1.8K
$639K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-74- 8.03% |
$18.9K - $24.1K
|
848
$301K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
15.6K+ 17.3% |
$3.98M - $5.08M
|
106K
$37.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4+ 0.19% |
$1.02K - $1.3K
|
2.12K
$752K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-85- 9.54% |
$21.7K - $27.7K
|
806
$286K
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
805+ 17.89% |
$206K - $262K
|
5.31K
$1.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-243- 16.6% |
$62.1K - $79.2K
|
1.22K
$434K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.6K+ 56.4% |
$664K - $848K
|
7.21K
$2.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
BUY
|
- |
622+ 1.78% |
$159K - $203K
|
35.5K
$12.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-22- 0.21% |
$5.62K - $7.17K
|
10.6K
$3.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3+ 0.21% |
$766 - $978
|
1.42K
$504K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-550- 18.89% |
$140K - $179K
|
2.36K
$839K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
816New |
$208K - $266K
|
816
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-240- 19.05% |
$61.3K - $78.2K
|
1.02K
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-27- 0.56% |
$6.9K - $8.8K
|
4.76K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
805New |
$206K - $262K
|
805
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1New |
$255 - $326
|
1
$355
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-5- 0.41% |
$1.28K - $1.63K
|
1.22K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
10+ 0.37% |
$2.55K - $3.26K
|
2.73K
$971K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13+ 4.35% |
$3.32K - $4.24K
|
312
$111K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-96- 1.42% |
$24.5K - $31.3K
|
6.66K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-17- 1.18% |
$4.34K - $5.54K
|
1.43K
$507K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
178+ 3.46% |
$45.5K - $58K
|
5.32K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-7- 0.34% |
$1.79K - $2.28K
|
2.02K
$719K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
CALL |
1KNew |
$255K - $326K
|
1K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
22New |
$5.62K - $7.17K
|
22
$7.81K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
731+ 56.06% |
$187K - $238K
|
2.04K
$723K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-405- 22.24% |
$103K - $132K
|
1.42K
$503K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-680- 6.03% |
$174K - $222K
|
10.6K
$3.77M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12+ 0.67% |
$3.06K - $3.91K
|
1.79K
$637K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
80+ 8.08% |
$20.4K - $26.1K
|
1.07K
$380K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.33K- 20.85% |
$594K - $758K
|
8.83K
$3.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-406- 1.38% |
$104K - $132K
|
28.9K
$10.3M
|