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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$218 - $243
|
1.22K
$360K
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-4.16K- 50.01% |
$904K - $1.01M
|
4.16K
$1.23M
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-540- 12.68% |
$117K - $131K
|
3.72K
$1.1M
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-125- 73.53% |
$27.2K - $30.4K
|
45
$13.3K
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
35New |
$7.61K - $8.51K
|
35
$10.3K
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-269K- 72.73% |
$58.5M - $65.4M
|
101K
$29.8M
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-122- 6.76% |
$26.5K - $29.7K
|
1.68K
$497K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
12New |
$2.61K - $2.92K
|
12
$3.54K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-88- 6.35% |
$19.1K - $21.4K
|
1.3K
$383K
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-500- 2.18% |
$109K - $122K
|
22.5K
$6.63M
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-575- 64.75% |
$125K - $140K
|
313
$92.5K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 4.78% |
$2.61K - $2.92K
|
239
$70.6K
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
25+ 192.31% |
$5.44K - $6.08K
|
38
$11.2K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 3.09% |
$653 - $729
|
100
$29.5K
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-5- 0.21% |
$1.09K - $1.22K
|
2.4K
$709K
|
|
Q1 2024 | |||||||
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
78+ 312.0% |
$14K - $17.9K
|
103
$30.4K
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.97K+ 24.6% |
$354K - $451K
|
9.97K
$2.94M
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
923New |
$166K - $211K
|
923
$273K
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-385KClosed |
$69.1M - $88.1M
|
0
$0
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.11KNew |
$919K - $1.17M
|
5.11K
$1.51M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-197- 32.56% |
$35.4K - $45.1K
|
408
$121K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 50.0% |
$1.08K - $1.37K
|
6
$1.77K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.05KNew |
$189K - $241K
|
1.05K
$310K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
6.42K+ 3.81% |
$1.15M - $1.47M
|
175K
$51.7M
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
993New |
$179K - $228K
|
993
$293K
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 2.31% |
$18K - $22.9K
|
4.22K
$1.25M
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-6- 40.0% |
$1.08K - $1.37K
|
9
$2.66K
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
38+ 15.7% |
$6.83K - $8.71K
|
280
$82.7K
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
259New |
$46.6K - $59.3K
|
259
$76.5K
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
16K+ 55.75% |
$2.88M - $3.67M
|
44.7K
$13.2M
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-234- 40.48% |
$42.1K - $53.6K
|
344
$102K
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
956New |
$172K - $219K
|
956
$282K
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-9.93K- 25.54% |
$1.79M - $2.28M
|
29K
$8.55M
|
|
May 15, 2024
Q1 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.06KNew |
$191K - $244K
|
1.06K
$314K
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.42K+ 80.29% |
$256K - $326K
|
3.19K
$943K
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
945New |
$170K - $217K
|
945
$279K
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
60+ 0.96% |
$10.8K - $13.7K
|
6.33K
$1.87M
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.7KNew |
$1.93M - $2.46M
|
10.7K
$3.17M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
20.5KNew |
$3.68M - $4.69M
|
20.5K
$6.05M
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.61K+ 10.9% |
$289K - $368K
|
16.4K
$4.83M
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1New |
$180 - $229
|
1
$295
|
|
May 15, 2024
Q1 2024
|
Kiltearn Partners LLP
Edinburgh, X0 |
SELL
|
- |
-64.6K- 56.11% |
$11.6M - $14.8M
|
50.5K
$14.9M
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
121KNew |
$21.7M - $27.7M
|
121K
$35.7M
|
|
May 15, 2024
Q1 2024
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
270KNew |
$48.5M - $61.9M
|
270K
$79.8M
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.58K- 63.57% |
$1M - $1.28M
|
3.2K
$944K
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
1.12KNew |
$201K - $256K
|
1.12K
$330K
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.29KNew |
$591K - $753K
|
3.29K
$971K
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
17.5KNew |
$3.15M - $4.01M
|
17.5K
$5.17M
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
3.73KNew |
$671K - $856K
|
3.73K
$1.1M
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
302New |
$54.3K - $69.2K
|
302
$89.2K
|