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, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
191+ 12.01% |
$28.3K - $33.5K
|
1.78K
$554K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 17.07% |
$1.04K - $1.23K
|
48
$14.9K
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-80- 0.6% |
$11.8K - $14K
|
13.2K
$4.11M
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
241+ 8.45% |
$35.3K - $43.7K
|
3.09K
$962K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.08KNew |
$598K - $740K
|
4.08K
$1.27M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.38KClosed |
$203K - $251K
|
0
$0
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
30New |
$4.39K - $5.44K
|
30
$9.33K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
38New |
$5.56K - $6.89K
|
38
$11.8K
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.61KNew |
$382K - $473K
|
2.61K
$811K
|
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
285KNew |
$41.7M - $51.7M
|
285K
$88.6M
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-6.2K- 75.85% |
$908K - $1.12M
|
1.98K
$614K
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
6.01KNew |
$880K - $1.09M
|
6.01K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-13- 0.82% |
$1.9K - $2.36K
|
1.58K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-110- 4.95% |
$16.1K - $19.9K
|
2.11K
$657K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.59K- 2.95% |
$378K - $469K
|
85.1K
$26.5M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-750- 28.33% |
$110K - $136K
|
1.9K
$590K
|
|
|
May 15, 2023
Q1 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
70.6KNew |
$10.3M - $12.8M
|
70.6K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.13KNew |
$750K - $929K
|
5.13K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-10.4K- 45.3% |
$1.52M - $1.89M
|
12.6K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
166K+ 92.48% |
$24.3M - $30.1M
|
346K
$108M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 46.01% |
$204K - $252K
|
4.41K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
750New |
$110K - $136K
|
750
$233K
|
|
|
May 15, 2023
Q1 2023
|
Deer Park Road Corp
Steamboat Springs, CO |
SELL
|
PUT |
-100K- 16.67% |
$14.6M - $18.1M
|
500K
$156M
|
|
|
May 15, 2023
Q1 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
33.4KNew |
$4.9M - $6.07M
|
33.4K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
5.5KNew |
$805K - $997K
|
5.5K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-64- 3.37% |
$9.37K - $11.6K
|
1.84K
$571K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.11KNew |
$748K - $927K
|
5.11K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
3.36KNew |
$493K - $610K
|
3.36K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
CALL |
1M+ 40.25% |
$146M - $181M
|
3.48M
$1.08B
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
CALL |
5New |
$732 - $907
|
5
$1.56K
|
|
|
May 11, 2023
Q1 2023
|
Ruffer LLP
|
SELL
|
- |
-298K- 89.66% |
$43.6M - $54M
|
34.3K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
20.5K+ 1137.87% |
$3M - $3.72M
|
22.3K
$6.93M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
14.9KNew |
$2.18M - $2.7M
|
14.9K
$4.63M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
616+ 127.54% |
$90.2K - $112K
|
1.1K
$342K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
134+ 80.72% |
$19.6K - $24.3K
|
300
$93.3K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
265New |
$38.8K - $48.1K
|
265
$82.4K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
387New |
$56.7K - $70.2K
|
387
$120K
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.18KNew |
$758K - $939K
|
5.18K
$1.61M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.43MNew |
$795M - $985M
|
5.43M
$1.69B
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.68KNew |
$246K - $304K
|
1.68K
$522K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
159New |
$23.3K - $28.8K
|
159
$49.5K
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
2.81KNew |
$411K - $509K
|
2.81K
$873K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
65+ 0.84% |
$9.52K - $11.8K
|
7.79K
$2.42M
|
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-8.43K- 58.39% |
$1.23M - $1.53M
|
6.01K
$1.87M
|
|
|
May 04, 2023
Q1 2023
|
Heard Capital LLC
Chicago, IL |
BUY
|
CALL |
3KNew |
$439K - $544K
|
3K
$933K
|
|
|
May 04, 2023
Q1 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-18.6K- 60.0% |
$2.72M - $3.37M
|
12.4K
$3.86M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
20+ 2.19% |
$2.93K - $3.63K
|
935
$291K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$732 - $907
|
5
$1.56K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13+ 6.84% |
$1.9K - $2.36K
|
203
$63.1K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.84KNew |
$269K - $333K
|
1.84K
$571K
|
|