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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-382- 5.85% |
$57K - $68K
|
6.15K
$1.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.23K- 29.81% |
$183K - $218K
|
2.89K
$854K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-55- 0.65% |
$8.21K - $9.79K
|
8.46K
$2.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
1.55KNew |
$231K - $276K
|
1.55K
$459K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
223New |
$33.3K - $39.7K
|
223
$66K
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-500- 25.77% |
$74.6K - $89K
|
1.44K
$426K
|
|
| Q2 2023 | |||||||
|
Apr 25, 2025
Q2 2023
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-5KClosed |
$740K - $876K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-27.3K- 37.86% |
$4.03M - $4.77M
|
44.7K
$13.2M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-14.7K- 26.31% |
$2.17M - $2.57M
|
41.1K
$12.2M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.15KNew |
$170K - $201K
|
1.15K
$340K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-51.7K- 95.26% |
$7.65M - $9.05M
|
2.57K
$761K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-17- 0.71% |
$2.51K - $2.98K
|
2.39K
$708K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25New |
$3.7K - $4.38K
|
25
$7.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
4.04K+ 25.21% |
$597K - $707K
|
20K
$5.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-2.63K- 27.51% |
$389K - $460K
|
6.93K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-185K- 25.91% |
$27.3M - $32.4M
|
528K
$156M
|
|
|
Aug 14, 2023
Q2 2023
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-7.76K- 7.34% |
$1.15M - $1.36M
|
98K
$29M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.17M- 100.0% |
$174M - $206M
|
35
$10.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
83New |
$12.3K - $14.5K
|
83
$24.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-43- 0.58% |
$6.36K - $7.53K
|
7.41K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-877K- 81.13% |
$130M - $154M
|
204K
$60.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
670KNew |
$99.1M - $117M
|
670K
$198M
|
|
|
Aug 14, 2023
Q2 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-3.25K- 32.58% |
$480K - $569K
|
6.72K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.81K+ 1.26% |
$268K - $317K
|
145K
$43M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.53KNew |
$522K - $618K
|
3.53K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
522New |
$77.2K - $91.4K
|
522
$154K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
330KNew |
$48.8M - $57.8M
|
330K
$97.7M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-16- 0.62% |
$2.37K - $2.8K
|
2.58K
$762K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-18.5K- 34.37% |
$2.74M - $3.24M
|
35.3K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.62K+ 3.35% |
$240K - $284K
|
50K
$14.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
51+ 0.76% |
$7.54K - $8.93K
|
6.78K
$2.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Archon Capital Management LLC
Seattle, WA |
BUY
|
PUT |
50KNew |
$7.4M - $8.76M
|
50K
$14.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
56.9KNew |
$8.42M - $9.97M
|
56.9K
$16.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-171- 7.77% |
$25.3K - $29.9K
|
2.03K
$601K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-438K- 26.96% |
$64.8M - $76.7M
|
1.19M
$351M
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.16KNew |
$172K - $204K
|
1.16K
$344K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.74K- 6.11% |
$257K - $305K
|
26.7K
$7.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4+ 0.12% |
$592 - $701
|
3.44K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
226+ 0.96% |
$33.4K - $39.6K
|
23.8K
$7.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-210- 93.33% |
$31.1K - $36.8K
|
15
$4.44K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
208+ 3.92% |
$30.8K - $36.4K
|
5.52K
$1.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100+ 4.0% |
$14.8K - $17.5K
|
2.6K
$769K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
301+ 20.12% |
$44.5K - $52.7K
|
1.8K
$532K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 4.64% |
$1.63K - $1.93K
|
248
$73.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
22.8K+ 93.39% |
$3.37M - $3.99M
|
47.1K
$13.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6.14K+ 192.41% |
$908K - $1.08M
|
9.33K
$2.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-72- 41.86% |
$10.7K - $12.6K
|
100
$29.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.99K+ 157.11% |
$443K - $524K
|
4.9K
$1.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-12- 0.25% |
$1.78K - $2.1K
|
4.7K
$1.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-150- 10.74% |
$22.2K - $26.3K
|
1.25K
$369K
|
|