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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
300+ 16.06% |
$41K - $47.3K
|
2.17K
$674K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
297+ 127.47% |
$40.6K - $46.8K
|
530
$165K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1- 0.04% |
$137 - $158
|
2.61K
$812K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$137 - $158
|
8.85K
$2.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
10.3K+ 167.43% |
$1.41M - $1.62M
|
16.4K
$5.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
18.9KNew |
$2.59M - $2.98M
|
18.9K
$5.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.33KNew |
$182K - $210K
|
1.33K
$414K
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.04KNew |
$415K - $479K
|
3.04K
$944K
|
|
|
Feb 13, 2023
Q4 2022
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-369K- 93.66% |
$50.5M - $58.2M
|
25K
$7.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10New |
$1.37K - $1.58K
|
10
$3.11K
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-1.26K- 1.82% |
$173K - $199K
|
68.3K
$21.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
250KNew |
$34.2M - $39.4M
|
250K
$77.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
16.6KNew |
$2.27M - $2.62M
|
16.6K
$5.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-45- 31.03% |
$6.16K - $7.1K
|
100
$31.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
13.8K+ 7.53% |
$1.89M - $2.18M
|
197K
$61.3M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
113+ 3.68% |
$15.5K - $17.8K
|
3.18K
$990K
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-125- 4.59% |
$17.1K - $19.7K
|
2.6K
$809K
|
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
86+ 1.37% |
$11.8K - $13.6K
|
6.39K
$1.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-1.45K- 8.24% |
$198K - $228K
|
16.1K
$5.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-50- 0.49% |
$6.84K - $7.88K
|
10.1K
$3.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-190- 0.66% |
$26K - $30K
|
28.7K
$8.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.13K- 3.81% |
$566K - $652K
|
104K
$32.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
11New |
$1.5K - $1.73K
|
11
$3.42K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-14- 0.32% |
$1.92K - $2.21K
|
4.35K
$1.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
32+ 1.98% |
$4.38K - $5.05K
|
1.65K
$512K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
32New |
$4.38K - $5.05K
|
32
$9.95K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-50- 6.78% |
$6.84K - $7.88K
|
688
$214K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-433- 23.57% |
$59.2K - $68.3K
|
1.4K
$437K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
593+ 20.58% |
$81.1K - $93.5K
|
3.48K
$1.08M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-115- 0.64% |
$15.7K - $18.1K
|
18K
$5.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
1.37KNew |
$188K - $216K
|
1.37K
$427K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-291- 4.88% |
$39.8K - $45.9K
|
5.68K
$1.77M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.59KNew |
$217K - $250K
|
1.59K
$494K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-130- 50.0% |
$17.8K - $20.5K
|
130
$40.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
120New |
$16.4K - $18.9K
|
120
$37.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
2.8KNew |
$383K - $441K
|
2.8K
$871K
|
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
4.77KNew |
$652K - $751K
|
4.77K
$1.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-2.24K- 45.16% |
$306K - $353K
|
2.72K
$845K
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
SELL
|
- |
-75- 21.43% |
$10.3K - $11.8K
|
275
$85.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.67K- 0.44% |
$228K - $263K
|
380K
$118M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
100+ 3.96% |
$13.7K - $15.8K
|
2.63K
$816K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-100- 0.62% |
$13.7K - $15.8K
|
16K
$4.96M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-1.07KClosed |
$146K - $169K
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
201New |
$27.5K - $31.7K
|
201
$62.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-36- 0.54% |
$4.93K - $5.68K
|
6.59K
$2.05M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
792New |
$108K - $125K
|
792
$246K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
900New |
$123K - $142K
|
900
$280K
|
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-260- 3.4% |
$35.6K - $41K
|
7.39K
$2.3M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
1.37KNew |
$187K - $215K
|
1.37K
$425K
|