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 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-105- 5.99% |
$14.8K - $19.7K
|
1.65K
$576K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
145New |
$20.5K - $27.2K
|
145
$50.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
634New |
$89.6K - $119K
|
634
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.31KNew |
$184K - $245K
|
1.31K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-275- 1.5% |
$38.9K - $51.6K
|
18K
$6.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-63- 2.82% |
$8.9K - $11.8K
|
2.17K
$758K
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
67.6K+ 15.74% |
$9.55M - $12.7M
|
497K
$174M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.65K- 24.77% |
$233K - $310K
|
5.01K
$1.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1.45KNew |
$205K - $272K
|
1.45K
$507K
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
1.35K+ 30.84% |
$191K - $254K
|
5.73K
$2M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Cayman LP
|
BUY
|
PUT |
5.73KNew |
$809K - $1.08M
|
5.73K
$2M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-63- 17.36% |
$8.9K - $11.8K
|
300
$105K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
600New |
$84.8K - $113K
|
600
$210K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-326- 17.02% |
$46.1K - $61.2K
|
1.59K
$555K
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-50- 2.66% |
$7.07K - $9.39K
|
1.83K
$640K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
25New |
$3.53K - $4.7K
|
25
$8.74K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.24KNew |
$175K - $233K
|
1.24K
$433K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
258+ 9.63% |
$36.5K - $48.5K
|
2.94K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.05KNew |
$148K - $197K
|
1.05K
$366K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
305New |
$43.1K - $57.3K
|
305
$107K
|
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
6.74KNew |
$952K - $1.27M
|
6.74K
$2.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.83KNew |
$399K - $531K
|
2.83K
$988K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
27+ 0.39% |
$3.82K - $5.07K
|
7K
$2.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-75- 46.88% |
$10.6K - $14.1K
|
85
$29.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
4.59KNew |
$649K - $862K
|
4.59K
$1.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
301New |
$42.5K - $56.5K
|
301
$105K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
320New |
$45.2K - $60.1K
|
320
$112K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
6.77K+ 115.74% |
$957K - $1.27M
|
12.6K
$4.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-109- 3.3% |
$15.4K - $20.5K
|
3.19K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-400- 75.47% |
$56.5K - $75.1K
|
130
$45.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
1.18KNew |
$166K - $221K
|
1.18K
$411K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.1K+ 8.77% |
$156K - $207K
|
13.7K
$4.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-40- 2.33% |
$5.65K - $7.51K
|
1.68K
$586K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20+ 0.78% |
$2.83K - $3.76K
|
2.57K
$899K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-76- 14.73% |
$10.7K - $14.3K
|
440
$154K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
64New |
$9.04K - $12K
|
64
$22.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.13K+ 281.25% |
$159K - $211K
|
1.53K
$533K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.97K- 10.35% |
$420K - $558K
|
25.7K
$8.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.31KNew |
$185K - $245K
|
1.31K
$456K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
205+ 9.51% |
$29K - $38.5K
|
2.36K
$825K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
1.13KNew |
$160K - $212K
|
1.13K
$395K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.28KNew |
$181K - $240K
|
1.28K
$447K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
20+ 0.51% |
$2.83K - $3.76K
|
3.91K
$1.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
1.15KNew |
$163K - $216K
|
1.15K
$402K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.27KNew |
$179K - $238K
|
1.27K
$443K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-225- 26.01% |
$31.8K - $42.3K
|
640
$224K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
115+ 5.32% |
$16.3K - $21.6K
|
2.28K
$796K
|
|
|
Jan 16, 2024
Q4 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
1.1KNew |
$155K - $207K
|
1.1K
$384K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.32KNew |
$187K - $248K
|
1.32K
$461K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
1.09KNew |
$154K - $204K
|
1.09K
$380K
|