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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$185K - $219K
|
1.25K
$370K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
924+ 2.48% |
$137K - $162K
|
38.2K
$11.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-329- 63.88% |
$48.7K - $57.6K
|
186
$55K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
634+ 97.09% |
$93.8K - $111K
|
1.29K
$381K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.19K- 25.43% |
$176K - $208K
|
3.48K
$1.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-85- 1.17% |
$12.6K - $14.9K
|
7.2K
$2.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-350- 20.59% |
$51.8K - $61.3K
|
1.35K
$400K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
69+ 1.68% |
$10.2K - $12.1K
|
4.17K
$1.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-17- 3.72% |
$2.51K - $2.98K
|
440
$130K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.13KNew |
$611K - $724K
|
4.13K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-3.3K- 67.35% |
$488K - $578K
|
1.6K
$474K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.16% |
$148 - $175
|
635
$188K
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.27KNew |
$335K - $397K
|
2.27K
$671K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-81- 10.9% |
$12K - $14.2K
|
662
$196K
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.27KNew |
$188K - $223K
|
1.27K
$377K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-75- 1.35% |
$11.1K - $13.1K
|
5.48K
$1.62M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
102+ 5.86% |
$15.1K - $17.9K
|
1.84K
$545K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-75- 1.35% |
$11.1K - $13.1K
|
5.48K
$1.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
8.5KNew |
$1.26M - $1.49M
|
8.5K
$2.52M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-85- 0.62% |
$12.6K - $14.9K
|
13.7K
$4.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.67KNew |
$246K - $292K
|
1.67K
$493K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-37- 1.53% |
$5.47K - $6.48K
|
2.38K
$704K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.17KNew |
$173K - $204K
|
1.17K
$345K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
376+ 16.63% |
$55.6K - $65.9K
|
2.64K
$780K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-95- 69.34% |
$14.1K - $16.6K
|
42
$12.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
734New |
$109K - $129K
|
734
$217K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-752- 14.05% |
$111K - $132K
|
4.6K
$1.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
191+ 12.01% |
$28.3K - $33.5K
|
1.78K
$527K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 17.07% |
$1.04K - $1.23K
|
48
$14.2K
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-80- 0.6% |
$11.8K - $14K
|
13.2K
$3.91M
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.08KNew |
$598K - $740K
|
4.08K
$1.21M
|
|
|
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
$8.88K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
38New |
$5.56K - $6.89K
|
38
$11.2K
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.61KNew |
$382K - $473K
|
2.61K
$771K
|
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
285KNew |
$41.7M - $51.7M
|
285K
$84.3M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
6.01KNew |
$880K - $1.09M
|
6.01K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-13- 0.82% |
$1.9K - $2.36K
|
1.58K
$467K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.59K- 2.95% |
$378K - $469K
|
85.1K
$25.2M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-750- 28.33% |
$110K - $136K
|
1.9K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
70.6KNew |
$10.3M - $12.8M
|
70.6K
$20.9M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.13KNew |
$750K - $929K
|
5.13K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-10.4K- 45.3% |
$1.52M - $1.89M
|
12.6K
$3.72M
|
|
|
May 15, 2023
Q1 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
166K+ 92.48% |
$24.3M - $30.1M
|
346K
$102M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 46.01% |
$204K - $252K
|
4.41K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
750New |
$110K - $136K
|
750
$222K
|
|
|
May 15, 2023
Q1 2023
|
Deer Park Road Corp
Steamboat Springs, CO |
SELL
|
PUT |
-100K- 16.67% |
$14.6M - $18.1M
|
500K
$148M
|
|
|
May 15, 2023
Q1 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
33.4KNew |
$4.9M - $6.07M
|
33.4K
$9.9M
|
|
|
May 12, 2023
Q1 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
5.5KNew |
$805K - $997K
|
5.5K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-64- 3.37% |
$9.37K - $11.6K
|
1.84K
$543K
|
|