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 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-50- 6.78% |
$6.84K - $7.88K
|
688
$186K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-433- 23.57% |
$59.2K - $68.3K
|
1.4K
$380K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
593+ 20.58% |
$81.1K - $93.5K
|
3.48K
$941K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-115- 0.64% |
$15.7K - $18.1K
|
18K
$4.86M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
1.37KNew |
$188K - $216K
|
1.37K
$372K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-291- 4.88% |
$39.8K - $45.9K
|
5.68K
$1.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.59KNew |
$217K - $250K
|
1.59K
$430K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-130- 50.0% |
$17.8K - $20.5K
|
130
$35.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
120New |
$16.4K - $18.9K
|
120
$32.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
2.8KNew |
$383K - $441K
|
2.8K
$758K
|
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
4.77KNew |
$652K - $751K
|
4.77K
$1.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-2.24K- 45.16% |
$306K - $353K
|
2.72K
$736K
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
SELL
|
- |
-75- 21.43% |
$10.3K - $11.8K
|
275
$74.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.67K- 0.44% |
$228K - $263K
|
380K
$103M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
100+ 3.96% |
$13.7K - $15.8K
|
2.63K
$711K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-100- 0.62% |
$13.7K - $15.8K
|
16K
$4.32M
|
|
|
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
$54.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-36- 0.54% |
$4.93K - $5.68K
|
6.59K
$1.79M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
792New |
$108K - $125K
|
792
$214K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
900New |
$123K - $142K
|
900
$244K
|
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-260- 3.4% |
$35.6K - $41K
|
7.39K
$2M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
1.37KNew |
$187K - $215K
|
1.37K
$370K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
936New |
$128K - $148K
|
936
$253K
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
25+ 1.51% |
$3.42K - $3.94K
|
1.68K
$456K
|
|
| Q3 2022 | |||||||
|
Jan 23, 2024
Q3 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-7.66KClosed |
$1.03M - $1.27M
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-7.11K- 64.06% |
$959K - $1.18M
|
3.99K
$1.08M
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.25KNew |
$304K - $373K
|
2.25K
$609K
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
150+ 7.83% |
$20.2K - $24.9K
|
2.07K
$560K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-11.8K- 8.74% |
$1.6M - $1.96M
|
123K
$33.4M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
11+ 0.7% |
$1.48K - $1.82K
|
1.59K
$431K
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-60- 3.82% |
$8.09K - $9.95K
|
1.51K
$409K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11+ 0.18% |
$1.48K - $1.82K
|
6.1K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-382- 19.52% |
$51.5K - $63.4K
|
1.58K
$427K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-75- 0.85% |
$10.1K - $12.4K
|
8.77K
$2.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
BUY
|
- |
1.6KNew |
$216K - $265K
|
1.6K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-26- 2.46% |
$3.51K - $4.31K
|
1.03K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-293- 27.49% |
$39.5K - $48.6K
|
773
$209K
|
|
|
Nov 14, 2022
Q3 2022
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-36.5K- 27.6% |
$4.93M - $6.05M
|
95.8K
$25.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-8.41KClosed |
$1.13M - $1.39M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-17- 0.58% |
$2.29K - $2.82K
|
2.93K
$793K
|
|
|
Nov 14, 2022
Q3 2022
|
Abeille Asset Management Sa
|
BUY
|
- |
718+ 1.29% |
$96.9K - $119K
|
56.2K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-427- 17.72% |
$57.6K - $70.8K
|
1.98K
$537K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
73.9K+ 605.88% |
$9.97M - $12.3M
|
86.1K
$23.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
103+ 0.44% |
$13.9K - $17.1K
|
23.5K
$6.37M
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
1.51KNew |
$203K - $250K
|
1.51K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6K+ 269.2% |
$809K - $994K
|
8.22K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.59KNew |
$215K - $264K
|
1.59K
$432K
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-57.2K- 61.75% |
$7.71M - $9.48M
|
35.4K
$9.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.09KNew |
$147K - $181K
|
1.09K
$296K
|
|