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 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
21New |
$2.89K - $3.96K
|
21
$6.53K
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-38K- 76.0% |
$5.23M - $7.16M
|
12K
$3.73M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-248Closed |
$34.1K - $46.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Claar Advisors LLC
New York, NY |
SELL
|
- |
-47.9KClosed |
$6.58M - $9.02M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
81.8KNew |
$11.2M - $15.4M
|
81.8K
$25.4M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-5.01K- 14.11% |
$689K - $944K
|
30.5K
$9.49M
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.14KClosed |
$157K - $215K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Srb Corp
Boston, MA |
SELL
|
- |
-7.69KClosed |
$1.06M - $1.45M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.81K- 14.76% |
$249K - $342K
|
10.5K
$3.26M
|
|
Aug 12, 2022
Q2 2022
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
SELL
|
- |
-16.4K- 19.44% |
$2.25M - $3.09M
|
67.9K
$21.1M
|
|
Aug 12, 2022
Q2 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-30- 1.96% |
$4.13K - $5.65K
|
1.5K
$467K
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
PUT |
-400- 5.48% |
$55K - $75.4K
|
6.9K
$2.15M
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
559+ 4.6% |
$76.9K - $105K
|
12.7K
$3.95M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-849Closed |
$117K - $160K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Iat Reinsurance CO Ltd.
New York, NY |
SELL
|
- |
-349KClosed |
$47.9M - $65.7M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-11.5KClosed |
$1.58M - $2.16M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-515- 23.05% |
$70.8K - $97.1K
|
1.72K
$535K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.14K- 4.64% |
$157K - $215K
|
23.4K
$7.29M
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-26- 20.63% |
$3.58K - $4.9K
|
100
$31.1K
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.14KClosed |
$157K - $215K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-224- 1.12% |
$30.8K - $42.2K
|
19.8K
$6.15M
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.4KNew |
$330K - $452K
|
2.4K
$746K
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-1.33K- 32.01% |
$182K - $250K
|
2.82K
$877K
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
20New |
$2.75K - $3.77K
|
20
$6.22K
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-1.31KClosed |
$180K - $247K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-200Closed |
$27.5K - $37.7K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-91- 73.39% |
$12.5K - $17.1K
|
33
$10.3K
|
|
Aug 08, 2022
Q2 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-3.6KClosed |
$495K - $678K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
619New |
$85.1K - $117K
|
619
$193K
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5+ 0.07% |
$688 - $942
|
6.89K
$2.14M
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-518- 44.43% |
$71.2K - $97.6K
|
648
$202K
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.5KClosed |
$207K - $283K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Ams Capital Ltda
|
SELL
|
- |
-39.2KClosed |
$5.38M - $7.38M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.98KClosed |
$272K - $373K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-88.5KClosed |
$12.2M - $16.7M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
6+ 0.23% |
$825 - $1.13K
|
2.64K
$821K
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-15- 10.27% |
$2.06K - $2.83K
|
131
$40.7K
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.03KClosed |
$280K - $383K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
10KNew |
$1.38M - $1.88M
|
10K
$3.11M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
826New |
$114K - $156K
|
826
$257K
|
|
Jul 28, 2022
Q2 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.9KNew |
$261K - $358K
|
1.9K
$591K
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
576+ 11.84% |
$79.2K - $109K
|
5.44K
$1.69M
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-755Closed |
$104K - $142K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.07K- 39.99% |
$148K - $202K
|
1.61K
$501K
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
750+ 21.43% |
$103K - $141K
|
4.25K
$1.32M
|
|
Jul 27, 2022
Q2 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-1.91KClosed |
$262K - $359K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-68- 0.42% |
$9.35K - $12.8K
|
16K
$4.98M
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-142- 49.31% |
$19.5K - $26.8K
|
146
$45.4K
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-1.59KClosed |
$218K - $299K
|
0
$0
|