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 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-112- 3.55% |
$15.3K - $17.7K
|
3.05K
$906K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
264+ 6.47% |
$36.1K - $41.6K
|
4.34K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
86New |
$11.8K - $13.6K
|
86
$25.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
510+ 18.62% |
$69.8K - $80.4K
|
3.25K
$966K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-173- 1.55% |
$23.7K - $27.3K
|
11K
$3.28M
|
|
|
Feb 14, 2023
Q4 2022
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
1.44KNew |
$197K - $227K
|
1.44K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
122+ 0.79% |
$16.7K - $19.2K
|
15.5K
$4.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
175New |
$23.9K - $27.6K
|
175
$52K
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
3.84K+ 31.88% |
$526K - $606K
|
15.9K
$4.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-155- 4.19% |
$21.2K - $24.4K
|
3.54K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
24.4KNew |
$3.34M - $3.85M
|
24.4K
$7.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
440New |
$60.2K - $69.4K
|
440
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16New |
$2.19K - $2.52K
|
16
$4.76K
|
|
|
Feb 14, 2023
Q4 2022
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
5KNew |
$684K - $788K
|
5K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
20KNew |
$2.73M - $3.15M
|
20K
$5.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
87New |
$11.9K - $13.7K
|
87
$25.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-443- 3.59% |
$60.6K - $69.8K
|
11.9K
$3.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
9.12K+ 155.68% |
$1.25M - $1.44M
|
15K
$4.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
300+ 16.06% |
$41K - $47.3K
|
2.17K
$645K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
297+ 127.47% |
$40.6K - $46.8K
|
530
$158K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1- 0.04% |
$137 - $158
|
2.61K
$776K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$137 - $158
|
8.85K
$2.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
10.3K+ 167.43% |
$1.41M - $1.62M
|
16.4K
$4.88M
|
|
|
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
$5.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.33KNew |
$182K - $210K
|
1.33K
$396K
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.04KNew |
$415K - $479K
|
3.04K
$903K
|
|
|
Feb 13, 2023
Q4 2022
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-369K- 93.66% |
$50.5M - $58.2M
|
25K
$7.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10New |
$1.37K - $1.58K
|
10
$2.97K
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-1.26K- 1.82% |
$173K - $199K
|
68.3K
$20.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
250KNew |
$34.2M - $39.4M
|
250K
$74.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
16.6KNew |
$2.27M - $2.62M
|
16.6K
$4.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-45- 31.03% |
$6.16K - $7.1K
|
100
$29.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
13.8K+ 7.53% |
$1.89M - $2.18M
|
197K
$58.6M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
113+ 3.68% |
$15.5K - $17.8K
|
3.18K
$946K
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-125- 4.59% |
$17.1K - $19.7K
|
2.6K
$773K
|
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
86+ 1.37% |
$11.8K - $13.6K
|
6.39K
$1.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-1.45K- 8.24% |
$198K - $228K
|
16.1K
$4.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-50- 0.49% |
$6.84K - $7.88K
|
10.1K
$2.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-190- 0.66% |
$26K - $30K
|
28.7K
$8.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.13K- 3.81% |
$566K - $652K
|
104K
$31.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
11New |
$1.5K - $1.73K
|
11
$3.27K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-14- 0.32% |
$1.92K - $2.21K
|
4.35K
$1.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
32+ 1.98% |
$4.38K - $5.05K
|
1.65K
$489K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
32New |
$4.38K - $5.05K
|
32
$9.52K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-50- 6.78% |
$6.84K - $7.88K
|
688
$205K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-433- 23.57% |
$59.2K - $68.3K
|
1.4K
$418K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
593+ 20.58% |
$81.1K - $93.5K
|
3.48K
$1.03M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-115- 0.64% |
$15.7K - $18.1K
|
18K
$5.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
1.37KNew |
$188K - $216K
|
1.37K
$408K
|