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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-1- 4.76% |
$159 - $198
|
20
$5.11K
|
|
Apr 21, 2022
Q1 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.72KClosed |
$273K - $342K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-47- 75.81% |
$7.46K - $9.32K
|
15
$3.83K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
250New |
$39.7K - $49.6K
|
250
$63.8K
|
|
Apr 19, 2022
Q1 2022
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.8K- 26.47% |
$286K - $357K
|
5K
$1.28M
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3KClosed |
$476K - $595K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-236Closed |
$37.5K - $46.8K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-100Closed |
$15.9K - $19.8K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.45KClosed |
$230K - $288K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-11.5KClosed |
$1.83M - $2.28M
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Campbell Capital Management Inc
|
SELL
|
- |
-32.9KClosed |
$5.23M - $6.53M
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Metropolis Capital LTD
|
SELL
|
- |
-51.8KClosed |
$8.22M - $10.3M
|
0
$0
|
|
Q4 2021 | |||||||
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.57KClosed |
$385K - $480K
|
0
$0
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
2.24KNew |
$336K - $419K
|
2.24K
$572K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
413New |
$62K - $77.3K
|
413
$105K
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
609+ 27.8% |
$91.4K - $114K
|
2.8K
$715K
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-23KClosed |
$3.45M - $4.3M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1Closed |
$150 - $187
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
CALL |
100New |
$15K - $18.7K
|
100
$25.5K
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
13.9K+ 139.0% |
$2.09M - $2.6M
|
23.9K
$6.1M
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-442Closed |
$66.3K - $82.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-901- 28.51% |
$135K - $169K
|
2.26K
$577K
|
|
Feb 14, 2022
Q4 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-450Closed |
$67.5K - $84.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-6.33KClosed |
$950K - $1.18M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-185Closed |
$27.8K - $34.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-217KClosed |
$32.6M - $40.7M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ally Financial Inc.
Detroit, MI |
SELL
|
- |
-4K- 40.0% |
$600K - $748K
|
6K
$1.53M
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-29.4K- 11.24% |
$4.41M - $5.5M
|
232K
$59.3M
|
|
Feb 11, 2022
Q4 2021
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-10KClosed |
$1.5M - $1.87M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-450Closed |
$67.5K - $84.2K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-12KClosed |
$1.8M - $2.24M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-860Closed |
$129K - $161K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
SELL
|
- |
-3.2KClosed |
$480K - $599K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Robeco Schweiz Ag
|
SELL
|
- |
-30.2KClosed |
$4.54M - $5.66M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-174KClosed |
$26.1M - $32.5M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.9KClosed |
$285K - $355K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-6.85KClosed |
$1.03M - $1.28M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-66Closed |
$9.9K - $12.3K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-4.46KClosed |
$669K - $834K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
CALL |
200New |
$30K - $37.4K
|
200
$51.1K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-180Closed |
$27K - $33.7K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-2.41KClosed |
$361K - $450K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-90Closed |
$13.5K - $16.8K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-343Closed |
$51.5K - $64.2K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Marathon Asset Management LTD
|
SELL
|
- |
-899KClosed |
$135M - $168M
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
SELL
|
- |
-1.26KClosed |
$189K - $235K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-61Closed |
$9.15K - $11.4K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-13.8KClosed |
$2.07M - $2.59M
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-13.6KClosed |
$2.04M - $2.54M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
9.65KNew |
$1.45M - $1.81M
|
9.65K
$2.46M
|