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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.31KClosed |
$197K - $245K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.13KClosed |
$170K - $212K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
80+ 40.0% |
$12K - $15K
|
280
$71.5K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
CALL |
500New |
$75K - $93.5K
|
500
$128K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.61KClosed |
$241K - $301K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-2.26K- 18.24% |
$359K - $400K
|
10.1K
$2.59M
|
|
|
Sep 18, 2023
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
- |
1.86KNew |
$296K - $329K
|
1.86K
$476K
|
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-600- 5.41% |
$95.2K - $106K
|
10.5K
$2.68M
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-100Closed |
$15.9K - $17.7K
|
0
$0
|
|
|
Nov 23, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-33.5K- 98.28% |
$5.32M - $5.92M
|
588
$150K
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.35KClosed |
$215K - $239K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Appleton Group, LLC
|
SELL
|
- |
-2.82KClosed |
$447K - $498K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.63KClosed |
$259K - $288K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-11.8KClosed |
$1.87M - $2.09M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-156KClosed |
$24.8M - $27.6M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
SELL
|
- |
-1.64KClosed |
$260K - $290K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-130Closed |
$20.6K - $23K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.79KClosed |
$284K - $316K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-100- 3.23% |
$15.9K - $17.7K
|
3K
$766K
|
|
|
Nov 12, 2021
Q3 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
CALL |
770K+ 232.4% |
$122M - $136M
|
1.1M
$281M
|
|
|
Nov 12, 2021
Q3 2021
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-18.8KClosed |
$2.98M - $3.32M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-282Closed |
$44.8K - $49.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
200New |
$31.7K - $35.4K
|
200
$51.1K
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.49KClosed |
$237K - $264K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.28KClosed |
$203K - $227K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-16.2KClosed |
$2.57M - $2.86M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-15KClosed |
$2.38M - $2.65M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.1KClosed |
$492K - $548K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-1.3KClosed |
$206K - $230K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
SELL
|
- |
-25- 0.5% |
$3.97K - $4.42K
|
5.02K
$1.28M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.98KClosed |
$314K - $349K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
PUT |
3.5KNew |
$556K - $619K
|
3.5K
$894K
|
|
|
Nov 03, 2021
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
PUT |
1.86KNew |
$296K - $329K
|
1.86K
$476K
|
|
|
Nov 02, 2021
Q3 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
2KNew |
$317K - $354K
|
2K
$511K
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
108New |
$17.1K - $19.1K
|
108
$27.6K
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.96K- 14.46% |
$311K - $346K
|
11.6K
$2.96M
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.43KClosed |
$227K - $253K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
8.91KNew |
$1.41M - $1.58M
|
8.91K
$2.28M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$15.9K - $17.7K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-35- 34.65% |
$5.56K - $6.19K
|
66
$16.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.24KClosed |
$196K - $219K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-1.28K- 3.1% |
$202K - $225K
|
39.9K
$10.2M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-102- 14.05% |
$16.2K - $18K
|
624
$159K
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-500- 2.81% |
$72.2K - $84.7K
|
17.3K
$4.42M
|
|
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
15.8KNew |
$2.28M - $2.68M
|
15.8K
$4.04M
|
|
|
Sep 23, 2021
Q2 2021
|
Blooom, Inc.
|
SELL
|
- |
-1.43KClosed |
$207K - $243K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-400Closed |
$57.7K - $67.8K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-3.21KClosed |
$463K - $544K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-37.8KClosed |
$5.46M - $6.41M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-1.07KClosed |
$154K - $181K
|
0
$0
|
|