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 13, 2021
Q2 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-6.05KClosed |
$873K - $1.03M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-500Closed |
$72.2K - $84.7K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Avalon Global Asset Management LLC
San Francisco, CA |
SELL
|
CALL |
-90KClosed |
$13M - $15.3M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Bls Capital Fondsmaeglerselskab A
Klampenborg, G7 |
SELL
|
- |
-740KClosed |
$107M - $125M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-13.1K- 84.44% |
$1.88M - $2.21M
|
2.41K
$614K
|
|
Aug 11, 2021
Q2 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-5.04KClosed |
$728K - $855K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Tom Gayner
Markel Corp
|
BUY
|
- |
100+ 0.02% |
$14.4K - $16.9K
|
484K
$124M
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-191Closed |
$27.6K - $32.4K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.13KClosed |
$452K - $531K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-200Closed |
$28.9K - $33.9K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-107Closed |
$15.4K - $18.1K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-120Closed |
$17.3K - $20.3K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
46.9KNew |
$6.77M - $7.94M
|
46.9K
$12M
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-262Closed |
$37.8K - $44.4K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
300New |
$43.3K - $50.8K
|
300
$76.6K
|
|
Jul 16, 2021
Q2 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-3.93KClosed |
$567K - $666K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
SELL
|
- |
-200Closed |
$28.9K - $33.9K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-2.5KClosed |
$361K - $424K
|
0
$0
|
|
Q1 2021 | |||||||
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-278Closed |
$31.7K - $41.8K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-17Closed |
$1.94K - $2.55K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Viking Global Investors LP
|
SELL
|
- |
-5.22MClosed |
$596M - $785M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Think Investments LP
San Francisco, CA |
SELL
|
- |
-277KClosed |
$31.6M - $41.6M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Alight Capital Management LP
New York, NY |
SELL
|
CALL |
-30KClosed |
$3.42M - $4.51M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-2.71KClosed |
$309K - $407K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-4.65KClosed |
$530K - $698K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-62.4KClosed |
$7.12M - $9.38M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Saltoro Capital, LP
Dallas, TX |
SELL
|
- |
-2KClosed |
$228K - $301K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-90KClosed |
$10.3M - $13.5M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.28KClosed |
$260K - $343K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-178Closed |
$20.3K - $26.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-97Closed |
$11.1K - $14.6K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
1623 Capital LLC
Alexandria, VA |
SELL
|
- |
-41.5KClosed |
$4.73M - $6.24M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-3.99KClosed |
$455K - $600K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-3.24KClosed |
$370K - $487K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-13.2KClosed |
$1.51M - $1.99M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
240+ 49.9% |
$27.4K - $36.1K
|
721
$184K
|
|
May 13, 2021
Q1 2021
|
Theleme Partners LLP
London, X0 |
SELL
|
- |
-917KClosed |
$105M - $138M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hs Management Partners, LLC
New York, NY |
SELL
|
- |
-1.34MClosed |
$153M - $201M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-669Closed |
$76.3K - $101K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-2.75K- 32.63% |
$314K - $413K
|
5.68K
$1.45M
|
|
May 12, 2021
Q1 2021
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-7.1KClosed |
$810K - $1.07M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-190Closed |
$21.7K - $28.6K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-101Closed |
$11.5K - $15.2K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-2.39KClosed |
$273K - $359K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Close Asset Management LTD
|
SELL
|
- |
-319- 24.17% |
$36.4K - $47.9K
|
1K
$256K
|
|
May 07, 2021
Q1 2021
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-25.4KClosed |
$2.9M - $3.82M
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Armstrong Shaw Associates Inc
|
BUY
|
- |
1.53KNew |
$175K - $231K
|
1.53K
$392K
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-327Closed |
$37.3K - $49.1K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-23Closed |
$2.62K - $3.46K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-11Closed |
$1.25K - $1.65K
|
0
$0
|