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 |
|---|---|---|---|---|---|---|---|
|
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
$311K
|
|
|
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
$477K
|
|
|
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
|
|
|
Apr 30, 2021
Q1 2021
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-15.8KClosed |
$1.8M - $2.37M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Mizuho Markets Americas LLC
|
BUY
|
- |
7.14KNew |
$814K - $1.07M
|
7.14K
$2.22M
|
|
|
Apr 28, 2021
Q1 2021
|
Mizuho Markets Americas LLC
|
BUY
|
PUT |
7.14KNew |
$814K - $1.07M
|
7.14K
$2.22M
|
|
|
Apr 28, 2021
Q1 2021
|
Wealth Advisors, Inc.
|
SELL
|
CALL |
-2K- 33.33% |
$228K - $301K
|
4K
$1.24M
|
|
|
Apr 26, 2021
Q1 2021
|
Professional Advisory Services Inc
|
BUY
|
- |
1.5KNew |
$171K - $225K
|
1.5K
$467K
|
|
|
Apr 20, 2021
Q1 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-2.04KClosed |
$233K - $306K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-96Closed |
$11K - $14.4K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Brightworth
|
SELL
|
- |
-1.78KClosed |
$203K - $268K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.17KClosed |
$362K - $476K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
235KNew |
$26.8M - $35.3M
|
235K
$73.1M
|
|
|
Apr 13, 2021
Q1 2021
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-1.16MClosed |
$132M - $174M
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-2.45KClosed |
$279K - $368K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-4KClosed |
$456K - $601K
|
0
$0
|
|
|
Apr 05, 2021
Q1 2021
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-46.2KClosed |
$5.27M - $6.94M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.04K- 2.9% |
$94.3K - $129K
|
34.7K
$10.8M
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-550Closed |
$50.1K - $68.8K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-340Closed |
$31K - $42.5K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-61Closed |
$5.56K - $7.63K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
26.5KNew |
$2.41M - $3.31M
|
26.5K
$8.24M
|
|
|
Feb 16, 2021
Q4 2020
|
Independent Family Office, LLC
|
BUY
|
- |
1.93KNew |
$176K - $242K
|
1.93K
$601K
|
|
|
Feb 16, 2021
Q4 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
3.11KNew |
$283K - $389K
|
3.11K
$968K
|
|
|
Feb 16, 2021
Q4 2020
|
Mint Tower Capital Management B.V.
|
SELL
|
PUT |
-3.2KClosed |
$291K - $400K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-184KClosed |
$16.8M - $23.1M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3.73KClosed |
$340K - $466K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-7.08KClosed |
$645K - $886K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Tt International Asset Management LTD
London, X0 |
SELL
|
- |
-15.8KClosed |
$1.44M - $1.97M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-2.24KClosed |
$204K - $280K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
- |
50KNew |
$4.55M - $6.25M
|
50K
$15.6M
|
|
|
Feb 12, 2021
Q4 2020
|
X Square Capital, LLC
|
SELL
|
- |
-2.24KClosed |
$204K - $280K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-2.79KClosed |
$254K - $349K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-243KClosed |
$22.1M - $30.4M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-78Closed |
$7.1K - $9.75K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-3.69KClosed |
$336K - $461K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
River Road Asset Management, LLC
|
SELL
|
- |
-17KClosed |
$1.55M - $2.13M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Covenant Partners, LLC
|
SELL
|
- |
-4.78KClosed |
$435K - $597K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-340- 50.0% |
$31K - $42.5K
|
340
$106K
|
|
|
Feb 10, 2021
Q4 2020
|
Baillie Gifford & CO
|
SELL
|
- |
-142KClosed |
$12.9M - $17.7M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-2.05KClosed |
$187K - $257K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
PUT |
-5.8KClosed |
$528K - $725K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
377New |
$34.3K - $47.1K
|
377
$117K
|
|