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 12, 2022
Q2 2022
|
Iat Reinsurance CO Ltd.
New York, NY |
SELL
|
- |
-349KClosed |
$47.9M - $65.7M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-11.5KClosed |
$1.58M - $2.16M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-515- 23.05% |
$70.8K - $97.1K
|
1.72K
$555K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.14K- 4.64% |
$157K - $215K
|
23.4K
$7.57M
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-26- 20.63% |
$3.58K - $4.9K
|
100
$32.3K
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.14KClosed |
$157K - $215K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-224- 1.12% |
$30.8K - $42.2K
|
19.8K
$6.39M
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.4KNew |
$330K - $452K
|
2.4K
$775K
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-1.33K- 32.01% |
$182K - $250K
|
2.82K
$911K
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
20New |
$2.75K - $3.77K
|
20
$6.46K
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-1.31KClosed |
$180K - $247K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-200Closed |
$27.5K - $37.7K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-91- 73.39% |
$12.5K - $17.1K
|
33
$10.7K
|
|
Aug 08, 2022
Q2 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-3.6KClosed |
$495K - $678K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-518- 44.43% |
$71.2K - $97.6K
|
648
$209K
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.5KClosed |
$207K - $283K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Ams Capital Ltda
|
SELL
|
- |
-39.2KClosed |
$5.38M - $7.38M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-88.5KClosed |
$12.2M - $16.7M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
6+ 0.23% |
$825 - $1.13K
|
2.64K
$853K
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-15- 10.27% |
$2.06K - $2.83K
|
131
$42.3K
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.03KClosed |
$280K - $383K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
10KNew |
$1.38M - $1.88M
|
10K
$3.23M
|
|
Jul 28, 2022
Q2 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.9KNew |
$261K - $358K
|
1.9K
$614K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-755Closed |
$104K - $142K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.07K- 39.99% |
$148K - $202K
|
1.61K
$520K
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
750+ 21.43% |
$103K - $141K
|
4.25K
$1.37M
|
|
Jul 27, 2022
Q2 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-1.91KClosed |
$262K - $359K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-68- 0.42% |
$9.35K - $12.8K
|
16K
$5.18M
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-142- 49.31% |
$19.5K - $26.8K
|
146
$47.2K
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-1.59KClosed |
$218K - $299K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
85New |
$11.7K - $16K
|
85
$27.5K
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-50- 7.69% |
$6.88K - $9.42K
|
600
$194K
|
|
Jul 25, 2022
Q2 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.5K- 50.0% |
$206K - $283K
|
1.5K
$485K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.63K+ 9.66% |
$224K - $306K
|
18.5K
$5.97M
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
259+ 1.51% |
$35.6K - $48.8K
|
17.4K
$5.64M
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
136New |
$18.7K - $25.6K
|
136
$43.9K
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-19Closed |
$2.61K - $3.58K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-714Closed |
$98.2K - $135K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.07KClosed |
$147K - $201K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
BUY
|
- |
1.51KNew |
$207K - $284K
|
1.51K
$487K
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.35KClosed |
$185K - $254K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
39+ 1.06% |
$5.36K - $7.35K
|
3.73K
$1.2M
|
|
Jul 20, 2022
Q2 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-2KClosed |
$275K - $377K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-9.83KClosed |
$1.35M - $1.85M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.54KClosed |
$211K - $290K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
33+ 0.51% |
$4.54K - $6.22K
|
6.56K
$2.12M
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-343Closed |
$47.2K - $64.6K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-41.9KClosed |
$5.77M - $7.9M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-1.22KClosed |
$168K - $231K
|
0
$0
|