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 |
---|---|---|---|---|---|---|---|
Nov 03, 2021
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
PUT |
1.86KNew |
$296K - $329K
|
1.86K
$554K
|
|
Nov 02, 2021
Q3 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
2KNew |
$317K - $354K
|
2K
$595K
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
108New |
$17.1K - $19.1K
|
108
$32.1K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
8.91KNew |
$1.41M - $1.58M
|
8.91K
$2.65M
|
|
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
$19.6K
|
|
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
$11.9M
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-102- 14.05% |
$16.2K - $18K
|
624
$186K
|
|
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
$5.14M
|
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
15.8KNew |
$2.28M - $2.68M
|
15.8K
$4.7M
|
|
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
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-132Closed |
$19.1K - $22.4K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
24.1KNew |
$3.48M - $4.09M
|
24.1K
$7.18M
|
|
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
$716K
|
|
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
$144M
|
|
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
$13.9M
|
|
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
$89.2K
|
|
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
|