Latest Institutional Purchases of American Express CO (AXP)
This list provides information on the latest institutional transactions involving American Express CO (AXP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
264+ 4.2% |
$59.6K - $71.6K
|
6.55K
$1.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
260New |
$58.7K - $70.5K
|
260
$79.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
258+ 0.9% |
$58.3K - $70K
|
29K
$8.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
257+ 4.87% |
$58.1K - $69.7K
|
5.53K
$1.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
253+ 9.72% |
$57.2K - $68.6K
|
2.86K
$869K
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
253+ 2.51% |
$57.2K - $68.6K
|
10.4K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
252+ 2.76% |
$56.9K - $68.3K
|
9.39K
$2.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
250+ 14.84% |
$56.5K - $67.8K
|
1.94K
$589K
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
250+ 1.38% |
$56.5K - $67.8K
|
18.3K
$5.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
247+ 2.46% |
$55.8K - $67K
|
10.3K
$3.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
244+ 16.55% |
$55.1K - $66.2K
|
1.72K
$523K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
241New |
$54.4K - $65.4K
|
241
$73.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
241+ 13.19% |
$54.4K - $65.4K
|
2.07K
$629K
|
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
240+ 1.14% |
$54.2K - $65.1K
|
21.4K
$6.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
239+ 5.55% |
$54K - $64.8K
|
4.55K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
238+ 4.14% |
$53.8K - $64.5K
|
5.98K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
231+ 2.52% |
$52.2K - $62.6K
|
9.42K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
229+ 2.79% |
$51.7K - $62.1K
|
8.43K
$2.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
229+ 3.49% |
$51.7K - $62.1K
|
6.79K
$2.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
227+ 16.02% |
$51.3K - $61.6K
|
1.64K
$500K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
225+ 3.73% |
$50.8K - $61K
|
6.27K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
218+ 2.91% |
$49.3K - $59.1K
|
7.71K
$2.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
218+ 4.0% |
$49.3K - $59.1K
|
5.67K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
213+ 7.06% |
$48.1K - $57.8K
|
3.23K
$982K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
212+ 0.45% |
$47.9K - $57.5K
|
47.5K
$14.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
211+ 5.94% |
$47.7K - $57.2K
|
3.76K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
209+ 3.93% |
$47.2K - $56.7K
|
5.52K
$1.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
209+ 2.67% |
$47.2K - $56.7K
|
8.03K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
202+ 6.92% |
$45.6K - $54.8K
|
3.12K
$950K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
200+ 2.78% |
$45.2K - $54.2K
|
7.4K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
198+ 1414.29% |
$44.7K - $53.7K
|
212
$64.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
198+ 1.16% |
$44.7K - $53.7K
|
17.2K
$5.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
196+ 11.97% |
$44.3K - $53.1K
|
1.83K
$558K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
196+ 18.03% |
$44.3K - $53.1K
|
1.28K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
194+ 6.91% |
$43.8K - $52.6K
|
3K
$914K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
194+ 2.42% |
$43.8K - $52.6K
|
8.21K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
191+ 0.99% |
$43.2K - $51.8K
|
19.4K
$5.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
191+ 12.19% |
$43.2K - $51.8K
|
1.76K
$535K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
189+ 5.5% |
$42.7K - $51.3K
|
3.63K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
189+ 0.97% |
$42.7K - $51.3K
|
19.6K
$5.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
182+ 12.07% |
$41.1K - $49.4K
|
1.69K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
181+ 12.25% |
$40.9K - $49.1K
|
1.66K
$504K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
181+ 7.64% |
$40.9K - $49.1K
|
2.55K
$776K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
181+ 7.86% |
$40.9K - $49.1K
|
2.48K
$756K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
180+ 8.76% |
$40.7K - $48.8K
|
2.24K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
179+ 2.81% |
$40.4K - $48.5K
|
6.55K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
179+ 3.85% |
$40.4K - $48.5K
|
4.82K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
178+ 1.7% |
$40.2K - $48.3K
|
10.6K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
177+ 2.63% |
$40K - $48K
|
6.91K
$2.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
176New |
$39.8K - $47.7K
|
176
$53.5K
|