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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
241+ 7.26% |
$64.4K - $73.6K
|
3.56K
$1.11M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
235+ 2.81% |
$62.8K - $71.8K
|
8.6K
$2.68M
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
230New |
$61.5K - $70.3K
|
230
$71.5K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
230+ 0.43% |
$61.5K - $70.3K
|
53.4K
$16.6M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
227+ 1.25% |
$60.7K - $69.4K
|
18.4K
$5.71M
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
225+ 7.2% |
$60.2K - $68.8K
|
3.35K
$1.04M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
218+ 2.6% |
$58.3K - $66.6K
|
8.6K
$2.67M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
212+ 21.48% |
$56.7K - $64.8K
|
1.2K
$373K
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
212+ 13.45% |
$56.7K - $64.8K
|
1.79K
$556K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
211+ 0.87% |
$56.4K - $64.5K
|
24.5K
$7.61M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
211+ 0.37% |
$56.4K - $64.5K
|
57.8K
$18M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
208+ 1.08% |
$55.6K - $63.6K
|
19.5K
$6.08M
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
207+ 0.74% |
$55.3K - $63.3K
|
28.3K
$8.8M
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
205+ 14.4% |
$54.8K - $62.6K
|
1.63K
$507K
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
205+ 1.12% |
$54.8K - $62.6K
|
18.6K
$5.78M
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
202+ 2.3% |
$54K - $61.7K
|
8.99K
$2.8M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
202+ 10.1% |
$54K - $61.7K
|
2.2K
$685K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
200New |
$53.5K - $61.1K
|
200
$62.2K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
200+ 13.8% |
$53.5K - $61.1K
|
1.65K
$513K
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
200+ 17.04% |
$53.5K - $61.1K
|
1.37K
$427K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
196New |
$52.4K - $59.9K
|
196
$61K
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
196+ 1.82% |
$52.4K - $59.9K
|
11K
$3.42M
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
194+ 18.2% |
$51.9K - $59.3K
|
1.26K
$392K
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
191+ 12.05% |
$51.1K - $58.4K
|
1.78K
$552K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
190New |
$50.8K - $58.1K
|
190
$59.1K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
188+ 1.98% |
$50.3K - $57.4K
|
9.69K
$3.01M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
185+ 7.99% |
$49.5K - $56.5K
|
2.5K
$778K
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
182+ 13.04% |
$48.7K - $55.6K
|
1.58K
$491K
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
181+ 10.54% |
$48.4K - $55.3K
|
1.9K
$591K
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
180New |
$48.1K - $55K
|
180
$56K
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
180+ 3.52% |
$48.1K - $55K
|
5.3K
$1.65M
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
180+ 7.13% |
$48.1K - $55K
|
2.7K
$841K
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
178+ 23.12% |
$47.6K - $54.4K
|
948
$295K
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
177+ 16.05% |
$47.3K - $54.1K
|
1.28K
$398K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
177+ 19.39% |
$47.3K - $54.1K
|
1.09K
$339K
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
175+ 3.95% |
$46.8K - $53.5K
|
4.6K
$1.43M
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
175+ 4.89% |
$46.8K - $53.5K
|
3.76K
$1.17M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
170+ 3.4% |
$45.4K - $51.9K
|
5.17K
$1.61M
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
167New |
$44.6K - $51K
|
167
$51.9K
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
167+ 1.73% |
$44.6K - $51K
|
9.82K
$3.05M
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
166+ 17.6% |
$44.4K - $50.7K
|
1.11K
$345K
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
163+ 9.64% |
$43.6K - $49.8K
|
1.85K
$576K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
158New |
$42.2K - $48.3K
|
158
$49.1K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
156+ 23.15% |
$41.7K - $47.7K
|
830
$258K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
156+ 0.38% |
$41.7K - $47.7K
|
41.3K
$12.9M
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
155New |
$41.4K - $47.4K
|
155
$48.2K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
154+ 2.65% |
$41.2K - $47.1K
|
5.96K
$1.85M
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
154New |
$41.2K - $47.1K
|
154
$47.9K
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
152+ 20.24% |
$40.6K - $46.4K
|
903
$281K
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
152+ 3.73% |
$40.6K - $46.4K
|
4.23K
$1.31M
|