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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
BUY
|
- |
447+ 11.78% |
$97.2K - $109K
|
4.24K
$1.15M
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
441+ 15.53% |
$95.9K - $107K
|
3.28K
$894K
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
437+ 28.88% |
$95K - $106K
|
1.95K
$531K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
421+ 26.38% |
$91.6K - $102K
|
2.02K
$549K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
419New |
$91.1K - $102K
|
419
$114K
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
417+ 39.45% |
$90.7K - $101K
|
1.47K
$401K
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
408+ 4.21% |
$88.7K - $99.2K
|
10.1K
$2.75M
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
401+ 36.36% |
$87.2K - $97.5K
|
1.5K
$410K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
400New |
$87K - $97.2K
|
400
$109K
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
400+ 17.69% |
$87K - $97.2K
|
2.66K
$725K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
399+ 4.6% |
$86.8K - $97K
|
9.08K
$2.47M
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
399+ 10.58% |
$86.8K - $97K
|
4.17K
$1.14M
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
398+ 2.69% |
$86.6K - $96.7K
|
15.2K
$4.14M
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
383+ 31.55% |
$83.3K - $93.1K
|
1.6K
$435K
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
382+ 0.24% |
$83.1K - $92.9K
|
161K
$43.9M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
378+ 2.96% |
$82.2K - $91.9K
|
13.2K
$3.58M
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
376+ 44.76% |
$81.8K - $91.4K
|
1.22K
$331K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
373+ 6.09% |
$81.1K - $90.7K
|
6.5K
$1.77M
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
367+ 8.23% |
$79.8K - $89.2K
|
4.83K
$1.31M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
364+ 25.78% |
$79.2K - $88.5K
|
1.78K
$484K
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
343+ 12.83% |
$74.6K - $83.4K
|
3.02K
$821K
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
340+ 2.33% |
$74K - $82.6K
|
15K
$4.07M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
335+ 32.97% |
$72.9K - $81.4K
|
1.35K
$368K
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
335+ 14.91% |
$72.9K - $81.4K
|
2.58K
$703K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
334+ 2.7% |
$72.6K - $81.2K
|
12.7K
$3.46M
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
333New |
$72.4K - $80.9K
|
333
$90.7K
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
330+ 2.44% |
$71.8K - $80.2K
|
13.9K
$3.78M
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
329+ 4.56% |
$71.6K - $80K
|
7.55K
$2.06M
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
324+ 80.6% |
$70.5K - $78.8K
|
726
$198K
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
321+ 0.36% |
$69.8K - $78K
|
89.4K
$24.3M
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
320New |
$69.6K - $77.8K
|
320
$87.1K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
317+ 26.89% |
$68.9K - $77.1K
|
1.5K
$407K
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
313+ 3.59% |
$68.1K - $76.1K
|
9.02K
$2.46M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
301+ 3.55% |
$65.5K - $73.2K
|
8.78K
$2.39M
|
|
Aug 13, 2024
Q2 2024
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
300+ 3.19% |
$65.3K - $72.9K
|
9.69K
$2.64M
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
300+ 12.0% |
$65.3K - $72.9K
|
2.8K
$763K
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
300+ 4.35% |
$65.3K - $72.9K
|
7.2K
$1.96M
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
299+ 6.08% |
$65K - $72.7K
|
5.22K
$1.42M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
290New |
$63.1K - $70.5K
|
290
$79K
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
279+ 0.17% |
$60.7K - $67.8K
|
162K
$44.2M
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
270+ 13.13% |
$58.7K - $65.6K
|
2.33K
$633K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
270+ 4.49% |
$58.7K - $65.6K
|
6.28K
$1.71M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
267+ 3.69% |
$58.1K - $64.9K
|
7.5K
$2.04M
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
264+ 15.03% |
$57.4K - $64.2K
|
2.02K
$550K
|
|
Aug 14, 2024
Q2 2024
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
260+ 0.61% |
$56.6K - $63.2K
|
43.1K
$11.7M
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
257+ 0.2% |
$55.9K - $62.5K
|
128K
$34.8M
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
256+ 12.23% |
$55.7K - $62.2K
|
2.35K
$640K
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
247+ 5.22% |
$53.7K - $60K
|
4.98K
$1.36M
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
245+ 51.8% |
$53.3K - $59.6K
|
718
$196K
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
244+ 1.79% |
$53.1K - $59.3K
|
13.9K
$3.78M
|