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 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
50New |
$11.3K - $13.6K
|
50
$15.2K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
50New |
$11.3K - $13.6K
|
50
$15.2K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
50+ 1.0% |
$11.3K - $13.6K
|
5.03K
$1.53M
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
50+ 1.96% |
$11.3K - $13.6K
|
2.6K
$791K
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
50+ 2.2% |
$11.3K - $13.6K
|
2.32K
$706K
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
50+ 25.0% |
$11.3K - $13.6K
|
250
$76.1K
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
49+ 20.33% |
$11.1K - $13.3K
|
290
$88.2K
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
49+ 4.63% |
$11.1K - $13.3K
|
1.11K
$337K
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
48+ 4.4% |
$10.8K - $13K
|
1.14K
$346K
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
48+ 3.8% |
$10.8K - $13K
|
1.31K
$399K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
48+ 1.48% |
$10.8K - $13K
|
3.28K
$999K
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
48+ 0.13% |
$10.8K - $13K
|
37.8K
$11.5M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
47+ 19.75% |
$10.6K - $12.7K
|
285
$86.7K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
47+ 2.92% |
$10.6K - $12.7K
|
1.66K
$504K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
47+ 3.98% |
$10.6K - $12.7K
|
1.23K
$374K
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
47+ 0.03% |
$10.6K - $12.7K
|
177K
$54M
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
46+ 1.37% |
$10.4K - $12.5K
|
3.41K
$1.04M
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
46+ 1.32% |
$10.4K - $12.5K
|
3.52K
$1.07M
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
45+ 2.04% |
$10.2K - $12.2K
|
2.25K
$684K
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
45+ 4.59% |
$10.2K - $12.2K
|
1.03K
$312K
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
45+ 2.47% |
$10.2K - $12.2K
|
1.87K
$569K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
45+ 1.46% |
$10.2K - $12.2K
|
3.14K
$954K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
45+ 4.78% |
$10.2K - $12.2K
|
987
$300K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
44+ 0.21% |
$9.94K - $11.9K
|
21.3K
$6.48M
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
43+ 2.12% |
$9.71K - $11.7K
|
2.07K
$630K
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
42+ 0.43% |
$9.49K - $11.4K
|
9.77K
$2.97M
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
42+ 1.46% |
$9.49K - $11.4K
|
2.91K
$885K
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
42+ 0.53% |
$9.49K - $11.4K
|
8.01K
$2.44M
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
41+ 1.15% |
$9.26K - $11.1K
|
3.6K
$1.1M
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
41+ 3.46% |
$9.26K - $11.1K
|
1.23K
$373K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
40New |
$9.04K - $10.8K
|
40
$12.2K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
40+ 10.47% |
$9.04K - $10.8K
|
422
$128K
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
40+ 2.51% |
$9.04K - $10.8K
|
1.63K
$497K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39+ 0.22% |
$8.81K - $10.6K
|
17.9K
$5.45M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
38+ 4.04% |
$8.58K - $10.3K
|
979
$298K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
38+ 2.66% |
$8.58K - $10.3K
|
1.47K
$446K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
37+ 2.38% |
$8.36K - $10K
|
1.59K
$484K
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
37+ 0.44% |
$8.36K - $10K
|
8.49K
$2.58M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
37+ 4.87% |
$8.36K - $10K
|
796
$242K
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
35+ 3.59% |
$7.91K - $9.49K
|
1.01K
$308K
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
35+ 0.49% |
$7.91K - $9.49K
|
7.13K
$2.17M
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
35+ 2.13% |
$7.91K - $9.49K
|
1.68K
$511K
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
34+ 1.64% |
$7.68K - $9.22K
|
2.1K
$640K
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
34New |
$7.68K - $9.22K
|
34
$10.3K
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
33+ 2.58% |
$7.46K - $8.95K
|
1.31K
$399K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
33+ 0.33% |
$7.46K - $8.95K
|
10K
$3.05M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
33+ 1.01% |
$7.46K - $8.95K
|
3.31K
$1.01M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
33+ 0.23% |
$7.46K - $8.95K
|
14.3K
$4.35M
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
33+ 2.03% |
$7.46K - $8.95K
|
1.66K
$505K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
32+ 13.68% |
$7.23K - $8.68K
|
266
$80.9K
|