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 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
142+ 6.91% |
$30.9K - $34.5K
|
2.2K
$598K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
140+ 1.56% |
$30.5K - $34K
|
9.14K
$2.49M
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
139+ 13.9% |
$30.2K - $33.8K
|
1.14K
$310K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
138+ 3.25% |
$30K - $33.5K
|
4.38K
$1.19M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
137+ 0.01% |
$29.8K - $33.3K
|
1.11M
$304M
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
137+ 5.47% |
$29.8K - $33.3K
|
2.64K
$719K
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
135+ 12.4% |
$29.4K - $32.8K
|
1.22K
$333K
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
132+ 3.46% |
$28.7K - $32.1K
|
3.95K
$1.08M
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
132+ 13.78% |
$28.7K - $32.1K
|
1.09K
$297K
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
131New |
$28.5K - $31.8K
|
131
$35.7K
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
131+ 3.91% |
$28.5K - $31.8K
|
3.48K
$947K
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
121+ 2.35% |
$26.3K - $29.4K
|
5.28K
$1.44M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
120+ 10.2% |
$26.1K - $29.2K
|
1.3K
$353K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
117+ 7.68% |
$25.4K - $28.4K
|
1.64K
$447K
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
115+ 4.83% |
$25K - $28K
|
2.5K
$679K
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
113+ 2.53% |
$24.6K - $27.5K
|
4.58K
$1.25M
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
112+ 0.79% |
$24.4K - $27.2K
|
14.4K
$3.91M
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
110+ 1.54% |
$23.9K - $26.7K
|
7.26K
$1.98M
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
110+ 1.67% |
$23.9K - $26.7K
|
6.68K
$1.82M
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
108+ 5.16% |
$23.5K - $26.3K
|
2.2K
$599K
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
107+ 2.43% |
$23.3K - $26K
|
4.51K
$1.23M
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
106+ 5.41% |
$23.1K - $25.8K
|
2.06K
$562K
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
105+ 11.67% |
$22.8K - $25.5K
|
1.01K
$274K
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
103+ 25.75% |
$22.4K - $25K
|
503
$137K
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
102+ 0.1% |
$22.2K - $24.8K
|
99.5K
$27.1M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
102+ 1.19% |
$22.2K - $24.8K
|
8.67K
$2.36M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
102+ 1.0% |
$22.2K - $24.8K
|
10.3K
$2.81M
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
102+ 2.53% |
$22.2K - $24.8K
|
4.13K
$1.12M
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
101+ 0.13% |
$22K - $24.6K
|
78.2K
$21.3M
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
100+ 0.61% |
$21.8K - $24.3K
|
16.6K
$4.53M
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
100+ 1.35% |
$21.8K - $24.3K
|
7.49K
$2.04M
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
100+ 0.29% |
$21.8K - $24.3K
|
34.6K
$9.41M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
100+ 0.49% |
$21.8K - $24.3K
|
20.7K
$5.63M
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
100+ 1.01% |
$21.8K - $24.3K
|
10K
$2.73M
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
100New |
$21.8K - $24.3K
|
100
$27.2K
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
100+ 1.73% |
$21.8K - $24.3K
|
5.87K
$1.6M
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
96+ 0.99% |
$20.9K - $23.3K
|
9.75K
$2.66M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
95+ 3.43% |
$20.7K - $23.1K
|
2.87K
$780K
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
95+ 0.34% |
$20.7K - $23.1K
|
27.7K
$7.54M
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
94+ 4.26% |
$20.4K - $22.8K
|
2.3K
$627K
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
93+ 0.38% |
$20.2K - $22.6K
|
24.4K
$6.64M
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
90+ 3.49% |
$19.6K - $21.9K
|
2.67K
$727K
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
90+ 5.67% |
$19.6K - $21.9K
|
1.68K
$456K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
88+ 9.08% |
$19.1K - $21.4K
|
1.06K
$288K
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
87+ 1.35% |
$18.9K - $21.1K
|
6.55K
$1.78M
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
87+ 1.62% |
$18.9K - $21.1K
|
5.45K
$1.48M
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
85+ 1.16% |
$18.5K - $20.7K
|
7.43K
$2.02M
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
83+ 47.43% |
$18.1K - $20.2K
|
258
$70.3K
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
82+ 4.86% |
$17.8K - $19.9K
|
1.77K
$482K
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
80+ 7.91% |
$17.4K - $19.4K
|
1.09K
$297K
|