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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
280+ 2.89% |
$71.5K - $91.2K
|
9.97K
$3.07M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
278+ 0.22% |
$71K - $90.6K
|
128K
$39.5M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
277+ 2.5% |
$70.7K - $90.3K
|
11.4K
$3.5M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
265+ 1.05% |
$67.7K - $86.4K
|
25.4K
$7.84M
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
265+ 2.88% |
$67.7K - $86.4K
|
9.48K
$2.92M
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
264+ 214.63% |
$67.4K - $86K
|
387
$119K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
264+ 2.6% |
$67.4K - $86K
|
10.4K
$3.21M
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
260+ 10.17% |
$66.4K - $84.7K
|
2.82K
$868K
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
258+ 2.8% |
$65.9K - $84.1K
|
9.46K
$2.91M
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
253+ 1.26% |
$64.6K - $82.4K
|
20.4K
$6.29M
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
253+ 15.63% |
$64.6K - $82.4K
|
1.87K
$577K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
251+ 8.43% |
$64.1K - $81.8K
|
3.23K
$995K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
246+ 3.44% |
$62.8K - $80.2K
|
7.4K
$2.28M
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
244+ 0.37% |
$62.3K - $79.5K
|
65.9K
$20.3M
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
240+ 2.54% |
$61.3K - $78.2K
|
9.7K
$2.99M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
238+ 0.27% |
$60.8K - $77.6K
|
88.4K
$27.2M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
237+ 16.8% |
$60.5K - $77.2K
|
1.65K
$508K
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
236+ 23.89% |
$60.3K - $76.9K
|
1.22K
$377K
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
236+ 21.28% |
$60.3K - $76.9K
|
1.35K
$415K
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
233+ 11.42% |
$59.5K - $75.9K
|
2.27K
$701K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
232+ 24.55% |
$59.3K - $75.6K
|
1.18K
$363K
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
229+ 1.87% |
$58.5K - $74.6K
|
12.5K
$3.84M
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
229+ 5.7% |
$58.5K - $74.6K
|
4.24K
$1.31M
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
228+ 1.68% |
$58.2K - $74.3K
|
13.8K
$4.25M
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
227+ 82.85% |
$58K - $74K
|
501
$154K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
226New |
$57.7K - $73.6K
|
226
$69.7K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
222New |
$56.7K - $72.3K
|
222
$68.4K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
215New |
$54.9K - $70.1K
|
215
$66.3K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
215+ 6.35% |
$54.9K - $70.1K
|
3.6K
$1.11M
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
210+ 30.22% |
$53.6K - $68.4K
|
905
$279K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
209New |
$53.4K - $68.1K
|
209
$64.4K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
208+ 10.6% |
$53.1K - $67.8K
|
2.17K
$669K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
207+ 22.72% |
$52.9K - $67.5K
|
1.12K
$345K
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
207+ 3.51% |
$52.9K - $67.5K
|
6.1K
$1.88M
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
206+ 1.37% |
$52.6K - $67.1K
|
15.3K
$4.71M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
206+ 2.21% |
$52.6K - $67.1K
|
9.52K
$2.93M
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
203+ 8.66% |
$51.8K - $66.2K
|
2.55K
$785K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
201+ 1.26% |
$51.3K - $65.5K
|
16.1K
$4.97M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 14.16% |
$51.1K - $65.2K
|
1.61K
$497K
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
200+ 4.76% |
$51.1K - $65.2K
|
4.4K
$1.36M
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
200+ 24.24% |
$51.1K - $65.2K
|
1.03K
$316K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
195+ 1.83% |
$49.8K - $63.5K
|
10.8K
$3.34M
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
195+ 1.85% |
$49.8K - $63.5K
|
10.7K
$3.3M
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
192+ 2.06% |
$49K - $62.6K
|
9.5K
$2.93M
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
185+ 6.11% |
$47.2K - $60.3K
|
3.21K
$991K
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
181+ 0.38% |
$46.2K - $59K
|
47.8K
$14.7M
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
181+ 1.81% |
$46.2K - $59K
|
10.2K
$3.13M
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
178+ 8.06% |
$45.5K - $58K
|
2.39K
$735K
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
178+ 3.46% |
$45.5K - $58K
|
5.32K
$1.64M
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
177+ 17.37% |
$45.2K - $57.7K
|
1.2K
$369K
|