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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7+ 0.23% |
$1.58K - $1.9K
|
3.03K
$914K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 1.12% |
$1.58K - $1.9K
|
631
$190K
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
7+ 0.48% |
$1.58K - $1.9K
|
1.47K
$443K
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6+ 0.25% |
$1.36K - $1.63K
|
2.42K
$730K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.39% |
$1.36K - $1.63K
|
1.56K
$470K
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
6+ 0.37% |
$1.36K - $1.63K
|
1.63K
$492K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
6New |
$1.36K - $1.63K
|
6
$1.81K
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6+ 0.54% |
$1.36K - $1.63K
|
1.11K
$334K
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5+ 0.29% |
$1.13K - $1.36K
|
1.74K
$523K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.18% |
$1.13K - $1.36K
|
2.75K
$829K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5New |
$1.13K - $1.36K
|
5
$1.51K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 12.5% |
$1.13K - $1.36K
|
45
$13.6K
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5+ 0.12% |
$1.13K - $1.36K
|
4.34K
$1.31M
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5+ 0.38% |
$1.13K - $1.36K
|
1.34K
$402K
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
5+ 0.41% |
$1.13K - $1.36K
|
1.23K
$369K
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$1.13K - $1.36K
|
4.44K
$1.34M
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.4% |
$1.13K - $1.36K
|
1.25K
$377K
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
5+ 0.08% |
$1.13K - $1.36K
|
6.36K
$1.92M
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
4+ 0.14% |
$904 - $1.08K
|
2.91K
$878K
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
4+ 0.02% |
$904 - $1.08K
|
22.2K
$6.68M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4+ 0.21% |
$904 - $1.08K
|
1.89K
$568K
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.27% |
$904 - $1.08K
|
1.47K
$441K
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
4+ 0.2% |
$904 - $1.08K
|
2.03K
$610K
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.26% |
$904 - $1.08K
|
1.56K
$469K
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
4+ 0.28% |
$904 - $1.08K
|
1.41K
$426K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.22% |
$678 - $814
|
1.36K
$410K
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3+ 0.24% |
$678 - $814
|
1.27K
$384K
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3+ 0.13% |
$678 - $814
|
2.32K
$700K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.58% |
$678 - $814
|
523
$158K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3+ 0.09% |
$678 - $814
|
3.22K
$969K
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 25.0% |
$678 - $814
|
15
$4.52K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 5.77% |
$678 - $814
|
55
$16.6K
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3+ 3.13% |
$678 - $814
|
99
$29.8K
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
3+ 0.2% |
$678 - $814
|
1.49K
$449K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.34% |
$678 - $814
|
887
$267K
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.19% |
$678 - $814
|
1.6K
$483K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$678 - $814
|
8.08K
$2.43M
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.11% |
$452 - $542
|
1.91K
$574K
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.11% |
$452 - $542
|
1.79K
$538K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
2+ 0.12% |
$452 - $542
|
1.61K
$485K
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
2+ 0.04% |
$452 - $542
|
5.57K
$1.68M
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2+ 0.14% |
$452 - $542
|
1.4K
$421K
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.15% |
$452 - $542
|
1.32K
$399K
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.25% |
$452 - $542
|
815
$246K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.1% |
$452 - $542
|
2.1K
$633K
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2+ 0.12% |
$452 - $542
|
1.64K
$493K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$452 - $542
|
1.55K
$467K
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$452 - $542
|
2.07K
$625K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
2+ 0.35% |
$452 - $542
|
568
$171K
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2+ 0.05% |
$452 - $542
|
3.65K
$1.1M
|