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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
12+ 0.64% |
$2.61K - $2.92K
|
1.88K
$513K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
12New |
$2.61K - $2.92K
|
12
$3.27K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11+ 26.83% |
$2.39K - $2.67K
|
52
$14.2K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 1.95% |
$2.18K - $2.43K
|
522
$142K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
10New |
$2.18K - $2.43K
|
10
$2.72K
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
10+ 0.13% |
$2.18K - $2.43K
|
7.67K
$2.09M
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.85% |
$2.18K - $2.43K
|
1.18K
$321K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 2.79% |
$2.18K - $2.43K
|
369
$100K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 0.67% |
$2.18K - $2.43K
|
1.51K
$411K
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
10+ 0.17% |
$2.18K - $2.43K
|
5.81K
$1.58M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10+ 0.62% |
$2.18K - $2.43K
|
1.62K
$441K
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
10+ 0.5% |
$2.18K - $2.43K
|
2.01K
$548K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.41% |
$1.96K - $2.19K
|
2.21K
$603K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 0.31% |
$1.96K - $2.19K
|
2.96K
$805K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
9New |
$1.96K - $2.19K
|
9
$2.45K
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
9+ 36.0% |
$1.96K - $2.19K
|
34
$9.26K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8New |
$1.74K - $1.94K
|
8
$2.18K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 5.33% |
$1.74K - $1.94K
|
158
$43K
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
7New |
$1.52K - $1.7K
|
7
$1.91K
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
7+ 0.57% |
$1.52K - $1.7K
|
1.23K
$336K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 3.64% |
$1.31K - $1.46K
|
171
$46.6K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 13.64% |
$1.31K - $1.46K
|
50
$13.6K
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
6+ 0.27% |
$1.31K - $1.46K
|
2.23K
$608K
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
5+ 0.02% |
$1.09K - $1.22K
|
22.2K
$6.04M
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.17% |
$1.09K - $1.22K
|
2.92K
$796K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5+ 0.05% |
$1.09K - $1.22K
|
9.2K
$2.5M
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5+ 0.3% |
$1.09K - $1.22K
|
1.69K
$459K
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.51% |
$1.09K - $1.22K
|
980
$267K
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 0.4% |
$1.09K - $1.22K
|
1.25K
$339K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
5+ 0.05% |
$1.09K - $1.22K
|
10K
$2.74M
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4+ 0.22% |
$870 - $972
|
1.81K
$493K
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
4+ 0.12% |
$870 - $972
|
3.43K
$933K
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
4+ 0.13% |
$870 - $972
|
3.11K
$848K
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.44% |
$870 - $972
|
904
$246K
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4+ 0.04% |
$870 - $972
|
9.07K
$2.47M
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.18% |
$653 - $729
|
1.65K
$449K
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3+ 0.06% |
$653 - $729
|
5.05K
$1.38M
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.1% |
$653 - $729
|
2.91K
$793K
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.1% |
$653 - $729
|
2.92K
$795K
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
3+ 0.26% |
$653 - $729
|
1.14K
$311K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 3.41% |
$653 - $729
|
91
$24.8K
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.21% |
$653 - $729
|
1.42K
$386K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 3.09% |
$653 - $729
|
100
$27.2K
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.11% |
$435 - $486
|
1.9K
$518K
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.77% |
$435 - $486
|
262
$71.4K
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.16% |
$435 - $486
|
1.27K
$346K
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
2+ 0.22% |
$435 - $486
|
907
$247K
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.04% |
$435 - $486
|
4.55K
$1.24M
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
2+ 0.12% |
$435 - $486
|
1.61K
$438K
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$435 - $486
|
903
$246K
|