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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
12+ 9.02% |
$3.06K - $3.91K
|
145
$44.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12+ 0.67% |
$3.06K - $3.91K
|
1.79K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
11+ 4.12% |
$2.81K - $3.58K
|
278
$85.7K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11+ 2.7% |
$2.81K - $3.58K
|
419
$129K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
11New |
$2.81K - $3.58K
|
11
$3.39K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10+ 5.18% |
$2.55K - $3.26K
|
203
$62.6K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
10+ 0.82% |
$2.55K - $3.26K
|
1.23K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
10+ 0.37% |
$2.55K - $3.26K
|
2.73K
$842K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9+ 0.11% |
$2.3K - $2.93K
|
8.39K
$2.59M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
9+ 0.57% |
$2.3K - $2.93K
|
1.59K
$489K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
9+ 0.49% |
$2.3K - $2.93K
|
1.86K
$573K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
9+ 0.55% |
$2.3K - $2.93K
|
1.65K
$510K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8+ 0.67% |
$2.04K - $2.61K
|
1.21K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$2.04K - $2.61K
|
8.88K
$2.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
8New |
$2.04K - $2.61K
|
8
$2.47K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
8+ 0.21% |
$2.04K - $2.61K
|
3.85K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
8+ 0.18% |
$2.04K - $2.61K
|
4.38K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8+ 20.0% |
$2.04K - $2.61K
|
48
$14.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
8+ 100.0% |
$2.04K - $2.61K
|
16
$4.93K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
7New |
$1.79K - $2.28K
|
7
$2.16K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
7New |
$1.79K - $2.28K
|
7
$2.16K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
7+ 0.17% |
$1.79K - $2.28K
|
4.09K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
7New |
$1.79K - $2.28K
|
7
$2.16K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
6+ 7.06% |
$1.53K - $1.96K
|
91
$28.1K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
6+ 0.81% |
$1.53K - $1.96K
|
749
$231K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
6+ 0.5% |
$1.53K - $1.96K
|
1.21K
$374K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
6+ 0.4% |
$1.53K - $1.96K
|
1.5K
$462K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5+ 0.58% |
$1.28K - $1.63K
|
863
$266K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5+ 0.68% |
$1.28K - $1.63K
|
745
$230K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.32% |
$1.28K - $1.63K
|
1.59K
$490K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$1.28K - $1.63K
|
5
$1.54K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5+ 0.41% |
$1.28K - $1.63K
|
1.23K
$379K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
5+ 0.15% |
$1.28K - $1.63K
|
3.27K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5+ 0.64% |
$1.28K - $1.63K
|
783
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 0.09% |
$1.28K - $1.63K
|
5.5K
$1.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 3.23% |
$1.28K - $1.63K
|
160
$49.3K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 1.07% |
$1.02K - $1.3K
|
377
$116K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4New |
$1.02K - $1.3K
|
4
$1.23K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4+ 0.19% |
$1.02K - $1.3K
|
2.12K
$652K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$1.02K - $1.3K
|
4
$1.23K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3+ 0.13% |
$766 - $978
|
2.24K
$690K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.07% |
$766 - $978
|
4.34K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
3+ 5.56% |
$766 - $978
|
57
$17.6K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.24% |
$766 - $978
|
1.23K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3+ 0.21% |
$766 - $978
|
1.42K
$437K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$766 - $978
|
1.63K
$502K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.13% |
$511 - $652
|
1.57K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2+ 0.21% |
$511 - $652
|
964
$297K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.16% |
$511 - $652
|
1.28K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.26% |
$511 - $652
|
778
$240K
|