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 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.47K+ 330.67% |
$784K - $942K
|
4.52K
$1.41M
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.43K+ 44.04% |
$774K - $930K
|
11.2K
$3.49M
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
3.43KNew |
$774K - $929K
|
3.43K
$1.07M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.32K+ 15.86% |
$750K - $900K
|
24.2K
$7.54M
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.21KNew |
$725K - $870K
|
3.21K
$998K
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.19KNew |
$720K - $864K
|
3.19K
$992K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.07K+ 5.15% |
$694K - $833K
|
62.7K
$19.5M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.01KNew |
$679K - $815K
|
3.01K
$935K
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.81KNew |
$635K - $762K
|
2.81K
$874K
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.15K+ 2.62% |
$485K - $582K
|
84.2K
$26.2M
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.1KNew |
$475K - $570K
|
2.1K
$654K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.07KNew |
$467K - $561K
|
2.07K
$643K
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
BUY
|
- |
1.94KNew |
$438K - $526K
|
1.94K
$603K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.74KNew |
$394K - $473K
|
1.74K
$542K
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.73K+ 19.48% |
$391K - $469K
|
10.6K
$3.3M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.65K+ 30.59% |
$373K - $448K
|
7.05K
$2.19M
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
1.55KNew |
$350K - $420K
|
1.55K
$482K
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.46KNew |
$330K - $396K
|
1.46K
$454K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1.38KNew |
$312K - $374K
|
1.38K
$429K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.3KNew |
$293K - $351K
|
1.3K
$403K
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.29K+ 13.08% |
$292K - $350K
|
11.2K
$3.47M
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.27K+ 24.42% |
$288K - $345K
|
6.49K
$2.02M
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.25KNew |
$283K - $340K
|
1.25K
$390K
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.2KNew |
$270K - $325K
|
1.2K
$372K
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.12KNew |
$252K - $303K
|
1.12K
$347K
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.11KNew |
$250K - $300K
|
1.11K
$345K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.07KNew |
$242K - $290K
|
1.07K
$333K
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.06KNew |
$238K - $286K
|
1.06K
$328K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.04K+ 9.53% |
$234K - $281K
|
11.9K
$3.7M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.02K+ 13.63% |
$231K - $277K
|
8.53K
$2.65M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1K+ 84.06% |
$226K - $272K
|
2.19K
$682K
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
1KNew |
$226K - $271K
|
1K
$311K
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
967New |
$218K - $262K
|
967
$301K
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
937New |
$212K - $254K
|
937
$291K
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
936New |
$211K - $254K
|
936
$291K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
920New |
$208K - $249K
|
920
$286K
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
894New |
$202K - $242K
|
894
$278K
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
879New |
$199K - $238K
|
879
$273K
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
877New |
$198K - $238K
|
877
$273K
|
|
Nov 05, 2024
Q3 2024
|
Prospect Hill Management, LLC
|
BUY
|
- |
875New |
$198K - $237K
|
875
$272K
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
863New |
$195K - $234K
|
863
$268K
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
861New |
$195K - $233K
|
861
$268K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
855New |
$193K - $232K
|
855
$266K
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
851New |
$192K - $231K
|
851
$265K
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
850New |
$192K - $230K
|
850
$264K
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
847New |
$191K - $230K
|
847
$263K
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
838New |
$189K - $227K
|
838
$261K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
832New |
$188K - $226K
|
832
$259K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
829+ 40.96% |
$187K - $225K
|
2.85K
$887K
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
827New |
$187K - $224K
|
827
$257K
|