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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
826New |
$187K - $224K
|
826
$257K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
821New |
$185K - $223K
|
821
$255K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
819New |
$185K - $222K
|
819
$255K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
814New |
$184K - $221K
|
814
$253K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
814New |
$184K - $221K
|
814
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
807New |
$182K - $219K
|
807
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
805New |
$182K - $218K
|
805
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
800New |
$181K - $217K
|
800
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
800New |
$181K - $217K
|
800
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
800New |
$181K - $217K
|
800
$249K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
800New |
$181K - $217K
|
800
$249K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
795New |
$180K - $216K
|
795
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
794New |
$179K - $215K
|
794
$247K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
794New |
$179K - $215K
|
794
$247K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
790New |
$178K - $214K
|
790
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
789New |
$178K - $214K
|
789
$245K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
787New |
$178K - $213K
|
787
$245K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
783New |
$177K - $212K
|
783
$244K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
783New |
$177K - $212K
|
783
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
777New |
$176K - $211K
|
777
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
755New |
$171K - $205K
|
755
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
750New |
$169K - $203K
|
750
$233K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
750New |
$169K - $203K
|
750
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
743+ 2.35% |
$168K - $201K
|
32.3K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
716+ 5.15% |
$162K - $194K
|
14.6K
$4.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
703+ 18.03% |
$159K - $191K
|
4.6K
$1.43M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
660+ 63.65% |
$149K - $179K
|
1.7K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
644New |
$145K - $175K
|
644
$200K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
630New |
$142K - $171K
|
630
$196K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
609New |
$138K - $165K
|
609
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
584New |
$132K - $158K
|
584
$182K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
536New |
$121K - $145K
|
536
$167K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
509+ 8.32% |
$115K - $138K
|
6.63K
$2.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
500+ 22.51% |
$113K - $136K
|
2.72K
$846K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
466New |
$105K - $126K
|
466
$145K
|
|
|
Oct 31, 2024
Q3 2024
|
Hendley & CO Inc
|
BUY
|
- |
450+ 18.0% |
$102K - $122K
|
2.95K
$918K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
344+ 1.38% |
$77.7K - $93.3K
|
25.3K
$7.88M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
324+ 16.68% |
$73.2K - $87.9K
|
2.27K
$705K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
300New |
$67.8K - $81.4K
|
300
$93.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
293+ 20.3% |
$66.2K - $79.5K
|
1.74K
$540K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
260New |
$58.7K - $70.5K
|
260
$80.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
258+ 0.9% |
$58.3K - $70K
|
29K
$9.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
241New |
$54.4K - $65.4K
|
241
$75K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
238+ 4.14% |
$53.8K - $64.5K
|
5.98K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
229+ 2.79% |
$51.7K - $62.1K
|
8.43K
$2.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
227+ 16.02% |
$51.3K - $61.6K
|
1.64K
$511K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
200+ 2.78% |
$45.2K - $54.2K
|
7.4K
$2.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
196+ 11.97% |
$44.3K - $53.1K
|
1.83K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
194+ 6.91% |
$43.8K - $52.6K
|
3K
$934K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
179+ 2.81% |
$40.4K - $48.5K
|
6.55K
$2.04M
|