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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
50+ 2.95% |
$8.99K - $11.5K
|
1.74K
$475K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
50New |
$8.99K - $11.5K
|
50
$13.6K
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
50+ 16.39% |
$8.99K - $11.5K
|
355
$96.7K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
49+ 15.08% |
$8.81K - $11.2K
|
374
$102K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
47New |
$8.45K - $10.8K
|
47
$12.8K
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
43+ 3.48% |
$7.73K - $9.85K
|
1.28K
$348K
|
|
May 10, 2024
Q1 2024
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
40+ 0.09% |
$7.19K - $9.16K
|
42.6K
$11.6M
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
38+ 15.7% |
$6.83K - $8.71K
|
280
$76.3K
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
35+ 0.58% |
$6.29K - $8.02K
|
6.04K
$1.64M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
30+ 0.37% |
$5.39K - $6.87K
|
8.25K
$2.25M
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30+ 17.75% |
$5.39K - $6.87K
|
199
$54.2K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
29+ 8.17% |
$5.21K - $6.64K
|
384
$105K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
26+ 0.16% |
$4.67K - $5.96K
|
16.1K
$4.39M
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
23+ 1.62% |
$4.14K - $5.27K
|
1.44K
$393K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
23New |
$4.14K - $5.27K
|
23
$6.26K
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
22+ 0.29% |
$3.96K - $5.04K
|
7.65K
$2.08M
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
18+ 2.53% |
$3.24K - $4.12K
|
729
$199K
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
17+ 1.31% |
$3.06K - $3.9K
|
1.32K
$358K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13+ 28.89% |
$2.34K - $2.98K
|
58
$15.8K
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
12+ 0.7% |
$2.16K - $2.75K
|
1.73K
$471K
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
11+ 3.64% |
$1.98K - $2.52K
|
313
$85.2K
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
11New |
$1.98K - $2.52K
|
11
$3K
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
10+ 0.48% |
$1.8K - $2.29K
|
2.11K
$576K
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
8+ 6.3% |
$1.44K - $1.83K
|
135
$36.8K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
8+ 2.92% |
$1.44K - $1.83K
|
282
$76.8K
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
8+ 32.0% |
$1.44K - $1.83K
|
33
$8.99K
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
6+ 0.47% |
$1.08K - $1.37K
|
1.28K
$348K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.5% |
$899 - $1.15K
|
1.01K
$274K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3+ 0.19% |
$539 - $687
|
1.56K
$424K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3+ 0.02% |
$539 - $687
|
13.3K
$3.63M
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.5% |
$539 - $687
|
604
$164K
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
3+ 3.0% |
$539 - $687
|
103
$28.1K
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 12.5% |
$360 - $458
|
18
$4.9K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1New |
$180 - $229
|
1
$272
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$180 - $229
|
2.11K
$576K
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1+ 0.05% |
$180 - $229
|
2.04K
$554K
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.06% |
$180 - $229
|
1.62K
$441K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
67.6K+ 15.74% |
$9.55M - $12.7M
|
497K
$135M
|
|
Feb 13, 2024
Q4 2023
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
54.9KNew |
$7.76M - $10.3M
|
54.9K
$15M
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
35K+ 97.44% |
$4.95M - $6.57M
|
70.9K
$19.3M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
28.7KNew |
$4.05M - $5.38M
|
28.7K
$7.81M
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
15.2KNew |
$2.15M - $2.85M
|
15.2K
$4.14M
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
14KNew |
$1.98M - $2.63M
|
14K
$3.82M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12KNew |
$1.69M - $2.25M
|
12K
$3.26M
|
|
Feb 12, 2024
Q4 2023
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
8KNew |
$1.13M - $1.5M
|
8K
$2.18M
|
|
Feb 14, 2024
Q4 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
6.85K+ 243.74% |
$968K - $1.29M
|
9.66K
$2.63M
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
6.77K+ 115.74% |
$957K - $1.27M
|
12.6K
$3.44M
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
6.74KNew |
$952K - $1.27M
|
6.74K
$1.84M
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
6.06K+ 49.7% |
$856K - $1.14M
|
18.3K
$4.97M
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Cayman LP
|
BUY
|
PUT |
5.73KNew |
$809K - $1.08M
|
5.73K
$1.56M
|