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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
634New |
$89.6K - $119K
|
634
$195K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
600New |
$84.8K - $113K
|
600
$185K
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
550+ 200.0% |
$77.7K - $103K
|
825
$254K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
320New |
$45.2K - $60.1K
|
320
$98.6K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
305New |
$43.1K - $57.3K
|
305
$94K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
301New |
$42.5K - $56.5K
|
301
$92.8K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
258+ 9.63% |
$36.5K - $48.5K
|
2.94K
$905K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
250New |
$35.3K - $47K
|
250
$77.1K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
243New |
$34.3K - $45.6K
|
243
$74.9K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
230New |
$32.5K - $43.2K
|
230
$70.9K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
205+ 9.51% |
$29K - $38.5K
|
2.36K
$728K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
200New |
$28.3K - $37.6K
|
200
$61.7K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
145New |
$20.5K - $27.2K
|
145
$44.7K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
115+ 5.32% |
$16.3K - $21.6K
|
2.28K
$702K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
101New |
$14.3K - $19K
|
101
$31.1K
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
95New |
$13.4K - $17.8K
|
95
$29.3K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
64New |
$9.04K - $12K
|
64
$19.7K
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
53New |
$7.49K - $9.95K
|
53
$16.3K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
52New |
$7.35K - $9.77K
|
52
$16K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
37New |
$5.23K - $6.95K
|
37
$11.4K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
35+ 0.94% |
$4.95K - $6.57K
|
3.75K
$1.15M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
27+ 0.39% |
$3.82K - $5.07K
|
7K
$2.16M
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
25New |
$3.53K - $4.7K
|
25
$7.71K
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
22New |
$3.11K - $4.13K
|
22
$6.78K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20+ 0.78% |
$2.83K - $3.76K
|
2.57K
$793K
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
20+ 0.51% |
$2.83K - $3.76K
|
3.91K
$1.21M
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
20New |
$2.83K - $3.76K
|
20
$6.17K
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
17+ 0.64% |
$2.4K - $3.19K
|
2.69K
$829K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
14New |
$1.98K - $2.63K
|
14
$4.32K
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
190KNew |
$28.3M - $33.8M
|
190K
$58.5M
|
|
Nov 14, 2023
Q3 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
163KNew |
$24.3M - $29M
|
163K
$50.2M
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
58.9KNew |
$8.79M - $10.5M
|
58.9K
$18.2M
|
|
Nov 14, 2023
Q3 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
50KNew |
$7.46M - $8.9M
|
50K
$15.4M
|
|
Nov 14, 2023
Q3 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
30.3K+ 101.68% |
$4.51M - $5.39M
|
60K
$18.5M
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
25.4KNew |
$3.78M - $4.52M
|
25.4K
$7.82M
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
19.9KNew |
$2.97M - $3.54M
|
19.9K
$6.13M
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.3K+ 658.73% |
$2.73M - $3.26M
|
21.1K
$6.51M
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
17.8K+ 631.45% |
$2.66M - $3.17M
|
20.6K
$6.36M
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
15KNew |
$2.24M - $2.67M
|
15K
$4.62M
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
13.2KNew |
$1.97M - $2.35M
|
13.2K
$4.07M
|
|
Oct 26, 2023
Q3 2023
|
Zenyatta Capital Management LP
|
BUY
|
- |
12.5KNew |
$1.86M - $2.23M
|
12.5K
$3.85M
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$1.75M - $2.08M
|
11.7K
$3.61M
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
10.7KNew |
$1.6M - $1.91M
|
10.7K
$3.31M
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10KNew |
$1.5M - $1.78M
|
10K
$3.09M
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
7.62KNew |
$1.14M - $1.36M
|
7.62K
$2.35M
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
6.4K+ 38.79% |
$955K - $1.14M
|
22.9K
$7.06M
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
6.4KNew |
$955K - $1.14M
|
6.4K
$1.97M
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
6.3KNew |
$940K - $1.12M
|
6.3K
$1.94M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.18K+ 17.17% |
$773K - $923K
|
35.4K
$10.9M
|