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 13, 2023
Q3 2023
|
Point Break Capital Management, LLC
Miami, FL |
BUY
|
- |
2.7KNew |
$403K - $481K
|
2.7K
$821K
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.6KNew |
$388K - $464K
|
2.6K
$792K
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.89KNew |
$283K - $337K
|
1.89K
$576K
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.61KNew |
$240K - $286K
|
1.61K
$489K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
1.55KNew |
$231K - $276K
|
1.55K
$472K
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
1.43K+ 66.82% |
$214K - $255K
|
3.58K
$1.09M
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.42KNew |
$211K - $252K
|
1.42K
$430K
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.41KNew |
$211K - $251K
|
1.41K
$429K
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.4KNew |
$209K - $250K
|
1.4K
$426K
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.36KNew |
$202K - $242K
|
1.36K
$413K
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1.32KNew |
$197K - $235K
|
1.32K
$402K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.3KNew |
$194K - $231K
|
1.3K
$395K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
600New |
$89.5K - $107K
|
600
$182K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
579+ 7.48% |
$86.4K - $103K
|
8.32K
$2.53M
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
300New |
$44.8K - $53.4K
|
300
$91.2K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
238+ 3.69% |
$35.5K - $42.4K
|
6.7K
$2.04M
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
203+ 11.99% |
$30.3K - $36.1K
|
1.9K
$577K
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
203+ 10.08% |
$30.3K - $36.1K
|
2.22K
$674K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
200+ 16.67% |
$29.8K - $35.6K
|
1.4K
$426K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
191New |
$28.5K - $34K
|
191
$58.1K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
189+ 11.23% |
$28.2K - $33.6K
|
1.87K
$569K
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
165+ 1.26% |
$24.6K - $29.4K
|
13.2K
$4.02M
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
143+ 9.33% |
$21.3K - $25.5K
|
1.68K
$510K
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
124+ 2.96% |
$18.5K - $22.1K
|
4.32K
$1.31M
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50+ 10.68% |
$7.46K - $8.9K
|
518
$158K
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
35+ 1.8% |
$5.22K - $6.23K
|
1.98K
$601K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
7New |
$1.04K - $1.25K
|
7
$2.13K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
7+ 0.33% |
$1.04K - $1.25K
|
2.11K
$641K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4+ 2.34% |
$597 - $712
|
175
$53.2K
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$149 - $178
|
5.27K
$1.6M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
670KNew |
$99.1M - $117M
|
670K
$204M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
330KNew |
$48.8M - $57.8M
|
330K
$100M
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
56.9KNew |
$8.42M - $9.97M
|
56.9K
$17.3M
|
|
Aug 11, 2023
Q2 2023
|
Archon Capital Management LLC
Seattle, WA |
BUY
|
PUT |
50KNew |
$7.4M - $8.76M
|
50K
$15.2M
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
22.8K+ 93.39% |
$3.37M - $3.99M
|
47.1K
$14.3M
|
|
Jul 20, 2023
Q2 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
8.5KNew |
$1.26M - $1.49M
|
8.5K
$2.59M
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6.14K+ 192.41% |
$908K - $1.08M
|
9.33K
$2.84M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.13KNew |
$611K - $724K
|
4.13K
$1.26M
|
|
Aug 14, 2023
Q2 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
4.04K+ 25.21% |
$597K - $707K
|
20K
$6.1M
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.53KNew |
$522K - $618K
|
3.53K
$1.07M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.99K+ 157.11% |
$443K - $524K
|
4.9K
$1.49M
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.27KNew |
$335K - $397K
|
2.27K
$689K
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.81K+ 1.26% |
$268K - $317K
|
145K
$44.1M
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.67KNew |
$246K - $292K
|
1.67K
$507K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.62K+ 3.35% |
$240K - $284K
|
50K
$15.2M
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.27KNew |
$188K - $223K
|
1.27K
$387K
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$185K - $219K
|
1.25K
$380K
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.17KNew |
$173K - $204K
|
1.17K
$355K
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.16KNew |
$172K - $204K
|
1.16K
$353K
|