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 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
295+ 7.07% |
$66.6K - $80K
|
4.47K
$1.22M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
287+ 6.67% |
$64.8K - $77.8K
|
4.59K
$1.25M
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
276+ 2.19% |
$62.4K - $74.8K
|
12.9K
$3.5M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
269+ 65.61% |
$60.8K - $72.9K
|
679
$185K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
260New |
$58.7K - $70.5K
|
260
$70.8K
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
253+ 2.51% |
$57.2K - $68.6K
|
10.4K
$2.82M
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
250+ 1.38% |
$56.5K - $67.8K
|
18.3K
$4.99M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
241New |
$54.4K - $65.4K
|
241
$65.6K
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
241+ 13.19% |
$54.4K - $65.4K
|
2.07K
$563K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
227+ 16.02% |
$51.3K - $61.6K
|
1.64K
$448K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
218+ 4.0% |
$49.3K - $59.1K
|
5.67K
$1.54M
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
211+ 5.94% |
$47.7K - $57.2K
|
3.76K
$1.02M
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
209+ 3.93% |
$47.2K - $56.7K
|
5.52K
$1.5M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
209+ 2.67% |
$47.2K - $56.7K
|
8.03K
$2.19M
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
198+ 1.16% |
$44.7K - $53.7K
|
17.2K
$4.68M
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
196+ 18.03% |
$44.3K - $53.1K
|
1.28K
$349K
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
191+ 12.19% |
$43.2K - $51.8K
|
1.76K
$479K
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
189+ 0.97% |
$42.7K - $51.3K
|
19.6K
$5.35M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
180+ 8.76% |
$40.7K - $48.8K
|
2.24K
$609K
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
178+ 1.7% |
$40.2K - $48.3K
|
10.6K
$2.89M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
176+ 3.16% |
$39.8K - $47.7K
|
5.74K
$1.56M
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
170New |
$38.4K - $46.1K
|
170
$46.3K
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
162+ 4.2% |
$36.6K - $43.9K
|
4.02K
$1.09M
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
154+ 13.64% |
$34.8K - $41.8K
|
1.28K
$349K
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
152+ 1.02% |
$34.3K - $41.2K
|
15K
$4.09M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
151+ 2.91% |
$34.1K - $40.9K
|
5.34K
$1.45M
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
143+ 9.78% |
$32.3K - $38.8K
|
1.61K
$437K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
136+ 1.43% |
$30.7K - $36.9K
|
9.66K
$2.63M
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
134+ 2.09% |
$30.3K - $36.3K
|
6.56K
$1.79M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
130+ 3.68% |
$29.4K - $35.3K
|
3.67K
$998K
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
129+ 9.38% |
$29.1K - $35K
|
1.5K
$410K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
126+ 0.74% |
$28.5K - $34.2K
|
17.1K
$4.66M
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
125+ 2.1% |
$28.2K - $33.9K
|
6.09K
$1.66M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
124New |
$28K - $33.6K
|
124
$33.8K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
122+ 0.78% |
$27.6K - $33.1K
|
15.8K
$4.29M
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
121+ 3.36% |
$27.3K - $32.8K
|
3.72K
$1.01M
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
120+ 5.1% |
$27.1K - $32.5K
|
2.47K
$674K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
110+ 4.73% |
$24.9K - $29.8K
|
2.44K
$663K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
108+ 4.96% |
$24.4K - $29.3K
|
2.28K
$622K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
104New |
$23.5K - $28.2K
|
104
$28.3K
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
103+ 1.62% |
$23.3K - $27.9K
|
6.44K
$1.75M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
101+ 12.14% |
$22.8K - $27.4K
|
933
$254K
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
98+ 2.84% |
$22.1K - $26.6K
|
3.55K
$967K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
98+ 0.9% |
$22.1K - $26.6K
|
11K
$2.98M
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
95+ 0.38% |
$21.5K - $25.8K
|
25.4K
$6.92M
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
90+ 3.58% |
$20.3K - $24.4K
|
2.6K
$709K
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
90+ 3.49% |
$20.3K - $24.4K
|
2.67K
$727K
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
89+ 9.11% |
$20.1K - $24.1K
|
1.07K
$290K
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
84+ 12.21% |
$19K - $22.8K
|
772
$210K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
81+ 0.38% |
$18.3K - $22K
|
21.4K
$5.84M
|