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 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
73+ 3.55% |
$16.5K - $19.8K
|
2.13K
$580K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
73+ 3.72% |
$16.5K - $19.8K
|
2.04K
$555K
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
72+ 0.26% |
$16.3K - $19.5K
|
27.4K
$7.46M
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
70+ 8.01% |
$15.8K - $19K
|
944
$257K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
64+ 4.82% |
$14.5K - $17.4K
|
1.39K
$379K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
60+ 3.65% |
$13.6K - $16.3K
|
1.7K
$464K
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
BUY
|
- |
60+ 0.53% |
$13.6K - $16.3K
|
11.4K
$3.11M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
60+ 0.52% |
$13.6K - $16.3K
|
11.7K
$3.19M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
58+ 5.91% |
$13.1K - $15.7K
|
1.04K
$283K
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
55+ 0.79% |
$12.4K - $14.9K
|
6.99K
$1.9M
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
50+ 25.0% |
$11.3K - $13.6K
|
250
$68.1K
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
48+ 3.8% |
$10.8K - $13K
|
1.31K
$357K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
48+ 1.48% |
$10.8K - $13K
|
3.28K
$894K
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
48+ 0.13% |
$10.8K - $13K
|
37.8K
$10.3M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
47+ 2.92% |
$10.6K - $12.7K
|
1.66K
$451K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
47+ 3.98% |
$10.6K - $12.7K
|
1.23K
$335K
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
47+ 0.03% |
$10.6K - $12.7K
|
177K
$48.3M
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
45+ 4.59% |
$10.2K - $12.2K
|
1.03K
$279K
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
45+ 2.47% |
$10.2K - $12.2K
|
1.87K
$509K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
45+ 1.46% |
$10.2K - $12.2K
|
3.14K
$854K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
45+ 4.78% |
$10.2K - $12.2K
|
987
$269K
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
42+ 0.53% |
$9.49K - $11.4K
|
8.01K
$2.18M
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
41+ 3.46% |
$9.26K - $11.1K
|
1.23K
$334K
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
40+ 2.51% |
$9.04K - $10.8K
|
1.63K
$444K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
38+ 2.66% |
$8.58K - $10.3K
|
1.47K
$400K
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
37+ 0.44% |
$8.36K - $10K
|
8.49K
$2.31M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
37+ 4.87% |
$8.36K - $10K
|
796
$217K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
33+ 0.23% |
$7.46K - $8.95K
|
14.3K
$3.89M
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
33+ 2.03% |
$7.46K - $8.95K
|
1.66K
$452K
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
31+ 2.15% |
$7K - $8.41K
|
1.47K
$401K
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
BUY
|
- |
30+ 0.17% |
$6.78K - $8.14K
|
18.2K
$4.95M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
29+ 3.11% |
$6.55K - $7.86K
|
960
$261K
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
28+ 175.0% |
$6.33K - $7.59K
|
44
$12K
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
28+ 2.71% |
$6.33K - $7.59K
|
1.06K
$289K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
28+ 1.83% |
$6.33K - $7.59K
|
1.56K
$424K
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
27+ 0.37% |
$6.1K - $7.32K
|
7.42K
$2.02M
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
27+ 0.59% |
$6.1K - $7.32K
|
4.59K
$1.25M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
27+ 2.43% |
$6.1K - $7.32K
|
1.14K
$310K
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
25+ 0.21% |
$5.65K - $6.78K
|
12K
$3.28M
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
23+ 0.72% |
$5.2K - $6.24K
|
3.21K
$874K
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
22+ 0.25% |
$4.97K - $5.97K
|
8.79K
$2.39M
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
22+ 8.09% |
$4.97K - $5.97K
|
294
$80.1K
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
21+ 1.82% |
$4.74K - $5.69K
|
1.18K
$320K
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
20+ 1.88% |
$4.52K - $5.42K
|
1.08K
$295K
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
20+ 0.62% |
$4.52K - $5.42K
|
3.27K
$890K
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
19+ 0.15% |
$4.29K - $5.15K
|
12.4K
$3.39M
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
18+ 0.17% |
$4.07K - $4.88K
|
10.5K
$2.87M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
16+ 1.13% |
$3.61K - $4.34K
|
1.43K
$389K
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15+ 1.49% |
$3.39K - $4.07K
|
1.02K
$278K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
15+ 1.53% |
$3.39K - $4.07K
|
995
$271K
|