Latest Institutional Sells of American Express CO (AXP)
This list provides information on the latest institutional transactions involving American Express CO (AXP) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-21- 1.46% |
$5.61K - $6.42K
|
1.41K
$439K
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-21- 2.03% |
$5.61K - $6.42K
|
1.01K
$315K
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-21- 1.43% |
$5.61K - $6.42K
|
1.45K
$451K
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-20- 1.39% |
$5.35K - $6.11K
|
1.42K
$442K
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-20- 0.06% |
$5.35K - $6.11K
|
33.3K
$10.3M
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-20- 0.44% |
$5.35K - $6.11K
|
4.57K
$1.42M
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-19- 0.46% |
$5.08K - $5.81K
|
4.15K
$1.29M
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-18- 0.54% |
$4.81K - $5.5K
|
3.31K
$1.03M
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-18- 0.35% |
$4.81K - $5.5K
|
5.08K
$1.58M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-18- 5.47% |
$4.81K - $5.5K
|
311
$96.7K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-18- 0.27% |
$4.81K - $5.5K
|
6.63K
$2.06M
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-18- 0.24% |
$4.81K - $5.5K
|
7.39K
$2.3M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-17- 0.14% |
$4.54K - $5.19K
|
12K
$3.73M
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-17- 0.72% |
$4.54K - $5.19K
|
2.35K
$732K
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-17- 1.75% |
$4.54K - $5.19K
|
956
$297K
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-17- 2.25% |
$4.54K - $5.19K
|
740
$230K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-17- 1.19% |
$4.54K - $5.19K
|
1.42K
$440K
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-16- 0.44% |
$4.28K - $4.89K
|
3.6K
$1.12M
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-16- 0.49% |
$4.28K - $4.89K
|
3.22K
$1M
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-16- 1.36% |
$4.28K - $4.89K
|
1.16K
$362K
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-16- 0.62% |
$4.28K - $4.89K
|
2.56K
$795K
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-15- 1.02% |
$4.01K - $4.58K
|
1.46K
$453K
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-15- 0.11% |
$4.01K - $4.58K
|
14.3K
$4.44M
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-14- 0.75% |
$3.74K - $4.28K
|
1.87K
$580K
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-14- 0.25% |
$3.74K - $4.28K
|
5.51K
$1.71M
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-13- 31.71% |
$3.48K - $3.97K
|
28
$8.71K
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-13- 1.19% |
$3.48K - $3.97K
|
1.08K
$337K
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13- 1.74% |
$3.48K - $3.97K
|
736
$229K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-12- 1.18% |
$3.21K - $3.67K
|
1.01K
$313K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-12- 1.34% |
$3.21K - $3.67K
|
881
$274K
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-12- 0.59% |
$3.21K - $3.67K
|
2.02K
$628K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-12- 0.73% |
$3.21K - $3.67K
|
1.64K
$511K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-12- 0.06% |
$3.21K - $3.67K
|
18.5K
$5.74M
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-11- 0.34% |
$2.94K - $3.36K
|
3.23K
$1M
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-11- 0.78% |
$2.94K - $3.36K
|
1.39K
$433K
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-11- 0.1% |
$2.94K - $3.36K
|
11.1K
$3.46M
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-11- 3.26% |
$2.94K - $3.36K
|
326
$101K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 20.0% |
$2.94K - $3.36K
|
44
$13.7K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-11- 0.61% |
$2.94K - $3.36K
|
1.78K
$554K
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-11- 0.49% |
$2.94K - $3.36K
|
2.23K
$692K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-11- 2.33% |
$2.94K - $3.36K
|
462
$144K
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10- 0.3% |
$2.67K - $3.06K
|
3.33K
$1.04M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-10- 1.15% |
$2.67K - $3.06K
|
857
$267K
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-10- 0.25% |
$2.67K - $3.06K
|
4.02K
$1.25M
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.51% |
$2.67K - $3.06K
|
1.94K
$603K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-10- 50.0% |
$2.67K - $3.06K
|
10
$3.11K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-10- 0.19% |
$2.67K - $3.06K
|
5.33K
$1.66M
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-10- 0.29% |
$2.67K - $3.06K
|
3.4K
$1.06M
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-10- 0.02% |
$2.67K - $3.06K
|
44.6K
$13.9M
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-9- 1.05% |
$2.41K - $2.75K
|
850
$264K
|