Latest Institutional Transactions on American Express CO (AXP)
This table provides information on the latest institutional transactions involving American Express CO (AXP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-919- 11.2% |
$291K - $343K
|
7.29K
$2.49M
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-42- 3.54% |
$13.3K - $15.7K
|
1.15K
$391K
|
|
|
Jan 21, 2026
Q4 2025
|
Quilter PLC
|
SELL
|
- |
-15.3K- 15.21% |
$4.83M - $5.69M
|
85.1K
$29M
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-101- 1.06% |
$31.9K - $37.6K
|
9.42K
$3.21M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.93K+ 431.25% |
$611K - $720K
|
2.38K
$812K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
443+ 12.84% |
$140K - $165K
|
3.89K
$1.33M
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
101+ 1.74% |
$31.9K - $37.6K
|
5.89K
$2.01M
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
14.9K+ 13.97% |
$4.72M - $5.57M
|
122K
$41.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-140- 5.78% |
$44.3K - $52.2K
|
2.28K
$779K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.04K+ 38.31% |
$646K - $761K
|
7.37K
$2.52M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
193+ 4.41% |
$61K - $71.9K
|
4.57K
$1.56M
|
|
|
Jan 21, 2026
Q4 2025
|
Barton Investment Management
|
SELL
|
- |
-191- 11.01% |
$60.4K - $71.2K
|
1.54K
$527K
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
SELL
|
- |
-40- 61.54% |
$12.7K - $14.9K
|
25
$8.53K
|
|
|
Jan 21, 2026
Q4 2025
|
Bank Of Stockton
|
SELL
|
- |
-80- 0.97% |
$25.3K - $29.8K
|
8.21K
$2.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
BUY
|
- |
19+ 21.35% |
$6.01K - $7.08K
|
108
$36.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-120- 1.7% |
$38K - $44.7K
|
6.93K
$2.36M
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-165- 57.09% |
$52.2K - $61.5K
|
124
$42.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-462- 9.95% |
$146K - $172K
|
4.18K
$1.43M
|
|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-9- 0.36% |
$2.85K - $3.35K
|
2.51K
$855K
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3New |
$949 - $1.12K
|
3
$1.02K
|
|
|
Jan 20, 2026
Q4 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
647New |
$205K - $241K
|
647
$221K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
96+ 12.12% |
$30.4K - $35.8K
|
888
$303K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-19- 0.16% |
$6.01K - $7.08K
|
11.9K
$4.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10- 0.65% |
$3.16K - $3.73K
|
1.53K
$523K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
430+ 9.89% |
$136K - $160K
|
4.78K
$1.63M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
34+ 2.77% |
$10.8K - $12.7K
|
1.26K
$430K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-19.3K- 86.91% |
$6.11M - $7.2M
|
2.91K
$993K
|
|
|
Jan 20, 2026
Q4 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-33- 4.79% |
$10.4K - $12.3K
|
656
$224K
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.85K+ 105.6% |
$1.22M - $1.44M
|
7.5K
$2.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
131New |
$41.4K - $48.8K
|
131
$44.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
165+ 383.72% |
$52.2K - $61.5K
|
208
$71K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
SELL
|
- |
-1.5K- 36.87% |
$473K - $558K
|
2.56K
$874K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-13- 1.41% |
$4.11K - $4.85K
|
909
$310K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
94+ 14.83% |
$29.7K - $35K
|
728
$248K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-31- 0.77% |
$9.8K - $11.6K
|
4K
$1.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-100- 1.17% |
$31.6K - $37.3K
|
8.46K
$2.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-199- 10.26% |
$62.9K - $74.2K
|
1.74K
$594K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
116+ 2.31% |
$36.7K - $43.2K
|
5.14K
$1.75M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-381- 1.22% |
$120K - $142K
|
30.9K
$10.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-30- 0.44% |
$9.49K - $11.2K
|
6.8K
$2.32M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
502+ 1.26% |
$159K - $187K
|
40.5K
$13.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-70- 2.5% |
$22.1K - $26.1K
|
2.73K
$932K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
924+ 11.81% |
$292K - $344K
|
8.75K
$2.99M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-550- 5.98% |
$174K - $205K
|
8.66K
$2.95M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
26+ 1.14% |
$8.22K - $9.69K
|
2.3K
$785K
|
|
|
Jan 20, 2026
Q4 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
30+ 1.26% |
$9.49K - $11.2K
|
2.41K
$822K
|
|
|
Jan 20, 2026
Q4 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-5- 0.1% |
$1.58K - $1.86K
|
5.25K
$1.79M
|
|
|
Jan 20, 2026
Q4 2025
|
Qv Investors Inc.
|
SELL
|
- |
-780- 7.43% |
$247K - $291K
|
9.72K
$3.32M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.11% |
$316 - $373
|
895
$305K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.09% |
$316 - $373
|
1.07K
$365K
|
|