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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
31K+ 0.8% |
$7.17M - $9.89M
|
3.89M
$1.18B
|
|
|
Aug 12, 2025
Q2 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2.45K- 1.58% |
$566K - $780K
|
152K
$46.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-80- 5.06% |
$18.5K - $25.5K
|
1.5K
$455K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.5K- 1.73% |
$810K - $1.12M
|
199K
$60.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-96.2K- 21.81% |
$22.3M - $30.7M
|
345K
$105M
|
|
|
Aug 12, 2025
Q2 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-22.5K- 93.95% |
$5.2M - $7.17M
|
1.45K
$438K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
124+ 4.5% |
$28.7K - $39.6K
|
2.88K
$873K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.18K+ 6.78% |
$273K - $376K
|
18.6K
$5.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
19+ 1.49% |
$4.4K - $6.06K
|
1.3K
$393K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-22- 10.84% |
$5.09K - $7.02K
|
181
$54.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.55KNew |
$590K - $814K
|
2.55K
$773K
|
|
|
Aug 12, 2025
Q2 2025
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-940- 3.85% |
$218K - $300K
|
23.4K
$7.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-648- 19.99% |
$150K - $207K
|
2.59K
$786K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-368K- 9.76% |
$85.1M - $117M
|
3.4M
$1.03B
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-274- 11.19% |
$63.4K - $87.4K
|
2.17K
$659K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-544- 32.79% |
$126K - $174K
|
1.12K
$338K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-10- 0.61% |
$2.31K - $3.19K
|
1.62K
$492K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-162- 11.64% |
$37.5K - $51.7K
|
1.23K
$373K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.02K- 9.78% |
$236K - $325K
|
9.41K
$2.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.61KNew |
$604K - $833K
|
2.61K
$791K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-22- 2.73% |
$5.09K - $7.02K
|
785
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.31K- 30.39% |
$304K - $419K
|
3.01K
$912K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
660+ 64.9% |
$153K - $211K
|
1.68K
$508K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-701- 4.33% |
$162K - $224K
|
15.5K
$4.7M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
46+ 5.13% |
$10.6K - $14.7K
|
943
$286K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-64- 2.69% |
$14.8K - $20.4K
|
2.31K
$701K
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-48- 4.47% |
$11.1K - $15.3K
|
1.03K
$311K
|
|
|
Aug 12, 2025
Q2 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-165- 6.44% |
$38.2K - $52.6K
|
2.4K
$727K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-50- 5.55% |
$11.6K - $15.9K
|
851
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.34KNew |
$310K - $427K
|
1.34K
$406K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-21- 2.23% |
$4.86K - $6.7K
|
919
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.77K- 7.01% |
$1.8M - $2.48M
|
103K
$31.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
651+ 0.54% |
$151K - $208K
|
122K
$37M
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
358+ 0.31% |
$82.8K - $114K
|
117K
$35.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
300+ 12.94% |
$69.4K - $95.7K
|
2.62K
$794K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-6- 0.76% |
$1.39K - $1.91K
|
783
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2.1K+ 13.79% |
$486K - $670K
|
17.3K
$5.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
758New |
$175K - $242K
|
758
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.06KNew |
$245K - $337K
|
1.06K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
PUT |
-48.1K- 46.34% |
$11.1M - $15.3M
|
55.7K
$16.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.44K+ 24.86% |
$565K - $779K
|
12.3K
$3.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.54KNew |
$357K - $492K
|
1.54K
$467K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
43+ 2.25% |
$9.95K - $13.7K
|
1.95K
$592K
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
21+ 0.44% |
$4.86K - $6.7K
|
4.74K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
258New |
$59.7K - $82.3K
|
258
$78.2K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-10- 1.36% |
$2.31K - $3.19K
|
728
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1+ 0.14% |
$231 - $319
|
718
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-282K- 5.21% |
$65.2M - $89.9M
|
5.12M
$1.55B
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
1.02KNew |
$237K - $327K
|
1.02K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-3.13K- 94.44% |
$723K - $997K
|
184
$55.8K
|