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 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1+ 0.04% |
$231 - $319
|
2.83K
$857K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
102+ 510.0% |
$23.6K - $32.5K
|
122
$37K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-25- 2.0% |
$5.78K - $7.97K
|
1.22K
$371K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-5.17K- 12.87% |
$1.2M - $1.65M
|
35K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.22K- 0.93% |
$977K - $1.35M
|
448K
$136M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-300- 6.52% |
$69.4K - $95.7K
|
4.3K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
75+ 25.51% |
$17.4K - $23.9K
|
369
$112K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.09K+ 2.7% |
$252K - $348K
|
41.4K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.22K- 19.6% |
$282K - $389K
|
5K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.58K- 3.46% |
$365K - $503K
|
44.1K
$13.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
840New |
$194K - $268K
|
840
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
637New |
$147K - $203K
|
637
$193K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
3.04KNew |
$703K - $970K
|
3.04K
$922K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
62+ 7.05% |
$14.3K - $19.8K
|
941
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
88+ 7.24% |
$20.4K - $28.1K
|
1.3K
$395K
|
|
|
Aug 11, 2025
Q2 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
2.6K+ 1.28% |
$601K - $828K
|
206K
$62.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
165New |
$38.2K - $52.6K
|
165
$50K
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-20.4K- 1.95% |
$4.73M - $6.52M
|
1.03M
$312M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12+ 0.12% |
$2.78K - $3.83K
|
9.67K
$2.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.59K+ 23.13% |
$831K - $1.15M
|
19.1K
$5.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
113+ 1.3% |
$26.1K - $36K
|
8.84K
$2.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-45- 1.11% |
$10.4K - $14.4K
|
3.99K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-24- 8.63% |
$5.55K - $7.66K
|
254
$77K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-30- 1.97% |
$6.94K - $9.57K
|
1.49K
$452K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
16.3K+ 12110.37% |
$3.78M - $5.22M
|
16.5K
$5M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.37K+ 19.22% |
$549K - $757K
|
14.7K
$4.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
747New |
$173K - $238K
|
747
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
11+ 0.46% |
$2.55K - $3.51K
|
2.4K
$727K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-12- 0.1% |
$2.78K - $3.83K
|
11.4K
$3.47M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-671- 2.64% |
$155K - $214K
|
24.8K
$7.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-28- 8.81% |
$6.48K - $8.93K
|
290
$87.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.22K- 14.1% |
$282K - $388K
|
7.42K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-49- 1.83% |
$11.3K - $15.6K
|
2.63K
$799K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
17+ 1.85% |
$3.93K - $5.42K
|
938
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
232+ 39.12% |
$53.7K - $74K
|
825
$250K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.03K+ 18.97% |
$702K - $967K
|
19K
$5.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-400- 13.06% |
$92.6K - $128K
|
2.66K
$807K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-878- 32.04% |
$203K - $280K
|
1.86K
$565K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
124+ 0.61% |
$28.7K - $39.6K
|
20.5K
$6.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.74K+ 22.54% |
$633K - $873K
|
14.9K
$4.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.03% |
$231 - $319
|
3.5K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.09KNew |
$251K - $346K
|
1.09K
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-316- 0.32% |
$73.1K - $101K
|
97.3K
$29.5M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
8.56K+ 13.61% |
$1.98M - $2.73M
|
71.4K
$21.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
581K+ 1.27% |
$135M - $185M
|
46.4M
$14.1B
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
81+ 12.94% |
$18.7K - $25.8K
|
707
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.91% |
$6.25K - $8.61K
|
2.94K
$891K
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-932- 3.85% |
$216K - $297K
|
23.2K
$7.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-13.3K- 13.51% |
$3.09M - $4.25M
|
85.4K
$25.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
217+ 13.84% |
$50.2K - $69.2K
|
1.79K
$541K
|