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 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-9- 0.66% |
$2.08K - $2.87K
|
1.35K
$409K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-100- 3.06% |
$23.1K - $31.9K
|
3.17K
$962K
|
|
|
Aug 06, 2025
Q2 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-173K- 8.23% |
$40.1M - $55.3M
|
1.93M
$586M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-818- 13.29% |
$189K - $261K
|
5.34K
$1.62M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
6+ 6.59% |
$1.39K - $1.91K
|
97
$29.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-555- 0.6% |
$128K - $177K
|
91.2K
$27.7M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-2- 0.13% |
$463 - $638
|
1.56K
$471K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
21+ 0.08% |
$4.86K - $6.7K
|
26.5K
$8.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.05K+ 8.84% |
$1.17M - $1.61M
|
62.1K
$18.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-23.3K- 11.72% |
$5.39M - $7.43M
|
175K
$53.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11K+ 897.64% |
$2.55M - $3.52M
|
12.3K
$3.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-182- 7.54% |
$42.1K - $58.1K
|
2.23K
$677K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-408- 0.97% |
$94.4K - $130K
|
41.8K
$12.7M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8+ 21.62% |
$1.85K - $2.55K
|
45
$13.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.31K+ 4.12% |
$302K - $417K
|
33K
$10M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-686- 3.01% |
$159K - $219K
|
22.1K
$6.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.44K+ 11.19% |
$332K - $458K
|
14.3K
$4.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
301+ 5.67% |
$69.6K - $96K
|
5.61K
$1.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
196+ 0.28% |
$45.4K - $62.5K
|
71.1K
$21.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-42- 0.37% |
$9.72K - $13.4K
|
11.2K
$3.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8+ 5.0% |
$1.85K - $2.55K
|
168
$50.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.29K- 6.76% |
$529K - $730K
|
31.5K
$9.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-800- 33.33% |
$185K - $255K
|
1.6K
$485K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
21New |
$4.86K - $6.7K
|
21
$6.37K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-344- 0.55% |
$79.6K - $110K
|
62.1K
$18.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
574+ 5.92% |
$133K - $183K
|
10.3K
$3.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-264- 0.71% |
$61.1K - $84.2K
|
37K
$11.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-69.2K- 13.08% |
$16M - $22.1M
|
460K
$139M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.17K- 16.95% |
$734K - $1.01M
|
15.5K
$4.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
886New |
$205K - $283K
|
886
$269K
|
|
|
Aug 05, 2025
Q2 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-4.5K- 23.68% |
$1.04M - $1.44M
|
14.5K
$4.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-127- 10.32% |
$29.4K - $40.5K
|
1.1K
$335K
|
|
|
Aug 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-4.32K- 3.98% |
$999K - $1.38M
|
104K
$31.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
139+ 1.37% |
$32.2K - $44.3K
|
10.3K
$3.13M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
139+ 10.0% |
$32.2K - $44.3K
|
1.53K
$464K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.05K+ 2.27% |
$473K - $653K
|
92.1K
$27.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
650New |
$150K - $207K
|
650
$197K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.07% |
$23.1K - $31.9K
|
150K
$45.6M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
950New |
$220K - $303K
|
950
$288K
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
BUY
|
- |
4.1K+ 1271.74% |
$948K - $1.31M
|
4.42K
$1.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
156New |
$36.1K - $49.8K
|
156
$47.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-24.7K- 95.61% |
$5.72M - $7.89M
|
1.14K
$344K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-44- 1.64% |
$10.2K - $14K
|
2.65K
$802K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.19K- 17.13% |
$275K - $379K
|
5.75K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
18.2KNew |
$4.22M - $5.81M
|
18.2K
$5.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-530- 3.52% |
$123K - $169K
|
14.5K
$4.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-677- 10.09% |
$157K - $216K
|
6.03K
$1.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
650New |
$150K - $207K
|
650
$197K
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-235- 0.78% |
$54.4K - $75K
|
29.8K
$9.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-329- 3.03% |
$76.1K - $105K
|
10.5K
$3.19M
|