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 05, 2025
Q2 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
215+ 2.49% |
$49.7K - $68.6K
|
8.84K
$2.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
8.95K+ 4.27% |
$2.07M - $2.85M
|
218K
$66.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
236+ 2.53% |
$54.6K - $75.3K
|
9.55K
$2.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
284+ 12.09% |
$65.7K - $90.6K
|
2.63K
$798K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
69+ 0.21% |
$16K - $22K
|
33.6K
$10.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
33.5KNew |
$7.76M - $10.7M
|
33.5K
$10.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-136- 1.2% |
$31.5K - $43.4K
|
11.2K
$3.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
195+ 5.96% |
$45.1K - $62.2K
|
3.47K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-25- 2.32% |
$5.78K - $7.97K
|
1.05K
$319K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
638+ 9.64% |
$148K - $204K
|
7.25K
$2.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.05K+ 31.36% |
$475K - $654K
|
8.59K
$2.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
260+ 4.05% |
$60.2K - $82.9K
|
6.68K
$2.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.31K+ 20.14% |
$535K - $737K
|
13.8K
$4.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.7K- 21.79% |
$394K - $543K
|
6.11K
$1.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
558+ 133.17% |
$129K - $178K
|
977
$296K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
19+ 0.9% |
$4.4K - $6.06K
|
2.14K
$648K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
649New |
$150K - $207K
|
649
$197K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
41New |
$9.49K - $13.1K
|
41
$12.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-190- 3.61% |
$44K - $60.6K
|
5.08K
$1.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-6- 0.77% |
$1.39K - $1.91K
|
773
$234K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
886+ 0.85% |
$205K - $283K
|
105K
$31.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-5.07K- 1.32% |
$1.17M - $1.62M
|
377K
$114M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-698- 1.3% |
$162K - $223K
|
52.9K
$16M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-50- 0.97% |
$11.6K - $15.9K
|
5.12K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
989+ 30.37% |
$229K - $315K
|
4.25K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
9.23K+ 4.73% |
$2.14M - $2.94M
|
204K
$62M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
56+ 6.74% |
$13K - $17.9K
|
887
$269K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.12K+ 2.85% |
$490K - $675K
|
76.5K
$23.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-10.5K- 2.92% |
$2.44M - $3.36M
|
350K
$106M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
244+ 2.41% |
$56.5K - $77.8K
|
10.4K
$3.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
824+ 17.66% |
$191K - $263K
|
5.49K
$1.66M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
46+ 5.41% |
$10.6K - $14.7K
|
897
$272K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.16K- 0.7% |
$268K - $370K
|
164K
$49.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.4K- 8.25% |
$1.02M - $1.4M
|
48.9K
$14.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-759- 0.66% |
$176K - $242K
|
114K
$34.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-98- 1.84% |
$22.7K - $31.3K
|
5.21K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
5.19KNew |
$1.2M - $1.66M
|
5.19K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
38+ 1.76% |
$8.79K - $12.1K
|
2.19K
$664K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-65- 0.5% |
$15K - $20.7K
|
12.8K
$3.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-535- 0.7% |
$124K - $171K
|
75.6K
$22.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
46+ 2.82% |
$10.6K - $14.7K
|
1.68K
$508K
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-228- 6.97% |
$52.8K - $72.7K
|
3.04K
$922K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.75K- 1.64% |
$636K - $877K
|
165K
$50.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Provident Trust CO
|
BUY
|
- |
640K+ 136.58% |
$148M - $204M
|
1.11M
$336M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-371- 1.45% |
$85.8K - $118K
|
25.2K
$7.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
40+ 0.3% |
$9.26K - $12.8K
|
13.2K
$3.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
34+ 0.08% |
$7.87K - $10.8K
|
42.4K
$12.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
632+ 19.91% |
$146K - $202K
|
3.81K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-30- 11.45% |
$6.94K - $9.57K
|
232
$70.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-759- 53.04% |
$176K - $242K
|
672
$204K
|