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 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
764+ 0.93% |
$177K - $244K
|
82.9K
$25.1M
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-453- 6.07% |
$105K - $144K
|
7.01K
$2.13M
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-20- 0.24% |
$4.63K - $6.38K
|
8.26K
$2.5M
|
|
Aug 01, 2025
Q2 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-11- 0.09% |
$2.55K - $3.51K
|
12.1K
$3.67M
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
149+ 14.48% |
$34.5K - $47.5K
|
1.18K
$357K
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
652New |
$151K - $208K
|
652
$198K
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-60- 0.65% |
$13.9K - $19.1K
|
9.21K
$2.79M
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
235+ 1.96% |
$54.4K - $75K
|
12.2K
$3.71M
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-24- 1.42% |
$5.55K - $7.66K
|
1.67K
$506K
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-39- 3.12% |
$9.02K - $12.4K
|
1.21K
$368K
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
210+ 29.33% |
$48.6K - $67K
|
926
$281K
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-53- 0.56% |
$12.3K - $16.9K
|
9.43K
$2.86M
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
4.4K+ 45.13% |
$1.02M - $1.4M
|
14.2K
$4.29M
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-150- 19.31% |
$34.7K - $47.8K
|
627
$190K
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
731New |
$169K - $233K
|
731
$222K
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
238+ 6.26% |
$55.1K - $75.9K
|
4.04K
$1.22M
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
96+ 12.17% |
$22.2K - $30.6K
|
885
$268K
|
|
Aug 01, 2025
Q2 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-148- 23.31% |
$34.2K - $47.2K
|
487
$148K
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
15New |
$3.47K - $4.78K
|
15
$4.55K
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-540- 6.46% |
$125K - $172K
|
7.82K
$2.37M
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.29K+ 1.27% |
$992K - $1.37M
|
342K
$104M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.17K+ 2.27% |
$502K - $692K
|
97.6K
$29.6M
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-481- 14.79% |
$111K - $153K
|
2.77K
$840K
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-791- 4.76% |
$183K - $252K
|
15.8K
$4.8M
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-367- 5.19% |
$84.9K - $117K
|
6.71K
$2.03M
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
180New |
$41.7K - $57.4K
|
180
$54.6K
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.54K- 0.63% |
$355K - $490K
|
241K
$73.2M
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
227+ 8.89% |
$52.5K - $72.4K
|
2.78K
$843K
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-101- 2.39% |
$23.4K - $32.2K
|
4.13K
$1.25M
|
|
Jul 31, 2025
Q2 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
500+ 11.11% |
$116K - $159K
|
5K
$1.52M
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
670+ 15.31% |
$155K - $214K
|
5.05K
$1.53M
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-10- 2.21% |
$2.31K - $3.19K
|
443
$134K
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-85- 7.83% |
$19.7K - $27.1K
|
1K
$303K
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 1.68% |
$23.1K - $31.9K
|
5.86K
$1.78M
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
13.2K+ 0.83% |
$3.05M - $4.21M
|
1.59M
$484M
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
49+ 4.0% |
$11.3K - $15.6K
|
1.27K
$386K
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.03K- 46.97% |
$933K - $1.29M
|
4.55K
$1.38M
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-15- 0.25% |
$3.47K - $4.78K
|
6K
$1.82M
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
23+ 1150.0% |
$5.32K - $7.34K
|
25
$7.58K
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
2+ 0.12% |
$463 - $638
|
1.62K
$490K
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
355+ 16.55% |
$82.1K - $113K
|
2.5K
$758K
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-413- 3.41% |
$95.6K - $132K
|
11.7K
$3.55M
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-6- 0.49% |
$1.39K - $1.91K
|
1.23K
$371K
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.42K+ 2316.24% |
$1.25M - $1.73M
|
5.65K
$1.71M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.26K+ 16.27% |
$2.14M - $2.95M
|
66.2K
$20.1M
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-39- 13.78% |
$9.02K - $12.4K
|
244
$74K
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2- 0.06% |
$463 - $638
|
3.26K
$987K
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-21- 2.03% |
$4.86K - $6.7K
|
1.01K
$307K
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-19- 1.28% |
$4.4K - $6.06K
|
1.47K
$445K
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
173+ 15.08% |
$40K - $55.2K
|
1.32K
$400K
|