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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
SELL
|
- |
-1.08K- 28.01% |
$249K - $343K
|
2.76K
$838K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6- 0.36% |
$1.39K - $1.91K
|
1.66K
$503K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4KNew |
$926K - $1.28M
|
4K
$1.21M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-350- 5.81% |
$81K - $112K
|
5.67K
$1.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-27- 0.5% |
$6.25K - $8.61K
|
5.38K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
31+ 3.32% |
$7.17K - $9.89K
|
965
$293K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-4.25K- 3.34% |
$983K - $1.36M
|
123K
$37.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.59K+ 2.02% |
$368K - $507K
|
80.3K
$24.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.3K+ 19.49% |
$300K - $413K
|
7.94K
$2.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
631New |
$146K - $201K
|
631
$191K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
143+ 0.12% |
$33.1K - $45.6K
|
117K
$35.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.32K+ 26.63% |
$768K - $1.06M
|
15.8K
$4.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
480+ 1.87% |
$111K - $153K
|
26.2K
$7.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-196- 3.33% |
$45.4K - $62.5K
|
5.69K
$1.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-65.4K- 98.76% |
$15.1M - $20.8M
|
820
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.45K- 33.95% |
$335K - $462K
|
2.82K
$855K
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-9- 0.5% |
$2.08K - $2.87K
|
1.78K
$540K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
302New |
$69.9K - $96.3K
|
302
$91.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-669- 7.91% |
$155K - $213K
|
7.79K
$2.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.2% |
$1.39K - $1.91K
|
3.03K
$918K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
71+ 9.15% |
$16.4K - $22.6K
|
847
$257K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-190- 2.11% |
$44K - $60.6K
|
8.83K
$2.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4.47K+ 3.87% |
$1.03M - $1.43M
|
120K
$36.4M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-67- 1.86% |
$15.5K - $21.4K
|
3.54K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1K+ 18.89% |
$231K - $319K
|
6.3K
$1.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
75+ 3.02% |
$17.4K - $23.9K
|
2.56K
$776K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
83New |
$19.2K - $26.5K
|
83
$25.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
942+ 121.08% |
$218K - $300K
|
1.72K
$522K
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12- 0.09% |
$2.78K - $3.83K
|
12.9K
$3.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.62% |
$231 - $319
|
162
$49.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
764New |
$177K - $244K
|
764
$232K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.84K+ 2.23% |
$658K - $907K
|
130K
$39.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
19.5K+ 247.72% |
$4.52M - $6.23M
|
27.4K
$8.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
124+ 32.04% |
$28.7K - $39.6K
|
511
$155K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-85- 1.3% |
$19.7K - $27.1K
|
6.44K
$1.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
970+ 53.12% |
$224K - $309K
|
2.8K
$848K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
131+ 2.53% |
$30.3K - $41.8K
|
5.31K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.26K- 4.14% |
$291K - $402K
|
29.1K
$8.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-700- 4.24% |
$162K - $223K
|
15.8K
$4.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
740New |
$171K - $236K
|
740
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
49.6K+ 2.24% |
$11.5M - $15.8M
|
2.27M
$687M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
51+ 3.09% |
$11.8K - $16.3K
|
1.7K
$517K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.3% |
$694 - $957
|
1.01K
$306K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
678+ 1.75% |
$157K - $216K
|
39.5K
$12M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
7.9K+ 345.39% |
$1.83M - $2.52M
|
10.2K
$3.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
816New |
$189K - $260K
|
816
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-143- 0.96% |
$33.1K - $45.6K
|
14.7K
$4.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
22New |
$5.09K - $7.02K
|
22
$6.67K
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
4.24KNew |
$981K - $1.35M
|
4.24K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
634+ 27.89% |
$147K - $202K
|
2.91K
$881K
|