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 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-87- 4.68% |
$20.1K - $27.8K
|
1.77K
$537K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
149+ 3.69% |
$34.5K - $47.5K
|
4.19K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-5K- 18.18% |
$1.16M - $1.59M
|
22.5K
$6.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
299+ 1.87% |
$69.2K - $95.4K
|
16.3K
$4.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.25K- 8.18% |
$289K - $398K
|
14K
$4.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
7.78KNew |
$1.8M - $2.48M
|
7.78K
$2.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
135+ 2.04% |
$31.2K - $43.1K
|
6.74K
$2.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-60.1K- 13.92% |
$13.9M - $19.2M
|
371K
$113M
|
|
|
Jul 29, 2025
Q2 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-3.73K- 5.19% |
$862K - $1.19M
|
68.1K
$20.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-219- 4.73% |
$50.7K - $69.9K
|
4.41K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
572+ 24.03% |
$132K - $182K
|
2.95K
$895K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
70+ 1.58% |
$16.2K - $22.3K
|
4.51K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-22- 7.19% |
$5.09K - $7.02K
|
284
$86.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.14% |
$4.63K - $6.38K
|
14.7K
$4.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-40- 2.37% |
$9.26K - $12.8K
|
1.65K
$499K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-491- 19.44% |
$114K - $157K
|
2.04K
$617K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-250- 22.75% |
$57.8K - $79.7K
|
849
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
641New |
$148K - $204K
|
641
$194K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
818New |
$189K - $261K
|
818
$248K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-387- 11.95% |
$89.5K - $123K
|
2.85K
$865K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
14+ 0.37% |
$3.24K - $4.47K
|
3.75K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
77+ 3.45% |
$17.8K - $24.6K
|
2.31K
$700K
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
142+ 8.43% |
$32.9K - $45.3K
|
1.83K
$554K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-232- 20.73% |
$53.7K - $74K
|
887
$269K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.07K- 1.66% |
$248K - $342K
|
63.5K
$19.2M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
SELL
|
- |
-10- 0.65% |
$2.31K - $3.19K
|
1.54K
$466K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.29% |
$694 - $957
|
1.04K
$316K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3+ 0.19% |
$694 - $957
|
1.59K
$481K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$1.62K - $2.23K
|
15.1K
$4.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
65+ 0.09% |
$15K - $20.7K
|
69.6K
$21.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.6K+ 2.97% |
$370K - $509K
|
55.4K
$16.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
145+ 42.03% |
$33.6K - $46.3K
|
490
$149K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
99+ 4.01% |
$22.9K - $31.6K
|
2.57K
$779K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
70+ 2.12% |
$16.2K - $22.3K
|
3.38K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
596+ 0.46% |
$138K - $190K
|
131K
$39.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-199- 17.23% |
$46K - $63.5K
|
956
$290K
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
7.64K+ 608.37% |
$1.77M - $2.44M
|
8.89K
$2.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.46K+ 29.12% |
$338K - $465K
|
6.47K
$1.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
249+ 3.32% |
$57.6K - $79.4K
|
7.75K
$2.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-630- 3.12% |
$146K - $201K
|
19.5K
$5.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.67K- 10.84% |
$385K - $531K
|
13.7K
$4.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
810+ 12.44% |
$187K - $258K
|
7.32K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-285- 7.99% |
$65.9K - $90.9K
|
3.28K
$995K
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
SELL
|
- |
-341- 0.92% |
$78.9K - $109K
|
36.7K
$11.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-13- 1.89% |
$3.01K - $4.15K
|
674
$204K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
51+ 6.39% |
$11.8K - $16.3K
|
849
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.34KNew |
$311K - $428K
|
1.34K
$407K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.13% |
$1.62K - $2.23K
|
5.46K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-8.6K- 88.47% |
$1.99M - $2.74M
|
1.12K
$340K
|
|
|
Jul 29, 2025
Q2 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-300- 0.91% |
$69.4K - $95.7K
|
32.8K
$9.96M
|