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 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-12- 0.26% |
$2.78K - $3.83K
|
4.6K
$1.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
81.9K+ 100.0% |
$18.9M - $26.1M
|
164K
$49.7M
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
29+ 0.91% |
$6.71K - $9.25K
|
3.22K
$975K
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
26+ 1.55% |
$6.02K - $8.29K
|
1.7K
$515K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
145+ 19.75% |
$33.6K - $46.3K
|
879
$267K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
948New |
$219K - $302K
|
948
$287K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
153+ 9.5% |
$35.4K - $48.8K
|
1.76K
$535K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.01K- 0.62% |
$233K - $322K
|
162K
$49.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14+ 0.29% |
$3.24K - $4.47K
|
4.77K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
439+ 2.03% |
$102K - $140K
|
22K
$6.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11.6K+ 16.58% |
$2.69M - $3.71M
|
81.8K
$24.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
810New |
$187K - $258K
|
810
$246K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
132K+ 298.4% |
$30.5M - $42.1M
|
176K
$53.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.08% |
$231 - $319
|
1.19K
$362K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-26- 2.75% |
$6.02K - $8.29K
|
920
$279K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
5+ 0.18% |
$1.16K - $1.59K
|
2.83K
$859K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
83+ 8.62% |
$19.2K - $26.5K
|
1.05K
$317K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
462+ 1.52% |
$107K - $147K
|
30.8K
$9.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-662- 33.32% |
$153K - $211K
|
1.33K
$402K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-73- 9.57% |
$16.9K - $23.3K
|
690
$209K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.5K+ 26.09% |
$2.89M - $3.98M
|
60.3K
$18.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-60- 2.64% |
$13.9K - $19.1K
|
2.22K
$672K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
908New |
$210K - $290K
|
908
$275K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$1.16K - $1.59K
|
1.99K
$604K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
10+ 0.8% |
$2.31K - $3.19K
|
1.26K
$381K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$231 - $319
|
1.74K
$527K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-50- 0.44% |
$11.6K - $15.9K
|
11.4K
$3.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
642New |
$149K - $205K
|
642
$195K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-83- 10.59% |
$19.2K - $26.5K
|
701
$213K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
447+ 28.06% |
$103K - $143K
|
2.04K
$619K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-745- 1.73% |
$172K - $238K
|
42.4K
$12.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
24+ 0.13% |
$5.55K - $7.66K
|
18.8K
$5.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.71K+ 17.26% |
$1.09M - $1.5M
|
32K
$9.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-279- 1.68% |
$64.6K - $89K
|
16.4K
$4.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
17+ 3.39% |
$3.93K - $5.42K
|
518
$157K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-99- 1.73% |
$22.9K - $31.6K
|
5.64K
$1.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
58+ 2.76% |
$13.4K - $18.5K
|
2.16K
$656K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
877New |
$203K - $280K
|
877
$266K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
22+ 1.05% |
$5.09K - $7.02K
|
2.12K
$642K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.21K- 1.63% |
$280K - $386K
|
73K
$22.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-5- 2.91% |
$1.16K - $1.59K
|
167
$50.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$254K - $350K
|
1.1K
$332K
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.65K+ 3.95% |
$1.31M - $1.8M
|
148K
$45M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.21% |
$23.1K - $31.9K
|
47.7K
$14.5M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
801+ 4.6% |
$185K - $256K
|
18.2K
$5.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.49K+ 13.58% |
$577K - $795K
|
20.9K
$6.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.4K- 36.67% |
$3.33M - $4.6M
|
24.9K
$7.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-844- 8.24% |
$195K - $269K
|
9.39K
$2.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.5K+ 73.63% |
$348K - $479K
|
3.54K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
675New |
$156K - $215K
|
675
$205K
|