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 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-146- 9.95% |
$33.8K - $46.6K
|
1.32K
$401K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-6.76K- 42.95% |
$1.56M - $2.16M
|
8.98K
$2.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-865- 1.32% |
$200K - $276K
|
64.5K
$19.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-14- 0.24% |
$3.24K - $4.47K
|
5.84K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
688New |
$159K - $219K
|
688
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
15+ 0.33% |
$3.47K - $4.78K
|
4.6K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-26- 2.01% |
$6.02K - $8.29K
|
1.27K
$385K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.17% |
$463 - $638
|
1.16K
$352K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
669+ 4.61% |
$155K - $213K
|
15.2K
$4.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
313+ 948.48% |
$72.4K - $99.8K
|
346
$105K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-26- 2.41% |
$6.02K - $8.29K
|
1.05K
$319K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
398+ 44.77% |
$92.1K - $127K
|
1.29K
$390K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4.41KNew |
$1.02M - $1.41M
|
4.41K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-131- 5.34% |
$30.3K - $41.8K
|
2.32K
$705K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
11+ 1.11% |
$2.55K - $3.51K
|
1K
$304K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
50+ 6.48% |
$11.6K - $15.9K
|
822
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-3.49K- 70.3% |
$807K - $1.11M
|
1.47K
$447K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
258+ 8.58% |
$59.7K - $82.3K
|
3.26K
$990K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.23% |
$2.31K - $3.19K
|
4.44K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
40K+ 3148.74% |
$9.25M - $12.8M
|
41.3K
$12.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-533- 2.0% |
$123K - $170K
|
26.2K
$7.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-158- 1.57% |
$36.6K - $50.4K
|
9.88K
$3M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-990- 7.16% |
$229K - $316K
|
12.8K
$3.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
90+ 1.2% |
$20.8K - $28.7K
|
7.58K
$2.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-901- 51.54% |
$208K - $287K
|
847
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
123+ 13.84% |
$28.5K - $39.2K
|
1.01K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
15+ 1.4% |
$3.47K - $4.78K
|
1.09K
$330K
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
36.6K+ 192.63% |
$8.47M - $11.7M
|
55.6K
$16.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
388+ 9.78% |
$89.8K - $124K
|
4.35K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 0.27% |
$1.62K - $2.23K
|
2.65K
$803K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 22.58% |
$3.24K - $4.47K
|
48
$14.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
29+ 1.12% |
$6.71K - $9.25K
|
2.63K
$797K
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
729New |
$169K - $233K
|
729
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
658New |
$152K - $210K
|
658
$200K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
589+ 3.91% |
$136K - $188K
|
15.7K
$4.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
748New |
$173K - $239K
|
748
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
24+ 2.83% |
$5.55K - $7.66K
|
872
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.77K+ 1.5% |
$641K - $883K
|
188K
$57M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.66% |
$231 - $319
|
150
$45.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.24% |
$694 - $957
|
1.27K
$384K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
69New |
$16K - $22K
|
69
$20.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-3- 0.16% |
$694 - $957
|
1.87K
$567K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
934+ 29.78% |
$216K - $298K
|
4.07K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-16.7K- 55.45% |
$3.87M - $5.33M
|
13.4K
$4.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
179+ 3.45% |
$41.4K - $57.1K
|
5.37K
$1.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
636New |
$147K - $203K
|
636
$193K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
700New |
$162K - $223K
|
700
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-448- 71.34% |
$104K - $143K
|
180
$54.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
675+ 16.81% |
$156K - $215K
|
4.69K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2- 0.14% |
$463 - $638
|
1.45K
$441K
|