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 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
23+ 0.24% |
$5.32K - $7.34K
|
9.52K
$2.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-208- 1.25% |
$48.1K - $66.3K
|
16.4K
$4.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-912- 39.55% |
$211K - $291K
|
1.39K
$423K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
76+ 0.29% |
$17.6K - $24.2K
|
26.2K
$7.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-12- 0.54% |
$2.78K - $3.83K
|
2.22K
$672K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.87K+ 23.24% |
$432K - $596K
|
9.91K
$3M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
31+ 0.7% |
$7.17K - $9.89K
|
4.46K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-94- 1.81% |
$21.8K - $30K
|
5.11K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
26+ 1.21% |
$6.02K - $8.29K
|
2.18K
$660K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
16.5K+ 83.83% |
$3.81M - $5.25M
|
36.1K
$11M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
89+ 6.96% |
$20.6K - $28.4K
|
1.37K
$414K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-467- 13.95% |
$108K - $149K
|
2.88K
$874K
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
446+ 0.58% |
$103K - $142K
|
77.4K
$23.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-310- 15.19% |
$71.7K - $98.9K
|
1.73K
$525K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
72+ 9.6% |
$16.7K - $23K
|
822
$249K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
SELL
|
- |
-3.83K- 45.76% |
$886K - $1.22M
|
4.54K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
36+ 3.58% |
$8.33K - $11.5K
|
1.04K
$316K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.43K- 5.12% |
$330K - $455K
|
26.4K
$8.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
100+ 9.41% |
$23.1K - $31.9K
|
1.16K
$353K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1+ 0.06% |
$231 - $319
|
1.8K
$545K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.13% |
$1.39K - $1.91K
|
4.79K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-45- 2.39% |
$10.4K - $14.4K
|
1.84K
$558K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-252- 24.73% |
$58.3K - $80.4K
|
767
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 7.99% |
$23.1K - $31.9K
|
1.15K
$349K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.11KNew |
$258K - $355K
|
1.11K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
435+ 2.01% |
$101K - $139K
|
22K
$6.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
158+ 6.47% |
$36.6K - $50.4K
|
2.6K
$788K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
117+ 5.76% |
$27.1K - $37.3K
|
2.15K
$652K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
200+ 1.55% |
$46.3K - $63.8K
|
13.1K
$3.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
78+ 9.45% |
$18K - $24.9K
|
903
$274K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-19- 0.23% |
$4.4K - $6.06K
|
8.29K
$2.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-16- 0.08% |
$3.7K - $5.1K
|
18.9K
$5.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
977New |
$226K - $312K
|
977
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
26+ 0.76% |
$6.02K - $8.29K
|
3.44K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.77% |
$1.16K - $1.59K
|
651
$197K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-382- 20.14% |
$88.4K - $122K
|
1.52K
$459K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
11+ 1.16% |
$2.55K - $3.51K
|
956
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.68K+ 122.38% |
$390K - $537K
|
3.06K
$928K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
77+ 6.28% |
$17.8K - $24.6K
|
1.3K
$395K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
38+ 1.33% |
$8.79K - $12.1K
|
2.9K
$879K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
247+ 7.71% |
$57.2K - $78.8K
|
3.45K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-128- 9.12% |
$29.6K - $40.8K
|
1.28K
$387K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.01K- 4.48% |
$466K - $642K
|
42.9K
$13M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
174+ 0.63% |
$40.3K - $55.5K
|
27.6K
$8.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-108- 0.23% |
$25K - $34.4K
|
47K
$14.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
105+ 3.76% |
$24.3K - $33.5K
|
2.9K
$879K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
69New |
$16K - $22K
|
69
$20.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-61- 0.44% |
$14.1K - $19.5K
|
14K
$4.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
776New |
$180K - $248K
|
776
$235K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-71- 0.96% |
$16.4K - $22.6K
|
7.34K
$2.22M
|