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 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-390- 1.0% |
$90.2K - $124K
|
38.6K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
4+ 0.12% |
$926 - $1.28K
|
3.43K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
58+ 10.02% |
$13.4K - $18.5K
|
637
$193K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
129+ 0.12% |
$29.8K - $41.1K
|
105K
$32M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
631New |
$146K - $201K
|
631
$191K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.1% |
$2.08K - $2.87K
|
9.3K
$2.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.67K- 29.62% |
$618K - $852K
|
6.35K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
2.54K+ 7.75% |
$587K - $810K
|
35.3K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
62+ 0.38% |
$14.3K - $19.8K
|
16.3K
$4.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.97% |
$2.31K - $3.19K
|
1.04K
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-34- 4.02% |
$7.87K - $10.8K
|
811
$246K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
427+ 8.2% |
$98.8K - $136K
|
5.63K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
15+ 1.56% |
$3.47K - $4.78K
|
979
$297K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
32+ 3.82% |
$7.4K - $10.2K
|
869
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-130- 6.79% |
$30.1K - $41.5K
|
1.79K
$541K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
91+ 2.82% |
$21.1K - $29K
|
3.32K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
640New |
$148K - $204K
|
640
$194K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
186+ 0.6% |
$43K - $59.3K
|
31.4K
$9.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-203- 5.0% |
$47K - $64.8K
|
3.86K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.2K- 83.42% |
$972K - $1.34M
|
835
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-18- 0.35% |
$4.17K - $5.74K
|
5.15K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-99- 9.23% |
$22.9K - $31.6K
|
974
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-911- 12.98% |
$211K - $291K
|
6.11K
$1.85M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-524- 2.15% |
$121K - $167K
|
23.8K
$7.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-55- 0.75% |
$12.7K - $17.5K
|
7.24K
$2.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-45.5K- 95.31% |
$10.5M - $14.5M
|
2.24K
$679K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-46- 3.78% |
$10.6K - $14.7K
|
1.17K
$355K
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
712New |
$165K - $227K
|
712
$216K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
467+ 4.07% |
$108K - $149K
|
11.9K
$3.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-463- 0.69% |
$107K - $148K
|
66.6K
$20.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
934New |
$216K - $298K
|
934
$283K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.06K+ 307.96% |
$707K - $974K
|
4.05K
$1.23M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
92+ 1.85% |
$21.3K - $29.3K
|
5.07K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
379+ 4.73% |
$87.7K - $121K
|
8.39K
$2.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
639New |
$148K - $204K
|
639
$194K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.85K- 15.38% |
$427K - $589K
|
10.2K
$3.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-10- 0.23% |
$2.31K - $3.19K
|
4.26K
$1.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
21+ 6.42% |
$4.86K - $6.7K
|
348
$106K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
53+ 2.43% |
$12.3K - $16.9K
|
2.24K
$679K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-10- 0.02% |
$2.31K - $3.19K
|
51.9K
$15.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-23- 2.11% |
$5.32K - $7.34K
|
1.07K
$324K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-128- 8.79% |
$29.6K - $40.8K
|
1.33K
$403K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.12KNew |
$259K - $358K
|
1.12K
$340K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
148+ 1.85% |
$34.2K - $47.2K
|
8.15K
$2.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
135+ 17.24% |
$31.2K - $43.1K
|
918
$278K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-3- 0.27% |
$694 - $957
|
1.12K
$338K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.59K+ 18.09% |
$369K - $508K
|
10.4K
$3.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.05% |
$694 - $957
|
6.37K
$1.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9+ 0.23% |
$2.08K - $2.87K
|
3.99K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.34K+ 44.44% |
$311K - $428K
|
4.36K
$1.32M
|