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 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
406+ 4.35% |
$93.9K - $130K
|
9.74K
$2.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-65- 7.58% |
$15K - $20.7K
|
793
$240K
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
3.87K+ 5.35% |
$895K - $1.23M
|
76.2K
$23.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-51.8K- 10.88% |
$12M - $16.5M
|
425K
$129M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
20+ 2.53% |
$4.63K - $6.38K
|
810
$246K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
601+ 26.63% |
$139K - $192K
|
2.86K
$867K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
35+ 0.27% |
$8.1K - $11.2K
|
13.1K
$3.98M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-16- 10.06% |
$3.7K - $5.1K
|
143
$43.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
22New |
$5.09K - $7.02K
|
22
$6.67K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8+ 2.72% |
$1.85K - $2.55K
|
302
$91.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-38- 0.16% |
$8.79K - $12.1K
|
23.1K
$7M
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-493- 9.52% |
$114K - $157K
|
4.68K
$1.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-240- 2.26% |
$55.5K - $76.6K
|
10.4K
$3.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
174+ 14.16% |
$40.3K - $55.5K
|
1.4K
$425K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
681New |
$158K - $217K
|
681
$206K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
30+ 2.51% |
$6.94K - $9.57K
|
1.23K
$372K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-39- 4.99% |
$9.02K - $12.4K
|
743
$225K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
291+ 38.65% |
$67.3K - $92.8K
|
1.04K
$317K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
489+ 3.51% |
$113K - $156K
|
14.4K
$4.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-367- 10.27% |
$84.9K - $117K
|
3.21K
$972K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
7.61K+ 153.54% |
$1.76M - $2.43M
|
12.6K
$3.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
32+ 2.76% |
$7.4K - $10.2K
|
1.19K
$361K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
390+ 22.05% |
$90.2K - $124K
|
2.16K
$655K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
156+ 1.22% |
$36.1K - $49.8K
|
12.9K
$3.92M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
63+ 2.62% |
$14.6K - $20.1K
|
2.47K
$750K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
758New |
$175K - $242K
|
758
$230K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-8- 0.31% |
$1.85K - $2.55K
|
2.55K
$772K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
660New |
$153K - $211K
|
660
$200K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.41K+ 18.52% |
$327K - $451K
|
9.05K
$2.74M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
100+ 0.28% |
$23.1K - $31.9K
|
35.6K
$10.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-2.69K- 3.12% |
$623K - $858K
|
83.5K
$25.3M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6- 0.44% |
$1.39K - $1.91K
|
1.37K
$416K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-122- 5.75% |
$28.2K - $38.9K
|
2K
$606K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
265+ 6.16% |
$61.3K - $84.5K
|
4.57K
$1.38M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
161+ 13.52% |
$37.3K - $51.4K
|
1.35K
$410K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
645New |
$149K - $206K
|
645
$196K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-310- 2.68% |
$71.7K - $98.9K
|
11.3K
$3.42M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-95- 0.57% |
$22K - $30.3K
|
16.6K
$5.04M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 0.2% |
$2.31K - $3.19K
|
5.04K
$1.53M
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-600- 0.15% |
$139K - $191K
|
413K
$125M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-17K- 28.75% |
$3.93M - $5.41M
|
42K
$12.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.58K- 11.21% |
$366K - $505K
|
12.5K
$3.8M
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
42+ 2.02% |
$10.7K - $13.7K
|
2.12K
$642K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-579- 17.69% |
$148K - $189K
|
2.69K
$817K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50New |
$12.8K - $16.3K
|
50
$15.2K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-2K- 5.14% |
$510K - $650K
|
36.8K
$11.2M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
203+ 8.66% |
$51.8K - $66.2K
|
2.55K
$772K
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-7- 0.16% |
$1.79K - $2.28K
|
4.38K
$1.33M
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
48.7KNew |
$12.4M - $15.9M
|
48.7K
$14.8M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-14Closed |
$3.58K - $4.56K
|
0
$0
|
|