Latest Institutional Purchases of American Express CO (AXP)
This list provides information on the latest institutional transactions involving American Express CO (AXP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
549+ 37.2% |
$127K - $175K
|
2.03K
$614K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
548+ 11.25% |
$127K - $175K
|
5.42K
$1.64M
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
545+ 3.46% |
$126K - $174K
|
16.3K
$4.94M
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
543+ 30.23% |
$126K - $173K
|
2.34K
$709K
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
534+ 1.5% |
$124K - $170K
|
36.1K
$10.9M
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
532+ 2.59% |
$123K - $170K
|
21.1K
$6.39M
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
530+ 16.12% |
$123K - $169K
|
3.82K
$1.16M
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
526+ 9.27% |
$122K - $168K
|
6.2K
$1.88M
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
519+ 63.92% |
$120K - $166K
|
1.33K
$404K
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
508+ 12.96% |
$118K - $162K
|
4.43K
$1.34M
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
504+ 6.04% |
$117K - $161K
|
8.85K
$2.68M
|
|
Aug 14, 2025
Q2 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
501+ 0.54% |
$116K - $160K
|
93.5K
$28.3M
|
|
Jul 31, 2025
Q2 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
500+ 11.11% |
$116K - $159K
|
5K
$1.52M
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
500+ 31.04% |
$116K - $159K
|
2.11K
$640K
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
495+ 63.87% |
$115K - $158K
|
1.27K
$385K
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
493+ 13.47% |
$114K - $157K
|
4.15K
$1.26M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
490+ 4.24% |
$113K - $156K
|
12K
$3.65M
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
489+ 3.51% |
$113K - $156K
|
14.4K
$4.37M
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
480+ 2.47% |
$111K - $153K
|
19.9K
$6.03M
|
|
Jul 30, 2025
Q2 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
480+ 1.87% |
$111K - $153K
|
26.2K
$7.94M
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
480+ 59.33% |
$111K - $153K
|
1.29K
$391K
|
|
Aug 13, 2025
Q2 2025
|
Winslow Asset Management Inc
|
BUY
|
- |
479+ 1.47% |
$111K - $153K
|
33K
$10M
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
474+ 10.11% |
$110K - $151K
|
5.16K
$1.56M
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
472+ 4.4% |
$109K - $151K
|
11.2K
$3.39M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
469+ 1.82% |
$109K - $150K
|
26.2K
$7.94M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
467+ 4.07% |
$108K - $149K
|
11.9K
$3.62M
|
|
Jul 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
BUY
|
- |
465+ 2.5% |
$108K - $148K
|
19.1K
$5.79M
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
463+ 6.74% |
$107K - $148K
|
7.33K
$2.22M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
462+ 1.52% |
$107K - $147K
|
30.8K
$9.34M
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
447+ 6.39% |
$103K - $143K
|
7.45K
$2.26M
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
447+ 28.06% |
$103K - $143K
|
2.04K
$619K
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
446+ 0.58% |
$103K - $142K
|
77.4K
$23.5M
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
444+ 8.9% |
$103K - $142K
|
5.43K
$1.65M
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
442+ 2.0% |
$102K - $141K
|
22.6K
$6.85M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
439+ 2.03% |
$102K - $140K
|
22K
$6.68M
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
435+ 2.01% |
$101K - $139K
|
22K
$6.68M
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
434+ 1.93% |
$100K - $138K
|
23K
$6.96M
|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
428+ 1.11% |
$99K - $137K
|
38.9K
$11.8M
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
427+ 8.2% |
$98.8K - $136K
|
5.63K
$1.71M
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
424+ 11.01% |
$98.1K - $135K
|
4.28K
$1.3M
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
420+ 8.53% |
$97.2K - $134K
|
5.34K
$1.62M
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
417+ 22.42% |
$96.5K - $133K
|
2.28K
$690K
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
416+ 6.46% |
$96.3K - $133K
|
6.85K
$2.08M
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
415+ 19.7% |
$96K - $132K
|
2.52K
$765K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
406+ 4.35% |
$93.9K - $130K
|
9.74K
$2.95M
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
405+ 5.02% |
$93.7K - $129K
|
8.47K
$2.57M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
402+ 5.48% |
$93K - $128K
|
7.74K
$2.35M
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
400+ 1.79% |
$92.6K - $128K
|
22.8K
$6.91M
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
400+ 4.35% |
$92.6K - $128K
|
9.59K
$2.91M
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
399+ 8.26% |
$92.3K - $127K
|
5.23K
$1.58M
|