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 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
350+ 4.28% |
$81K - $112K
|
8.53K
$2.59M
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
334+ 1.37% |
$77.3K - $107K
|
24.7K
$7.5M
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
328+ 1.51% |
$75.9K - $105K
|
22.1K
$6.7M
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
325+ 8.05% |
$75.2K - $104K
|
4.36K
$1.32M
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
323+ 16.71% |
$74.7K - $103K
|
2.26K
$684K
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
322+ 21.02% |
$74.5K - $103K
|
1.85K
$562K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
316+ 5.2% |
$73.1K - $101K
|
6.39K
$1.94M
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
315+ 28.23% |
$72.9K - $100K
|
1.43K
$434K
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
314+ 11.06% |
$72.7K - $100K
|
3.15K
$956K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
313+ 948.48% |
$72.4K - $99.8K
|
346
$105K
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
310+ 2.96% |
$71.7K - $98.9K
|
10.8K
$3.27M
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
310+ 20.29% |
$71.7K - $98.9K
|
1.84K
$557K
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
307+ 1.82% |
$71K - $97.9K
|
17.1K
$5.19M
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
307+ 19.28% |
$71K - $97.9K
|
1.9K
$576K
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
302New |
$69.9K - $96.3K
|
302
$91.6K
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
301+ 5.67% |
$69.6K - $96K
|
5.61K
$1.7M
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
300+ 37.36% |
$69.4K - $95.7K
|
1.1K
$334K
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
300+ 12.94% |
$69.4K - $95.7K
|
2.62K
$794K
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
300+ 3.43% |
$69.4K - $95.7K
|
9.06K
$2.75M
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
300+ 3.07% |
$69.4K - $95.7K
|
10.1K
$3.05M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
299+ 0.64% |
$69.2K - $95.4K
|
47.1K
$14.3M
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
299+ 1.87% |
$69.2K - $95.4K
|
16.3K
$4.95M
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
296+ 8.9% |
$68.5K - $94.4K
|
3.62K
$1.1M
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
296+ 1.79% |
$68.5K - $94.4K
|
16.9K
$5.11M
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
295+ 10.86% |
$68.3K - $94.1K
|
3.01K
$913K
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
291+ 38.65% |
$67.3K - $92.8K
|
1.04K
$317K
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
287+ 158.56% |
$66.4K - $91.5K
|
468
$142K
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
284+ 12.09% |
$65.7K - $90.6K
|
2.63K
$798K
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
283+ 3.85% |
$65.5K - $90.3K
|
7.63K
$2.31M
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
281+ 14.07% |
$65K - $89.6K
|
2.28K
$691K
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
270+ 6.49% |
$62.5K - $86.1K
|
4.43K
$1.34M
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
268+ 5.08% |
$62K - $85.5K
|
5.54K
$1.68M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
268+ 1.94% |
$62K - $85.5K
|
14.1K
$4.27M
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
267+ 6.7% |
$61.8K - $85.2K
|
4.25K
$1.29M
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
267+ 18.99% |
$61.8K - $85.2K
|
1.67K
$507K
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
265+ 6.16% |
$61.3K - $84.5K
|
4.57K
$1.38M
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
261+ 25.05% |
$60.4K - $83.3K
|
1.3K
$395K
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
261+ 0.65% |
$60.4K - $83.3K
|
40.4K
$12.2M
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
260+ 2.72% |
$60.2K - $82.9K
|
9.82K
$2.98M
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
260+ 4.05% |
$60.2K - $82.9K
|
6.68K
$2.02M
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
258New |
$59.7K - $82.3K
|
258
$78.2K
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
258+ 0.57% |
$59.7K - $82.3K
|
45.7K
$13.8M
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
258+ 8.58% |
$59.7K - $82.3K
|
3.26K
$990K
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
255+ 4.35% |
$59K - $81.3K
|
6.12K
$1.86M
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
255+ 1.87% |
$59K - $81.3K
|
13.9K
$4.21M
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
252+ 22.46% |
$58.3K - $80.4K
|
1.37K
$417K
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
252+ 27.39% |
$58.3K - $80.4K
|
1.17K
$355K
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
250+ 10.51% |
$57.8K - $79.7K
|
2.63K
$797K
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
249New |
$57.6K - $79.4K
|
249
$75.5K
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
249+ 3.32% |
$57.6K - $79.4K
|
7.75K
$2.35M
|