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 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
240+ 31.25% |
$55.5K - $76.6K
|
1.01K
$306K
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
238+ 6.26% |
$55.1K - $75.9K
|
4.04K
$1.22M
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
236+ 2.53% |
$54.6K - $75.3K
|
9.55K
$2.9M
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
235+ 21.02% |
$54.4K - $75K
|
1.35K
$410K
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
235+ 1.96% |
$54.4K - $75K
|
12.2K
$3.71M
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
235+ 16.23% |
$54.4K - $75K
|
1.68K
$510K
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
233+ 0.84% |
$53.9K - $74.3K
|
27.9K
$8.47M
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
232+ 39.12% |
$53.7K - $74K
|
825
$250K
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
230New |
$53.2K - $73.4K
|
230
$69.7K
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
230+ 2.97% |
$53.2K - $73.4K
|
7.97K
$2.42M
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
230+ 7.26% |
$53.2K - $73.4K
|
3.4K
$1.03M
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
227+ 8.89% |
$52.5K - $72.4K
|
2.78K
$843K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
226+ 0.93% |
$52.3K - $72.1K
|
24.4K
$7.4M
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
224+ 12.96% |
$51.8K - $71.5K
|
1.95K
$592K
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
220+ 0.47% |
$50.9K - $70.2K
|
46.8K
$14.2M
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
219+ 6.81% |
$50.7K - $69.9K
|
3.44K
$1.04M
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
217+ 13.84% |
$50.2K - $69.2K
|
1.79K
$541K
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
217+ 6.31% |
$50.2K - $69.2K
|
3.66K
$1.11M
|
|
Aug 05, 2025
Q2 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
215+ 2.49% |
$49.7K - $68.6K
|
8.84K
$2.68M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
214+ 10.13% |
$49.5K - $68.3K
|
2.33K
$705K
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
210+ 29.33% |
$48.6K - $67K
|
926
$281K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
208+ 2.37% |
$48.1K - $66.3K
|
9K
$2.73M
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
206+ 11.02% |
$47.7K - $65.7K
|
2.08K
$629K
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
205+ 19.79% |
$47.4K - $65.4K
|
1.24K
$376K
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
204+ 12.28% |
$47.2K - $65.1K
|
1.87K
$565K
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
200New |
$46.3K - $63.8K
|
200
$60.6K
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
200+ 27.51% |
$46.3K - $63.8K
|
927
$281K
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
200+ 2500.0% |
$46.3K - $63.8K
|
208
$63.1K
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
200+ 1.55% |
$46.3K - $63.8K
|
13.1K
$3.96M
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
200+ 2.29% |
$46.3K - $63.8K
|
8.93K
$2.71M
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
200+ 13.0% |
$46.3K - $63.8K
|
1.74K
$527K
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
198+ 15.05% |
$45.8K - $63.2K
|
1.51K
$459K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
198+ 49.01% |
$45.8K - $63.2K
|
602
$183K
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
196+ 0.28% |
$45.4K - $62.5K
|
71.1K
$21.6M
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
195+ 3.12% |
$45.1K - $62.2K
|
6.44K
$1.95M
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
195+ 5.96% |
$45.1K - $62.2K
|
3.47K
$1.05M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
195+ 0.8% |
$45.1K - $62.2K
|
24.4K
$7.41M
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
192+ 7.88% |
$44.4K - $61.2K
|
2.63K
$797K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
190+ 2.31% |
$44K - $60.6K
|
8.42K
$2.55M
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
189+ 16.95% |
$43.7K - $60.3K
|
1.3K
$395K
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
189+ 0.78% |
$43.7K - $60.3K
|
24.3K
$7.37M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
189+ 1.97% |
$43.7K - $60.3K
|
9.79K
$2.97M
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
189+ 14.42% |
$43.7K - $60.3K
|
1.5K
$455K
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
187+ 12.26% |
$43.3K - $59.6K
|
1.71K
$519K
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
186+ 2.98% |
$43K - $59.3K
|
6.43K
$1.95M
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
186+ 0.6% |
$43K - $59.3K
|
31.4K
$9.51M
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
184+ 1.7% |
$42.6K - $58.7K
|
11K
$3.34M
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
183+ 2.8% |
$42.3K - $58.4K
|
6.71K
$2.04M
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
182+ 2.78% |
$42.1K - $58.1K
|
6.72K
$2.04M
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
182+ 11.55% |
$42.1K - $58.1K
|
1.76K
$533K
|