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 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
26+ 0.76% |
$6.02K - $8.29K
|
3.44K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
25+ 0.53% |
$5.78K - $7.97K
|
4.74K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
25+ 16.34% |
$5.78K - $7.97K
|
178
$54K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
25+ 1.5% |
$5.78K - $7.97K
|
1.69K
$512K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
25+ 2.37% |
$5.78K - $7.97K
|
1.08K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24+ 0.43% |
$5.55K - $7.66K
|
5.66K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
24+ 0.13% |
$5.55K - $7.66K
|
18.8K
$5.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
24+ 2.83% |
$5.55K - $7.66K
|
872
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
23+ 0.13% |
$5.32K - $7.34K
|
17.6K
$5.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
23+ 1150.0% |
$5.32K - $7.34K
|
25
$7.58K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
23+ 0.24% |
$5.32K - $7.34K
|
9.52K
$2.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
22+ 0.28% |
$5.09K - $7.02K
|
7.76K
$2.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
22New |
$5.09K - $7.02K
|
22
$6.67K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
22+ 1.05% |
$5.09K - $7.02K
|
2.12K
$642K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
22New |
$5.09K - $7.02K
|
22
$6.67K
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
21+ 0.44% |
$4.86K - $6.7K
|
4.74K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21+ 0.19% |
$4.86K - $6.7K
|
11.3K
$3.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
21+ 0.08% |
$4.86K - $6.7K
|
26.5K
$8.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
21New |
$4.86K - $6.7K
|
21
$6.37K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
21+ 0.64% |
$4.86K - $6.7K
|
3.32K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
21+ 6.42% |
$4.86K - $6.7K
|
348
$106K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
20New |
$4.63K - $6.38K
|
20
$6.06K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 46.51% |
$4.63K - $6.38K
|
63
$19.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
20+ 1.51% |
$4.63K - $6.38K
|
1.35K
$408K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
20+ 2.53% |
$4.63K - $6.38K
|
810
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
19+ 1.49% |
$4.4K - $6.06K
|
1.3K
$393K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
19+ 1.08% |
$4.4K - $6.06K
|
1.78K
$539K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
19+ 0.9% |
$4.4K - $6.06K
|
2.14K
$648K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
19+ 3.88% |
$4.4K - $6.06K
|
509
$154K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
19+ 2.37% |
$4.4K - $6.06K
|
822
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
19+ 0.95% |
$4.4K - $6.06K
|
2.03K
$615K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 4.77% |
$4.17K - $5.74K
|
395
$120K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
18+ 0.47% |
$4.17K - $5.74K
|
3.86K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
18+ 1.4% |
$4.17K - $5.74K
|
1.3K
$395K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
18+ 0.23% |
$4.17K - $5.74K
|
7.82K
$2.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
17+ 1.85% |
$3.93K - $5.42K
|
938
$284K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
17+ 0.85% |
$3.93K - $5.42K
|
2.01K
$609K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
17+ 3.39% |
$3.93K - $5.42K
|
518
$157K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
17+ 11.41% |
$3.93K - $5.42K
|
166
$50.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
16+ 0.63% |
$3.7K - $5.1K
|
2.57K
$780K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
16+ 1.4% |
$3.7K - $5.1K
|
1.16K
$351K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
16+ 1.65% |
$3.7K - $5.1K
|
985
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15+ 0.71% |
$3.47K - $4.78K
|
2.13K
$647K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15+ 14.85% |
$3.47K - $4.78K
|
116
$35.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
15New |
$3.47K - $4.78K
|
15
$4.55K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
15+ 1.99% |
$3.47K - $4.78K
|
770
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
15+ 0.33% |
$3.47K - $4.78K
|
4.6K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
15+ 1.4% |
$3.47K - $4.78K
|
1.09K
$330K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
15+ 1.46% |
$3.47K - $4.78K
|
1.04K
$316K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
15+ 1.56% |
$3.47K - $4.78K
|
979
$297K
|