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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
14+ 0.37% |
$3.24K - $4.47K
|
3.75K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14+ 0.29% |
$3.24K - $4.47K
|
4.77K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
14+ 0.64% |
$3.24K - $4.47K
|
2.2K
$667K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12+ 0.12% |
$2.78K - $3.83K
|
9.67K
$2.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
12+ 0.99% |
$2.78K - $3.83K
|
1.23K
$371K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
12+ 1.49% |
$2.78K - $3.83K
|
820
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12+ 0.15% |
$2.78K - $3.83K
|
8.27K
$2.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12+ 1.09% |
$2.78K - $3.83K
|
1.12K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11+ 1.11% |
$2.55K - $3.51K
|
1K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
11+ 0.05% |
$2.55K - $3.51K
|
22.2K
$6.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
11+ 0.46% |
$2.55K - $3.51K
|
2.4K
$727K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
11+ 275.0% |
$2.55K - $3.51K
|
15
$4.55K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
11+ 1.11% |
$2.55K - $3.51K
|
1K
$304K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
11+ 0.55% |
$2.55K - $3.51K
|
2.03K
$614K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
11+ 1.16% |
$2.55K - $3.51K
|
956
$290K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11+ 0.18% |
$2.55K - $3.51K
|
5.98K
$1.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
10+ 0.59% |
$2.31K - $3.19K
|
1.71K
$518K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 0.19% |
$2.31K - $3.19K
|
5.25K
$1.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
10+ 0.95% |
$2.31K - $3.19K
|
1.06K
$323K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
10+ 0.92% |
$2.31K - $3.19K
|
1.1K
$332K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10+ 1.13% |
$2.31K - $3.19K
|
896
$272K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
10+ 0.8% |
$2.31K - $3.19K
|
1.26K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10+ 0.87% |
$2.31K - $3.19K
|
1.16K
$350K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10+ 0.43% |
$2.31K - $3.19K
|
2.35K
$712K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.23% |
$2.31K - $3.19K
|
4.44K
$1.35M
|