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
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.21KNew |
$280K - $385K
|
1.21K
$366K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.21K+ 46.24% |
$279K - $385K
|
3.81K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.2KNew |
$278K - $383K
|
1.2K
$364K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.2K+ 123.92% |
$278K - $383K
|
2.17K
$659K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.2K+ 0.47% |
$277K - $382K
|
254K
$77.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.2KNew |
$277K - $382K
|
1.2K
$363K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.2KNew |
$277K - $382K
|
1.2K
$363K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
1.19K+ 42.27% |
$275K - $380K
|
4.01K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.19K+ 8.6% |
$274K - $378K
|
15K
$4.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.18K+ 6.78% |
$273K - $376K
|
18.6K
$5.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
1.18K+ 1.28% |
$273K - $376K
|
92.9K
$28.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.17K+ 9.33% |
$271K - $373K
|
13.7K
$4.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.15K+ 42.17% |
$266K - $367K
|
3.88K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.15K+ 92.57% |
$265K - $366K
|
2.39K
$723K
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.14K+ 3.69% |
$264K - $364K
|
32.1K
$9.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.13KNew |
$261K - $360K
|
1.13K
$342K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.13KNew |
$261K - $359K
|
1.13K
$341K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.12KNew |
$259K - $358K
|
1.12K
$340K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.11KNew |
$258K - $355K
|
1.11K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.1K+ 142.75% |
$255K - $352K
|
1.87K
$568K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.1KNew |
$255K - $351K
|
1.1K
$334K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$254K - $350K
|
1.1K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1KNew |
$253K - $349K
|
1.1K
$332K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.09K+ 2.7% |
$252K - $348K
|
41.4K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.09KNew |
$251K - $346K
|
1.09K
$329K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.08K+ 49.68% |
$249K - $343K
|
3.24K
$983K
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
1.07K+ 20.89% |
$248K - $341K
|
6.19K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 8.2% |
$246K - $338K
|
14K
$4.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.06KNew |
$245K - $337K
|
1.06K
$321K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 6.66% |
$244K - $336K
|
16.9K
$5.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.04K+ 121.95% |
$240K - $331K
|
1.89K
$573K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
1.04K+ 1.93% |
$240K - $331K
|
54.8K
$16.6M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
1.02KNew |
$237K - $327K
|
1.02K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.01KNew |
$234K - $323K
|
1.01K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 1.74% |
$233K - $321K
|
58.6K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1K+ 26.23% |
$232K - $320K
|
4.83K
$1.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1K+ 18.89% |
$231K - $319K
|
6.3K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
992+ 21.76% |
$230K - $316K
|
5.55K
$1.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
989+ 30.37% |
$229K - $315K
|
4.25K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
982+ 3.0% |
$227K - $313K
|
33.7K
$10.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
977New |
$226K - $312K
|
977
$296K
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
970+ 53.12% |
$224K - $309K
|
2.8K
$848K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
957+ 5.05% |
$221K - $305K
|
19.9K
$6.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
955+ 6.21% |
$221K - $305K
|
16.3K
$4.95M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
950New |
$220K - $303K
|
950
$288K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
948New |
$219K - $302K
|
948
$287K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
942+ 121.08% |
$218K - $300K
|
1.72K
$522K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
939+ 1.9% |
$217K - $300K
|
50.4K
$15.3M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
938+ 3.59% |
$217K - $299K
|
27.1K
$8.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
935+ 3.47% |
$216K - $298K
|
27.9K
$8.45M
|