Purchases and Sales Made in Q2 2025 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q2 2025. The information is specifically focused on institutions that hold shares of AMERICAN EXPRESS CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
699New |
$162K - $223K
|
699
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
698New |
$162K - $223K
|
698
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
698New |
$162K - $223K
|
698
$212K
|
|
|
Aug 06, 2025
Q2 2025
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
695New |
$161K - $222K
|
695
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
691+ 5.72% |
$160K - $220K
|
12.8K
$3.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
688New |
$159K - $219K
|
688
$209K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
688New |
$159K - $219K
|
688
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
687+ 16.47% |
$159K - $219K
|
4.86K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
683New |
$158K - $218K
|
683
$207K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
682+ 8.45% |
$158K - $218K
|
8.75K
$2.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
682New |
$158K - $218K
|
682
$207K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
681New |
$158K - $217K
|
681
$206K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
680New |
$157K - $217K
|
680
$206K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
678+ 1.75% |
$157K - $216K
|
39.5K
$12M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
676New |
$156K - $216K
|
676
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
675+ 16.81% |
$156K - $215K
|
4.69K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
675New |
$156K - $215K
|
675
$205K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
671New |
$155K - $214K
|
671
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
671New |
$155K - $214K
|
671
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
670New |
$155K - $214K
|
670
$203K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
670+ 15.31% |
$155K - $214K
|
5.05K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
670+ 0.76% |
$155K - $214K
|
89K
$27M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
669+ 4.61% |
$155K - $213K
|
15.2K
$4.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
669+ 37.99% |
$155K - $213K
|
2.43K
$737K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
668New |
$155K - $213K
|
668
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
662New |
$153K - $211K
|
662
$201K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
661New |
$153K - $211K
|
661
$200K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
660New |
$153K - $211K
|
660
$200K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
660New |
$153K - $211K
|
660
$200K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
660+ 64.9% |
$153K - $211K
|
1.68K
$508K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
658New |
$152K - $210K
|
658
$200K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
657+ 3.38% |
$152K - $210K
|
20.1K
$6.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
656New |
$152K - $209K
|
656
$199K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
655New |
$152K - $209K
|
655
$199K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
653New |
$151K - $208K
|
653
$198K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
652New |
$151K - $208K
|
652
$198K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
652New |
$151K - $208K
|
652
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
652+ 1.13% |
$151K - $208K
|
58.4K
$17.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
651+ 0.54% |
$151K - $208K
|
122K
$37M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
650New |
$150K - $207K
|
650
$197K
|
|
|
Jul 28, 2025
Q2 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
650New |
$150K - $207K
|
650
$197K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
650New |
$150K - $207K
|
650
$197K
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
650New |
$150K - $207K
|
650
$197K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Street Capital Management, Inc.
|
BUY
|
- |
650New |
$150K - $207K
|
650
$197K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
649New |
$150K - $207K
|
649
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
649New |
$150K - $207K
|
649
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
649New |
$150K - $207K
|
649
$197K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
648New |
$150K - $207K
|
648
$196K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
648New |
$150K - $207K
|
648
$196K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
646New |
$149K - $206K
|
646
$196K
|