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 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
530+ 16.12% |
$123K - $169K
|
3.82K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
526+ 9.27% |
$122K - $168K
|
6.2K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
525+ 0.41% |
$121K - $167K
|
127K
$38.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
519+ 63.92% |
$120K - $166K
|
1.33K
$404K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
508+ 12.96% |
$118K - $162K
|
4.43K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
504+ 6.04% |
$117K - $161K
|
8.85K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
501+ 0.54% |
$116K - $160K
|
93.5K
$28.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
500+ 31.04% |
$116K - $159K
|
2.11K
$640K
|
|
|
Jul 31, 2025
Q2 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
500+ 11.11% |
$116K - $159K
|
5K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
495+ 63.87% |
$115K - $158K
|
1.27K
$385K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
493+ 13.47% |
$114K - $157K
|
4.15K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
490+ 4.24% |
$113K - $156K
|
12K
$3.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
489+ 3.51% |
$113K - $156K
|
14.4K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
481+ 19.9% |
$111K - $153K
|
2.9K
$879K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
480+ 59.33% |
$111K - $153K
|
1.29K
$391K
|
|
|
Jul 30, 2025
Q2 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
480+ 1.87% |
$111K - $153K
|
26.2K
$7.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
480+ 2.47% |
$111K - $153K
|
19.9K
$6.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Winslow Asset Management Inc
|
BUY
|
- |
479+ 1.47% |
$111K - $153K
|
33K
$10M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
474+ 10.11% |
$110K - $151K
|
5.16K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
472+ 4.4% |
$109K - $151K
|
11.2K
$3.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
469+ 1.82% |
$109K - $150K
|
26.2K
$7.94M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
467+ 4.07% |
$108K - $149K
|
11.9K
$3.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
BUY
|
- |
465+ 2.5% |
$108K - $148K
|
19.1K
$5.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
463+ 6.74% |
$107K - $148K
|
7.33K
$2.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
462+ 1.52% |
$107K - $147K
|
30.8K
$9.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
460+ 10.5% |
$106K - $147K
|
4.84K
$1.47M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
458+ 11.16% |
$106K - $146K
|
4.56K
$1.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
447+ 28.06% |
$103K - $143K
|
2.04K
$619K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
447+ 6.39% |
$103K - $143K
|
7.45K
$2.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
446+ 0.58% |
$103K - $142K
|
77.4K
$23.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
444+ 8.9% |
$103K - $142K
|
5.43K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
442+ 2.0% |
$102K - $141K
|
22.6K
$6.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
439+ 2.03% |
$102K - $140K
|
22K
$6.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
435+ 2.01% |
$101K - $139K
|
22K
$6.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
434+ 1.93% |
$100K - $138K
|
23K
$6.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
433+ 3.81% |
$100K - $138K
|
11.8K
$3.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
428+ 1.11% |
$99K - $137K
|
38.9K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
427+ 8.2% |
$98.8K - $136K
|
5.63K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
424+ 11.01% |
$98.1K - $135K
|
4.28K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
420+ 8.53% |
$97.2K - $134K
|
5.34K
$1.62M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
417+ 22.42% |
$96.5K - $133K
|
2.28K
$690K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
416+ 6.46% |
$96.3K - $133K
|
6.85K
$2.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
415+ 19.7% |
$96K - $132K
|
2.52K
$765K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
406+ 4.35% |
$93.9K - $130K
|
9.74K
$2.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
405+ 5.02% |
$93.7K - $129K
|
8.47K
$2.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
402+ 5.48% |
$93K - $128K
|
7.74K
$2.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
400+ 4.35% |
$92.6K - $128K
|
9.59K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
400+ 1.79% |
$92.6K - $128K
|
22.8K
$6.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
399+ 8.26% |
$92.3K - $127K
|
5.23K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
398+ 44.77% |
$92.1K - $127K
|
1.29K
$390K
|