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 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
395+ 38.95% |
$91.4K - $126K
|
1.41K
$427K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
392+ 11.93% |
$90.7K - $125K
|
3.68K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
390+ 22.05% |
$90.2K - $124K
|
2.16K
$655K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
388+ 9.78% |
$89.8K - $124K
|
4.35K
$1.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
385+ 16.21% |
$89.1K - $123K
|
2.76K
$837K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
384+ 2.82% |
$88.9K - $122K
|
14K
$4.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
383+ 8.3% |
$88.6K - $122K
|
5K
$1.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
380+ 28.74% |
$87.9K - $121K
|
1.7K
$516K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
379+ 4.73% |
$87.7K - $121K
|
8.39K
$2.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Hendley & CO Inc
|
BUY
|
- |
375+ 12.44% |
$86.8K - $120K
|
3.39K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
370+ 4.4% |
$85.6K - $118K
|
8.77K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
366+ 4.08% |
$84.7K - $117K
|
9.33K
$2.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
358+ 4.76% |
$82.8K - $114K
|
7.88K
$2.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
358+ 0.93% |
$82.8K - $114K
|
38.9K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
358+ 0.31% |
$82.8K - $114K
|
117K
$35.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
355+ 16.55% |
$82.1K - $113K
|
2.5K
$758K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
354+ 2.91% |
$81.9K - $113K
|
12.5K
$3.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
353+ 8.73% |
$81.7K - $113K
|
4.4K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
352+ 2.25% |
$81.4K - $112K
|
16K
$4.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
350+ 4.28% |
$81K - $112K
|
8.53K
$2.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
334+ 1.37% |
$77.3K - $107K
|
24.7K
$7.5M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
328+ 1.51% |
$75.9K - $105K
|
22.1K
$6.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
325+ 8.05% |
$75.2K - $104K
|
4.36K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
325+ 1.13% |
$75.2K - $104K
|
29.2K
$8.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
323+ 16.71% |
$74.7K - $103K
|
2.26K
$684K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
322+ 21.02% |
$74.5K - $103K
|
1.85K
$562K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
316+ 5.2% |
$73.1K - $101K
|
6.39K
$1.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
315+ 28.23% |
$72.9K - $100K
|
1.43K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
314+ 11.06% |
$72.7K - $100K
|
3.15K
$956K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
313+ 948.48% |
$72.4K - $99.8K
|
346
$105K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
310+ 20.29% |
$71.7K - $98.9K
|
1.84K
$557K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
310+ 2.96% |
$71.7K - $98.9K
|
10.8K
$3.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
307+ 19.28% |
$71K - $97.9K
|
1.9K
$576K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
307+ 1.82% |
$71K - $97.9K
|
17.1K
$5.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
302New |
$69.9K - $96.3K
|
302
$91.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
301+ 5.67% |
$69.6K - $96K
|
5.61K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
300+ 3.07% |
$69.4K - $95.7K
|
10.1K
$3.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
300+ 3.43% |
$69.4K - $95.7K
|
9.06K
$2.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
300+ 12.94% |
$69.4K - $95.7K
|
2.62K
$794K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
300+ 37.36% |
$69.4K - $95.7K
|
1.1K
$334K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
299+ 1.87% |
$69.2K - $95.4K
|
16.3K
$4.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
299+ 0.64% |
$69.2K - $95.4K
|
47.1K
$14.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
296+ 1.79% |
$68.5K - $94.4K
|
16.9K
$5.11M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
296+ 8.9% |
$68.5K - $94.4K
|
3.62K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
295+ 10.86% |
$68.3K - $94.1K
|
3.01K
$913K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
291+ 38.65% |
$67.3K - $92.8K
|
1.04K
$317K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
287+ 158.56% |
$66.4K - $91.5K
|
468
$142K
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
284+ 12.09% |
$65.7K - $90.6K
|
2.63K
$798K
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
283+ 3.85% |
$65.5K - $90.3K
|
7.63K
$2.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
281+ 14.07% |
$65K - $89.6K
|
2.28K
$691K
|