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 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
270+ 6.49% |
$62.5K - $86.1K
|
4.43K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
268+ 1.94% |
$62K - $85.5K
|
14.1K
$4.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
268+ 5.08% |
$62K - $85.5K
|
5.54K
$1.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
267+ 18.99% |
$61.8K - $85.2K
|
1.67K
$507K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
267+ 6.7% |
$61.8K - $85.2K
|
4.25K
$1.29M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
265+ 6.16% |
$61.3K - $84.5K
|
4.57K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
261+ 0.65% |
$60.4K - $83.3K
|
40.4K
$12.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
261+ 25.05% |
$60.4K - $83.3K
|
1.3K
$395K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
260+ 4.05% |
$60.2K - $82.9K
|
6.68K
$2.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
260+ 2.72% |
$60.2K - $82.9K
|
9.82K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
260+ 30.13% |
$60.2K - $82.9K
|
1.12K
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
258+ 8.58% |
$59.7K - $82.3K
|
3.26K
$990K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
258+ 0.57% |
$59.7K - $82.3K
|
45.7K
$13.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
258New |
$59.7K - $82.3K
|
258
$78.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
255+ 1.87% |
$59K - $81.3K
|
13.9K
$4.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
255+ 4.35% |
$59K - $81.3K
|
6.12K
$1.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
252+ 27.39% |
$58.3K - $80.4K
|
1.17K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
252+ 22.46% |
$58.3K - $80.4K
|
1.37K
$417K
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
250+ 10.51% |
$57.8K - $79.7K
|
2.63K
$797K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
249+ 3.32% |
$57.6K - $79.4K
|
7.75K
$2.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
249New |
$57.6K - $79.4K
|
249
$75.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
248+ 4.46% |
$57.4K - $79.1K
|
5.81K
$1.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
248+ 8.23% |
$57.4K - $79.1K
|
3.26K
$988K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
247+ 7.71% |
$57.2K - $78.8K
|
3.45K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
247+ 1.27% |
$57.2K - $78.8K
|
19.7K
$5.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
244+ 6.26% |
$56.5K - $77.8K
|
4.14K
$1.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
244+ 2.41% |
$56.5K - $77.8K
|
10.4K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
244+ 2.57% |
$56.5K - $77.8K
|
9.74K
$2.95M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
243+ 2.18% |
$56.2K - $77.5K
|
11.4K
$3.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
241+ 27.32% |
$55.8K - $76.9K
|
1.12K
$341K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
240+ 31.25% |
$55.5K - $76.6K
|
1.01K
$306K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
238+ 6.26% |
$55.1K - $75.9K
|
4.04K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
236+ 2.53% |
$54.6K - $75.3K
|
9.55K
$2.9M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
235+ 16.23% |
$54.4K - $75K
|
1.68K
$510K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
235+ 1.96% |
$54.4K - $75K
|
12.2K
$3.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
235+ 21.02% |
$54.4K - $75K
|
1.35K
$410K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
233+ 0.84% |
$53.9K - $74.3K
|
27.9K
$8.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
232+ 39.12% |
$53.7K - $74K
|
825
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
230+ 7.26% |
$53.2K - $73.4K
|
3.4K
$1.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
230+ 2.97% |
$53.2K - $73.4K
|
7.97K
$2.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
230New |
$53.2K - $73.4K
|
230
$69.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
227+ 8.89% |
$52.5K - $72.4K
|
2.78K
$843K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
227+ 9.13% |
$52.5K - $72.4K
|
2.71K
$822K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
226+ 0.93% |
$52.3K - $72.1K
|
24.4K
$7.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
225+ 1.02% |
$52.1K - $71.8K
|
22.3K
$6.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
224+ 12.96% |
$51.8K - $71.5K
|
1.95K
$592K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
220+ 0.47% |
$50.9K - $70.2K
|
46.8K
$14.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
219+ 6.81% |
$50.7K - $69.9K
|
3.44K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
217+ 6.31% |
$50.2K - $69.2K
|
3.66K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
217+ 13.84% |
$50.2K - $69.2K
|
1.79K
$541K
|