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 05, 2025
Q2 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
215+ 2.49% |
$49.7K - $68.6K
|
8.84K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
214+ 10.13% |
$49.5K - $68.3K
|
2.33K
$705K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
210+ 29.33% |
$48.6K - $67K
|
926
$281K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
208+ 2.37% |
$48.1K - $66.3K
|
9K
$2.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
206+ 11.02% |
$47.7K - $65.7K
|
2.08K
$629K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
205+ 19.79% |
$47.4K - $65.4K
|
1.24K
$376K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
204+ 12.28% |
$47.2K - $65.1K
|
1.87K
$565K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
200+ 2.29% |
$46.3K - $63.8K
|
8.93K
$2.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
200+ 13.0% |
$46.3K - $63.8K
|
1.74K
$527K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
200+ 1.55% |
$46.3K - $63.8K
|
13.1K
$3.96M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
200+ 2500.0% |
$46.3K - $63.8K
|
208
$63.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
200+ 27.51% |
$46.3K - $63.8K
|
927
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
200New |
$46.3K - $63.8K
|
200
$60.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
198+ 49.01% |
$45.8K - $63.2K
|
602
$183K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
198+ 15.05% |
$45.8K - $63.2K
|
1.51K
$459K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
196+ 0.28% |
$45.4K - $62.5K
|
71.1K
$21.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
195+ 0.8% |
$45.1K - $62.2K
|
24.4K
$7.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
195+ 5.96% |
$45.1K - $62.2K
|
3.47K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
195+ 3.12% |
$45.1K - $62.2K
|
6.44K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
194+ 1.95% |
$44.9K - $61.9K
|
10.1K
$3.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
192+ 7.88% |
$44.4K - $61.2K
|
2.63K
$797K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
190+ 2.31% |
$44K - $60.6K
|
8.42K
$2.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
189+ 1.97% |
$43.7K - $60.3K
|
9.79K
$2.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
189+ 14.42% |
$43.7K - $60.3K
|
1.5K
$455K
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
189+ 0.78% |
$43.7K - $60.3K
|
24.3K
$7.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
189+ 16.95% |
$43.7K - $60.3K
|
1.3K
$395K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
187+ 12.26% |
$43.3K - $59.6K
|
1.71K
$519K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
186+ 0.6% |
$43K - $59.3K
|
31.4K
$9.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
186+ 2.98% |
$43K - $59.3K
|
6.43K
$1.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
184+ 1.7% |
$42.6K - $58.7K
|
11K
$3.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
183+ 2.8% |
$42.3K - $58.4K
|
6.71K
$2.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
182+ 11.55% |
$42.1K - $58.1K
|
1.76K
$533K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
182+ 2.78% |
$42.1K - $58.1K
|
6.72K
$2.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
180New |
$41.7K - $57.4K
|
180
$54.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
180+ 9.42% |
$41.7K - $57.4K
|
2.09K
$634K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
179+ 3.45% |
$41.4K - $57.1K
|
5.37K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
176+ 5.44% |
$40.7K - $56.1K
|
3.41K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
175+ 1.08% |
$40.5K - $55.8K
|
16.3K
$4.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
175+ 12.29% |
$40.5K - $55.8K
|
1.6K
$485K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
174+ 14.16% |
$40.3K - $55.5K
|
1.4K
$425K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
174+ 0.63% |
$40.3K - $55.5K
|
27.6K
$8.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
174+ 4.43% |
$40.3K - $55.5K
|
4.1K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
174+ 1.85% |
$40.3K - $55.5K
|
9.58K
$2.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
173+ 4.84% |
$40K - $55.2K
|
3.75K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
173+ 15.08% |
$40K - $55.2K
|
1.32K
$400K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
173+ 4.09% |
$40K - $55.2K
|
4.41K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
170+ 154.55% |
$39.3K - $54.2K
|
280
$84.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
169+ 10.25% |
$39.1K - $53.9K
|
1.82K
$551K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
168New |
$38.9K - $53.6K
|
168
$50.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
165New |
$38.2K - $52.6K
|
165
$50K
|