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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
164+ 8.62% |
$37.9K - $52.3K
|
2.07K
$626K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
163+ 4.99% |
$37.7K - $52K
|
3.43K
$1.04M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
161+ 13.52% |
$37.3K - $51.4K
|
1.35K
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
160+ 11.0% |
$37K - $51K
|
1.61K
$489K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
159+ 1.95% |
$36.8K - $50.7K
|
8.32K
$2.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
158+ 6.47% |
$36.6K - $50.4K
|
2.6K
$788K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
157+ 1.0% |
$36.3K - $50.1K
|
15.8K
$4.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
156+ 1.22% |
$36.1K - $49.8K
|
12.9K
$3.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
156New |
$36.1K - $49.8K
|
156
$47.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
154+ 20.13% |
$35.6K - $49.1K
|
919
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
154+ 3.17% |
$35.6K - $49.1K
|
5.02K
$1.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
153+ 9.5% |
$35.4K - $48.8K
|
1.76K
$535K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
152+ 0.27% |
$35.2K - $48.5K
|
55.9K
$16.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
152+ 4.29% |
$35.2K - $48.5K
|
3.7K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
150+ 4.68% |
$34.7K - $47.8K
|
3.36K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
149+ 3.69% |
$34.5K - $47.5K
|
4.19K
$1.27M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
149+ 14.48% |
$34.5K - $47.5K
|
1.18K
$357K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
149+ 2.44% |
$34.5K - $47.5K
|
6.25K
$1.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
148+ 1.85% |
$34.2K - $47.2K
|
8.15K
$2.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
147+ 16.24% |
$34K - $46.9K
|
1.05K
$319K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
145+ 19.75% |
$33.6K - $46.3K
|
879
$267K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
145+ 42.03% |
$33.6K - $46.3K
|
490
$149K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
144+ 8.66% |
$33.3K - $45.9K
|
1.81K
$548K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
143+ 0.45% |
$33.1K - $45.6K
|
31.7K
$9.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
143+ 0.12% |
$33.1K - $45.6K
|
117K
$35.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
143+ 0.07% |
$33.1K - $45.6K
|
203K
$61.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
142+ 8.43% |
$32.9K - $45.3K
|
1.83K
$554K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
141+ 10.7% |
$32.6K - $45K
|
1.46K
$442K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
141+ 4.38% |
$32.6K - $45K
|
3.36K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
140+ 3.58% |
$32.4K - $44.7K
|
4.05K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
139+ 1.37% |
$32.2K - $44.3K
|
10.3K
$3.13M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
139+ 10.0% |
$32.2K - $44.3K
|
1.53K
$464K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
138+ 1.03% |
$31.9K - $44K
|
13.5K
$4.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
135+ 17.24% |
$31.2K - $43.1K
|
918
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
135+ 2.04% |
$31.2K - $43.1K
|
6.74K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
135+ 7.15% |
$31.2K - $43.1K
|
2.02K
$613K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
134+ 2.08% |
$31K - $42.7K
|
6.56K
$1.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
131+ 2.53% |
$30.3K - $41.8K
|
5.31K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
130+ 13.33% |
$30.1K - $41.5K
|
1.11K
$335K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
129+ 0.12% |
$29.8K - $41.1K
|
105K
$32M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
129+ 3.83% |
$29.8K - $41.1K
|
3.5K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
128New |
$29.6K - $40.8K
|
128
$38.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
126+ 0.86% |
$29.2K - $40.2K
|
14.8K
$4.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
125+ 8.49% |
$28.9K - $39.9K
|
1.6K
$485K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
125+ 2.2% |
$28.9K - $39.9K
|
5.8K
$1.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
124+ 32.04% |
$28.7K - $39.6K
|
511
$155K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
124+ 0.7% |
$28.7K - $39.6K
|
17.8K
$5.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
124+ 0.61% |
$28.7K - $39.6K
|
20.5K
$6.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
124+ 4.5% |
$28.7K - $39.6K
|
2.88K
$873K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
123+ 13.84% |
$28.5K - $39.2K
|
1.01K
$307K
|