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 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
123+ 15.41% |
$28.5K - $39.2K
|
921
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
123+ 2.56% |
$28.5K - $39.2K
|
4.93K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
122+ 3.52% |
$28.2K - $38.9K
|
3.59K
$1.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
121New |
$28K - $38.6K
|
121
$36.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
119New |
$27.5K - $38K
|
119
$36.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
119New |
$27.5K - $38K
|
119
$36.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
118+ 4.57% |
$27.3K - $37.6K
|
2.7K
$819K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
117+ 5.76% |
$27.1K - $37.3K
|
2.15K
$652K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
117+ 3.0% |
$27.1K - $37.3K
|
4.01K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
116+ 10.13% |
$26.8K - $37K
|
1.26K
$382K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
115New |
$26.6K - $36.7K
|
115
$34.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
113+ 1.3% |
$26.1K - $36K
|
8.84K
$2.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
111+ 2.79% |
$25.7K - $35.4K
|
4.09K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
110+ 13.25% |
$25.5K - $35.1K
|
940
$285K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
106+ 0.43% |
$24.5K - $33.8K
|
24.7K
$7.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
BUY
|
- |
106+ 13.77% |
$24.5K - $33.8K
|
876
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
106+ 5.1% |
$24.5K - $33.8K
|
2.19K
$663K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
105+ 3.76% |
$24.3K - $33.5K
|
2.9K
$879K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
105+ 13.29% |
$24.3K - $33.5K
|
895
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
104+ 5.03% |
$24.1K - $33.2K
|
2.17K
$658K
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
102+ 12.0% |
$23.6K - $32.5K
|
952
$289K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
102+ 2.27% |
$23.6K - $32.5K
|
4.59K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
102+ 510.0% |
$23.6K - $32.5K
|
122
$37K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
101+ 6.81% |
$23.4K - $32.2K
|
1.59K
$481K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
100+ 0.28% |
$23.1K - $31.9K
|
35.6K
$10.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
100+ 9.41% |
$23.1K - $31.9K
|
1.16K
$353K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.21% |
$23.1K - $31.9K
|
47.7K
$14.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
100+ 57.47% |
$23.1K - $31.9K
|
274
$83.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 14.04% |
$23.1K - $31.9K
|
812
$246K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
100+ 7.91% |
$23.1K - $31.9K
|
1.36K
$414K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
100+ 1.5% |
$23.1K - $31.9K
|
6.79K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
100+ 0.03% |
$23.1K - $31.9K
|
332K
$101M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
99+ 1.52% |
$22.9K - $31.6K
|
6.63K
$2.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
99+ 4.01% |
$22.9K - $31.6K
|
2.57K
$779K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
98+ 3.11% |
$22.7K - $31.3K
|
3.25K
$985K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
97+ 12.95% |
$22.4K - $30.9K
|
846
$257K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
96+ 12.17% |
$22.2K - $30.6K
|
885
$268K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
94+ 1.92% |
$21.8K - $30K
|
4.99K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
94+ 1.12% |
$21.8K - $30K
|
8.48K
$2.57M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
92+ 1.85% |
$21.3K - $29.3K
|
5.07K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
92+ 3.45% |
$21.3K - $29.3K
|
2.76K
$837K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
91+ 2.82% |
$21.1K - $29K
|
3.32K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
91+ 1.48% |
$21.1K - $29K
|
6.24K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
90+ 1.2% |
$20.8K - $28.7K
|
7.58K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
90+ 10.27% |
$20.8K - $28.7K
|
966
$293K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
90+ 4.23% |
$20.8K - $28.7K
|
2.22K
$672K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
89+ 6.96% |
$20.6K - $28.4K
|
1.37K
$414K
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
88+ 0.07% |
$20.4K - $28.1K
|
125K
$38M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
88+ 7.24% |
$20.4K - $28.1K
|
1.3K
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
88+ 4.36% |
$20.4K - $28.1K
|
2.11K
$639K
|