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 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
87+ 0.77% |
$20.1K - $27.8K
|
11.3K
$3.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
86+ 1.06% |
$19.9K - $27.4K
|
8.2K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
85+ 30.25% |
$19.7K - $27.1K
|
366
$111K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
83+ 8.62% |
$19.2K - $26.5K
|
1.05K
$317K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
83New |
$19.2K - $26.5K
|
83
$25.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
82New |
$19K - $26.2K
|
82
$24.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
81+ 1.33% |
$18.7K - $25.8K
|
6.19K
$1.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
81+ 12.94% |
$18.7K - $25.8K
|
707
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
81+ 3.9% |
$18.7K - $25.8K
|
2.16K
$655K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
79+ 5.84% |
$18.3K - $25.2K
|
1.43K
$434K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
79+ 4.9% |
$18.3K - $25.2K
|
1.69K
$513K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
78+ 9.45% |
$18K - $24.9K
|
903
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
77+ 6.28% |
$17.8K - $24.6K
|
1.3K
$395K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
77+ 3.45% |
$17.8K - $24.6K
|
2.31K
$700K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
76+ 0.29% |
$17.6K - $24.2K
|
26.2K
$7.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
76+ 1.1% |
$17.6K - $24.2K
|
7.02K
$2.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
75+ 3.02% |
$17.4K - $23.9K
|
2.56K
$776K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
75+ 25.51% |
$17.4K - $23.9K
|
369
$112K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
74+ 0.64% |
$17.1K - $23.6K
|
11.6K
$3.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
73+ 6.27% |
$16.9K - $23.3K
|
1.24K
$375K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
73+ 9.03% |
$16.9K - $23.3K
|
881
$267K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
72+ 9.6% |
$16.7K - $23K
|
822
$249K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
72+ 3.64% |
$16.7K - $23K
|
2.05K
$621K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
72+ 5.43% |
$16.7K - $23K
|
1.4K
$424K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
72+ 7.16% |
$16.7K - $23K
|
1.08K
$327K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
71+ 1.65% |
$16.4K - $22.6K
|
4.39K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
71+ 9.15% |
$16.4K - $22.6K
|
847
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
71+ 8.14% |
$16.4K - $22.6K
|
943
$286K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
70+ 1.58% |
$16.2K - $22.3K
|
4.51K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
70+ 2.12% |
$16.2K - $22.3K
|
3.38K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Qv Investors Inc.
|
BUY
|
- |
70+ 0.67% |
$16.2K - $22.3K
|
10.5K
$3.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
70+ 5.51% |
$16.2K - $22.3K
|
1.34K
$407K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
70+ 0.43% |
$16.2K - $22.3K
|
16.2K
$4.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
70+ 1.26% |
$16.2K - $22.3K
|
5.64K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
70+ 5.61% |
$16.2K - $22.3K
|
1.32K
$399K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
69New |
$16K - $22K
|
69
$20.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
69New |
$16K - $22K
|
69
$20.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
69+ 0.21% |
$16K - $22K
|
33.6K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
69+ 2.61% |
$16K - $22K
|
2.71K
$821K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
68+ 4.24% |
$15.7K - $21.7K
|
1.67K
$507K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
68+ 1.08% |
$15.7K - $21.7K
|
6.38K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
67+ 7.42% |
$15.5K - $21.4K
|
970
$294K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
65+ 1.47% |
$15K - $20.7K
|
4.48K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
65+ 0.09% |
$15K - $20.7K
|
69.6K
$21.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
64+ 3.85% |
$14.8K - $20.4K
|
1.73K
$523K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
63+ 2.62% |
$14.6K - $20.1K
|
2.47K
$750K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
63+ 5.19% |
$14.6K - $20.1K
|
1.28K
$387K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
62+ 0.38% |
$14.3K - $19.8K
|
16.3K
$4.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
62+ 1550.0% |
$14.3K - $19.8K
|
66
$20K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
62+ 7.05% |
$14.3K - $19.8K
|
941
$285K
|