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
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
62+ 2.91% |
$14.3K - $19.8K
|
2.2K
$666K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
61+ 0.04% |
$14.1K - $19.5K
|
136K
$41.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
61+ 0.56% |
$14.1K - $19.5K
|
11K
$3.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
60+ 1.06% |
$13.9K - $19.1K
|
5.73K
$1.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
60+ 0.09% |
$13.9K - $19.1K
|
69.5K
$21.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
58+ 10.02% |
$13.4K - $18.5K
|
637
$193K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
58+ 2.76% |
$13.4K - $18.5K
|
2.16K
$656K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
58+ 5.22% |
$13.4K - $18.5K
|
1.17K
$354K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
56+ 6.74% |
$13K - $17.9K
|
887
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
56+ 2.51% |
$13K - $17.9K
|
2.29K
$693K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
55+ 4.53% |
$12.7K - $17.5K
|
1.27K
$385K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
55+ 4.79% |
$12.7K - $17.5K
|
1.2K
$365K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
53+ 2.43% |
$12.3K - $16.9K
|
2.24K
$679K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
53+ 0.55% |
$12.3K - $16.9K
|
9.76K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
53+ 6.83% |
$12.3K - $16.9K
|
829
$251K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
52+ 33.99% |
$12K - $16.6K
|
205
$62.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
51+ 0.46% |
$11.8K - $16.3K
|
11.2K
$3.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
51+ 1.28% |
$11.8K - $16.3K
|
4.04K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
51+ 0.83% |
$11.8K - $16.3K
|
6.17K
$1.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
51+ 3.09% |
$11.8K - $16.3K
|
1.7K
$517K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
51+ 6.39% |
$11.8K - $16.3K
|
849
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
50+ 6.48% |
$11.6K - $15.9K
|
822
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
50+ 3.47% |
$11.6K - $15.9K
|
1.49K
$451K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
50+ 0.61% |
$11.6K - $15.9K
|
8.23K
$2.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
50+ 4.15% |
$11.6K - $15.9K
|
1.26K
$381K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
50+ 21.01% |
$11.6K - $15.9K
|
288
$87.3K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
49+ 4.0% |
$11.3K - $15.6K
|
1.27K
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
48+ 2.21% |
$11.1K - $15.3K
|
2.22K
$673K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
47+ 1.72% |
$10.9K - $15K
|
2.79K
$845K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
46+ 5.41% |
$10.6K - $14.7K
|
897
$272K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
46+ 2.82% |
$10.6K - $14.7K
|
1.68K
$508K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
46+ 5.13% |
$10.6K - $14.7K
|
943
$286K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
46+ 2.6% |
$10.6K - $14.7K
|
1.82K
$551K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
45+ 0.94% |
$10.4K - $14.4K
|
4.82K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
45+ 5.34% |
$10.4K - $14.4K
|
887
$269K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
44+ 2.8% |
$10.2K - $14K
|
1.62K
$491K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
44+ 0.49% |
$10.2K - $14K
|
9.09K
$2.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43+ 0.93% |
$9.95K - $13.7K
|
4.67K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
43+ 2.25% |
$9.95K - $13.7K
|
1.95K
$592K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
42+ 3.55% |
$9.72K - $13.4K
|
1.23K
$372K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
41New |
$9.49K - $13.1K
|
41
$12.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
41+ 1.33% |
$9.49K - $13.1K
|
3.14K
$951K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
40+ 3.2% |
$9.26K - $12.8K
|
1.29K
$391K
|
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
40+ 0.3% |
$9.26K - $12.8K
|
13.2K
$3.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
40+ 20.94% |
$9.26K - $12.8K
|
231
$70K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
39+ 2.81% |
$9.02K - $12.4K
|
1.43K
$433K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
39+ 1.24% |
$9.02K - $12.4K
|
3.17K
$962K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
38+ 0.51% |
$8.79K - $12.1K
|
7.46K
$2.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
38+ 1.33% |
$8.79K - $12.1K
|
2.9K
$879K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
38+ 1.76% |
$8.79K - $12.1K
|
2.19K
$664K
|