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
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
38+ 4.05% |
$8.79K - $12.1K
|
976
$296K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
38+ 1.0% |
$8.79K - $12.1K
|
3.84K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
37+ 0.89% |
$8.56K - $11.8K
|
4.19K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
37+ 13.07% |
$8.56K - $11.8K
|
320
$97K
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
36+ 0.74% |
$8.33K - $11.5K
|
4.89K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
36+ 3.58% |
$8.33K - $11.5K
|
1.04K
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
36+ 4.71% |
$8.33K - $11.5K
|
801
$243K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
36+ 0.35% |
$8.33K - $11.5K
|
10.5K
$3.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
36New |
$8.33K - $11.5K
|
36
$10.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
35+ 0.27% |
$8.1K - $11.2K
|
13.1K
$3.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
35+ 2.66% |
$8.1K - $11.2K
|
1.35K
$409K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
35+ 2.41% |
$8.1K - $11.2K
|
1.49K
$451K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
34+ 0.08% |
$7.87K - $10.8K
|
42.4K
$12.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
34+ 0.68% |
$7.87K - $10.8K
|
5.06K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
34+ 11.33% |
$7.87K - $10.8K
|
334
$101K
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
33+ 1.01% |
$7.64K - $10.5K
|
3.29K
$998K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
33+ 12.74% |
$7.64K - $10.5K
|
292
$88.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
32+ 2.76% |
$7.4K - $10.2K
|
1.19K
$361K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
32+ 3.82% |
$7.4K - $10.2K
|
869
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
32+ 1.54% |
$7.4K - $10.2K
|
2.12K
$642K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
32+ 5.19% |
$7.4K - $10.2K
|
648
$196K
|
|
|
Aug 12, 2025
Q2 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
32+ 0.86% |
$7.4K - $10.2K
|
3.74K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
32+ 2.26% |
$7.4K - $10.2K
|
1.45K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 1.3% |
$7.4K - $10.2K
|
2.5K
$758K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
31+ 0.7% |
$7.17K - $9.89K
|
4.46K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
31+ 3.32% |
$7.17K - $9.89K
|
965
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
31+ 0.19% |
$7.17K - $9.89K
|
16K
$4.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
30+ 2.51% |
$6.94K - $9.57K
|
1.23K
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
30+ 0.63% |
$6.94K - $9.57K
|
4.79K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
30+ 0.74% |
$6.94K - $9.57K
|
4.06K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
30+ 3.18% |
$6.94K - $9.57K
|
973
$295K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
30+ 7.28% |
$6.94K - $9.57K
|
442
$134K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
30+ 0.68% |
$6.94K - $9.57K
|
4.41K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
30+ 428.57% |
$6.94K - $9.57K
|
37
$11.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 1.86% |
$6.94K - $9.57K
|
1.64K
$498K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
29+ 1.12% |
$6.71K - $9.25K
|
2.63K
$797K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
29+ 2.05% |
$6.71K - $9.25K
|
1.44K
$438K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
29+ 0.91% |
$6.71K - $9.25K
|
3.22K
$975K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29+ 0.89% |
$6.71K - $9.25K
|
3.29K
$998K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
27New |
$6.25K - $8.61K
|
27
$8.19K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
26+ 1.21% |
$6.02K - $8.29K
|
2.18K
$660K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
26+ 0.76% |
$6.02K - $8.29K
|
3.44K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
26+ 1.55% |
$6.02K - $8.29K
|
1.7K
$515K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26+ 6.48% |
$6.02K - $8.29K
|
427
$129K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
25+ 2.37% |
$5.78K - $7.97K
|
1.08K
$327K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
25+ 1.5% |
$5.78K - $7.97K
|
1.69K
$512K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
25+ 16.34% |
$5.78K - $7.97K
|
178
$54K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
25+ 0.53% |
$5.78K - $7.97K
|
4.74K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
24+ 2.83% |
$5.55K - $7.66K
|
872
$264K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
24+ 0.13% |
$5.55K - $7.66K
|
18.8K
$5.71M
|