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 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24+ 0.43% |
$5.55K - $7.66K
|
5.66K
$1.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
23+ 0.24% |
$5.32K - $7.34K
|
9.52K
$2.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
23+ 1150.0% |
$5.32K - $7.34K
|
25
$7.58K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
23+ 0.13% |
$5.32K - $7.34K
|
17.6K
$5.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
22New |
$5.09K - $7.02K
|
22
$6.67K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
22+ 1.05% |
$5.09K - $7.02K
|
2.12K
$642K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
22New |
$5.09K - $7.02K
|
22
$6.67K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
22+ 0.28% |
$5.09K - $7.02K
|
7.76K
$2.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
21+ 6.42% |
$4.86K - $6.7K
|
348
$106K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
21+ 0.64% |
$4.86K - $6.7K
|
3.32K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
21+ 0.08% |
$4.86K - $6.7K
|
26.5K
$8.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
21New |
$4.86K - $6.7K
|
21
$6.37K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21+ 0.19% |
$4.86K - $6.7K
|
11.3K
$3.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
21+ 0.44% |
$4.86K - $6.7K
|
4.74K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
20+ 2.53% |
$4.63K - $6.38K
|
810
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
20+ 1.51% |
$4.63K - $6.38K
|
1.35K
$408K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 46.51% |
$4.63K - $6.38K
|
63
$19.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
20New |
$4.63K - $6.38K
|
20
$6.06K
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
20+ 1.05% |
$4.63K - $6.38K
|
1.93K
$585K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
19+ 2.37% |
$4.4K - $6.06K
|
822
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
19+ 0.95% |
$4.4K - $6.06K
|
2.03K
$615K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
19+ 3.88% |
$4.4K - $6.06K
|
509
$154K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
19+ 0.9% |
$4.4K - $6.06K
|
2.14K
$648K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
19+ 1.08% |
$4.4K - $6.06K
|
1.78K
$539K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
19+ 1.49% |
$4.4K - $6.06K
|
1.3K
$393K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
18+ 0.23% |
$4.17K - $5.74K
|
7.82K
$2.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
18+ 1.4% |
$4.17K - $5.74K
|
1.3K
$395K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
18+ 0.47% |
$4.17K - $5.74K
|
3.86K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 4.77% |
$4.17K - $5.74K
|
395
$120K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
17+ 11.41% |
$3.93K - $5.42K
|
166
$50.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
17+ 3.39% |
$3.93K - $5.42K
|
518
$157K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
17+ 0.85% |
$3.93K - $5.42K
|
2.01K
$609K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
17+ 1.85% |
$3.93K - $5.42K
|
938
$284K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
16+ 1.65% |
$3.7K - $5.1K
|
985
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
16+ 1.4% |
$3.7K - $5.1K
|
1.16K
$351K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
16+ 0.63% |
$3.7K - $5.1K
|
2.57K
$780K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
15+ 1.56% |
$3.47K - $4.78K
|
979
$297K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
15+ 1.46% |
$3.47K - $4.78K
|
1.04K
$316K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
15+ 1.4% |
$3.47K - $4.78K
|
1.09K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
15+ 0.33% |
$3.47K - $4.78K
|
4.6K
$1.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
15+ 1.99% |
$3.47K - $4.78K
|
770
$233K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
15New |
$3.47K - $4.78K
|
15
$4.55K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15+ 14.85% |
$3.47K - $4.78K
|
116
$35.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15+ 0.71% |
$3.47K - $4.78K
|
2.13K
$647K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
14+ 0.64% |
$3.24K - $4.47K
|
2.2K
$667K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14+ 0.29% |
$3.24K - $4.47K
|
4.77K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
14+ 0.37% |
$3.24K - $4.47K
|
3.75K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12+ 1.09% |
$2.78K - $3.83K
|
1.12K
$339K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12+ 0.15% |
$2.78K - $3.83K
|
8.27K
$2.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
12+ 1.49% |
$2.78K - $3.83K
|
820
$249K
|