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 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
12+ 0.99% |
$2.78K - $3.83K
|
1.23K
$371K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12+ 0.12% |
$2.78K - $3.83K
|
9.67K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12+ 200.0% |
$2.78K - $3.83K
|
18
$5.46K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11+ 0.18% |
$2.55K - $3.51K
|
5.98K
$1.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
11+ 1.16% |
$2.55K - $3.51K
|
956
$290K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
11+ 0.55% |
$2.55K - $3.51K
|
2.03K
$614K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
11+ 1.11% |
$2.55K - $3.51K
|
1K
$304K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
11+ 275.0% |
$2.55K - $3.51K
|
15
$4.55K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
11+ 0.46% |
$2.55K - $3.51K
|
2.4K
$727K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11+ 1.11% |
$2.55K - $3.51K
|
1K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
11+ 0.05% |
$2.55K - $3.51K
|
22.2K
$6.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
10+ 0.59% |
$2.31K - $3.19K
|
1.71K
$518K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 0.19% |
$2.31K - $3.19K
|
5.25K
$1.59M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 0.2% |
$2.31K - $3.19K
|
5.04K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.97% |
$2.31K - $3.19K
|
1.04K
$315K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10+ 0.67% |
$2.31K - $3.19K
|
1.51K
$458K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10+ 0.43% |
$2.31K - $3.19K
|
2.35K
$712K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.23% |
$2.31K - $3.19K
|
4.44K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10+ 0.87% |
$2.31K - $3.19K
|
1.16K
$350K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
10+ 0.8% |
$2.31K - $3.19K
|
1.26K
$381K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10+ 1.13% |
$2.31K - $3.19K
|
896
$272K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
10+ 0.92% |
$2.31K - $3.19K
|
1.1K
$332K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
10+ 0.95% |
$2.31K - $3.19K
|
1.06K
$323K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9+ 0.23% |
$2.08K - $2.87K
|
3.99K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9+ 0.45% |
$2.08K - $2.87K
|
2.01K
$610K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.1% |
$2.08K - $2.87K
|
9.3K
$2.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
9+ 15.25% |
$2.08K - $2.87K
|
68
$20.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
9+ 0.29% |
$2.08K - $2.87K
|
3.08K
$934K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
9+ 0.1% |
$2.08K - $2.87K
|
9.18K
$2.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
9+ 1.03% |
$2.08K - $2.87K
|
880
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
9+ 0.86% |
$2.08K - $2.87K
|
1.05K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
9+ 0.62% |
$2.08K - $2.87K
|
1.45K
$440K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8+ 0.29% |
$1.85K - $2.55K
|
2.75K
$833K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8+ 2.72% |
$1.85K - $2.55K
|
302
$91.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.86% |
$1.85K - $2.55K
|
933
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.34% |
$1.85K - $2.55K
|
2.35K
$713K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 3.65% |
$1.85K - $2.55K
|
227
$68.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
8+ 0.05% |
$1.85K - $2.55K
|
15.9K
$4.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
8+ 0.06% |
$1.85K - $2.55K
|
14.5K
$4.41M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8+ 21.62% |
$1.85K - $2.55K
|
45
$13.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8+ 5.0% |
$1.85K - $2.55K
|
168
$50.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8+ 0.16% |
$1.85K - $2.55K
|
5.14K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
7+ 0.89% |
$1.62K - $2.23K
|
793
$240K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 0.27% |
$1.62K - $2.23K
|
2.65K
$803K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.53% |
$1.62K - $2.23K
|
1.32K
$400K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
7New |
$1.62K - $2.23K
|
7
$2.12K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.13% |
$1.62K - $2.23K
|
5.46K
$1.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7+ 0.38% |
$1.62K - $2.23K
|
1.83K
$555K
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
7+ 0.18% |
$1.62K - $2.23K
|
3.79K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7+ 0.33% |
$1.62K - $2.23K
|
2.13K
$645K
|