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 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-3- 0.27% |
$694 - $957
|
1.11K
$338K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
SELL
|
- |
-3- 6.12% |
$694 - $957
|
46
$13.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-4- 0.05% |
$926 - $1.28K
|
7.51K
$2.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-4- 0.02% |
$926 - $1.28K
|
16.4K
$4.98M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-4- 25.0% |
$926 - $1.28K
|
12
$3.64K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.17% |
$926 - $1.28K
|
2.35K
$712K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-4- 0.17% |
$926 - $1.28K
|
2.4K
$727K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4- 0.04% |
$926 - $1.28K
|
10.8K
$3.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-5- 2.91% |
$1.16K - $1.59K
|
167
$50.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-5- 0.58% |
$1.16K - $1.59K
|
856
$260K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5- 0.11% |
$1.16K - $1.59K
|
4.4K
$1.33M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6- 0.44% |
$1.39K - $1.91K
|
1.37K
$416K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-6- 0.33% |
$1.39K - $1.91K
|
1.82K
$552K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-6- 0.3% |
$1.39K - $1.91K
|
2.02K
$612K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-6- 37.5% |
$1.39K - $1.91K
|
10
$3.03K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6- 0.36% |
$1.39K - $1.91K
|
1.66K
$503K
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-6- 0.49% |
$1.39K - $1.91K
|
1.23K
$371K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-6- 0.77% |
$1.39K - $1.91K
|
773
$234K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6- 0.74% |
$1.39K - $1.91K
|
810
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-6- 0.76% |
$1.39K - $1.91K
|
783
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-6- 0.17% |
$1.39K - $1.91K
|
3.47K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$1.62K - $2.23K
|
15.1K
$4.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-7- 4.38% |
$1.62K - $2.23K
|
153
$46.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-7- 0.55% |
$1.62K - $2.23K
|
1.26K
$381K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-8- 0.31% |
$1.85K - $2.55K
|
2.55K
$772K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8- 0.57% |
$1.85K - $2.55K
|
1.41K
$426K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8- 0.76% |
$1.85K - $2.55K
|
1.05K
$319K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-8- 0.17% |
$1.85K - $2.55K
|
4.64K
$1.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-8- 1.03% |
$1.85K - $2.55K
|
771
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-8- 0.6% |
$1.85K - $2.55K
|
1.33K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8- 0.81% |
$1.85K - $2.55K
|
974
$295K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-9- 0.97% |
$2.08K - $2.87K
|
916
$278K
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-9- 0.5% |
$2.08K - $2.87K
|
1.78K
$540K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-9- 0.66% |
$2.08K - $2.87K
|
1.35K
$409K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-9- 6.21% |
$2.08K - $2.87K
|
136
$41.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-10- 0.23% |
$2.31K - $3.19K
|
4.26K
$1.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-10- 0.02% |
$2.31K - $3.19K
|
51.9K
$15.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-10- 0.12% |
$2.31K - $3.19K
|
8.42K
$2.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.56% |
$2.31K - $3.19K
|
1.76K
$534K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-10- 0.45% |
$2.31K - $3.19K
|
2.21K
$671K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
SELL
|
- |
-10- 0.65% |
$2.31K - $3.19K
|
1.54K
$466K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-10- 2.21% |
$2.31K - $3.19K
|
443
$134K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-10- 7.81% |
$2.31K - $3.19K
|
118
$35.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-10- 0.61% |
$2.31K - $3.19K
|
1.62K
$492K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-10- 1.36% |
$2.31K - $3.19K
|
728
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-10- 0.48% |
$2.31K - $3.19K
|
2.07K
$628K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-11- 0.04% |
$2.55K - $3.51K
|
26.7K
$8.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-11- 0.09% |
$2.55K - $3.51K
|
12.1K
$3.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-11- 0.07% |
$2.55K - $3.51K
|
15K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-11- 0.17% |
$2.55K - $3.51K
|
6.5K
$1.97M
|