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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-12- 0.54% |
$2.78K - $3.83K
|
2.22K
$672K
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-12- 0.26% |
$2.78K - $3.83K
|
4.6K
$1.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12- 0.09% |
$2.78K - $3.83K
|
12.9K
$3.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-12- 0.32% |
$2.78K - $3.83K
|
3.71K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-12- 0.79% |
$2.78K - $3.83K
|
1.51K
$458K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-12- 0.1% |
$2.78K - $3.83K
|
11.4K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-12- 0.58% |
$2.78K - $3.83K
|
2.07K
$627K
|
|
|
Aug 14, 2025
Q2 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
SELL
|
- |
-12- 0.04% |
$2.78K - $3.83K
|
31.8K
$9.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-13- 1.2% |
$3.01K - $4.15K
|
1.07K
$324K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-13- 1.89% |
$3.01K - $4.15K
|
674
$204K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-13- 0.89% |
$3.01K - $4.15K
|
1.45K
$439K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-13- 86.67% |
$3.01K - $4.15K
|
2
$606
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-13- 0.45% |
$3.01K - $4.15K
|
2.88K
$874K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-13- 1.19% |
$3.01K - $4.15K
|
1.08K
$329K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-14- 0.65% |
$3.24K - $4.47K
|
2.13K
$647K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 22.58% |
$3.24K - $4.47K
|
48
$14.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-14- 0.03% |
$3.24K - $4.47K
|
48.5K
$14.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-14- 0.24% |
$3.24K - $4.47K
|
5.84K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-15- 0.18% |
$3.47K - $4.78K
|
8.51K
$2.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-15- 0.25% |
$3.47K - $4.78K
|
6K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-15- 0.98% |
$3.47K - $4.78K
|
1.52K
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-15- 41.67% |
$3.47K - $4.78K
|
21
$6.37K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-16- 10.06% |
$3.7K - $5.1K
|
143
$43.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-16- 0.08% |
$3.7K - $5.1K
|
18.9K
$5.75M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-17- 2.25% |
$3.93K - $5.42K
|
740
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-17- 1.03% |
$3.93K - $5.42K
|
1.63K
$495K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-18- 0.35% |
$4.17K - $5.74K
|
5.15K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-18- 28.57% |
$4.17K - $5.74K
|
45
$13.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-18- 1.19% |
$4.17K - $5.74K
|
1.5K
$455K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-19- 0.23% |
$4.4K - $6.06K
|
8.29K
$2.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19- 0.54% |
$4.4K - $6.06K
|
3.48K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-19- 1.91% |
$4.4K - $6.06K
|
978
$297K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-19- 1.28% |
$4.4K - $6.06K
|
1.47K
$445K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-19- 1.42% |
$4.4K - $6.06K
|
1.32K
$399K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-19- 1.42% |
$4.4K - $6.06K
|
1.32K
$400K
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-20- 0.18% |
$4.63K - $6.38K
|
11.2K
$3.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-20- 0.11% |
$4.63K - $6.38K
|
18.6K
$5.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-20- 1.86% |
$4.63K - $6.38K
|
1.06K
$320K
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.14% |
$4.63K - $6.38K
|
14.7K
$4.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-20- 0.24% |
$4.63K - $6.38K
|
8.26K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-20- 0.66% |
$4.63K - $6.38K
|
3.02K
$915K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-20- 0.72% |
$4.63K - $6.38K
|
2.77K
$839K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-21- 2.03% |
$4.86K - $6.7K
|
1.01K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-21- 2.23% |
$4.86K - $6.7K
|
919
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
SELL
|
- |
-21- 0.97% |
$4.86K - $6.7K
|
2.14K
$650K
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-22- 0.5% |
$5.09K - $7.02K
|
4.36K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-22- 7.19% |
$5.09K - $7.02K
|
284
$86.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-22- 10.84% |
$5.09K - $7.02K
|
181
$54.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-22- 2.73% |
$5.09K - $7.02K
|
785
$238K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-23- 2.11% |
$5.32K - $7.34K
|
1.07K
$324K
|