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
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-23- 2.08% |
$5.32K - $7.34K
|
1.08K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-23- 0.82% |
$5.32K - $7.34K
|
2.79K
$845K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-24- 0.27% |
$5.55K - $7.66K
|
8.99K
$2.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-24- 1.42% |
$5.55K - $7.66K
|
1.67K
$506K
|
|
|
Aug 05, 2025
Q2 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-24- 0.11% |
$5.55K - $7.66K
|
21.4K
$6.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-24- 0.86% |
$5.55K - $7.66K
|
2.78K
$843K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-24- 8.63% |
$5.55K - $7.66K
|
254
$77K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-24- 2.56% |
$5.55K - $7.66K
|
915
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-24- 0.18% |
$5.55K - $7.66K
|
13.6K
$4.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-24- 2.62% |
$5.55K - $7.66K
|
893
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-25- 0.86% |
$5.78K - $7.97K
|
2.89K
$877K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-25- 1.53% |
$5.78K - $7.97K
|
1.61K
$488K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-25- 2.32% |
$5.78K - $7.97K
|
1.05K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-25- 2.0% |
$5.78K - $7.97K
|
1.22K
$371K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-25- 20.0% |
$5.78K - $7.97K
|
100
$30.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-26- 2.01% |
$6.02K - $8.29K
|
1.27K
$385K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-26- 2.41% |
$6.02K - $8.29K
|
1.05K
$319K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-26- 2.27% |
$6.02K - $8.29K
|
1.12K
$340K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-26- 2.75% |
$6.02K - $8.29K
|
920
$279K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-27- 0.56% |
$6.25K - $8.61K
|
4.83K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-27- 0.5% |
$6.25K - $8.61K
|
5.38K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.91% |
$6.25K - $8.61K
|
2.94K
$891K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-27- 0.29% |
$6.25K - $8.61K
|
9.14K
$2.77M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-28- 1.82% |
$6.48K - $8.93K
|
1.51K
$459K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-28- 8.81% |
$6.48K - $8.93K
|
290
$87.9K
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-29- 0.48% |
$6.71K - $9.25K
|
6K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-30- 0.44% |
$6.94K - $9.57K
|
6.74K
$2.04M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-30- 0.67% |
$6.94K - $9.57K
|
4.48K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-30- 0.81% |
$6.94K - $9.57K
|
3.68K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-30- 11.45% |
$6.94K - $9.57K
|
232
$70.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
SELL
|
- |
-30- 0.07% |
$6.94K - $9.57K
|
42.2K
$12.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-30- 1.97% |
$6.94K - $9.57K
|
1.49K
$452K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-31- 3.11% |
$7.17K - $9.89K
|
967
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-31- 3.64% |
$7.17K - $9.89K
|
820
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-32- 0.32% |
$7.4K - $10.2K
|
10K
$3.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-32- 0.09% |
$7.4K - $10.2K
|
36.8K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-32- 2.51% |
$7.4K - $10.2K
|
1.24K
$376K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-32- 18.6% |
$7.4K - $10.2K
|
140
$42.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-33- 1.17% |
$7.64K - $10.5K
|
2.8K
$847K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-33- 2.45% |
$7.64K - $10.5K
|
1.31K
$398K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-34- 4.02% |
$7.87K - $10.8K
|
811
$246K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-34- 0.52% |
$7.87K - $10.8K
|
6.52K
$1.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-34- 1.57% |
$7.87K - $10.8K
|
2.13K
$646K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-35- 4.51% |
$8.1K - $11.2K
|
741
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-35- 3.39% |
$8.1K - $11.2K
|
997
$302K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-36- 1.63% |
$8.33K - $11.5K
|
2.17K
$657K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-37- 2.85% |
$8.56K - $11.8K
|
1.26K
$383K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-37- 20.9% |
$8.56K - $11.8K
|
140
$42.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-37- 2.25% |
$8.56K - $11.8K
|
1.61K
$488K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-38- 0.16% |
$8.79K - $12.1K
|
23.1K
$7M
|