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 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-55- 0.39% |
$12.7K - $17.5K
|
14.2K
$4.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-55- 0.14% |
$12.7K - $17.5K
|
40.4K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-55- 1.38% |
$12.7K - $17.5K
|
3.95K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-56- 2.09% |
$13K - $17.9K
|
2.62K
$794K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-57- 1.57% |
$13.2K - $18.2K
|
3.59K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-59- 1.2% |
$13.7K - $18.8K
|
4.84K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-59- 1.96% |
$13.7K - $18.8K
|
2.94K
$893K
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-59- 2.82% |
$13.7K - $18.8K
|
2.04K
$617K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-60- 2.64% |
$13.9K - $19.1K
|
2.22K
$672K
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-60- 0.65% |
$13.9K - $19.1K
|
9.21K
$2.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-60- 1.24% |
$13.9K - $19.1K
|
4.78K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-61- 0.44% |
$14.1K - $19.5K
|
14K
$4.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-62- 2.04% |
$14.3K - $19.8K
|
2.98K
$905K
|
|
|
Aug 07, 2025
Q2 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-63- 0.18% |
$14.6K - $20.1K
|
34.5K
$10.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-64- 2.24% |
$14.8K - $20.4K
|
2.79K
$845K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-64- 1.21% |
$14.8K - $20.4K
|
5.22K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-64- 2.69% |
$14.8K - $20.4K
|
2.31K
$701K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-65- 7.58% |
$15K - $20.7K
|
793
$240K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-65- 0.5% |
$15K - $20.7K
|
12.8K
$3.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-66- 0.34% |
$15.3K - $21.1K
|
19.2K
$5.83M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-67- 1.86% |
$15.5K - $21.4K
|
3.54K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-69- 5.66% |
$16K - $22K
|
1.15K
$349K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-69- 1.43% |
$16K - $22K
|
4.76K
$1.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-70- 5.11% |
$16.2K - $22.3K
|
1.3K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-70- 0.53% |
$16.2K - $22.3K
|
13.1K
$3.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-71- 0.96% |
$16.4K - $22.6K
|
7.34K
$2.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-71- 11.25% |
$16.4K - $22.6K
|
560
$170K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-73- 45.06% |
$16.9K - $23.3K
|
89
$27K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-73- 9.57% |
$16.9K - $23.3K
|
690
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-75- 11.03% |
$17.4K - $23.9K
|
605
$183K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-75- 0.79% |
$17.4K - $23.9K
|
9.45K
$2.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-76- 9.0% |
$17.6K - $24.2K
|
768
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-77- 25.41% |
$17.8K - $24.6K
|
226
$68.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-79- 12.04% |
$18.3K - $25.2K
|
577
$175K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-79- 8.5% |
$18.3K - $25.2K
|
850
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-79- 6.78% |
$18.3K - $25.2K
|
1.09K
$329K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-80- 5.06% |
$18.5K - $25.5K
|
1.5K
$455K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-83- 10.59% |
$19.2K - $26.5K
|
701
$213K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-85- 1.3% |
$19.7K - $27.1K
|
6.44K
$1.95M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-85- 0.24% |
$19.7K - $27.1K
|
35.5K
$10.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-85- 7.83% |
$19.7K - $27.1K
|
1K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-85- 0.68% |
$19.7K - $27.1K
|
12.4K
$3.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-86- 1.49% |
$19.9K - $27.4K
|
5.67K
$1.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-87- 4.68% |
$20.1K - $27.8K
|
1.77K
$537K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-88- 4.79% |
$20.4K - $28.1K
|
1.75K
$531K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-88- 1.63% |
$20.4K - $28.1K
|
5.3K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-89- 1.0% |
$20.6K - $28.4K
|
8.79K
$2.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-90- 0.55% |
$20.8K - $28.7K
|
16.2K
$4.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-91- 0.77% |
$21.1K - $29K
|
11.7K
$3.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-92- 0.3% |
$21.3K - $29.3K
|
30.2K
$9.16M
|