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 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-132- 8.47% |
$30.5K - $42.1K
|
1.43K
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-133- 2.37% |
$30.8K - $42.4K
|
5.47K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-135- 1.64% |
$31.2K - $43.1K
|
8.11K
$2.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-136- 1.2% |
$31.5K - $43.4K
|
11.2K
$3.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-137- 16.51% |
$31.7K - $43.7K
|
693
$210K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-137- 4.43% |
$31.7K - $43.7K
|
2.95K
$895K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-139- 1.6% |
$32.2K - $44.3K
|
8.53K
$2.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-141- 7.48% |
$32.6K - $45K
|
1.75K
$529K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-141- 8.65% |
$32.6K - $45K
|
1.49K
$452K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-142- 1.0% |
$32.9K - $45.3K
|
14K
$4.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-142- 0.13% |
$32.9K - $45.3K
|
108K
$32.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-142- 2.54% |
$32.9K - $45.3K
|
5.45K
$1.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-142- 3.84% |
$32.9K - $45.3K
|
3.56K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-142- 12.89% |
$32.9K - $45.3K
|
960
$291K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-143- 0.96% |
$33.1K - $45.6K
|
14.7K
$4.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-146- 9.95% |
$33.8K - $46.6K
|
1.32K
$401K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-147- 9.63% |
$34K - $46.9K
|
1.38K
$418K
|
|
|
Aug 01, 2025
Q2 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-148- 23.31% |
$34.2K - $47.2K
|
487
$148K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-150- 19.31% |
$34.7K - $47.8K
|
627
$190K
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-150- 1.83% |
$34.7K - $47.8K
|
8.04K
$2.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-151- 12.5% |
$34.9K - $48.2K
|
1.06K
$320K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-154- 7.77% |
$35.6K - $49.1K
|
1.83K
$555K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-156- 0.67% |
$36.1K - $49.8K
|
23.1K
$7.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-158- 1.57% |
$36.6K - $50.4K
|
9.88K
$3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-158- 0.16% |
$36.6K - $50.4K
|
102K
$30.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-162- 11.64% |
$37.5K - $51.7K
|
1.23K
$373K
|
|
|
Aug 12, 2025
Q2 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-165- 6.44% |
$38.2K - $52.6K
|
2.4K
$727K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-165- 5.68% |
$38.2K - $52.6K
|
2.74K
$831K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-170- 5.69% |
$39.3K - $54.2K
|
2.82K
$855K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-171- 0.99% |
$39.6K - $54.5K
|
17.1K
$5.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-173- 4.38% |
$40K - $55.2K
|
3.78K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-174- 2.11% |
$40.3K - $55.5K
|
8.09K
$2.45M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-175- 3.97% |
$40.5K - $55.8K
|
4.23K
$1.28M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-176- 17.6% |
$40.7K - $56.1K
|
824
$250K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-177- 12.08% |
$41K - $56.5K
|
1.29K
$391K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-178- 8.21% |
$41.2K - $56.8K
|
1.99K
$603K
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-178- 0.6% |
$41.2K - $56.8K
|
29.6K
$8.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-179- 1.34% |
$41.4K - $57.1K
|
13.2K
$3.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-180- 8.09% |
$41.7K - $57.4K
|
2.04K
$620K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-182- 7.54% |
$42.1K - $58.1K
|
2.23K
$677K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-185- 5.55% |
$42.8K - $59K
|
3.15K
$954K
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-187- 8.17% |
$43.3K - $59.6K
|
2.1K
$637K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-187- 22.08% |
$43.3K - $59.6K
|
660
$200K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-187- 11.87% |
$43.3K - $59.6K
|
1.39K
$421K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-188- 16.91% |
$43.5K - $60K
|
924
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-189- 3.07% |
$43.7K - $60.3K
|
5.97K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-189- 17.86% |
$43.7K - $60.3K
|
869
$263K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-190- 2.11% |
$44K - $60.6K
|
8.83K
$2.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-190- 3.61% |
$44K - $60.6K
|
5.08K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-196- 0.86% |
$45.4K - $62.5K
|
22.6K
$6.86M
|