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 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-196- 3.33% |
$45.4K - $62.5K
|
5.69K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-198- 11.07% |
$45.8K - $63.2K
|
1.59K
$482K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-199- 92.56% |
$46K - $63.5K
|
16
$4.85K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-199- 17.23% |
$46K - $63.5K
|
956
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Humankind Investments LLC
|
SELL
|
- |
-200- 18.64% |
$46.3K - $63.8K
|
873
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-200- 2.2% |
$46.3K - $63.8K
|
8.9K
$2.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-203- 15.24% |
$47K - $64.8K
|
1.13K
$342K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-203- 5.0% |
$47K - $64.8K
|
3.86K
$1.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-205- 23.01% |
$47.4K - $65.4K
|
686
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-208- 1.25% |
$48.1K - $66.3K
|
16.4K
$4.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-208- 2.07% |
$48.1K - $66.3K
|
9.85K
$2.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-209- 7.59% |
$48.4K - $66.7K
|
2.55K
$772K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-210- 1.75% |
$48.6K - $67K
|
11.8K
$3.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-215- 1.08% |
$49.7K - $68.6K
|
19.8K
$5.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-216- 18.6% |
$50K - $68.9K
|
945
$287K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-217- 1.37% |
$50.2K - $69.2K
|
15.7K
$4.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-219- 4.73% |
$50.7K - $69.9K
|
4.41K
$1.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-219- 4.45% |
$50.7K - $69.9K
|
4.7K
$1.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-224- 6.03% |
$51.8K - $71.5K
|
3.49K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-225- 2.18% |
$52.1K - $71.8K
|
10.1K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-225- 1.96% |
$52.1K - $71.8K
|
11.2K
$3.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-228- 6.97% |
$52.8K - $72.7K
|
3.04K
$922K
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-230- 13.48% |
$53.2K - $73.4K
|
1.48K
$448K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-232- 20.73% |
$53.7K - $74K
|
887
$269K
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-235- 0.78% |
$54.4K - $75K
|
29.8K
$9.03M
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-235- 0.6% |
$54.4K - $75K
|
39K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-235- 1.7% |
$54.4K - $75K
|
13.6K
$4.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-240- 2.26% |
$55.5K - $76.6K
|
10.4K
$3.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-243- 7.33% |
$56.2K - $77.5K
|
3.07K
$931K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-243- 16.72% |
$56.2K - $77.5K
|
1.21K
$367K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-245- 7.38% |
$56.7K - $78.2K
|
3.08K
$933K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-246- 18.79% |
$56.9K - $78.5K
|
1.06K
$322K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-248- 1.14% |
$57.4K - $79.1K
|
21.5K
$6.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-250- 22.75% |
$57.8K - $79.7K
|
849
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-250- 3.65% |
$57.8K - $79.7K
|
6.6K
$2M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-252- 24.73% |
$58.3K - $80.4K
|
767
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-252- 10.02% |
$58.3K - $80.4K
|
2.26K
$686K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-254- 3.55% |
$58.8K - $81K
|
6.9K
$2.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-255- 2.77% |
$59K - $81.3K
|
8.96K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-255- 16.95% |
$59K - $81.3K
|
1.25K
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-255- 27.87% |
$59K - $81.3K
|
660
$200K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-256- 0.21% |
$59.2K - $81.7K
|
122K
$36.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-260- 3.68% |
$60.2K - $82.9K
|
6.8K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Silvant Capital Management LLC
|
SELL
|
- |
-260- 1.1% |
$60.2K - $82.9K
|
23.3K
$7.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-264- 0.71% |
$61.1K - $84.2K
|
37K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-266- 13.36% |
$61.5K - $84.8K
|
1.73K
$523K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-269- 3.61% |
$62.2K - $85.8K
|
7.19K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Infusive Asset Management Inc.
New York, NY |
SELL
|
- |
-270- 2.12% |
$62.5K - $86.1K
|
12.5K
$3.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-274- 11.19% |
$63.4K - $87.4K
|
2.17K
$659K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-276- 25.6% |
$63.9K - $88K
|
802
$243K
|