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 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-861- 0.96% |
$199K - $275K
|
88.8K
$26.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-865- 1.32% |
$200K - $276K
|
64.5K
$19.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-867- 8.53% |
$201K - $277K
|
9.3K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-867- 2.04% |
$201K - $277K
|
41.7K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-878- 32.04% |
$203K - $280K
|
1.86K
$565K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-881- 22.5% |
$204K - $281K
|
3.03K
$920K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-897- 17.58% |
$208K - $286K
|
4.2K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-901- 51.54% |
$208K - $287K
|
847
$257K
|
|
|
Aug 06, 2025
Q2 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-902- 0.12% |
$209K - $288K
|
773K
$234M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-908- 3.37% |
$210K - $290K
|
26K
$7.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-911- 12.98% |
$211K - $291K
|
6.11K
$1.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-912- 39.55% |
$211K - $291K
|
1.39K
$423K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-918- 36.27% |
$212K - $293K
|
1.61K
$489K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-922- 4.15% |
$213K - $294K
|
21.3K
$6.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-932- 3.85% |
$216K - $297K
|
23.2K
$7.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-935- 30.41% |
$216K - $298K
|
2.14K
$649K
|
|
|
Aug 08, 2025
Q2 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-935- 0.34% |
$216K - $298K
|
271K
$82M
|
|
|
Aug 12, 2025
Q2 2025
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-940- 3.85% |
$218K - $300K
|
23.4K
$7.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-940- 7.06% |
$218K - $300K
|
12.4K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-952- 35.91% |
$220K - $304K
|
1.7K
$515K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-965- 32.55% |
$223K - $308K
|
2K
$606K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-966- 38.17% |
$224K - $308K
|
1.57K
$475K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-979- 13.23% |
$227K - $312K
|
6.42K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-990- 7.16% |
$229K - $316K
|
12.8K
$3.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-993- 3.96% |
$230K - $317K
|
24.1K
$7.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-996- 18.44% |
$230K - $318K
|
4.41K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.01K- 0.62% |
$233K - $322K
|
162K
$49.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.02K- 9.78% |
$236K - $325K
|
9.41K
$2.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1.03K- 0.84% |
$238K - $328K
|
121K
$36.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.04K- 1.88% |
$239K - $330K
|
53.9K
$16.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.04K- 46.59% |
$240K - $331K
|
1.19K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.05K- 9.62% |
$243K - $336K
|
9.88K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-1.06K- 51.28% |
$246K - $339K
|
1.01K
$306K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.07K- 1.66% |
$248K - $342K
|
63.5K
$19.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
SELL
|
- |
-1.08K- 28.01% |
$249K - $343K
|
2.76K
$838K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 30.71% |
$252K - $347K
|
2.46K
$745K
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.09K- 11.52% |
$252K - $348K
|
8.37K
$2.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-1.12K- 0.14% |
$259K - $357K
|
808K
$245M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.15K- 37.06% |
$265K - $365K
|
1.95K
$590K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.16K- 0.7% |
$268K - $370K
|
164K
$49.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.19K- 40.2% |
$274K - $378K
|
1.76K
$535K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.19K- 17.13% |
$275K - $379K
|
5.75K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1.19K- 42.02% |
$275K - $380K
|
1.64K
$498K
|
|
|
Aug 13, 2025
Q2 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.2K- 11.35% |
$278K - $383K
|
9.38K
$2.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.21K- 33.95% |
$279K - $384K
|
2.34K
$711K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.21K- 1.63% |
$280K - $386K
|
73K
$22.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-1.21K- 41.49% |
$280K - $387K
|
1.71K
$518K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.22K- 14.1% |
$282K - $388K
|
7.42K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.22K- 19.6% |
$282K - $389K
|
5K
$1.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.25K- 8.18% |
$289K - $398K
|
14K
$4.25M
|