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 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.26K- 4.14% |
$291K - $402K
|
29.1K
$8.84M
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.27K- 11.73% |
$293K - $404K
|
9.53K
$2.89M
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.27K- 1.09% |
$294K - $405K
|
116K
$35M
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.28K- 9.73% |
$296K - $408K
|
11.9K
$3.6M
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.28K- 14.11% |
$296K - $408K
|
7.79K
$2.36M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.29K- 3.14% |
$298K - $410K
|
39.7K
$12M
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.29K- 12.62% |
$299K - $412K
|
8.95K
$2.71M
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-1.3K- 17.17% |
$300K - $414K
|
6.26K
$1.9M
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.31K- 30.39% |
$304K - $419K
|
3.01K
$912K
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.32K- 13.02% |
$305K - $421K
|
8.82K
$2.67M
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.34K- 14.17% |
$310K - $427K
|
8.12K
$2.46M
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-1.35K- 29.57% |
$312K - $430K
|
3.21K
$974K
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.35K- 50.06% |
$313K - $431K
|
1.35K
$409K
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.36K- 10.53% |
$315K - $434K
|
11.6K
$3.5M
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-1.36K- 49.56% |
$315K - $435K
|
1.39K
$421K
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.37K- 53.03% |
$316K - $436K
|
1.21K
$367K
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.37K- 7.95% |
$318K - $438K
|
15.9K
$4.82M
|
|
Aug 08, 2025
Q2 2025
|
Lindsell Train LTD
London, X0 |
SELL
|
- |
-1.4K- 12.07% |
$324K - $447K
|
10.2K
$3.09M
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 10.68% |
$329K - $453K
|
11.9K
$3.6M
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.43K- 5.12% |
$330K - $455K
|
26.4K
$8.01M
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.45K- 33.95% |
$335K - $462K
|
2.82K
$855K
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.45K- 90.64% |
$336K - $463K
|
150
$45.5K
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.45K- 5.46% |
$336K - $463K
|
25.2K
$7.63M
|
|
Aug 14, 2025
Q2 2025
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-1.49K- 1.99% |
$346K - $477K
|
73.4K
$22.3M
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.54K- 0.63% |
$355K - $490K
|
241K
$73.2M
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-1.58K- 71.07% |
$365K - $503K
|
642
$195K
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.58K- 3.46% |
$365K - $503K
|
44.1K
$13.4M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.58K- 11.21% |
$366K - $505K
|
12.5K
$3.8M
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.59K- 45.65% |
$367K - $506K
|
1.89K
$572K
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.59K- 33.2% |
$368K - $507K
|
3.2K
$969K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.64K- 15.24% |
$379K - $523K
|
9.12K
$2.77M
|
|
Aug 13, 2025
Q2 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.65K- 7.4% |
$382K - $526K
|
20.7K
$6.26M
|
|
Aug 13, 2025
Q2 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-1.65K- 22.8% |
$382K - $527K
|
5.59K
$1.7M
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.67K- 10.84% |
$385K - $531K
|
13.7K
$4.15M
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.67K- 2.89% |
$387K - $534K
|
56.2K
$17M
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.69K- 2.04% |
$392K - $540K
|
81.1K
$24.6M
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-1.7K- 9.83% |
$393K - $541K
|
15.6K
$4.72M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.7K- 21.79% |
$394K - $543K
|
6.11K
$1.85M
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.71K- 1.54% |
$395K - $544K
|
109K
$33.1M
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.74K- 15.71% |
$402K - $554K
|
9.31K
$2.82M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.75K- 4.05% |
$405K - $559K
|
41.5K
$12.6M
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 29.93% |
$410K - $565K
|
4.14K
$1.26M
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.77K- 10.8% |
$410K - $566K
|
14.7K
$4.44M
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.79K- 1.35% |
$414K - $571K
|
131K
$39.7M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.82K- 14.23% |
$421K - $581K
|
11K
$3.33M
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.85K- 15.38% |
$427K - $589K
|
10.2K
$3.08M
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.86K- 50.94% |
$430K - $593K
|
1.79K
$543K
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.88K- 18.15% |
$435K - $600K
|
8.48K
$2.57M
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.99K- 2.93% |
$459K - $633K
|
65.7K
$19.9M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.01K- 4.48% |
$466K - $642K
|
42.9K
$13M
|