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 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.06K+ 307.96% |
$707K - $974K
|
4.05K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.04K+ 82.24% |
$704K - $970K
|
6.74K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
3.04KNew |
$703K - $970K
|
3.04K
$922K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.03K+ 18.97% |
$702K - $967K
|
19K
$5.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.03K+ 15.94% |
$701K - $967K
|
22.1K
$6.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.02K+ 11.4% |
$699K - $963K
|
29.5K
$8.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.99K+ 3.68% |
$692K - $953K
|
84.3K
$25.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
2.86K+ 3.54% |
$662K - $912K
|
83.6K
$25.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.85K+ 18.07% |
$659K - $909K
|
18.6K
$5.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.84K+ 2.23% |
$658K - $907K
|
130K
$39.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
2.78K+ 13.69% |
$644K - $888K
|
23.1K
$7.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.78KNew |
$643K - $887K
|
2.78K
$843K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.77K+ 1.5% |
$641K - $883K
|
188K
$57M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.74K+ 22.54% |
$633K - $873K
|
14.9K
$4.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.7K+ 12.65% |
$625K - $862K
|
24.1K
$7.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.63K+ 6.66% |
$609K - $840K
|
42.2K
$12.8M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.63K+ 10.9% |
$608K - $838K
|
26.7K
$8.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.61KNew |
$604K - $833K
|
2.61K
$791K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.6K+ 4.22% |
$602K - $830K
|
64.3K
$19.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
2.6K+ 1.28% |
$601K - $828K
|
206K
$62.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
2.56K+ 16.26% |
$593K - $818K
|
18.3K
$5.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.56K+ 4.13% |
$591K - $815K
|
64.4K
$19.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.55KNew |
$590K - $814K
|
2.55K
$773K
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
2.54K+ 7.75% |
$587K - $810K
|
35.3K
$10.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.49K+ 13.58% |
$577K - $795K
|
20.9K
$6.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.48K+ 187.79% |
$573K - $790K
|
3.8K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.44K+ 24.86% |
$565K - $779K
|
12.3K
$3.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.37K+ 19.22% |
$549K - $757K
|
14.7K
$4.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
BUY
|
- |
2.34K+ 210.22% |
$542K - $748K
|
3.46K
$1.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.34K+ 24.59% |
$541K - $746K
|
11.9K
$3.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.34K+ 48.21% |
$541K - $745K
|
7.18K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.33K+ 2.11% |
$540K - $744K
|
113K
$34.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
2.31KNew |
$535K - $737K
|
2.31K
$701K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.31K+ 20.14% |
$535K - $737K
|
13.8K
$4.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.3K+ 23.96% |
$532K - $734K
|
11.9K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Nine Masts Capital LTD
|
BUY
|
- |
2.28KNew |
$528K - $729K
|
2.28K
$693K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.28KNew |
$527K - $727K
|
2.28K
$691K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.2K+ 27.31% |
$510K - $702K
|
10.3K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.2K+ 7.24% |
$510K - $702K
|
32.6K
$9.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.18K+ 38.55% |
$504K - $695K
|
7.83K
$2.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.17K+ 2.27% |
$502K - $692K
|
97.6K
$29.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.12K+ 2.85% |
$490K - $675K
|
76.5K
$23.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2.1K+ 13.79% |
$486K - $670K
|
17.3K
$5.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.05K+ 31.36% |
$475K - $654K
|
8.59K
$2.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.05K+ 2.27% |
$473K - $653K
|
92.1K
$27.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.04K+ 13.22% |
$471K - $650K
|
17.4K
$5.29M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.02KNew |
$467K - $644K
|
2.02K
$612K
|
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
2K+ 5.17% |
$462K - $637K
|
40.6K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.98K+ 170.59% |
$459K - $633K
|
3.15K
$954K
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.96KNew |
$452K - $624K
|
1.96K
$593K
|