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
|
Northside Capital Management, LLC
|
BUY
|
- |
1.93K+ 114.68% |
$447K - $616K
|
3.61K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.92K+ 17.12% |
$445K - $613K
|
13.2K
$3.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.91K+ 11.72% |
$441K - $608K
|
18.2K
$5.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.9K+ 4.15% |
$438K - $604K
|
47.6K
$14.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
1.87K+ 6.35% |
$434K - $598K
|
31.4K
$9.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.87K+ 23.24% |
$432K - $596K
|
9.91K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.84K+ 8.5% |
$427K - $588K
|
23.5K
$7.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
1.82K+ 231.93% |
$422K - $582K
|
2.61K
$791K
|
|
|
Jul 09, 2025
Q2 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
1.8KNew |
$417K - $574K
|
1.8K
$546K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.79K+ 8.35% |
$415K - $572K
|
23.3K
$7.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.77KNew |
$409K - $564K
|
1.77K
$536K
|
|
|
Aug 14, 2025
Q2 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.71KNew |
$395K - $545K
|
1.71K
$518K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.68K+ 122.38% |
$390K - $537K
|
3.06K
$928K
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
1.64KNew |
$378K - $522K
|
1.64K
$496K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.6K+ 2.97% |
$370K - $509K
|
55.4K
$16.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.59K+ 18.09% |
$369K - $508K
|
10.4K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
1.59K+ 0.4% |
$368K - $508K
|
403K
$122M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.59K+ 2.02% |
$368K - $507K
|
80.3K
$24.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.59K+ 18.43% |
$367K - $506K
|
10.2K
$3.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.57K+ 2.94% |
$364K - $501K
|
55.1K
$16.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.57K+ 15.99% |
$364K - $501K
|
11.4K
$3.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.54KNew |
$357K - $492K
|
1.54K
$467K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.54K+ 41.98% |
$355K - $490K
|
5.2K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.53K+ 24.62% |
$355K - $489K
|
7.76K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.52KNew |
$352K - $485K
|
1.52K
$461K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
1.51K+ 54.21% |
$350K - $483K
|
4.3K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.51K+ 115.33% |
$350K - $482K
|
2.82K
$856K
|
|
|
Aug 14, 2025
Q2 2025
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
1.51KNew |
$348K - $480K
|
1.51K
$457K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.5K+ 14.7% |
$348K - $479K
|
11.7K
$3.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.5K+ 73.63% |
$348K - $479K
|
3.54K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
1.5K+ 3.63% |
$346K - $477K
|
42.7K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.49K+ 28.85% |
$344K - $474K
|
6.64K
$2.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.48K+ 49.87% |
$342K - $471K
|
4.44K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.48K+ 7.25% |
$341K - $470K
|
21.8K
$6.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.46K+ 153.68% |
$338K - $466K
|
2.41K
$731K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.46K+ 29.12% |
$338K - $465K
|
6.47K
$1.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.46K+ 66.18% |
$337K - $465K
|
3.66K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.44K+ 11.19% |
$332K - $458K
|
14.3K
$4.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.42K+ 173.14% |
$328K - $452K
|
2.24K
$678K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.41K+ 18.52% |
$327K - $451K
|
9.05K
$2.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.41K+ 238.24% |
$326K - $449K
|
2K
$606K
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
1.4K+ 2.08% |
$324K - $447K
|
68.6K
$20.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.4K+ 2.3% |
$323K - $446K
|
62K
$18.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 14.28% |
$315K - $435K
|
10.9K
$3.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.36K+ 1.79% |
$315K - $435K
|
77.6K
$23.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.35KNew |
$312K - $430K
|
1.35K
$409K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.34KNew |
$311K - $428K
|
1.34K
$407K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.34K+ 44.44% |
$311K - $428K
|
4.36K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.34K+ 8.6% |
$311K - $428K
|
17K
$5.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.34KNew |
$310K - $427K
|
1.34K
$406K
|