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 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.34KNew |
$309K - $426K
|
1.34K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.34K+ 4.71% |
$309K - $426K
|
29.7K
$9.02M
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.33KNew |
$308K - $425K
|
1.33K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.32K+ 62.23% |
$305K - $420K
|
3.44K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.31K+ 11.29% |
$303K - $417K
|
12.9K
$3.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.31K+ 4.12% |
$302K - $417K
|
33K
$10M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.3K+ 19.49% |
$300K - $413K
|
7.94K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.29K+ 7.54% |
$298K - $411K
|
18.4K
$5.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
1.27K+ 1.07% |
$295K - $406K
|
120K
$36.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.27K+ 161.76% |
$293K - $404K
|
2.05K
$621K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
1.25KNew |
$289K - $399K
|
1.25K
$379K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.24KNew |
$287K - $395K
|
1.24K
$376K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.22K+ 7.24% |
$282K - $389K
|
18.1K
$5.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.21KNew |
$280K - $385K
|
1.21K
$366K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.21K+ 46.24% |
$279K - $385K
|
3.81K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.2K+ 123.92% |
$278K - $383K
|
2.17K
$659K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.2KNew |
$278K - $383K
|
1.2K
$364K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.2K+ 0.47% |
$277K - $382K
|
254K
$77.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.2KNew |
$277K - $382K
|
1.2K
$363K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.2KNew |
$277K - $382K
|
1.2K
$363K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
1.19K+ 42.27% |
$275K - $380K
|
4.01K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.19K+ 8.6% |
$274K - $378K
|
15K
$4.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.18K+ 71.74% |
$274K - $377K
|
2.83K
$859K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.18K+ 6.78% |
$273K - $376K
|
18.6K
$5.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
1.18K+ 1.28% |
$273K - $376K
|
92.9K
$28.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.17K+ 9.33% |
$271K - $373K
|
13.7K
$4.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.15K+ 42.17% |
$266K - $367K
|
3.88K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.15K+ 92.57% |
$265K - $366K
|
2.39K
$723K
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.14K+ 3.69% |
$264K - $364K
|
32.1K
$9.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.13KNew |
$261K - $360K
|
1.13K
$342K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.13KNew |
$261K - $359K
|
1.13K
$341K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.12KNew |
$259K - $358K
|
1.12K
$340K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.11KNew |
$258K - $355K
|
1.11K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.1K+ 142.75% |
$255K - $352K
|
1.87K
$568K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.1KNew |
$255K - $351K
|
1.1K
$334K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$254K - $350K
|
1.1K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1KNew |
$253K - $349K
|
1.1K
$332K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.09K+ 2.7% |
$252K - $348K
|
41.4K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.09KNew |
$251K - $346K
|
1.09K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 11.65% |
$250K - $345K
|
10.4K
$3.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.08K+ 49.68% |
$249K - $343K
|
3.24K
$983K
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
1.07K+ 20.89% |
$248K - $341K
|
6.19K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 8.2% |
$246K - $338K
|
14K
$4.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.06KNew |
$245K - $337K
|
1.06K
$321K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 6.66% |
$244K - $336K
|
16.9K
$5.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
1.04K+ 1.93% |
$240K - $331K
|
54.8K
$16.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.04K+ 121.95% |
$240K - $331K
|
1.89K
$573K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
1.02KNew |
$237K - $327K
|
1.02K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.01KNew |
$234K - $323K
|
1.01K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 1.74% |
$233K - $321K
|
58.6K
$17.8M
|