Latest Institutional Transactions on American Express CO (AXP)
This table provides information on the latest institutional transactions involving American Express CO (AXP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
184+ 17.08% |
$54.1K - $63K
|
1.26K
$407K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
333+ 8.23% |
$98K - $114K
|
4.38K
$1.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
192+ 5.54% |
$56.5K - $65.7K
|
3.66K
$1.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3- 0.05% |
$883 - $1.03K
|
6.37K
$2.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.45K+ 2.48% |
$427K - $497K
|
60.1K
$19.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-24- 3.03% |
$7.06K - $8.22K
|
769
$248K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
309+ 17.97% |
$90.9K - $106K
|
2.03K
$656K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
52+ 2.95% |
$15.3K - $17.8K
|
1.82K
$587K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.15K- 9.77% |
$338K - $393K
|
10.6K
$3.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-98- 10.13% |
$28.8K - $33.5K
|
869
$281K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
15+ 1.34% |
$4.41K - $5.13K
|
1.13K
$365K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
29+ 1.03% |
$8.53K - $9.93K
|
2.85K
$922K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 0.82% |
$3.53K - $4.11K
|
1.47K
$475K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-845- 0.92% |
$249K - $289K
|
91.1K
$29.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
55+ 0.58% |
$16.2K - $18.8K
|
9.48K
$3.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
68+ 7.41% |
$20K - $23.3K
|
986
$319K
|
|
|
Oct 17, 2025
Q3 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-115- 1.35% |
$33.8K - $39.4K
|
8.4K
$2.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-57- 2.48% |
$16.8K - $19.5K
|
2.25K
$725K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-74- 0.76% |
$21.8K - $25.3K
|
9.71K
$3.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
615New |
$181K - $211K
|
615
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
37+ 4.75% |
$10.9K - $12.7K
|
816
$264K
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
SELL
|
- |
-230- 2.05% |
$67.7K - $78.7K
|
11K
$3.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3- 0.39% |
$883 - $1.03K
|
770
$249K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
542+ 1.61% |
$159K - $186K
|
34.2K
$11.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-562- 0.7% |
$165K - $192K
|
79.8K
$25.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7- 0.55% |
$2.06K - $2.4K
|
1.27K
$411K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
212+ 3.8% |
$62.4K - $72.6K
|
5.79K
$1.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-58- 1.36% |
$17.1K - $19.9K
|
4.2K
$1.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
255+ 2.06% |
$75K - $87.3K
|
12.6K
$4.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
81+ 4.34% |
$23.8K - $27.7K
|
1.95K
$629K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
347+ 3.05% |
$102K - $119K
|
11.7K
$3.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-54.3K- 18.28% |
$16M - $18.6M
|
243K
$78.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
175+ 12.69% |
$51.5K - $59.9K
|
1.55K
$502K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.48% |
$1.47K - $1.71K
|
1.05K
$338K
|
|
|
Oct 16, 2025
Q3 2025
|
Covea Finance
|
BUY
|
- |
31.7K+ 57.01% |
$9.33M - $10.9M
|
87.3K
$28.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.18K+ 8.67% |
$936K - $1.09M
|
39.9K
$12.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
50+ 5.73% |
$14.7K - $17.1K
|
922
$298K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
144+ 1.86% |
$42.4K - $49.3K
|
7.88K
$2.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
659New |
$194K - $226K
|
659
$213K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.13K- 9.88% |
$332K - $386K
|
10.3K
$3.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
8+ 1.06% |
$2.35K - $2.74K
|
765
$247K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
28+ 2.34% |
$8.24K - $9.58K
|
1.23K
$396K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-25- 0.21% |
$7.36K - $8.56K
|
11.8K
$3.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-75- 4.66% |
$22.1K - $25.7K
|
1.53K
$496K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
302+ 0.82% |
$88.9K - $103K
|
37.1K
$12M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
89+ 3.56% |
$26.2K - $30.5K
|
2.59K
$837K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
759New |
$223K - $260K
|
759
$245K
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
42+ 0.76% |
$12.4K - $14.4K
|
5.6K
$1.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
720+ 6.88% |
$212K - $246K
|
11.2K
$3.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$294 - $342
|
343
$111K
|