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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.31% |
$926 - $1.28K
|
1.28K
$389K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
72+ 5.43% |
$16.7K - $23K
|
1.4K
$425K
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-255- 2.77% |
$59K - $81.3K
|
8.96K
$2.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-98- 12.13% |
$22.7K - $31.3K
|
710
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-4.85K- 16.21% |
$1.12M - $1.55M
|
25K
$7.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.17% |
$926 - $1.28K
|
2.35K
$714K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
12+ 1.49% |
$2.78K - $3.83K
|
820
$249K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11K- 1.59% |
$2.54M - $3.5M
|
679K
$206M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.8K+ 86.1% |
$2.51M - $3.46M
|
23.4K
$7.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
267+ 18.99% |
$61.8K - $85.2K
|
1.67K
$509K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-10K- 17.04% |
$2.31M - $3.19M
|
48.7K
$14.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-379- 4.41% |
$87.7K - $121K
|
8.22K
$2.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 10.68% |
$329K - $453K
|
11.9K
$3.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.53% |
$1.62K - $2.23K
|
1.32K
$401K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
9+ 0.29% |
$2.08K - $2.87K
|
3.08K
$937K
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$463 - $638
|
5.56K
$1.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-13- 1.2% |
$3.01K - $4.15K
|
1.07K
$325K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.64K- 15.24% |
$379K - $523K
|
9.12K
$2.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-75- 0.79% |
$17.4K - $23.9K
|
9.45K
$2.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
60+ 0.09% |
$13.9K - $19.1K
|
69.5K
$21.1M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-407- 6.27% |
$94.2K - $130K
|
6.08K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.28K- 14.11% |
$296K - $408K
|
7.79K
$2.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
182+ 2.78% |
$42.1K - $58.1K
|
6.72K
$2.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.11% |
$231 - $319
|
904
$275K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
370+ 4.4% |
$85.6K - $118K
|
8.77K
$2.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.45K- 5.46% |
$336K - $463K
|
25.2K
$7.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-19- 1.91% |
$4.4K - $6.06K
|
978
$297K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
105+ 13.29% |
$24.3K - $33.5K
|
895
$272K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
688New |
$159K - $219K
|
688
$209K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
402+ 5.48% |
$93K - $128K
|
7.74K
$2.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-45.6K- 21.1% |
$10.5M - $14.5M
|
170K
$51.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-21.8K- 34.49% |
$5.04M - $6.95M
|
41.4K
$12.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
732New |
$169K - $233K
|
732
$223K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
SELL
|
- |
-39.8K- 5.05% |
$9.2M - $12.7M
|
748K
$227M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-154- 7.77% |
$35.6K - $49.1K
|
1.83K
$556K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.59K- 45.65% |
$367K - $506K
|
1.89K
$574K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
16.4K+ 260.12% |
$3.78M - $5.22M
|
22.6K
$6.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
141+ 4.38% |
$32.6K - $45K
|
3.36K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.33KNew |
$308K - $425K
|
1.33K
$405K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-86- 1.49% |
$19.9K - $27.4K
|
5.67K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
307+ 19.28% |
$71K - $97.9K
|
1.9K
$578K
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-545- 9.66% |
$126K - $174K
|
5.09K
$1.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-243- 7.33% |
$56.2K - $77.5K
|
3.07K
$934K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
9+ 0.1% |
$2.08K - $2.87K
|
9.18K
$2.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
281+ 14.07% |
$65K - $89.6K
|
2.28K
$693K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
240+ 31.25% |
$55.5K - $76.6K
|
1.01K
$307K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-3- 0.81% |
$694 - $957
|
367
$112K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-922- 4.15% |
$213K - $294K
|
21.3K
$6.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$231 - $319
|
3.29K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.05K+ 30.51% |
$1.63M - $2.25M
|
30.2K
$9.18M
|