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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.56KNew |
$1.05M - $1.22M
|
3.56K
$1.21M
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
251+ 16.55% |
$73.9K - $85.9K
|
1.77K
$603K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
3.54K+ 116.48% |
$1.04M - $1.21M
|
6.58K
$2.25M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-773- 0.59% |
$227K - $265K
|
130K
$44.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
266+ 5.3% |
$78.3K - $91.1K
|
5.28K
$1.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.69K+ 20.74% |
$1.09M - $1.26M
|
21.5K
$7.33M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.21K+ 2.7% |
$1.24M - $1.44M
|
160K
$54.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.58K+ 183.32% |
$1.35M - $1.57M
|
7.08K
$2.42M
|
|
|
Nov 19, 2025
Q3 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-107- 1.51% |
$31.5K - $36.6K
|
6.99K
$2.38M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1K- 50.0% |
$294K - $342K
|
1K
$341K
|
|
|
Nov 18, 2025
Q3 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-500- 10.51% |
$147K - $171K
|
4.26K
$1.45M
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 2.43% |
$29.4K - $34.2K
|
4.02K
$1.37M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-77.6K- 8.32% |
$22.8M - $26.6M
|
855K
$292M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-123- 6.61% |
$36.2K - $42.1K
|
1.74K
$593K
|
|
|
Nov 18, 2025
Q3 2025
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
50K+ 25.35% |
$14.7M - $17.1M
|
247K
$84.4M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-70- 1.01% |
$20.6K - $24K
|
6.83K
$2.33M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
46+ 1.89% |
$13.5K - $15.7K
|
2.48K
$848K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-831- 2.24% |
$245K - $284K
|
36.2K
$12.4M
|
|
|
Nov 18, 2025
Q3 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
1.91K+ 8.35% |
$563K - $655K
|
24.8K
$8.47M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2+ 0.0% |
$589 - $685
|
64.4K
$22M
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
SELL
|
- |
-348- 7.77% |
$102K - $119K
|
4.13K
$1.41M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
55.3KNew |
$16.3M - $18.9M
|
55.3K
$18.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
42.6K+ 102.31% |
$12.5M - $14.6M
|
84.3K
$28.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
7.26KNew |
$2.14M - $2.49M
|
7.26K
$2.48M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
27+ 2.32% |
$7.95K - $9.24K
|
1.19K
$406K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.05K+ 23.42% |
$309K - $359K
|
5.53K
$1.89M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-287- 4.15% |
$84.5K - $98.2K
|
6.63K
$2.26M
|
|
|
Nov 17, 2025
Q3 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-21.8K- 36.67% |
$6.42M - $7.46M
|
37.6K
$12.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-16- 0.77% |
$4.71K - $5.48K
|
2.06K
$703K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
724New |
$213K - $248K
|
724
$247K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
173+ 9.23% |
$50.9K - $59.2K
|
2.05K
$699K
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-7.39K- 5.02% |
$2.17M - $2.53M
|
140K
$47.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-15- 0.82% |
$4.41K - $5.13K
|
1.82K
$622K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-662- 0.91% |
$195K - $227K
|
71.8K
$24.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
200+ 5.1% |
$58.9K - $68.5K
|
4.12K
$1.41M
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
14.1K+ 84.32% |
$4.15M - $4.83M
|
30.8K
$10.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
10+ 0.59% |
$2.94K - $3.42K
|
1.7K
$580K
|
|
|
Nov 17, 2025
Q3 2025
|
Schubert & CO
|
SELL
|
- |
-47- 2.57% |
$13.8K - $16.1K
|
1.78K
$607K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
415New |
$122K - $142K
|
415
$142K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.26K- 4.42% |
$2.14M - $2.49M
|
157K
$53.6M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.81K- 2.5% |
$532K - $619K
|
70.5K
$24M
|
|
|
Nov 14, 2025
Q3 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
SELL
|
- |
-2- 1.68% |
$589 - $685
|
117
$39.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Heard Capital LLC
Chicago, IL |
BUY
|
- |
45.7K+ 11.85% |
$13.5M - $15.7M
|
432K
$147M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-14.7K- 4.54% |
$4.31M - $5.01M
|
308K
$105M
|
|
|
Nov 14, 2025
Q3 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-762- 3.38% |
$224K - $261K
|
21.8K
$7.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Mangrove Partners
New York, NY |
BUY
|
- |
2.73KNew |
$802K - $933K
|
2.73K
$930K
|
|
|
Nov 14, 2025
Q3 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.8K+ 177.92% |
$529K - $615K
|
2.81K
$958K
|
|
|
Nov 14, 2025
Q3 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
8.27K+ 39.43% |
$2.43M - $2.83M
|
29.3K
$9.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
386+ 1.64% |
$114K - $132K
|
23.9K
$8.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.2K+ 45.47% |
$5.66M - $6.59M
|
61.6K
$21M
|
|