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
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-422- 2.53% |
$97.6K - $135K
|
16.3K
$5.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.17K+ 9.33% |
$271K - $373K
|
13.7K
$4.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
18+ 1.4% |
$4.17K - $5.74K
|
1.3K
$402K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3+ 1.37% |
$694 - $957
|
222
$68.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$231 - $319
|
3.29K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.05K+ 30.51% |
$1.63M - $2.25M
|
30.2K
$9.3M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-28- 1.82% |
$6.48K - $8.93K
|
1.51K
$467K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3- 0.19% |
$694 - $957
|
1.59K
$491K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-43- 4.1% |
$9.95K - $13.7K
|
1.01K
$310K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
6.8K+ 3.07% |
$1.57M - $2.17M
|
228K
$70.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
60+ 1.06% |
$13.9K - $19.1K
|
5.73K
$1.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-10- 0.12% |
$2.31K - $3.19K
|
8.42K
$2.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
30K+ 1693.16% |
$6.93M - $9.56M
|
31.7K
$9.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
258+ 0.57% |
$59.7K - $82.3K
|
45.7K
$14.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
1.07K+ 20.89% |
$248K - $341K
|
6.19K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-20- 1.86% |
$4.63K - $6.38K
|
1.06K
$326K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
9.6K+ 41.94% |
$2.22M - $3.06M
|
32.5K
$10M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-76- 9.0% |
$17.6K - $24.2K
|
768
$237K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
106+ 0.43% |
$24.5K - $33.8K
|
24.7K
$7.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 3.65% |
$1.85K - $2.55K
|
227
$70K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.5K+ 14.7% |
$348K - $479K
|
11.7K
$3.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
19.2K+ 1370.71% |
$4.44M - $6.12M
|
20.6K
$6.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 2.01% |
$139K - $191K
|
29.2K
$9M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-4- 25.0% |
$926 - $1.28K
|
12
$3.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
72+ 3.64% |
$16.7K - $23K
|
2.05K
$631K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
184+ 1.7% |
$42.6K - $58.7K
|
11K
$3.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.51K+ 115.33% |
$350K - $482K
|
2.82K
$870K
|
|
|
Jul 23, 2025
Q2 2025
|
Focused Investors LLC
|
SELL
|
- |
-8.9K- 2.04% |
$2.06M - $2.84M
|
428K
$132M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
526+ 9.27% |
$122K - $168K
|
6.2K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.42K+ 173.14% |
$328K - $452K
|
2.24K
$690K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-70- 5.11% |
$16.2K - $22.3K
|
1.3K
$401K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
18.1K+ 44.24% |
$4.2M - $5.78M
|
59.1K
$18.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.08K- 87.88% |
$482K - $664K
|
287
$88.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
BUY
|
- |
3.41K+ 138.83% |
$789K - $1.09M
|
5.87K
$1.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
BUY
|
- |
4.87K+ 167.62% |
$1.13M - $1.55M
|
7.77K
$2.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.52KNew |
$352K - $485K
|
1.52K
$469K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
18+ 0.23% |
$4.17K - $5.74K
|
7.82K
$2.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
BUY
|
- |
3.08KNew |
$712K - $981K
|
3.08K
$948K
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
BUY
|
- |
8.95K+ 272.3% |
$2.07M - $2.85M
|
12.2K
$3.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-310- 1.78% |
$71.7K - $98.9K
|
17.1K
$5.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Hendley & CO Inc
|
BUY
|
- |
375+ 12.44% |
$86.8K - $120K
|
3.39K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-6- 37.5% |
$1.39K - $1.91K
|
10
$3.08K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
310+ 20.29% |
$71.7K - $98.9K
|
1.84K
$567K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-437- 7.27% |
$101K - $139K
|
5.58K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
128New |
$29.6K - $40.8K
|
128
$39.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.56% |
$2.31K - $3.19K
|
1.76K
$543K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
287+ 158.56% |
$66.4K - $91.5K
|
468
$144K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4+ 0.08% |
$926 - $1.28K
|
4.84K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
3.83KNew |
$887K - $1.22M
|
3.83K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9.93K- 22.73% |
$2.3M - $3.17M
|
33.8K
$10.4M
|