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 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
205+ 1.75% |
$60.3K - $70.2K
|
11.9K
$3.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40+ 7.72% |
$11.8K - $13.7K
|
558
$180K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1- 0.11% |
$294 - $342
|
895
$289K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-15- 0.69% |
$4.41K - $5.13K
|
2.15K
$695K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
884New |
$260K - $303K
|
884
$286K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.83K- 1.68% |
$832K - $968K
|
165K
$53.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-20- 0.91% |
$5.89K - $6.85K
|
2.18K
$703K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
480+ 17.24% |
$141K - $164K
|
3.27K
$1.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
17+ 2.03% |
$5K - $5.82K
|
855
$276K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
989+ 28.83% |
$291K - $339K
|
4.42K
$1.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-25- 1.36% |
$7.36K - $8.56K
|
1.82K
$588K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
230+ 1.02% |
$67.7K - $78.7K
|
22.9K
$7.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-6.81K- 12.59% |
$2M - $2.33M
|
47.3K
$15.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
193+ 4.76% |
$56.8K - $66.1K
|
4.25K
$1.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.68KNew |
$1.08M - $1.26M
|
3.68K
$1.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 1.11% |
$589 - $685
|
178
$57.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.52K+ 4.94% |
$448K - $521K
|
32.3K
$10.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-37- 0.62% |
$10.9K - $12.7K
|
5.93K
$1.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-179K- 26.68% |
$52.8M - $61.4M
|
493K
$159M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
15+ 1.95% |
$4.41K - $5.13K
|
785
$254K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
197+ 25.03% |
$58K - $67.4K
|
984
$318K
|
|
|
Oct 15, 2025
Q3 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-45- 4.43% |
$13.2K - $15.4K
|
970
$313K
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
28+ 2.69% |
$8.24K - $9.58K
|
1.07K
$346K
|
|
|
Oct 14, 2025
Q3 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-474- 1.48% |
$139K - $162K
|
31.6K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-976- 21.61% |
$287K - $334K
|
3.54K
$1.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-4.35K- 26.59% |
$1.28M - $1.49M
|
12K
$3.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
82+ 8.52% |
$24.1K - $28.1K
|
1.04K
$337K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
55+ 0.21% |
$16.2K - $18.8K
|
26.3K
$8.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-183- 1.31% |
$53.9K - $62.6K
|
13.8K
$4.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
954+ 8.16% |
$281K - $327K
|
12.7K
$4.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-50- 5.75% |
$14.7K - $17.1K
|
819
$265K
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-40- 5.49% |
$11.8K - $13.7K
|
689
$223K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-274- 22.68% |
$80.6K - $93.8K
|
934
$302K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-80- 0.16% |
$23.5K - $27.4K
|
48.4K
$15.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-996- 32.37% |
$293K - $341K
|
2.08K
$672K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.27% |
$1.18K - $1.37K
|
1.5K
$485K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
23+ 1.99% |
$6.77K - $7.87K
|
1.18K
$381K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-43- 5.75% |
$12.7K - $14.7K
|
705
$228K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.95K+ 88.82% |
$2.93M - $3.4M
|
21.1K
$6.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-3.81K- 2.16% |
$1.12M - $1.31M
|
172K
$55.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
31+ 0.74% |
$9.12K - $10.6K
|
4.22K
$1.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4+ 0.14% |
$1.18K - $1.37K
|
2.9K
$938K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-32- 1.26% |
$9.42K - $11K
|
2.52K
$813K
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-148- 4.6% |
$43.6K - $50.7K
|
3.07K
$991K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$294 - $342
|
5.11K
$1.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-483- 0.63% |
$142K - $165K
|
75.7K
$24.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.5K- 53.73% |
$736K - $856K
|
2.15K
$696K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
31+ 1.41% |
$9.12K - $10.6K
|
2.23K
$721K
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-3.1K- 1.82% |
$913K - $1.06M
|
167K
$54.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
27New |
$7.95K - $9.24K
|
27
$8.72K
|