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 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-256- 0.21% |
$59.2K - $81.7K
|
122K
$43.2M
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.29K- 12.62% |
$299K - $412K
|
8.95K
$3.18M
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
323+ 16.71% |
$74.7K - $103K
|
2.26K
$801K
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
384+ 2.82% |
$88.9K - $122K
|
14K
$4.97M
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
933+ 0.6% |
$216K - $298K
|
155K
$55.2M
|
|
Jul 30, 2025
Q2 2025
|
Maj Invest Holding A
|
BUY
|
- |
78.1K+ 17.73% |
$18.1M - $24.9M
|
518K
$184M
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
19.5K+ 903.61% |
$4.51M - $6.22M
|
21.7K
$7.69M
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
893+ 107.46% |
$207K - $285K
|
1.72K
$612K
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-518- 1.76% |
$120K - $165K
|
28.9K
$10.3M
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.04K+ 121.95% |
$240K - $331K
|
1.89K
$672K
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4+ 1.07% |
$926 - $1.28K
|
379
$135K
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
27New |
$6.25K - $8.61K
|
27
$9.59K
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.37K- 10.44% |
$780K - $1.08M
|
28.9K
$10.3M
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-40- 3.57% |
$9.26K - $12.8K
|
1.08K
$384K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-374- 0.54% |
$86.5K - $119K
|
68.3K
$24.3M
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-433- 1.16% |
$100K - $138K
|
36.9K
$13.1M
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
61+ 0.04% |
$14.1K - $19.5K
|
136K
$48.5M
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-6.72K- 14.81% |
$1.56M - $2.14M
|
38.7K
$13.7M
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
310+ 2.96% |
$71.7K - $98.9K
|
10.8K
$3.83M
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
19+ 3.88% |
$4.4K - $6.06K
|
509
$181K
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
169+ 10.25% |
$39.1K - $53.9K
|
1.82K
$645K
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
50+ 3.47% |
$11.6K - $15.9K
|
1.49K
$529K
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-205- 23.01% |
$47.4K - $65.4K
|
686
$244K
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
500+ 31.04% |
$116K - $159K
|
2.11K
$750K
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.08K+ 49.68% |
$249K - $343K
|
3.24K
$1.15M
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
67+ 7.42% |
$15.5K - $21.4K
|
970
$345K
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-139- 1.6% |
$32.2K - $44.3K
|
8.53K
$3.03M
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-85- 0.24% |
$19.7K - $27.1K
|
35.5K
$12.6M
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2+ 0.1% |
$463 - $638
|
1.97K
$698K
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-3.14K- 1.7% |
$726K - $1M
|
182K
$64.5M
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
102+ 12.0% |
$23.6K - $32.5K
|
952
$338K
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6- 0.36% |
$1.39K - $1.91K
|
1.66K
$589K
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4KNew |
$926K - $1.28M
|
4K
$1.42M
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-350- 5.81% |
$81K - $112K
|
5.67K
$2.01M
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-27- 0.5% |
$6.25K - $8.61K
|
5.38K
$1.91M
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
31+ 3.32% |
$7.17K - $9.89K
|
965
$343K
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.3K+ 19.49% |
$300K - $413K
|
7.94K
$2.82M
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
143+ 0.12% |
$33.1K - $45.6K
|
117K
$41.4M
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.32K+ 26.63% |
$768K - $1.06M
|
15.8K
$5.61M
|
|
Jul 30, 2025
Q2 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
480+ 1.87% |
$111K - $153K
|
26.2K
$9.3M
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-196- 3.33% |
$45.4K - $62.5K
|
5.69K
$2.02M
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-65.4K- 98.76% |
$15.1M - $20.8M
|
820
$291K
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.45K- 33.95% |
$335K - $462K
|
2.82K
$1M
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-9- 0.5% |
$2.08K - $2.87K
|
1.78K
$632K
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
302New |
$69.9K - $96.3K
|
302
$107K
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-669- 7.91% |
$155K - $213K
|
7.79K
$2.77M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.2% |
$1.39K - $1.91K
|
3.03K
$1.08M
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
71+ 9.15% |
$16.4K - $22.6K
|
847
$301K
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-190- 2.11% |
$44K - $60.6K
|
8.83K
$3.14M
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4.47K+ 3.87% |
$1.03M - $1.43M
|
120K
$42.6M
|