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 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11.6K+ 16.58% |
$2.69M - $3.71M
|
81.8K
$29M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
810New |
$187K - $258K
|
810
$288K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.08% |
$231 - $319
|
1.19K
$424K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-26- 2.75% |
$6.02K - $8.29K
|
920
$327K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
5+ 0.18% |
$1.16K - $1.59K
|
2.83K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
83+ 8.62% |
$19.2K - $26.5K
|
1.05K
$372K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-662- 33.32% |
$153K - $211K
|
1.33K
$471K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-73- 9.57% |
$16.9K - $23.3K
|
690
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-60- 2.64% |
$13.9K - $19.1K
|
2.22K
$787K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$1.16K - $1.59K
|
1.99K
$707K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
10+ 0.8% |
$2.31K - $3.19K
|
1.26K
$446K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$231 - $319
|
1.74K
$618K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-50- 0.44% |
$11.6K - $15.9K
|
11.4K
$4.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
642New |
$149K - $205K
|
642
$228K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-83- 10.59% |
$19.2K - $26.5K
|
701
$249K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
447+ 28.06% |
$103K - $143K
|
2.04K
$725K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.71K+ 17.26% |
$1.09M - $1.5M
|
32K
$11.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-99- 1.73% |
$22.9K - $31.6K
|
5.64K
$2M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
877New |
$203K - $280K
|
877
$312K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
22+ 1.05% |
$5.09K - $7.02K
|
2.12K
$752K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-5- 2.91% |
$1.16K - $1.59K
|
167
$59.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.65K+ 3.95% |
$1.31M - $1.8M
|
148K
$52.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.21% |
$23.1K - $31.9K
|
47.7K
$17M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
801+ 4.6% |
$185K - $256K
|
18.2K
$6.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.49K+ 13.58% |
$577K - $795K
|
20.9K
$7.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.4K- 36.67% |
$3.33M - $4.6M
|
24.9K
$8.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-844- 8.24% |
$195K - $269K
|
9.39K
$3.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.5K+ 73.63% |
$348K - $479K
|
3.54K
$1.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
675New |
$156K - $215K
|
675
$240K
|
|
|
Jul 25, 2025
Q2 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
1.82K+ 231.93% |
$422K - $582K
|
2.61K
$927K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.31% |
$926 - $1.28K
|
1.28K
$454K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
72+ 5.43% |
$16.7K - $23K
|
1.4K
$497K
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-255- 2.77% |
$59K - $81.3K
|
8.96K
$3.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-98- 12.13% |
$22.7K - $31.3K
|
710
$252K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-4.85K- 16.21% |
$1.12M - $1.55M
|
25K
$8.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.17% |
$926 - $1.28K
|
2.35K
$834K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
12+ 1.49% |
$2.78K - $3.83K
|
820
$291K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11K- 1.59% |
$2.54M - $3.5M
|
679K
$241M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.8K+ 86.1% |
$2.51M - $3.46M
|
23.4K
$8.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
267+ 18.99% |
$61.8K - $85.2K
|
1.67K
$594K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-10K- 17.04% |
$2.31M - $3.19M
|
48.7K
$17.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 10.68% |
$329K - $453K
|
11.9K
$4.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.53% |
$1.62K - $2.23K
|
1.32K
$468K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.64K- 15.24% |
$379K - $523K
|
9.12K
$3.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-75- 0.79% |
$17.4K - $23.9K
|
9.45K
$3.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.28K- 14.11% |
$296K - $408K
|
7.79K
$2.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
182+ 2.78% |
$42.1K - $58.1K
|
6.72K
$2.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.11% |
$231 - $319
|
904
$321K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
370+ 4.4% |
$85.6K - $118K
|
8.77K
$3.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
688New |
$159K - $219K
|
688
$244K
|