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 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-235- 2.62% |
$69.2K - $80.4K
|
8.74K
$2.83M
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-2.14K- 2.57% |
$628K - $731K
|
81K
$26.2M
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 13.71% |
$440K - $512K
|
12.4K
$4.01M
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
282+ 1.2% |
$83K - $96.5K
|
23.8K
$7.69M
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.13K- 7.02% |
$1.51M - $1.76M
|
67.9K
$21.9M
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
15+ 0.05% |
$4.41K - $5.13K
|
29.4K
$9.5M
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
1+ 0.11% |
$294 - $342
|
885
$286K
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
33+ 0.18% |
$9.71K - $11.3K
|
18.9K
$6.1M
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
48+ 2.85% |
$14.1K - $16.4K
|
1.73K
$559K
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-31- 2.08% |
$9.12K - $10.6K
|
1.46K
$472K
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-10- 1.02% |
$2.94K - $3.42K
|
968
$313K
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-40- 0.6% |
$11.8K - $13.7K
|
6.67K
$2.16M
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-423- 0.39% |
$124K - $145K
|
107K
$34.7M
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-24- 2.3% |
$7.06K - $8.22K
|
1.02K
$330K
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3+ 0.14% |
$883 - $1.03K
|
2.1K
$680K
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
113+ 3.28% |
$33.3K - $38.7K
|
3.55K
$1.15M
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-661- 10.11% |
$195K - $226K
|
5.88K
$1.9M
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
2.24K+ 166.59% |
$660K - $768K
|
3.59K
$1.16M
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-128- 13.9% |
$37.7K - $43.8K
|
793
$256K
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
328+ 34.31% |
$96.5K - $112K
|
1.28K
$415K
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.78K+ 38.85% |
$2.88M - $3.35M
|
34.9K
$11.3M
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33+ 19.76% |
$9.71K - $11.3K
|
200
$64.6K
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-186- 19.12% |
$54.7K - $63.7K
|
787
$254K
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
83+ 2.81% |
$24.4K - $28.4K
|
3.04K
$981K
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
645New |
$190K - $221K
|
645
$208K
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
21New |
$6.18K - $7.19K
|
21
$6.79K
|
|
Oct 10, 2025
Q3 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-278- 0.36% |
$81.8K - $95.2K
|
77.2K
$24.9M
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.26K+ 106.87% |
$2.14M - $2.49M
|
14.1K
$4.54M
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-344- 1.68% |
$101K - $118K
|
20.1K
$6.49M
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-17- 1.76% |
$5K - $5.82K
|
947
$306K
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
3+ 0.04% |
$883 - $1.03K
|
8.32K
$2.69M
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.62KNew |
$1.36M - $1.58M
|
4.62K
$1.49M
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-125- 6.1% |
$36.8K - $42.8K
|
1.92K
$622K
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$589 - $685
|
7.83K
$2.53M
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-792- 16.35% |
$233K - $271K
|
4.05K
$1.31M
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-58.3K- 13.74% |
$17.2M - $20M
|
366K
$118M
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-129- 22.36% |
$38K - $44.2K
|
448
$145K
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
262+ 0.56% |
$77.1K - $89.7K
|
47.3K
$15.3M
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
762New |
$224K - $261K
|
762
$246K
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-11- 1.1% |
$3.24K - $3.77K
|
993
$321K
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
407+ 2.6% |
$120K - $139K
|
16.1K
$5.19M
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-65- 6.26% |
$19.1K - $22.3K
|
974
$315K
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
21+ 0.31% |
$6.18K - $7.19K
|
6.87K
$2.22M
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
271+ 1.23% |
$79.7K - $92.8K
|
22.3K
$7.21M
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
34+ 1.46% |
$10K - $11.6K
|
2.36K
$762K
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
651New |
$192K - $223K
|
651
$210K
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
58+ 1.24% |
$17.1K - $19.9K
|
4.73K
$1.53M
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-698- 16.6% |
$205K - $239K
|
3.51K
$1.13M
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1- 0.03% |
$294 - $342
|
3.4K
$1.1M
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.48K- 77.46% |
$731K - $850K
|
723
$234K
|