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 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
220+ 0.47% |
$50.9K - $70.2K
|
46.8K
$14.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
32+ 5.19% |
$7.4K - $10.2K
|
648
$200K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
671New |
$155K - $214K
|
671
$207K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
244+ 6.26% |
$56.5K - $77.8K
|
4.14K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
BUY
|
- |
2.34K+ 210.22% |
$542K - $748K
|
3.46K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
745+ 2.87% |
$172K - $238K
|
26.7K
$8.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
39+ 2.81% |
$9.02K - $12.4K
|
1.43K
$440K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-36- 1.63% |
$8.33K - $11.5K
|
2.17K
$668K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
45+ 0.94% |
$10.4K - $14.4K
|
4.82K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
183+ 2.8% |
$42.3K - $58.4K
|
6.71K
$2.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
8.88K+ 17.59% |
$2.05M - $2.83M
|
59.3K
$18.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
125+ 8.49% |
$28.9K - $39.9K
|
1.6K
$493K
|
|
|
Jul 23, 2025
Q2 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-500- 33.33% |
$116K - $159K
|
1K
$308K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-89- 1.0% |
$20.6K - $28.4K
|
8.79K
$2.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1.19K- 42.02% |
$275K - $380K
|
1.64K
$506K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
4.52K+ 5.75% |
$1.05M - $1.44M
|
83.2K
$25.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
12K+ 2.67% |
$2.77M - $3.82M
|
460K
$142M
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-210- 1.75% |
$48.6K - $67K
|
11.8K
$3.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 23.08% |
$694 - $957
|
10
$3.08K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
992+ 21.76% |
$230K - $316K
|
5.55K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-64- 2.24% |
$14.8K - $20.4K
|
2.79K
$859K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.71K- 1.54% |
$395K - $544K
|
109K
$33.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
25+ 1.5% |
$5.78K - $7.97K
|
1.69K
$521K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
4.45K+ 25.3% |
$1.03M - $1.42M
|
22K
$6.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
11+ 275.0% |
$2.55K - $3.51K
|
15
$4.62K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.19% |
$926 - $1.28K
|
2.1K
$649K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.04K+ 82.24% |
$704K - $970K
|
6.74K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.18K+ 38.55% |
$504K - $695K
|
7.83K
$2.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-26- 2.27% |
$6.02K - $8.29K
|
1.12K
$345K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
37+ 0.89% |
$8.56K - $11.8K
|
4.19K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
1+ 0.11% |
$231 - $319
|
884
$272K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-100- 0.98% |
$23.1K - $31.9K
|
10.1K
$3.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-32- 0.09% |
$7.4K - $10.2K
|
36.8K
$11.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-92- 0.3% |
$21.3K - $29.3K
|
30.2K
$9.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
140+ 3.58% |
$32.4K - $44.7K
|
4.05K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
65+ 1.47% |
$15K - $20.7K
|
4.48K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-25- 1.53% |
$5.78K - $7.97K
|
1.61K
$496K
|
|
|
Jul 22, 2025
Q2 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-20- 0.11% |
$4.63K - $6.38K
|
18.6K
$5.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
30+ 7.28% |
$6.94K - $9.57K
|
442
$136K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
14+ 0.64% |
$3.24K - $4.47K
|
2.2K
$678K
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.26K- 7.18% |
$523K - $722K
|
29.3K
$9.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
32+ 1.54% |
$7.4K - $10.2K
|
2.12K
$652K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
669+ 37.99% |
$155K - $213K
|
2.43K
$749K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-142- 3.84% |
$32.9K - $45.3K
|
3.56K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
141+ 10.7% |
$32.6K - $45K
|
1.46K
$450K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
350+ 4.28% |
$81K - $112K
|
8.53K
$2.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-30- 0.81% |
$6.94K - $9.57K
|
3.68K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.2K+ 123.92% |
$278K - $383K
|
2.17K
$670K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
23.5K+ 397.12% |
$5.43M - $7.49M
|
29.4K
$9.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
154+ 3.17% |
$35.6K - $49.1K
|
5.02K
$1.55M
|