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 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
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-45.6K- 21.1% |
$10.5M - $14.5M
|
170K
$60.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-21.8K- 34.49% |
$5.04M - $6.95M
|
41.4K
$14.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
732New |
$169K - $233K
|
732
$260K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
SELL
|
- |
-39.8K- 5.05% |
$9.2M - $12.7M
|
748K
$266M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-154- 7.77% |
$35.6K - $49.1K
|
1.83K
$650K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.59K- 45.65% |
$367K - $506K
|
1.89K
$671K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.33KNew |
$308K - $425K
|
1.33K
$474K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-86- 1.49% |
$19.9K - $27.4K
|
5.67K
$2.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
307+ 19.28% |
$71K - $97.9K
|
1.9K
$675K
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-545- 9.66% |
$126K - $174K
|
5.09K
$1.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-243- 7.33% |
$56.2K - $77.5K
|
3.07K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
9+ 0.1% |
$2.08K - $2.87K
|
9.18K
$3.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
281+ 14.07% |
$65K - $89.6K
|
2.28K
$809K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
240+ 31.25% |
$55.5K - $76.6K
|
1.01K
$358K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-3- 0.81% |
$694 - $957
|
367
$130K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-922- 4.15% |
$213K - $294K
|
21.3K
$7.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
64+ 3.85% |
$14.8K - $20.4K
|
1.73K
$613K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
1+ 0.13% |
$231 - $319
|
792
$281K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-137- 16.51% |
$31.7K - $43.7K
|
693
$246K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3+ 1.37% |
$694 - $957
|
222
$78.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.05K+ 30.51% |
$1.63M - $2.25M
|
30.2K
$10.7M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-28- 1.82% |
$6.48K - $8.93K
|
1.51K
$538K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3- 0.19% |
$694 - $957
|
1.59K
$566K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-43- 4.1% |
$9.95K - $13.7K
|
1.01K
$357K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
60+ 1.06% |
$13.9K - $19.1K
|
5.73K
$2.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-10- 0.12% |
$2.31K - $3.19K
|
8.42K
$2.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
30K+ 1693.16% |
$6.93M - $9.56M
|
31.7K
$11.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
258+ 0.57% |
$59.7K - $82.3K
|
45.7K
$16.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
1.07K+ 20.89% |
$248K - $341K
|
6.19K
$2.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-20- 1.86% |
$4.63K - $6.38K
|
1.06K
$375K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
9.6K+ 41.94% |
$2.22M - $3.06M
|
32.5K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-76- 9.0% |
$17.6K - $24.2K
|
768
$273K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
106+ 0.43% |
$24.5K - $33.8K
|
24.7K
$8.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 3.65% |
$1.85K - $2.55K
|
227
$80.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.5K+ 14.7% |
$348K - $479K
|
11.7K
$4.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
19.2K+ 1370.71% |
$4.44M - $6.12M
|
20.6K
$7.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
184+ 1.7% |
$42.6K - $58.7K
|
11K
$3.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Focused Investors LLC
|
SELL
|
- |
-8.9K- 2.04% |
$2.06M - $2.84M
|
428K
$152M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
526+ 9.27% |
$122K - $168K
|
6.2K
$2.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.42K+ 173.14% |
$328K - $452K
|
2.24K
$795K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-70- 5.11% |
$16.2K - $22.3K
|
1.3K
$462K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
18.1K+ 44.24% |
$4.2M - $5.78M
|
59.1K
$21M
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
BUY
|
- |
3.41K+ 138.83% |
$789K - $1.09M
|
5.87K
$2.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
BUY
|
- |
4.87K+ 167.62% |
$1.13M - $1.55M
|
7.77K
$2.76M
|