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
|
Hendley & CO Inc
|
BUY
|
- |
375+ 12.44% |
$86.8K - $120K
|
3.39K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-6- 37.5% |
$1.39K - $1.91K
|
10
$3.55K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
310+ 20.29% |
$71.7K - $98.9K
|
1.84K
$653K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
128New |
$29.6K - $40.8K
|
128
$45.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
287+ 158.56% |
$66.4K - $91.5K
|
468
$166K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4+ 0.08% |
$926 - $1.28K
|
4.84K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
3.83KNew |
$887K - $1.22M
|
3.83K
$1.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
32+ 5.19% |
$7.4K - $10.2K
|
648
$230K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
671New |
$155K - $214K
|
671
$238K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
244+ 6.26% |
$56.5K - $77.8K
|
4.14K
$1.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
BUY
|
- |
2.34K+ 210.22% |
$542K - $748K
|
3.46K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
745+ 2.87% |
$172K - $238K
|
26.7K
$9.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
183+ 2.8% |
$42.3K - $58.4K
|
6.71K
$2.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
8.88K+ 17.59% |
$2.05M - $2.83M
|
59.3K
$21.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
125+ 8.49% |
$28.9K - $39.9K
|
1.6K
$568K
|
|
|
Jul 23, 2025
Q2 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-500- 33.33% |
$116K - $159K
|
1K
$355K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-89- 1.0% |
$20.6K - $28.4K
|
8.79K
$3.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
12K+ 2.67% |
$2.77M - $3.82M
|
460K
$163M
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-210- 1.75% |
$48.6K - $67K
|
11.8K
$4.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
992+ 21.76% |
$230K - $316K
|
5.55K
$1.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-64- 2.24% |
$14.8K - $20.4K
|
2.79K
$990K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.71K- 1.54% |
$395K - $544K
|
109K
$38.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
25+ 1.5% |
$5.78K - $7.97K
|
1.69K
$600K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
4.45K+ 25.3% |
$1.03M - $1.42M
|
22K
$7.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
11+ 275.0% |
$2.55K - $3.51K
|
15
$5.33K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.19% |
$926 - $1.28K
|
2.1K
$747K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.04K+ 82.24% |
$704K - $970K
|
6.74K
$2.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-26- 2.27% |
$6.02K - $8.29K
|
1.12K
$398K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-100- 0.98% |
$23.1K - $31.9K
|
10.1K
$3.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
140+ 3.58% |
$32.4K - $44.7K
|
4.05K
$1.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
65+ 1.47% |
$15K - $20.7K
|
4.48K
$1.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-20- 0.11% |
$4.63K - $6.38K
|
18.6K
$6.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.26K- 7.18% |
$523K - $722K
|
29.3K
$10.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-142- 3.84% |
$32.9K - $45.3K
|
3.56K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
350+ 4.28% |
$81K - $112K
|
8.53K
$3.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-30- 0.81% |
$6.94K - $9.57K
|
3.68K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.2K+ 123.92% |
$278K - $383K
|
2.17K
$772K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
154+ 3.17% |
$35.6K - $49.1K
|
5.02K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
508+ 12.96% |
$118K - $162K
|
4.43K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.9K+ 4.15% |
$438K - $604K
|
47.6K
$16.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
1.04K+ 1.93% |
$240K - $331K
|
54.8K
$19.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
115New |
$26.6K - $36.7K
|
115
$40.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 0.31% |
$463 - $638
|
639
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
876+ 1.82% |
$203K - $279K
|
49K
$17.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12+ 0.15% |
$2.78K - $3.83K
|
8.27K
$2.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
261+ 0.65% |
$60.4K - $83.3K
|
40.4K
$14.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-966- 38.17% |
$224K - $308K
|
1.57K
$556K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-2.37K- 7.61% |
$549K - $757K
|
28.8K
$10.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-37- 2.85% |
$8.56K - $11.8K
|
1.26K
$449K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
676New |
$156K - $216K
|
676
$240K
|