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 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-310- 25.7% |
$71.7K - $98.9K
|
896
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.47K- 7.6% |
$1.27M - $1.75M
|
66.5K
$23.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-6- 0.3% |
$1.39K - $1.91K
|
2.02K
$718K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
117+ 3.0% |
$27.1K - $37.3K
|
4.01K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-15.2K- 19.14% |
$3.52M - $4.86M
|
64.3K
$22.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.19% |
$694 - $957
|
1.61K
$572K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-246- 18.79% |
$56.9K - $78.5K
|
1.06K
$378K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-7.96K- 84.37% |
$1.84M - $2.54M
|
1.47K
$524K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.94K+ 6.29% |
$1.37M - $1.9M
|
100K
$35.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-90- 0.55% |
$20.8K - $28.7K
|
16.2K
$5.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
742New |
$172K - $237K
|
742
$264K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
42+ 3.55% |
$9.72K - $13.4K
|
1.23K
$435K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-55- 4.66% |
$12.7K - $17.5K
|
1.13K
$400K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-8- 0.17% |
$1.85K - $2.55K
|
4.64K
$1.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
173+ 4.84% |
$40K - $55.2K
|
3.75K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-32- 0.32% |
$7.4K - $10.2K
|
10K
$3.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-47.9K- 33.77% |
$11.1M - $15.3M
|
93.9K
$33.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-115- 5.43% |
$26.6K - $36.7K
|
2K
$711K
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
5.78K+ 7.35% |
$1.34M - $1.84M
|
84.5K
$30M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-295- 3.99% |
$68.3K - $94.1K
|
7.11K
$2.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
1.19K+ 42.27% |
$275K - $380K
|
4.01K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19- 0.54% |
$4.4K - $6.06K
|
3.48K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$231 - $319
|
1.81K
$642K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.04K+ 13.22% |
$471K - $650K
|
17.4K
$6.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
51+ 0.83% |
$11.8K - $16.3K
|
6.17K
$2.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
19+ 0.95% |
$4.4K - $6.06K
|
2.03K
$721K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
68+ 1.08% |
$15.7K - $21.7K
|
6.38K
$2.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.45K- 90.64% |
$336K - $463K
|
150
$53.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
5.04K+ 2.11% |
$1.17M - $1.61M
|
245K
$86.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-79- 8.5% |
$18.3K - $25.2K
|
850
$302K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-39- 0.33% |
$9.02K - $12.4K
|
11.9K
$4.22M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
56.1K+ 742.86% |
$13M - $17.9M
|
63.6K
$22.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.04% |
$231 - $319
|
2.38K
$844K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
79+ 4.9% |
$18.3K - $25.2K
|
1.69K
$601K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
385+ 16.21% |
$89.1K - $123K
|
2.76K
$980K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
68+ 4.24% |
$15.7K - $21.7K
|
1.67K
$594K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
40+ 3.2% |
$9.26K - $12.8K
|
1.29K
$459K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
200+ 2500.0% |
$46.3K - $63.8K
|
208
$73.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
62+ 1550.0% |
$14.3K - $19.8K
|
66
$23.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-760- 0.41% |
$176K - $242K
|
186K
$66.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
189+ 14.42% |
$43.7K - $60.3K
|
1.5K
$533K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-73- 45.06% |
$16.9K - $23.3K
|
89
$31.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 12.11% |
$23.1K - $31.9K
|
726
$258K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.79K+ 8.35% |
$415K - $572K
|
23.3K
$8.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.04K- 46.59% |
$240K - $331K
|
1.19K
$422K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
722New |
$167K - $230K
|
722
$256K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
532+ 2.59% |
$123K - $170K
|
21.1K
$7.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
760New |
$176K - $242K
|
760
$270K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-536- 19.17% |
$124K - $171K
|
2.26K
$803K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
25+ 2.37% |
$5.78K - $7.97K
|
1.08K
$384K
|