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 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-49- 12.41% |
$11.3K - $15.6K
|
346
$123K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
36+ 4.71% |
$8.33K - $11.5K
|
801
$285K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
650New |
$150K - $207K
|
650
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-133- 2.37% |
$30.8K - $42.4K
|
5.47K
$1.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.05K- 9.62% |
$243K - $336K
|
9.88K
$3.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-50- 1.23% |
$11.6K - $15.9K
|
4.01K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-62- 2.04% |
$14.3K - $19.8K
|
2.98K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.02K+ 11.4% |
$699K - $963K
|
29.5K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.37KNew |
$1.24M - $1.71M
|
5.37K
$1.91M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-2.81K- 80.22% |
$649K - $895K
|
692
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
15KNew |
$3.47M - $4.78M
|
15K
$5.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-208- 2.07% |
$48.1K - $66.3K
|
9.85K
$3.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
12.2K+ 475.44% |
$2.83M - $3.9M
|
14.8K
$5.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.25% |
$463 - $638
|
788
$280K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
175+ 12.29% |
$40.5K - $55.8K
|
1.6K
$568K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-371- 8.41% |
$85.8K - $118K
|
4.04K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.5K- 5.51% |
$809K - $1.12M
|
60K
$21.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-1.58K- 71.07% |
$365K - $503K
|
642
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-354- 0.18% |
$81.9K - $113K
|
195K
$69.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-178- 8.21% |
$41.2K - $56.8K
|
1.99K
$707K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
160KNew |
$37M - $51M
|
160K
$56.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
BUY
|
- |
465+ 2.5% |
$108K - $148K
|
19.1K
$6.78M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
243+ 2.18% |
$56.2K - $77.5K
|
11.4K
$4.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
255+ 1.87% |
$59K - $81.3K
|
13.9K
$4.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12+ 1.09% |
$2.78K - $3.83K
|
1.12K
$397K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
315+ 28.23% |
$72.9K - $100K
|
1.43K
$508K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.34% |
$1.85K - $2.55K
|
2.35K
$835K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 1.96% |
$231 - $319
|
52
$18.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
134+ 2.08% |
$31K - $42.7K
|
6.56K
$2.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
646New |
$149K - $206K
|
646
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
44.3K+ 1191.66% |
$10.3M - $14.1M
|
48K
$17.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
325+ 8.05% |
$75.2K - $104K
|
4.36K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
352+ 2.25% |
$81.4K - $112K
|
16K
$5.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
636New |
$147K - $203K
|
636
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-33- 1.17% |
$7.64K - $10.5K
|
2.8K
$993K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-450- 1.33% |
$104K - $144K
|
33.4K
$11.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-722- 4.38% |
$167K - $230K
|
15.8K
$5.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1- 0.01% |
$231 - $319
|
8.63K
$3.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.41K+ 238.24% |
$326K - $449K
|
2K
$710K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-55- 1.34% |
$12.7K - $17.5K
|
4.04K
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10+ 0.43% |
$2.31K - $3.19K
|
2.35K
$834K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.79K- 3.44% |
$644K - $888K
|
78.3K
$27.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-146- 9.95% |
$33.8K - $46.6K
|
1.32K
$470K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-865- 1.32% |
$200K - $276K
|
64.5K
$22.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-14- 0.24% |
$3.24K - $4.47K
|
5.84K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
688New |
$159K - $219K
|
688
$244K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
15+ 0.33% |
$3.47K - $4.78K
|
4.6K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-26- 2.01% |
$6.02K - $8.29K
|
1.27K
$451K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.17% |
$463 - $638
|
1.16K
$413K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
313+ 948.48% |
$72.4K - $99.8K
|
346
$123K
|