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 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-310- 15.19% |
$71.7K - $98.9K
|
1.73K
$615K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
SELL
|
- |
-3.83K- 45.76% |
$886K - $1.22M
|
4.54K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.13% |
$1.39K - $1.91K
|
4.79K
$1.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-45- 2.39% |
$10.4K - $14.4K
|
1.84K
$653K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-252- 24.73% |
$58.3K - $80.4K
|
767
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.11KNew |
$258K - $355K
|
1.11K
$396K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
158+ 6.47% |
$36.6K - $50.4K
|
2.6K
$924K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
117+ 5.76% |
$27.1K - $37.3K
|
2.15K
$763K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-19- 0.23% |
$4.4K - $6.06K
|
8.29K
$2.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-16- 0.08% |
$3.7K - $5.1K
|
18.9K
$6.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.77% |
$1.16K - $1.59K
|
651
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-382- 20.14% |
$88.4K - $122K
|
1.52K
$538K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.68K+ 122.38% |
$390K - $537K
|
3.06K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
77+ 6.28% |
$17.8K - $24.6K
|
1.3K
$463K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
38+ 1.33% |
$8.79K - $12.1K
|
2.9K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
247+ 7.71% |
$57.2K - $78.8K
|
3.45K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-128- 9.12% |
$29.6K - $40.8K
|
1.28K
$453K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-61- 0.44% |
$14.1K - $19.5K
|
14K
$4.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
776New |
$180K - $248K
|
776
$276K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-71- 0.96% |
$16.4K - $22.6K
|
7.34K
$2.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-196- 0.86% |
$45.4K - $62.5K
|
22.6K
$8.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-741- 3.28% |
$171K - $236K
|
21.8K
$7.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
87+ 0.77% |
$20.1K - $27.8K
|
11.3K
$4.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-965- 32.55% |
$223K - $308K
|
2K
$710K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
607+ 130.26% |
$140K - $194K
|
1.07K
$381K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
5.18KNew |
$1.2M - $1.65M
|
5.18K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-344- 1.76% |
$79.6K - $110K
|
19.2K
$6.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
648New |
$150K - $207K
|
648
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10+ 0.67% |
$2.31K - $3.19K
|
1.51K
$536K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.35KNew |
$312K - $430K
|
1.35K
$479K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8- 0.57% |
$1.85K - $2.55K
|
1.41K
$499K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.3K+ 4.61% |
$3.54M - $4.88M
|
347K
$123M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.48K+ 49.87% |
$342K - $471K
|
4.44K
$1.58M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
702New |
$162K - $224K
|
702
$249K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.69K- 2.04% |
$392K - $540K
|
81.1K
$28.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-34.6K- 9.55% |
$8.01M - $11M
|
328K
$116M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-120- 8.33% |
$27.8K - $38.3K
|
1.32K
$469K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.3K- 2.46% |
$1.23M - $1.69M
|
210K
$74.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
104+ 5.03% |
$24.1K - $33.2K
|
2.17K
$771K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-475- 8.43% |
$110K - $152K
|
5.16K
$1.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
721New |
$167K - $230K
|
721
$256K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.66K+ 56.13% |
$848K - $1.17M
|
10.2K
$3.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-4- 0.05% |
$926 - $1.28K
|
7.51K
$2.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
182+ 11.55% |
$42.1K - $58.1K
|
1.76K
$624K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
652New |
$151K - $208K
|
652
$232K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
604+ 32.93% |
$140K - $193K
|
2.44K
$866K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-117- 1.8% |
$27.1K - $37.3K
|
6.39K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-35- 4.51% |
$8.1K - $11.2K
|
741
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
187+ 12.26% |
$43.3K - $59.6K
|
1.71K
$608K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-77- 25.41% |
$17.8K - $24.6K
|
226
$80.3K
|