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 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-170- 5.69% |
$39.3K - $54.2K
|
2.82K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-225- 2.18% |
$52.1K - $71.8K
|
10.1K
$3.59M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
495+ 63.87% |
$115K - $158K
|
1.27K
$451K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-440- 7.78% |
$102K - $140K
|
5.22K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-125- 5.34% |
$28.9K - $39.9K
|
2.21K
$786K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.78KNew |
$643K - $887K
|
2.78K
$988K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-174- 2.11% |
$40.3K - $55.5K
|
8.09K
$2.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3+ 0.3% |
$694 - $957
|
1.01K
$358K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
58+ 10.02% |
$13.4K - $18.5K
|
637
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
631New |
$146K - $201K
|
631
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.67K- 29.62% |
$618K - $852K
|
6.35K
$2.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-34- 4.02% |
$7.87K - $10.8K
|
811
$288K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
427+ 8.2% |
$98.8K - $136K
|
5.63K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
15+ 1.56% |
$3.47K - $4.78K
|
979
$348K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-130- 6.79% |
$30.1K - $41.5K
|
1.79K
$634K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
91+ 2.82% |
$21.1K - $29K
|
3.32K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
640New |
$148K - $204K
|
640
$227K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-99- 9.23% |
$22.9K - $31.6K
|
974
$346K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-911- 12.98% |
$211K - $291K
|
6.11K
$2.17M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-524- 2.15% |
$121K - $167K
|
23.8K
$8.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-46- 3.78% |
$10.6K - $14.7K
|
1.17K
$416K
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
712New |
$165K - $227K
|
712
$253K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
934New |
$216K - $298K
|
934
$332K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
379+ 4.73% |
$87.7K - $121K
|
8.39K
$2.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
639New |
$148K - $204K
|
639
$227K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.85K- 15.38% |
$427K - $589K
|
10.2K
$3.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-23- 2.11% |
$5.32K - $7.34K
|
1.07K
$379K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-128- 8.79% |
$29.6K - $40.8K
|
1.33K
$472K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.12KNew |
$259K - $358K
|
1.12K
$398K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
148+ 1.85% |
$34.2K - $47.2K
|
8.15K
$2.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.59K+ 18.09% |
$369K - $508K
|
10.4K
$3.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9+ 0.23% |
$2.08K - $2.87K
|
3.99K
$1.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.34K+ 44.44% |
$311K - $428K
|
4.36K
$1.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
601+ 26.63% |
$139K - $192K
|
2.86K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-16- 10.06% |
$3.7K - $5.1K
|
143
$50.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
22New |
$5.09K - $7.02K
|
22
$7.81K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8+ 2.72% |
$1.85K - $2.55K
|
302
$107K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
174+ 14.16% |
$40.3K - $55.5K
|
1.4K
$498K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
681New |
$158K - $217K
|
681
$242K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-39- 4.99% |
$9.02K - $12.4K
|
743
$264K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
7.61K+ 153.54% |
$1.76M - $2.43M
|
12.6K
$4.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
390+ 22.05% |
$90.2K - $124K
|
2.16K
$767K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
156+ 1.22% |
$36.1K - $49.8K
|
12.9K
$4.6M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
758New |
$175K - $242K
|
758
$269K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
660New |
$153K - $211K
|
660
$234K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-122- 5.75% |
$28.2K - $38.9K
|
2K
$710K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
161+ 13.52% |
$37.3K - $51.4K
|
1.35K
$480K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 0.2% |
$2.31K - $3.19K
|
5.04K
$1.79M
|
|
| Q1 2025 | |||||||
|
Sep 23, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
SELL
|
- |
-2.1K- 12.12% |
$536K - $684K
|
15.2K
$5.41M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-31K- 0.8% |
$7.92M - $10.1M
|
3.85M
$1.37B
|
|