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 |
---|---|---|---|---|---|---|---|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
152+ 9.77% |
$44.7K - $52K
|
1.71K
$552K
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.43K- 4.52% |
$422K - $491K
|
30.3K
$9.78M
|
|
Oct 09, 2025
Q3 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-10- 0.03% |
$2.94K - $3.42K
|
35.3K
$11.4M
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
561+ 3.43% |
$165K - $192K
|
16.9K
$5.46M
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
114+ 0.87% |
$33.5K - $39K
|
13.3K
$4.29M
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.05% |
$294 - $342
|
2.22K
$717K
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
31+ 1.07% |
$9.12K - $10.6K
|
2.92K
$944K
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15+ 3.39% |
$4.41K - $5.13K
|
457
$148K
|
|
Oct 09, 2025
Q3 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-228- 0.47% |
$67.1K - $78K
|
47.9K
$15.5M
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-13- 1.1% |
$3.83K - $4.45K
|
1.17K
$378K
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-34.4K- 20.55% |
$10.1M - $11.8M
|
133K
$43M
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
100+ 8.92% |
$29.4K - $34.2K
|
1.22K
$395K
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
652New |
$192K - $223K
|
652
$211K
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
514+ 5.71% |
$151K - $176K
|
9.51K
$3.07M
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-16- 0.74% |
$4.71K - $5.48K
|
2.15K
$693K
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.35K- 4.02% |
$986K - $1.15M
|
80.1K
$25.9M
|
|
Oct 09, 2025
Q3 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-2.68K- 17.22% |
$789K - $918K
|
12.9K
$4.17M
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
80+ 10.09% |
$23.5K - $27.4K
|
873
$282K
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-9- 0.58% |
$2.65K - $3.08K
|
1.54K
$499K
|
|
Oct 09, 2025
Q3 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-205- 0.58% |
$60.3K - $70.2K
|
35K
$11.3M
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
80+ 3.35% |
$23.5K - $27.4K
|
2.47K
$797K
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1K+ 123.46% |
$294K - $342K
|
1.81K
$585K
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
338+ 21.61% |
$99.5K - $116K
|
1.9K
$615K
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
32+ 5.32% |
$9.42K - $11K
|
634
$205K
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.91K+ 234.03% |
$563K - $654K
|
2.73K
$882K
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 2.7% |
$7.36K - $8.56K
|
900
$291K
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-432- 0.43% |
$127K - $148K
|
101K
$32.7M
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-85- 0.27% |
$25K - $29.1K
|
31.3K
$10.1M
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-123- 3.19% |
$36.2K - $42.1K
|
3.73K
$1.21M
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-175- 20.96% |
$51.5K - $59.9K
|
660
$213K
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2- 0.04% |
$589 - $685
|
5.15K
$1.66M
|
|
Oct 09, 2025
Q3 2025
|
Rydar Equities, Inc.
Weatherford, TX |
SELL
|
- |
-147- 2.72% |
$43.3K - $50.3K
|
5.26K
$1.7M
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.57K+ 1.9% |
$757K - $880K
|
138K
$44.5M
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
145+ 1.2% |
$42.7K - $49.6K
|
12.2K
$3.94M
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-10- 0.73% |
$2.94K - $3.42K
|
1.36K
$438K
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2+ 0.09% |
$589 - $685
|
2.24K
$724K
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-58- 0.56% |
$17.1K - $19.9K
|
10.3K
$3.34M
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2+ 0.15% |
$589 - $685
|
1.37K
$442K
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-351- 2.6% |
$103K - $120K
|
13.2K
$4.25M
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-18- 0.3% |
$5.3K - $6.16K
|
5.96K
$1.93M
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
30.7K+ 212.93% |
$9.03M - $10.5M
|
45.1K
$14.6M
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 3.16% |
$3.24K - $3.77K
|
359
$116K
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
142+ 8.61% |
$41.8K - $48.6K
|
1.79K
$579K
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
36+ 4.04% |
$10.6K - $12.3K
|
928
$300K
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
22+ 0.28% |
$6.47K - $7.53K
|
7.91K
$2.55M
|
|
Oct 08, 2025
Q3 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
1.65K+ 33.67% |
$484K - $563K
|
6.54K
$2.11M
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
786New |
$231K - $269K
|
786
$254K
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-73- 3.6% |
$21.5K - $25K
|
1.95K
$631K
|
|
Oct 07, 2025
Q3 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-75- 0.67% |
$22.1K - $25.7K
|
11.2K
$3.62M
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.93K+ 670.73% |
$566K - $659K
|
2.21K
$715K
|