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
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
508+ 12.96% |
$118K - $162K
|
4.43K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-641- 6.23% |
$148K - $204K
|
9.65K
$2.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.9K+ 4.15% |
$438K - $604K
|
47.6K
$14.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
1.04K+ 1.93% |
$240K - $331K
|
54.8K
$16.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 6.66% |
$244K - $336K
|
16.9K
$5.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
21+ 0.64% |
$4.86K - $6.7K
|
3.32K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
115New |
$26.6K - $36.7K
|
115
$35.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
204+ 12.28% |
$47.2K - $65.1K
|
1.87K
$575K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.57K+ 15.99% |
$364K - $501K
|
11.4K
$3.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 0.31% |
$463 - $638
|
639
$197K
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
876+ 1.82% |
$203K - $279K
|
49K
$15.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.93K+ 7.61% |
$1.14M - $1.57M
|
69.8K
$21.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12+ 0.15% |
$2.78K - $3.83K
|
8.27K
$2.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
261+ 0.65% |
$60.4K - $83.3K
|
40.4K
$12.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-966- 38.17% |
$224K - $308K
|
1.57K
$482K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
16.6K+ 79.66% |
$3.84M - $5.29M
|
37.4K
$11.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-2.37K- 7.61% |
$549K - $757K
|
28.8K
$8.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-37- 2.85% |
$8.56K - $11.8K
|
1.26K
$389K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
676New |
$156K - $216K
|
676
$208K
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-310- 25.7% |
$71.7K - $98.9K
|
896
$276K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-578- 15.88% |
$134K - $184K
|
3.06K
$944K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.47K- 7.6% |
$1.27M - $1.75M
|
66.5K
$20.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-6- 0.3% |
$1.39K - $1.91K
|
2.02K
$623K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
117+ 3.0% |
$27.1K - $37.3K
|
4.01K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
123+ 15.41% |
$28.5K - $39.2K
|
921
$284K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-15.2K- 19.14% |
$3.52M - $4.86M
|
64.3K
$19.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.19% |
$694 - $957
|
1.61K
$496K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-246- 18.79% |
$56.9K - $78.5K
|
1.06K
$328K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-7.96K- 84.37% |
$1.84M - $2.54M
|
1.47K
$454K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.94K+ 6.29% |
$1.37M - $1.9M
|
100K
$30.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.2KNew |
$277K - $382K
|
1.2K
$369K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-90- 0.55% |
$20.8K - $28.7K
|
16.2K
$4.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-100- 10.0% |
$23.1K - $31.9K
|
900
$277K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
358+ 4.76% |
$82.8K - $114K
|
7.88K
$2.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
742New |
$172K - $237K
|
742
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
42+ 3.55% |
$9.72K - $13.4K
|
1.23K
$378K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
415+ 19.7% |
$96K - $132K
|
2.52K
$777K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-55- 4.66% |
$12.7K - $17.5K
|
1.13K
$347K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-106- 0.23% |
$24.5K - $33.8K
|
45.6K
$14.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-8- 0.17% |
$1.85K - $2.55K
|
4.64K
$1.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
173+ 4.84% |
$40K - $55.2K
|
3.75K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
416+ 6.46% |
$96.3K - $133K
|
6.85K
$2.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
19+ 2.37% |
$4.4K - $6.06K
|
822
$253K
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-32- 0.32% |
$7.4K - $10.2K
|
10K
$3.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-748- 0.44% |
$173K - $239K
|
168K
$51.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-47.9K- 33.77% |
$11.1M - $15.3M
|
93.9K
$28.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
682New |
$158K - $218K
|
682
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-54- 0.87% |
$12.5K - $17.2K
|
6.16K
$1.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-115- 5.43% |
$26.6K - $36.7K
|
2K
$617K
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
5.78K+ 7.35% |
$1.34M - $1.84M
|
84.5K
$26M
|