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 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-269- 3.61% |
$62.2K - $85.8K
|
7.19K
$2.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
753+ 8.58% |
$174K - $240K
|
9.53K
$2.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-295- 3.99% |
$68.3K - $94.1K
|
7.11K
$2.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
30+ 3.18% |
$6.94K - $9.57K
|
973
$300K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
1.19K+ 42.27% |
$275K - $380K
|
4.01K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19- 0.54% |
$4.4K - $6.06K
|
3.48K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$231 - $319
|
1.81K
$557K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 46.51% |
$4.63K - $6.38K
|
63
$19.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-40- 34.48% |
$9.26K - $12.8K
|
76
$23.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.04K+ 13.22% |
$471K - $650K
|
17.4K
$5.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-656- 47.4% |
$152K - $209K
|
728
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
51+ 0.83% |
$11.8K - $16.3K
|
6.17K
$1.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
19+ 0.95% |
$4.4K - $6.06K
|
2.03K
$625K
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-187- 8.17% |
$43.3K - $59.6K
|
2.1K
$648K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
144+ 8.66% |
$33.3K - $45.9K
|
1.81K
$557K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.18K- 21.24% |
$504K - $694K
|
8.07K
$2.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-897- 17.58% |
$208K - $286K
|
4.2K
$1.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
68+ 1.08% |
$15.7K - $21.7K
|
6.38K
$1.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-55- 0.37% |
$12.7K - $17.5K
|
14.8K
$4.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.35K+ 198.31% |
$1.01M - $1.39M
|
6.54K
$2.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.45K- 90.64% |
$336K - $463K
|
150
$46.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
5.04K+ 2.11% |
$1.17M - $1.61M
|
245K
$75.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-79- 8.5% |
$18.3K - $25.2K
|
850
$262K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
189+ 1.97% |
$43.7K - $60.3K
|
9.79K
$3.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-39- 0.33% |
$9.02K - $12.4K
|
11.9K
$3.66M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
56.1K+ 742.86% |
$13M - $17.9M
|
63.6K
$19.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.14K+ 3.69% |
$264K - $364K
|
32.1K
$9.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.04% |
$231 - $319
|
2.38K
$733K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
79+ 4.9% |
$18.3K - $25.2K
|
1.69K
$521K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
385+ 16.21% |
$89.1K - $123K
|
2.76K
$851K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-31.1K- 30.52% |
$7.21M - $9.93M
|
70.9K
$21.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-158- 0.16% |
$36.6K - $50.4K
|
102K
$31.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-114- 0.48% |
$26.4K - $36.4K
|
23.5K
$7.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
68+ 4.24% |
$15.7K - $21.7K
|
1.67K
$515K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-34- 0.52% |
$7.87K - $10.8K
|
6.52K
$2.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
40+ 3.2% |
$9.26K - $12.8K
|
1.29K
$398K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
200+ 2500.0% |
$46.3K - $63.8K
|
208
$64.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
62+ 1550.0% |
$14.3K - $19.8K
|
66
$20.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
190+ 2.31% |
$44K - $60.6K
|
8.42K
$2.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-760- 0.41% |
$176K - $242K
|
186K
$57.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
189+ 14.42% |
$43.7K - $60.3K
|
1.5K
$462K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-73- 45.06% |
$16.9K - $23.3K
|
89
$27.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-339- 1.46% |
$78.4K - $108K
|
22.8K
$7.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
865+ 32.32% |
$200K - $276K
|
3.54K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 12.11% |
$23.1K - $31.9K
|
726
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.79K+ 8.35% |
$415K - $572K
|
23.3K
$7.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
480+ 59.33% |
$111K - $153K
|
1.29K
$397K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-352K- 74.86% |
$81.5M - $112M
|
118K
$36.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.04K- 46.59% |
$240K - $331K
|
1.19K
$367K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
30+ 0.74% |
$6.94K - $9.57K
|
4.06K
$1.25M
|