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 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
722New |
$167K - $230K
|
722
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
779New |
$180K - $248K
|
779
$240K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
532+ 2.59% |
$123K - $170K
|
21.1K
$6.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
760New |
$176K - $242K
|
760
$234K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-536- 19.17% |
$124K - $171K
|
2.26K
$697K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
25+ 2.37% |
$5.78K - $7.97K
|
1.08K
$333K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-147- 9.63% |
$34K - $46.9K
|
1.38K
$425K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
157+ 1.0% |
$36.3K - $50.1K
|
15.8K
$4.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-11- 0.04% |
$2.55K - $3.51K
|
26.7K
$8.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
777+ 18.7% |
$180K - $248K
|
4.93K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
549+ 37.2% |
$127K - $175K
|
2.03K
$624K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-49- 12.41% |
$11.3K - $15.6K
|
346
$107K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
36+ 4.71% |
$8.33K - $11.5K
|
801
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
92+ 3.45% |
$21.3K - $29.3K
|
2.76K
$851K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
650New |
$150K - $207K
|
650
$200K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-133- 2.37% |
$30.8K - $42.4K
|
5.47K
$1.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.05K- 9.62% |
$243K - $336K
|
9.88K
$3.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
955+ 6.21% |
$221K - $305K
|
16.3K
$5.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-179- 1.34% |
$41.4K - $57.1K
|
13.2K
$4.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-50- 1.23% |
$11.6K - $15.9K
|
4.01K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
17+ 11.41% |
$3.93K - $5.42K
|
166
$51.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-40- 4.15% |
$9.26K - $12.8K
|
925
$285K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-62- 2.04% |
$14.3K - $19.8K
|
2.98K
$920K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
3+ 0.2% |
$694 - $957
|
1.5K
$462K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.31K+ 11.29% |
$303K - $417K
|
12.9K
$3.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-79- 12.04% |
$18.3K - $25.2K
|
577
$178K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.02K+ 11.4% |
$699K - $963K
|
29.5K
$9.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
164+ 8.62% |
$37.9K - $52.3K
|
2.07K
$637K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.37KNew |
$1.24M - $1.71M
|
5.37K
$1.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-881- 22.5% |
$204K - $281K
|
3.03K
$935K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-2.81K- 80.22% |
$649K - $895K
|
692
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
15KNew |
$3.47M - $4.78M
|
15K
$4.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
20+ 1.51% |
$4.63K - $6.38K
|
1.35K
$415K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-208- 2.07% |
$48.1K - $66.3K
|
9.85K
$3.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
12.2K+ 475.44% |
$2.83M - $3.9M
|
14.8K
$4.56M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-9- 0.97% |
$2.08K - $2.87K
|
916
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.25% |
$463 - $638
|
788
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
175+ 12.29% |
$40.5K - $55.8K
|
1.6K
$493K
|
|
|
Jul 17, 2025
Q2 2025
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-288- 3.73% |
$66.6K - $91.9K
|
7.43K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-371- 8.41% |
$85.8K - $118K
|
4.04K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
691+ 5.72% |
$160K - $220K
|
12.8K
$3.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-15- 0.18% |
$3.47K - $4.78K
|
8.51K
$2.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10+ 0.87% |
$2.31K - $3.19K
|
1.16K
$356K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
195+ 0.8% |
$45.1K - $62.2K
|
24.4K
$7.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$231 - $319
|
342
$105K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.5K- 5.51% |
$809K - $1.12M
|
60K
$18.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-1.58K- 71.07% |
$365K - $503K
|
642
$198K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-354- 0.18% |
$81.9K - $113K
|
195K
$60.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
10.5KNew |
$2.42M - $3.34M
|
10.5K
$3.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.21KNew |
$280K - $385K
|
1.21K
$372K
|