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 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-985- 7.54% |
$290K - $337K
|
12.1K
$3.9M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
943+ 21.5% |
$277K - $323K
|
5.33K
$1.72M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
173+ 2.41% |
$50.9K - $59.2K
|
7.36K
$2.38M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3- 0.19% |
$883 - $1.03K
|
1.57K
$506K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1+ 0.02% |
$294 - $342
|
5.38K
$1.74M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5- 0.42% |
$1.47K - $1.71K
|
1.19K
$383K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
50+ 3.28% |
$14.7K - $17.1K
|
1.57K
$509K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
55+ 0.62% |
$16.2K - $18.8K
|
8.98K
$2.9M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-360- 3.24% |
$106K - $123K
|
10.8K
$3.48M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.88K+ 39.17% |
$1.14M - $1.33M
|
13.8K
$4.46M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-9- 0.07% |
$2.65K - $3.08K
|
12.5K
$4.05M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3New |
$883 - $1.03K
|
3
$969
|
|
|
Oct 01, 2025
Q3 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
9.77K+ 23.23% |
$2.87M - $3.34M
|
51.8K
$16.7M
|
|
|
Oct 01, 2025
Q3 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-20K- 4.86% |
$5.9M - $6.86M
|
393K
$127M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10- 0.73% |
$2.94K - $3.42K
|
1.36K
$440K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-635- 3.82% |
$187K - $217K
|
16K
$5.17M
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
SELL
|
- |
-588- 1.65% |
$173K - $201K
|
35K
$11.3M
|
|
| Q2 2025 | |||||||
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
583+ 0.74% |
$135K - $186K
|
79.8K
$25.8M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-133- 2.37% |
$30.8K - $42.4K
|
5.48K
$1.77M
|
|
|
Oct 16, 2025
Q2 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
SELL
|
- |
-39- 1.36% |
$9.02K - $12.4K
|
2.83K
$915K
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-12K- 1.77% |
$2.79M - $3.84M
|
667K
$216M
|
|
|
Sep 30, 2025
Q2 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
343+ 2.06% |
$79.4K - $109K
|
17K
$5.5M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.28K- 0.28% |
$528K - $729K
|
814K
$263M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-36- 17.48% |
$8.33K - $11.5K
|
170
$54.9K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-26.2K- 40.33% |
$6.07M - $8.37M
|
38.8K
$12.5M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
725New |
$168K - $231K
|
725
$234K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
33+ 0.98% |
$7.64K - $10.5K
|
3.42K
$1.1M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1K+ 5.92% |
$231K - $319K
|
17.9K
$5.78M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.4K- 3.13% |
$323K - $446K
|
43.2K
$14M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.6K+ 32.4% |
$12.9M - $17.7M
|
227K
$73.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2+ 0.2% |
$463 - $638
|
1K
$324K
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-209- 6.5% |
$48.4K - $66.7K
|
3.01K
$971K
|
|
|
Sep 04, 2025
Q2 2025
|
Ghe, LLC
|
BUY
|
- |
127+ 0.74% |
$29.4K - $40.5K
|
17.3K
$5.59M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.02KNew |
$237K - $327K
|
1.02K
$331K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
281+ 19.54% |
$65K - $89.6K
|
1.72K
$555K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
224New |
$51.8K - $71.5K
|
224
$72.4K
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-5.01K- 68.14% |
$1.16M - $1.6M
|
2.34K
$757K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-55K- 10.11% |
$12.7M - $17.5M
|
489K
$158M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
74K+ 41.2% |
$17.1M - $23.6M
|
254K
$81.9M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
24+ 0.04% |
$5.55K - $7.66K
|
67.4K
$21.8M
|
|
|
Aug 26, 2025
Q2 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
14KNew |
$3.23M - $4.46M
|
14K
$4.52M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
4+ 0.41% |
$926 - $1.28K
|
968
$313K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
115K+ 26.85% |
$26.7M - $36.8M
|
545K
$176M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
503+ 40.11% |
$116K - $160K
|
1.76K
$568K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
341+ 22.09% |
$78.9K - $109K
|
1.89K
$609K
|
|
|
Aug 22, 2025
Q2 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
4.48KNew |
$1.04M - $1.43M
|
4.48K
$1.45M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
1.72KNew |
$399K - $550K
|
1.72K
$557K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
385+ 12.94% |
$89.1K - $123K
|
3.36K
$1.09M
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
1.23KNew |
$285K - $393K
|
1.23K
$398K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.05K- 6.48% |
$242K - $333K
|
15.1K
$4.87M
|
|