Latest Institutional Purchases of American Express CO (AXP)
This list provides information on the latest institutional transactions involving American Express CO (AXP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
123K+ 22.38% |
$28.5M - $39.2M
|
672K
$216M
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
16.5K+ 83.83% |
$3.81M - $5.25M
|
36.1K
$11.6M
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.3K+ 4.61% |
$3.54M - $4.88M
|
347K
$111M
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
7.81K+ 6.13% |
$1.81M - $2.49M
|
135K
$43.4M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
7.61K+ 153.54% |
$1.76M - $2.43M
|
12.6K
$4.03M
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
5.18KNew |
$1.2M - $1.65M
|
5.18K
$1.66M
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
3.87K+ 5.35% |
$895K - $1.23M
|
76.2K
$24.5M
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.66K+ 56.13% |
$848K - $1.17M
|
10.2K
$3.27M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.47K+ 41.85% |
$802K - $1.11M
|
11.8K
$3.77M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.06K+ 307.96% |
$707K - $974K
|
4.05K
$1.3M
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.78KNew |
$643K - $887K
|
2.78K
$892K
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
2.54K+ 7.75% |
$587K - $810K
|
35.3K
$11.3M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.87K+ 23.24% |
$432K - $596K
|
9.91K
$3.18M
|
|
Jul 09, 2025
Q2 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
1.8KNew |
$417K - $574K
|
1.8K
$578K
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.68K+ 122.38% |
$390K - $537K
|
3.06K
$982K
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.59K+ 18.09% |
$369K - $508K
|
10.4K
$3.34M
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.48K+ 49.87% |
$342K - $471K
|
4.44K
$1.43M
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.41K+ 18.52% |
$327K - $451K
|
9.05K
$2.9M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 14.28% |
$315K - $435K
|
10.9K
$3.5M
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.35KNew |
$312K - $430K
|
1.35K
$433K
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.34K+ 44.44% |
$311K - $428K
|
4.36K
$1.4M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.15K+ 92.57% |
$265K - $366K
|
2.39K
$766K
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.12KNew |
$259K - $358K
|
1.12K
$360K
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.11KNew |
$258K - $355K
|
1.11K
$358K
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
982+ 3.0% |
$227K - $313K
|
33.7K
$10.8M
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
977New |
$226K - $312K
|
977
$314K
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
934New |
$216K - $298K
|
934
$300K
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
870New |
$201K - $278K
|
870
$279K
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
817New |
$189K - $261K
|
817
$262K
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
776New |
$180K - $248K
|
776
$249K
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
774New |
$179K - $247K
|
774
$248K
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
758New |
$175K - $242K
|
758
$243K
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
725New |
$168K - $231K
|
725
$233K
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
721New |
$167K - $230K
|
721
$231K
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
712New |
$165K - $227K
|
712
$228K
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
702New |
$162K - $224K
|
702
$225K
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
698New |
$162K - $223K
|
698
$224K
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
682+ 8.45% |
$158K - $218K
|
8.75K
$2.81M
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
681New |
$158K - $217K
|
681
$219K
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
680New |
$157K - $217K
|
680
$218K
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
660New |
$153K - $211K
|
660
$212K
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
652New |
$151K - $208K
|
652
$209K
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
648New |
$150K - $207K
|
648
$208K
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
645New |
$149K - $206K
|
645
$207K
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
640New |
$148K - $204K
|
640
$205K
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
639New |
$148K - $204K
|
639
$205K
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
631New |
$146K - $201K
|
631
$203K
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
622+ 5.3% |
$144K - $198K
|
12.4K
$3.97M
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
607+ 130.26% |
$140K - $194K
|
1.07K
$344K
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
604+ 32.93% |
$140K - $193K
|
2.44K
$782K
|