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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
342+ 34.9% |
$87.3K - $111K
|
1.32K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
340+ 7.28% |
$86.8K - $111K
|
5.01K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
338+ 0.43% |
$86.3K - $110K
|
78.3K
$23.8M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
337+ 0.25% |
$86.1K - $110K
|
136K
$41.5M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
335+ 30.23% |
$85.6K - $109K
|
1.44K
$439K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
333+ 2.73% |
$85K - $109K
|
12.5K
$3.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
328+ 0.33% |
$83.8K - $107K
|
101K
$30.7M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
326+ 3.48% |
$83.3K - $106K
|
9.7K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
319+ 14.73% |
$81.5K - $104K
|
2.49K
$756K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
317+ 28.53% |
$81K - $103K
|
1.43K
$434K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
310+ 18.8% |
$79.2K - $101K
|
1.96K
$596K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
305+ 20.82% |
$77.9K - $99.4K
|
1.77K
$538K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
305+ 12.11% |
$77.9K - $99.4K
|
2.82K
$859K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
302+ 36.83% |
$77.1K - $98.4K
|
1.12K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
298+ 0.27% |
$76.1K - $97.1K
|
111K
$33.7M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
298+ 34.41% |
$76.1K - $97.1K
|
1.16K
$354K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
294+ 9.68% |
$75.1K - $95.8K
|
3.33K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
290New |
$74.1K - $94.5K
|
290
$88.2K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
289+ 13.67% |
$73.8K - $94.2K
|
2.4K
$731K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
287+ 6.35% |
$73.3K - $93.5K
|
4.8K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
285+ 27.38% |
$72.8K - $92.9K
|
1.33K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
284+ 1.22% |
$72.5K - $92.5K
|
23.6K
$7.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
284+ 5.17% |
$72.5K - $92.5K
|
5.78K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
283+ 21.8% |
$72.3K - $92.2K
|
1.58K
$481K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
280+ 2.89% |
$71.5K - $91.2K
|
9.97K
$3.03M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
278+ 0.22% |
$71K - $90.6K
|
128K
$39M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
277+ 2.5% |
$70.7K - $90.3K
|
11.4K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
265+ 1.05% |
$67.7K - $86.4K
|
25.4K
$7.74M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
265+ 2.88% |
$67.7K - $86.4K
|
9.48K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
264+ 214.63% |
$67.4K - $86K
|
387
$118K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
264+ 2.6% |
$67.4K - $86K
|
10.4K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
260+ 10.17% |
$66.4K - $84.7K
|
2.82K
$856K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
258+ 2.8% |
$65.9K - $84.1K
|
9.46K
$2.88M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
253+ 1.26% |
$64.6K - $82.4K
|
20.4K
$6.2M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
253+ 15.63% |
$64.6K - $82.4K
|
1.87K
$569K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
251+ 8.43% |
$64.1K - $81.8K
|
3.23K
$982K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
250+ 8.43% |
$63.8K - $81.5K
|
3.22K
$978K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
246+ 3.44% |
$62.8K - $80.2K
|
7.4K
$2.25M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
244+ 0.37% |
$62.3K - $79.5K
|
65.9K
$20M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
240+ 2.54% |
$61.3K - $78.2K
|
9.7K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
238+ 0.27% |
$60.8K - $77.6K
|
88.4K
$26.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
237+ 16.8% |
$60.5K - $77.2K
|
1.65K
$501K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
236+ 23.89% |
$60.3K - $76.9K
|
1.22K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
236+ 21.28% |
$60.3K - $76.9K
|
1.35K
$409K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
233+ 11.42% |
$59.5K - $75.9K
|
2.27K
$691K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
232+ 24.55% |
$59.3K - $75.6K
|
1.18K
$358K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
229+ 1.87% |
$58.5K - $74.6K
|
12.5K
$3.79M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
229+ 5.7% |
$58.5K - $74.6K
|
4.24K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
228+ 1.68% |
$58.2K - $74.3K
|
13.8K
$4.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
227+ 82.85% |
$58K - $74K
|
501
$152K
|