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 |
---|---|---|---|---|---|---|---|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.13KNew |
$261K - $359K
|
1.13K
$341K
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.12KNew |
$259K - $358K
|
1.12K
$340K
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.11KNew |
$258K - $355K
|
1.11K
$338K
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.1K+ 142.75% |
$255K - $352K
|
1.87K
$568K
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.1KNew |
$255K - $351K
|
1.1K
$334K
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$254K - $350K
|
1.1K
$332K
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1KNew |
$253K - $349K
|
1.1K
$332K
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.09K+ 2.7% |
$252K - $348K
|
41.4K
$12.6M
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.09KNew |
$251K - $346K
|
1.09K
$329K
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 11.65% |
$250K - $345K
|
10.4K
$3.14M
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.08K+ 49.68% |
$249K - $343K
|
3.24K
$983K
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
1.07K+ 20.89% |
$248K - $341K
|
6.19K
$1.88M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 8.2% |
$246K - $338K
|
14K
$4.24M
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.06KNew |
$245K - $337K
|
1.06K
$321K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 6.66% |
$244K - $336K
|
16.9K
$5.12M
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.04K+ 121.95% |
$240K - $331K
|
1.89K
$573K
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
1.04K+ 1.93% |
$240K - $331K
|
54.8K
$16.6M
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
1.02KNew |
$237K - $327K
|
1.02K
$310K
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.01KNew |
$234K - $323K
|
1.01K
$307K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 1.74% |
$233K - $321K
|
58.6K
$17.8M
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1K+ 26.23% |
$232K - $320K
|
4.83K
$1.47M
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1K+ 18.89% |
$231K - $319K
|
6.3K
$1.91M
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
992+ 21.76% |
$230K - $316K
|
5.55K
$1.68M
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
989+ 30.37% |
$229K - $315K
|
4.25K
$1.29M
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
988+ 16.76% |
$229K - $315K
|
6.88K
$2.09M
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
982+ 3.0% |
$227K - $313K
|
33.7K
$10.2M
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
980New |
$227K - $313K
|
980
$297K
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
977New |
$226K - $312K
|
977
$296K
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
971+ 17.96% |
$225K - $310K
|
6.38K
$1.93M
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
970+ 53.12% |
$224K - $309K
|
2.8K
$848K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
957+ 5.05% |
$221K - $305K
|
19.9K
$6.04M
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
955+ 6.21% |
$221K - $305K
|
16.3K
$4.95M
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
950New |
$220K - $303K
|
950
$288K
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
948New |
$219K - $302K
|
948
$287K
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
944New |
$218K - $301K
|
944
$286K
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
942+ 121.08% |
$218K - $300K
|
1.72K
$522K
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
939+ 1.9% |
$217K - $300K
|
50.4K
$15.3M
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
938+ 3.59% |
$217K - $299K
|
27.1K
$8.21M
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
935+ 3.47% |
$216K - $298K
|
27.9K
$8.45M
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
934New |
$216K - $298K
|
934
$283K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
934+ 29.78% |
$216K - $298K
|
4.07K
$1.23M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
934New |
$216K - $298K
|
934
$283K
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
933+ 0.6% |
$216K - $298K
|
155K
$47.1M
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
928New |
$215K - $296K
|
928
$281K
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
925+ 78.59% |
$214K - $295K
|
2.1K
$637K
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
925+ 9.54% |
$214K - $295K
|
10.6K
$3.22M
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
911+ 9.89% |
$211K - $291K
|
10.1K
$3.07M
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
908New |
$210K - $290K
|
908
$275K
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
893+ 107.46% |
$207K - $285K
|
1.72K
$523K
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
886New |
$205K - $283K
|
886
$269K
|