Purchases and Sales Made in Q2 2025 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q2 2025. The information is specifically focused on institutions that hold shares of AMERICAN EXPRESS CO.
| 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
$213M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.3K+ 4.61% |
$3.54M - $4.88M
|
347K
$110M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
7.81K+ 6.13% |
$1.81M - $2.49M
|
135K
$42.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
7.61K+ 153.54% |
$1.76M - $2.43M
|
12.6K
$3.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
5.18KNew |
$1.2M - $1.65M
|
5.18K
$1.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
3.87K+ 5.35% |
$895K - $1.23M
|
76.2K
$24.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.66K+ 56.13% |
$848K - $1.17M
|
10.2K
$3.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.06K+ 307.96% |
$707K - $974K
|
4.05K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.78KNew |
$643K - $887K
|
2.78K
$882K
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
2.54K+ 7.75% |
$587K - $810K
|
35.3K
$11.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
1.8KNew |
$417K - $574K
|
1.8K
$571K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.68K+ 122.38% |
$390K - $537K
|
3.06K
$971K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.59K+ 18.09% |
$369K - $508K
|
10.4K
$3.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.48K+ 49.87% |
$342K - $471K
|
4.44K
$1.41M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.41K+ 18.52% |
$327K - $451K
|
9.05K
$2.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 14.28% |
$315K - $435K
|
10.9K
$3.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.35KNew |
$312K - $430K
|
1.35K
$428K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.34K+ 44.44% |
$311K - $428K
|
4.36K
$1.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.15K+ 92.57% |
$265K - $366K
|
2.39K
$757K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.12KNew |
$259K - $358K
|
1.12K
$356K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
934New |
$216K - $298K
|
934
$296K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
817New |
$189K - $261K
|
817
$259K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
776New |
$180K - $248K
|
776
$246K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
774New |
$179K - $247K
|
774
$246K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
758New |
$175K - $242K
|
758
$241K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
721New |
$167K - $230K
|
721
$229K
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
712New |
$165K - $227K
|
712
$226K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
702New |
$162K - $224K
|
702
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
698New |
$162K - $223K
|
698
$222K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
682+ 8.45% |
$158K - $218K
|
8.75K
$2.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
681New |
$158K - $217K
|
681
$216K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
660New |
$153K - $211K
|
660
$209K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
652New |
$151K - $208K
|
652
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
648New |
$150K - $207K
|
648
$206K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
645New |
$149K - $206K
|
645
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
640New |
$148K - $204K
|
640
$203K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
639New |
$148K - $204K
|
639
$203K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
631New |
$146K - $201K
|
631
$200K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
607+ 130.26% |
$140K - $194K
|
1.07K
$341K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
604+ 32.93% |
$140K - $193K
|
2.44K
$774K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
602+ 5.58% |
$139K - $192K
|
11.4K
$3.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
601+ 26.63% |
$139K - $192K
|
2.86K
$907K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
495+ 63.87% |
$115K - $158K
|
1.27K
$403K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
490+ 4.24% |
$113K - $156K
|
12K
$3.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
489+ 3.51% |
$113K - $156K
|
14.4K
$4.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
467+ 4.07% |
$108K - $149K
|
11.9K
$3.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
427+ 8.2% |
$98.8K - $136K
|
5.63K
$1.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
406+ 4.35% |
$93.9K - $130K
|
9.74K
$3.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
390+ 22.05% |
$90.2K - $124K
|
2.16K
$685K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
379+ 4.73% |
$87.7K - $121K
|
8.39K
$2.66M
|