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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
846+ 25.88% |
$196K - $270K
|
4.12K
$1.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
840New |
$194K - $268K
|
840
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
828+ 0.89% |
$192K - $264K
|
93.7K
$31.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
825New |
$191K - $263K
|
825
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
825+ 27.82% |
$191K - $263K
|
3.79K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
824+ 17.66% |
$191K - $263K
|
5.49K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
820New |
$190K - $262K
|
820
$276K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
818New |
$189K - $261K
|
818
$275K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
817New |
$189K - $261K
|
817
$275K
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
816New |
$189K - $260K
|
816
$274K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
810New |
$187K - $258K
|
810
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
810+ 12.44% |
$187K - $258K
|
7.32K
$2.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
804+ 12.17% |
$186K - $256K
|
7.41K
$2.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
804+ 7.6% |
$186K - $256K
|
11.4K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
804+ 0.88% |
$186K - $256K
|
91.7K
$30.8M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
801+ 4.6% |
$185K - $256K
|
18.2K
$6.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
790+ 4.19% |
$183K - $252K
|
19.6K
$6.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
782+ 45.02% |
$181K - $249K
|
2.52K
$846K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
779New |
$180K - $248K
|
779
$262K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
777+ 18.7% |
$180K - $248K
|
4.93K
$1.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
776New |
$180K - $248K
|
776
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
775+ 3.05% |
$179K - $247K
|
26.2K
$8.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
774New |
$179K - $247K
|
774
$260K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
770New |
$178K - $246K
|
770
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
767New |
$177K - $245K
|
767
$258K
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
764New |
$177K - $244K
|
764
$257K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
764+ 0.93% |
$177K - $244K
|
82.9K
$27.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
760New |
$176K - $242K
|
760
$255K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
758New |
$175K - $242K
|
758
$255K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
758+ 9.32% |
$175K - $242K
|
8.89K
$2.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
758New |
$175K - $242K
|
758
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
757New |
$175K - $241K
|
757
$254K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
755New |
$175K - $241K
|
755
$254K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
753+ 8.58% |
$174K - $240K
|
9.53K
$3.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
752+ 16.78% |
$174K - $240K
|
5.23K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
748New |
$173K - $239K
|
748
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
748New |
$173K - $239K
|
748
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
747New |
$173K - $238K
|
747
$251K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
746+ 6.39% |
$173K - $238K
|
12.4K
$4.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
745+ 2.87% |
$172K - $238K
|
26.7K
$8.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
743New |
$172K - $237K
|
743
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
742New |
$172K - $237K
|
742
$249K
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
740New |
$171K - $236K
|
740
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
737New |
$171K - $235K
|
737
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
732New |
$169K - $233K
|
732
$246K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
732+ 39.27% |
$169K - $233K
|
2.6K
$872K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
731New |
$169K - $233K
|
731
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
729New |
$169K - $233K
|
729
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
726New |
$168K - $232K
|
726
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
725New |
$168K - $231K
|
725
$244K
|