Purchases and Sales Made in Q2 2025 in American Express CO (AXP)

AXP Quotes by TradingView

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 30, 2025 Q2 2025
Old Point Trust & Financial Services N A

BUY
 -
302
New
$69.9K - $96.3K
302 $101K
Aug 06, 2025 Q2 2025
Stokes Family Office, LLC

BUY
 -
301
+ 5.67%
$69.6K - $96K
5.61K $1.88M
Jul 15, 2025 Q2 2025
Xcel Wealth Management, LLC

BUY
 -
300
+ 3.07%
$69.4K - $95.7K
10.1K $3.38M
Aug 08, 2025 Q2 2025
Trustco Bank Corp N Y

Albany, NY
BUY
 -
300
+ 3.43%
$69.4K - $95.7K
9.06K $3.04M
Aug 12, 2025 Q2 2025
Umpqua Bank

Lake Oswego, OR
BUY
 -
300
+ 12.94%
$69.4K - $95.7K
2.62K $880K
Aug 13, 2025 Q2 2025
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
300
+ 37.36%
$69.4K - $95.7K
1.1K $371K
Jul 29, 2025 Q2 2025
Kanawha Capital Management LLC

BUY
 -
299
+ 1.87%
$69.2K - $95.4K
16.3K $5.49M
Aug 08, 2025 Q2 2025
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
299
+ 0.64%
$69.2K - $95.4K
47.1K $15.8M
Aug 08, 2025 Q2 2025
Wp Advisors, LLC

BUY
 -
296
+ 1.79%
$68.5K - $94.4K
16.9K $5.67M
Aug 13, 2025 Q2 2025
First Foundation Advisors

Irvine, CA
BUY
 -
296
+ 8.9%
$68.5K - $94.4K
3.62K $1.22M
Jul 07, 2025 Q2 2025
Veery Capital, LLC

BUY
 -
291
+ 38.65%
$67.3K - $92.8K
1.04K $351K
Jul 23, 2025 Q2 2025
Reap Financial Group, LLC

Austin, TX
BUY
 -
287
+ 158.56%
$66.4K - $91.5K
468 $157K
Aug 05, 2025 Q2 2025
Trillium Asset Management, LLC

Boston, MA
BUY
 -
284
+ 12.09%
$65.7K - $90.6K
2.63K $885K
Aug 08, 2025 Q2 2025
Nixon Peabody Trust CO

Boston, MA
BUY
 -
283
+ 3.85%
$65.5K - $90.3K
7.63K $2.56M
Jul 24, 2025 Q2 2025
Drucker Wealth 3.0, LLC

Woodcliff Lake, NJ
BUY
 -
281
+ 14.07%
$65K - $89.6K
2.28K $765K
Aug 29, 2025 Q2 2025
Centaurus Financial, Inc.

BUY
 -
281
+ 19.54%
$65K - $89.6K
1.72K $578K
Aug 12, 2025 Q2 2025
Mount Yale Investment Advisors, LLC

BUY
 -
270
+ 6.49%
$62.5K - $86.1K
4.43K $1.49M
Jul 15, 2025 Q2 2025
Td Private Client Wealth LLC

New York, NY
BUY
 -
268
+ 1.94%
$62K - $85.5K
14.1K $4.73M
Aug 14, 2025 Q2 2025
Paragon Private Wealth Management, LLC

BUY
 -
268
+ 5.08%
$62K - $85.5K
5.54K $1.86M
Jul 24, 2025 Q2 2025
Tfr Capital, Llc.

Plano, TX
BUY
 -
267
+ 18.99%
$61.8K - $85.2K
1.67K $562K
Aug 07, 2025 Q2 2025
Everhart Financial Group, Inc.

BUY
 -
267
+ 6.7%
$61.8K - $85.2K
4.25K $1.43M
Jul 02, 2025 Q2 2025
Doliver Advisors, LP

Houston, TX
BUY
 -
265
+ 6.16%
$61.3K - $84.5K
4.57K $1.53M
Aug 19, 2025 Q2 2025
Newbridge Financial Services Group, Inc.

BUY
 -
262
+ 10.7%
$60.6K - $83.6K
2.71K $911K
Jul 22, 2025 Q2 2025
Grimes & Company, Inc.

BUY
 -
261
+ 0.65%
$60.4K - $83.3K
40.4K $13.6M
Aug 08, 2025 Q2 2025
Capital Investment Advisory Services, LLC

BUY
 -
261
+ 25.05%
$60.4K - $83.3K
1.3K $438K
Aug 04, 2025 Q2 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
260
+ 4.05%
$60.2K - $82.9K
6.68K $2.24M
Aug 07, 2025 Q2 2025
Evoke Wealth, LLC

BUY
 -
260
+ 2.72%
$60.2K - $82.9K
9.82K $3.3M
Aug 14, 2025 Q2 2025
Osterweis Capital Management Inc

San Francisco, CA
BUY
 -
260
+ 30.13%
$60.2K - $82.9K
1.12K $377K
Jul 16, 2025 Q2 2025
Lvw Advisors, LLC

BUY
 -
258
+ 8.58%
$59.7K - $82.3K
3.26K $1.1M
Jul 23, 2025 Q2 2025
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
258
+ 0.57%
$59.7K - $82.3K
45.7K $15.3M
Aug 12, 2025 Q2 2025
Accredited Wealth Management, LLC

Louisville, KY
BUY
 -
258
New
$59.7K - $82.3K
258 $86.7K
Jul 17, 2025 Q2 2025
Chicago Capital, LLC

BUY
 -
255
+ 1.87%
$59K - $81.3K
13.9K $4.67M
Jul 31, 2025 Q2 2025
Leavell Investment Management, Inc.

BUY
 -
255
+ 4.35%
$59K - $81.3K
6.12K $2.06M
Aug 08, 2025 Q2 2025
Opinicus Capital, Inc.

Tampa, FL
BUY
 -
252
+ 27.39%
$58.3K - $80.4K
1.17K $394K
Aug 14, 2025 Q2 2025
Fortress Private Ledger, LLC

Raleigh, NC
BUY
 -
252
+ 22.46%
$58.3K - $80.4K
1.37K $462K
Jul 28, 2025 Q2 2025
Deroy & Devereaux Private Investment Counsel Inc

BUY
 -
250
+ 10.51%
$57.8K - $79.7K
2.63K $883K
Jul 29, 2025 Q2 2025
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
249
+ 3.32%
$57.6K - $79.4K
7.75K $2.6M
Aug 12, 2025 Q2 2025
Boreal Capital Management LLC

Miami, FL
BUY
 -
249
New
$57.6K - $79.4K
249 $83.7K
Jul 28, 2025 Q2 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
248
+ 4.46%
$57.4K - $79.1K
5.81K $1.95M
Aug 07, 2025 Q2 2025
Legacy Financial Advisors, Inc.

BUY
 -
248
+ 8.23%
$57.4K - $79.1K
3.26K $1.1M
Jul 11, 2025 Q2 2025
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
247
+ 7.71%
$57.2K - $78.8K
3.45K $1.16M
Aug 06, 2025 Q2 2025
Modera Wealth Management, LLC

BUY
 -
247
+ 1.27%
$57.2K - $78.8K
19.7K $6.62M
Jul 23, 2025 Q2 2025
Hager Investment Management Services, LLC

New London, NH
BUY
 -
244
+ 6.26%
$56.5K - $77.8K
4.14K $1.39M
Aug 04, 2025 Q2 2025
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
244
+ 2.41%
$56.5K - $77.8K
10.4K $3.49M
Aug 14, 2025 Q2 2025
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
244
+ 2.57%
$56.5K - $77.8K
9.74K $3.27M
Jul 17, 2025 Q2 2025
G&S Capital LLC

BUY
 -
243
+ 2.18%
$56.2K - $77.5K
11.4K $3.83M
Aug 07, 2025 Q2 2025
Advyzon Investment Management, LLC

Lisle, IL
BUY
 -
241
+ 27.32%
$55.8K - $76.9K
1.12K $377K
Jul 24, 2025 Q2 2025
Slt Holdings LLC

Scottsdale, AZ
BUY
 -
240
+ 31.25%
$55.5K - $76.6K
1.01K $339K
Aug 01, 2025 Q2 2025
Winebrenner Capital Management LLC

Louisville, KY
BUY
 -
238
+ 6.26%
$55.1K - $75.9K
4.04K $1.36M

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