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 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
236+ 2.53% |
$54.6K - $75.3K
|
9.55K
$3.21M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
235+ 16.23% |
$54.4K - $75K
|
1.68K
$565K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
235+ 1.96% |
$54.4K - $75K
|
12.2K
$4.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
235+ 21.02% |
$54.4K - $75K
|
1.35K
$455K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
233+ 0.84% |
$53.9K - $74.3K
|
27.9K
$9.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
232+ 39.12% |
$53.7K - $74K
|
825
$277K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
230+ 7.26% |
$53.2K - $73.4K
|
3.4K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
230+ 2.97% |
$53.2K - $73.4K
|
7.97K
$2.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
230New |
$53.2K - $73.4K
|
230
$77.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
227+ 8.89% |
$52.5K - $72.4K
|
2.78K
$934K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
227+ 9.13% |
$52.5K - $72.4K
|
2.71K
$911K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
226+ 0.93% |
$52.3K - $72.1K
|
24.4K
$8.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
225+ 1.02% |
$52.1K - $71.8K
|
22.3K
$7.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
224+ 12.96% |
$51.8K - $71.5K
|
1.95K
$656K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
224New |
$51.8K - $71.5K
|
224
$75.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
220+ 0.47% |
$50.9K - $70.2K
|
46.8K
$15.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
219+ 6.81% |
$50.7K - $69.9K
|
3.44K
$1.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
217+ 6.31% |
$50.2K - $69.2K
|
3.66K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
217+ 13.84% |
$50.2K - $69.2K
|
1.79K
$600K
|
|
|
Aug 05, 2025
Q2 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
215+ 2.49% |
$49.7K - $68.6K
|
8.84K
$2.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
214+ 10.13% |
$49.5K - $68.3K
|
2.33K
$782K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
210+ 29.33% |
$48.6K - $67K
|
926
$311K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
208+ 2.37% |
$48.1K - $66.3K
|
9K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
206+ 11.02% |
$47.7K - $65.7K
|
2.08K
$698K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
205+ 19.79% |
$47.4K - $65.4K
|
1.24K
$417K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
204+ 12.28% |
$47.2K - $65.1K
|
1.87K
$627K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
200+ 2.29% |
$46.3K - $63.8K
|
8.93K
$3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
200+ 13.0% |
$46.3K - $63.8K
|
1.74K
$584K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
200+ 1.55% |
$46.3K - $63.8K
|
13.1K
$4.39M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
200+ 2500.0% |
$46.3K - $63.8K
|
208
$69.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
200+ 27.51% |
$46.3K - $63.8K
|
927
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
200New |
$46.3K - $63.8K
|
200
$67.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
198+ 49.01% |
$45.8K - $63.2K
|
602
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
198+ 15.05% |
$45.8K - $63.2K
|
1.51K
$509K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
196+ 0.28% |
$45.4K - $62.5K
|
71.1K
$23.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
195+ 0.8% |
$45.1K - $62.2K
|
24.4K
$8.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
195+ 5.96% |
$45.1K - $62.2K
|
3.47K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
195+ 3.12% |
$45.1K - $62.2K
|
6.44K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
194+ 1.95% |
$44.9K - $61.9K
|
10.1K
$3.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
192+ 7.88% |
$44.4K - $61.2K
|
2.63K
$883K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
190+ 2.31% |
$44K - $60.6K
|
8.42K
$2.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
189+ 1.97% |
$43.7K - $60.3K
|
9.79K
$3.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
189+ 14.42% |
$43.7K - $60.3K
|
1.5K
$504K
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
189+ 0.78% |
$43.7K - $60.3K
|
24.3K
$8.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
189+ 16.95% |
$43.7K - $60.3K
|
1.3K
$438K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
187+ 12.26% |
$43.3K - $59.6K
|
1.71K
$575K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
186+ 0.6% |
$43K - $59.3K
|
31.4K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
186+ 2.98% |
$43K - $59.3K
|
6.43K
$2.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
184+ 1.7% |
$42.6K - $58.7K
|
11K
$3.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
183+ 2.8% |
$42.3K - $58.4K
|
6.71K
$2.26M
|