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
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
182+ 11.55% |
$42.1K - $58.1K
|
1.76K
$591K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
182+ 2.78% |
$42.1K - $58.1K
|
6.72K
$2.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
180New |
$41.7K - $57.4K
|
180
$60.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
180+ 9.42% |
$41.7K - $57.4K
|
2.09K
$702K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
179+ 3.45% |
$41.4K - $57.1K
|
5.37K
$1.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
176+ 5.44% |
$40.7K - $56.1K
|
3.41K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
175+ 1.08% |
$40.5K - $55.8K
|
16.3K
$5.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
175+ 12.29% |
$40.5K - $55.8K
|
1.6K
$537K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
174+ 14.16% |
$40.3K - $55.5K
|
1.4K
$471K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
174+ 0.63% |
$40.3K - $55.5K
|
27.6K
$9.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
174+ 4.43% |
$40.3K - $55.5K
|
4.1K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
174+ 1.85% |
$40.3K - $55.5K
|
9.58K
$3.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
173+ 4.84% |
$40K - $55.2K
|
3.75K
$1.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
173+ 15.08% |
$40K - $55.2K
|
1.32K
$444K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
173+ 4.09% |
$40K - $55.2K
|
4.41K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
170+ 154.55% |
$39.3K - $54.2K
|
280
$94.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
169+ 10.25% |
$39.1K - $53.9K
|
1.82K
$611K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
168New |
$38.9K - $53.6K
|
168
$56.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
165New |
$38.2K - $52.6K
|
165
$55.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
164+ 8.62% |
$37.9K - $52.3K
|
2.07K
$694K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
163+ 4.99% |
$37.7K - $52K
|
3.43K
$1.15M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
161+ 13.52% |
$37.3K - $51.4K
|
1.35K
$454K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
160+ 11.0% |
$37K - $51K
|
1.61K
$542K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
159+ 1.95% |
$36.8K - $50.7K
|
8.32K
$2.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
158+ 6.47% |
$36.6K - $50.4K
|
2.6K
$874K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
157+ 1.0% |
$36.3K - $50.1K
|
15.8K
$5.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
156+ 1.22% |
$36.1K - $49.8K
|
12.9K
$4.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
156New |
$36.1K - $49.8K
|
156
$52.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
154+ 20.13% |
$35.6K - $49.1K
|
919
$309K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
154+ 3.17% |
$35.6K - $49.1K
|
5.02K
$1.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
153+ 9.5% |
$35.4K - $48.8K
|
1.76K
$593K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
152+ 0.27% |
$35.2K - $48.5K
|
55.9K
$18.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
152+ 4.29% |
$35.2K - $48.5K
|
3.7K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
150+ 4.68% |
$34.7K - $47.8K
|
3.36K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
149+ 3.69% |
$34.5K - $47.5K
|
4.19K
$1.41M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
149+ 14.48% |
$34.5K - $47.5K
|
1.18K
$396K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
149+ 2.44% |
$34.5K - $47.5K
|
6.25K
$2.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
148+ 1.85% |
$34.2K - $47.2K
|
8.15K
$2.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
147+ 16.24% |
$34K - $46.9K
|
1.05K
$353K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
145+ 19.75% |
$33.6K - $46.3K
|
879
$295K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
145+ 42.03% |
$33.6K - $46.3K
|
490
$165K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
144+ 8.66% |
$33.3K - $45.9K
|
1.81K
$607K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
143+ 0.45% |
$33.1K - $45.6K
|
31.7K
$10.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
143+ 0.12% |
$33.1K - $45.6K
|
117K
$39.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
143+ 0.07% |
$33.1K - $45.6K
|
203K
$68.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
142+ 8.43% |
$32.9K - $45.3K
|
1.83K
$614K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
141+ 10.7% |
$32.6K - $45K
|
1.46K
$490K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
141+ 4.38% |
$32.6K - $45K
|
3.36K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
140+ 3.58% |
$32.4K - $44.7K
|
4.05K
$1.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
139+ 1.37% |
$32.2K - $44.3K
|
10.3K
$3.47M
|