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
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
139+ 10.0% |
$32.2K - $44.3K
|
1.53K
$514K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
138+ 1.03% |
$31.9K - $44K
|
13.5K
$4.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
135+ 17.24% |
$31.2K - $43.1K
|
918
$308K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
135+ 2.04% |
$31.2K - $43.1K
|
6.74K
$2.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
135+ 7.15% |
$31.2K - $43.1K
|
2.02K
$680K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
134+ 2.08% |
$31K - $42.7K
|
6.56K
$2.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
131+ 2.53% |
$30.3K - $41.8K
|
5.31K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
130+ 13.33% |
$30.1K - $41.5K
|
1.11K
$371K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
129+ 0.12% |
$29.8K - $41.1K
|
105K
$35.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
129+ 3.83% |
$29.8K - $41.1K
|
3.5K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
128New |
$29.6K - $40.8K
|
128
$43K
|
|
|
Sep 04, 2025
Q2 2025
|
Ghe, LLC
|
BUY
|
- |
127+ 0.74% |
$29.4K - $40.5K
|
17.3K
$5.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
126+ 0.86% |
$29.2K - $40.2K
|
14.8K
$4.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
125+ 8.49% |
$28.9K - $39.9K
|
1.6K
$537K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
125+ 2.2% |
$28.9K - $39.9K
|
5.8K
$1.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
124+ 32.04% |
$28.7K - $39.6K
|
511
$172K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
124+ 0.7% |
$28.7K - $39.6K
|
17.8K
$5.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
124+ 0.61% |
$28.7K - $39.6K
|
20.5K
$6.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
124+ 4.5% |
$28.7K - $39.6K
|
2.88K
$968K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
123+ 13.84% |
$28.5K - $39.2K
|
1.01K
$340K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
123+ 15.41% |
$28.5K - $39.2K
|
921
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
123+ 2.56% |
$28.5K - $39.2K
|
4.93K
$1.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
122+ 3.52% |
$28.2K - $38.9K
|
3.59K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
121New |
$28K - $38.6K
|
121
$40.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
119New |
$27.5K - $38K
|
119
$40K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
119New |
$27.5K - $38K
|
119
$40K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
118+ 4.57% |
$27.3K - $37.6K
|
2.7K
$908K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
117+ 5.76% |
$27.1K - $37.3K
|
2.15K
$722K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
117+ 3.0% |
$27.1K - $37.3K
|
4.01K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
116+ 10.13% |
$26.8K - $37K
|
1.26K
$424K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
115New |
$26.6K - $36.7K
|
115
$38.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
113+ 1.3% |
$26.1K - $36K
|
8.84K
$2.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
111+ 2.79% |
$25.7K - $35.4K
|
4.09K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
110+ 13.25% |
$25.5K - $35.1K
|
940
$316K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
106+ 0.43% |
$24.5K - $33.8K
|
24.7K
$8.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
BUY
|
- |
106+ 13.77% |
$24.5K - $33.8K
|
876
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
106+ 5.1% |
$24.5K - $33.8K
|
2.19K
$734K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
105+ 3.76% |
$24.3K - $33.5K
|
2.9K
$974K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
105+ 13.29% |
$24.3K - $33.5K
|
895
$301K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
104+ 5.03% |
$24.1K - $33.2K
|
2.17K
$729K
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
102+ 12.0% |
$23.6K - $32.5K
|
952
$320K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
102+ 2.27% |
$23.6K - $32.5K
|
4.59K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
102+ 510.0% |
$23.6K - $32.5K
|
122
$41K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
101+ 6.81% |
$23.4K - $32.2K
|
1.59K
$533K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
100+ 0.28% |
$23.1K - $31.9K
|
35.6K
$12M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
100+ 9.41% |
$23.1K - $31.9K
|
1.16K
$391K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.21% |
$23.1K - $31.9K
|
47.7K
$16M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
100+ 57.47% |
$23.1K - $31.9K
|
274
$92.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 14.04% |
$23.1K - $31.9K
|
812
$273K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
100+ 7.91% |
$23.1K - $31.9K
|
1.36K
$458K
|