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 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
100+ 1.5% |
$23.1K - $31.9K
|
6.79K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
100+ 0.03% |
$23.1K - $31.9K
|
332K
$112M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
99+ 1.52% |
$22.9K - $31.6K
|
6.63K
$2.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
99+ 4.01% |
$22.9K - $31.6K
|
2.57K
$864K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
98+ 3.11% |
$22.7K - $31.3K
|
3.25K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
97+ 12.95% |
$22.4K - $30.9K
|
846
$284K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
96+ 12.17% |
$22.2K - $30.6K
|
885
$297K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
94+ 1.92% |
$21.8K - $30K
|
4.99K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
94+ 1.12% |
$21.8K - $30K
|
8.48K
$2.85M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
92+ 1.85% |
$21.3K - $29.3K
|
5.07K
$1.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
92+ 3.45% |
$21.3K - $29.3K
|
2.76K
$928K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
91+ 2.82% |
$21.1K - $29K
|
3.32K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
91+ 1.48% |
$21.1K - $29K
|
6.24K
$2.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
90+ 1.2% |
$20.8K - $28.7K
|
7.58K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
90+ 10.27% |
$20.8K - $28.7K
|
966
$325K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
90+ 4.23% |
$20.8K - $28.7K
|
2.22K
$745K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
89+ 6.96% |
$20.6K - $28.4K
|
1.37K
$459K
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
88+ 0.07% |
$20.4K - $28.1K
|
125K
$42.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
88+ 7.24% |
$20.4K - $28.1K
|
1.3K
$438K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
88+ 4.36% |
$20.4K - $28.1K
|
2.11K
$708K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
87+ 0.77% |
$20.1K - $27.8K
|
11.3K
$3.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
86+ 1.06% |
$19.9K - $27.4K
|
8.2K
$2.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
85+ 30.25% |
$19.7K - $27.1K
|
366
$123K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
83+ 8.62% |
$19.2K - $26.5K
|
1.05K
$351K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
83New |
$19.2K - $26.5K
|
83
$27.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
82New |
$19K - $26.2K
|
82
$27.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
81+ 1.33% |
$18.7K - $25.8K
|
6.19K
$2.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
81+ 12.94% |
$18.7K - $25.8K
|
707
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
81+ 3.9% |
$18.7K - $25.8K
|
2.16K
$725K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
79+ 5.84% |
$18.3K - $25.2K
|
1.43K
$481K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
79+ 4.9% |
$18.3K - $25.2K
|
1.69K
$568K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
78+ 9.45% |
$18K - $24.9K
|
903
$303K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
77+ 6.28% |
$17.8K - $24.6K
|
1.3K
$438K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
77+ 3.45% |
$17.8K - $24.6K
|
2.31K
$776K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
76+ 0.29% |
$17.6K - $24.2K
|
26.2K
$8.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
76+ 1.1% |
$17.6K - $24.2K
|
7.02K
$2.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
75+ 3.02% |
$17.4K - $23.9K
|
2.56K
$859K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
75+ 25.51% |
$17.4K - $23.9K
|
369
$124K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
74+ 0.64% |
$17.1K - $23.6K
|
11.6K
$3.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
73+ 6.27% |
$16.9K - $23.3K
|
1.24K
$416K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
73+ 9.03% |
$16.9K - $23.3K
|
881
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
72+ 9.6% |
$16.7K - $23K
|
822
$276K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
72+ 3.64% |
$16.7K - $23K
|
2.05K
$688K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
72+ 5.43% |
$16.7K - $23K
|
1.4K
$470K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
72+ 7.16% |
$16.7K - $23K
|
1.08K
$362K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
71+ 1.65% |
$16.4K - $22.6K
|
4.39K
$1.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
71+ 9.15% |
$16.4K - $22.6K
|
847
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
71+ 8.14% |
$16.4K - $22.6K
|
943
$317K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
70+ 1.58% |
$16.2K - $22.3K
|
4.51K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
70+ 2.12% |
$16.2K - $22.3K
|
3.38K
$1.13M
|