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 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
291+ 38.65% |
$67.3K - $92.8K
|
1.04K
$331K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
265+ 6.16% |
$61.3K - $84.5K
|
4.57K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
247+ 7.71% |
$57.2K - $78.8K
|
3.45K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
214+ 10.13% |
$49.5K - $68.3K
|
2.33K
$738K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
200+ 2.29% |
$46.3K - $63.8K
|
8.93K
$2.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
200+ 13.0% |
$46.3K - $63.8K
|
1.74K
$552K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
187+ 12.26% |
$43.3K - $59.6K
|
1.71K
$543K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
186+ 0.6% |
$43K - $59.3K
|
31.4K
$9.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
182+ 11.55% |
$42.1K - $58.1K
|
1.76K
$558K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
175+ 1.08% |
$40.5K - $55.8K
|
16.3K
$5.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
174+ 0.63% |
$40.3K - $55.5K
|
27.6K
$8.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
174+ 14.16% |
$40.3K - $55.5K
|
1.4K
$445K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
161+ 13.52% |
$37.3K - $51.4K
|
1.35K
$429K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
156+ 1.22% |
$36.1K - $49.8K
|
12.9K
$4.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
148+ 1.85% |
$34.2K - $47.2K
|
8.15K
$2.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
143+ 0.45% |
$33.1K - $45.6K
|
31.7K
$10.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
138+ 1.03% |
$31.9K - $44K
|
13.5K
$4.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
135+ 17.24% |
$31.2K - $43.1K
|
918
$291K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
129+ 0.12% |
$29.8K - $41.1K
|
105K
$33.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
105+ 3.76% |
$24.3K - $33.5K
|
2.9K
$920K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
104+ 5.03% |
$24.1K - $33.2K
|
2.17K
$689K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
101+ 6.81% |
$23.4K - $32.2K
|
1.59K
$503K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
100+ 0.28% |
$23.1K - $31.9K
|
35.6K
$11.3M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
92+ 1.85% |
$21.3K - $29.3K
|
5.07K
$1.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
91+ 2.82% |
$21.1K - $29K
|
3.32K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
91+ 1.48% |
$21.1K - $29K
|
6.24K
$1.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
87+ 0.77% |
$20.1K - $27.8K
|
11.3K
$3.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
79+ 5.84% |
$18.3K - $25.2K
|
1.43K
$454K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
77+ 6.28% |
$17.8K - $24.6K
|
1.3K
$414K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
71+ 1.65% |
$16.4K - $22.6K
|
4.39K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
69New |
$16K - $22K
|
69
$21.9K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
63+ 2.62% |
$14.6K - $20.1K
|
2.47K
$784K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
62+ 0.38% |
$14.3K - $19.8K
|
16.3K
$5.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
58+ 10.02% |
$13.4K - $18.5K
|
637
$202K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
53+ 2.43% |
$12.3K - $16.9K
|
2.24K
$710K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
44+ 2.8% |
$10.2K - $14K
|
1.62K
$513K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
38+ 1.33% |
$8.79K - $12.1K
|
2.9K
$920K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
38+ 0.51% |
$8.79K - $12.1K
|
7.46K
$2.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
36+ 0.74% |
$8.33K - $11.5K
|
4.89K
$1.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
35+ 0.27% |
$8.1K - $11.2K
|
13.1K
$4.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
32+ 3.82% |
$7.4K - $10.2K
|
869
$276K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
32+ 2.76% |
$7.4K - $10.2K
|
1.19K
$378K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
30+ 2.51% |
$6.94K - $9.57K
|
1.23K
$389K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
22New |
$5.09K - $7.02K
|
22
$6.98K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
21+ 6.42% |
$4.86K - $6.7K
|
348
$110K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
20+ 2.53% |
$4.63K - $6.38K
|
810
$257K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
16+ 1.65% |
$3.7K - $5.1K
|
985
$313K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
15+ 1.56% |
$3.47K - $4.78K
|
979
$311K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
15+ 1.46% |
$3.47K - $4.78K
|
1.04K
$331K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
11+ 1.16% |
$2.55K - $3.51K
|
956
$303K
|