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 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
46+ 2.82% |
$10.6K - $14.7K
|
1.68K
$563K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
46+ 5.13% |
$10.6K - $14.7K
|
943
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
46+ 2.6% |
$10.6K - $14.7K
|
1.82K
$611K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
45+ 0.94% |
$10.4K - $14.4K
|
4.82K
$1.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
45+ 5.34% |
$10.4K - $14.4K
|
887
$298K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
44+ 2.8% |
$10.2K - $14K
|
1.62K
$544K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
44+ 0.49% |
$10.2K - $14K
|
9.09K
$3.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43+ 0.93% |
$9.95K - $13.7K
|
4.67K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
43+ 2.25% |
$9.95K - $13.7K
|
1.95K
$656K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
42+ 3.55% |
$9.72K - $13.4K
|
1.23K
$412K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
41New |
$9.49K - $13.1K
|
41
$13.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
41+ 1.33% |
$9.49K - $13.1K
|
3.14K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
40+ 3.2% |
$9.26K - $12.8K
|
1.29K
$434K
|
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
40+ 0.3% |
$9.26K - $12.8K
|
13.2K
$4.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
40+ 20.94% |
$9.26K - $12.8K
|
231
$77.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
40+ 12.23% |
$9.26K - $12.8K
|
367
$123K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
39+ 2.81% |
$9.02K - $12.4K
|
1.43K
$480K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
39+ 1.24% |
$9.02K - $12.4K
|
3.17K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
38+ 0.51% |
$8.79K - $12.1K
|
7.46K
$2.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
38+ 1.33% |
$8.79K - $12.1K
|
2.9K
$974K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
38+ 1.76% |
$8.79K - $12.1K
|
2.19K
$736K
|
|
|
Aug 05, 2025
Q2 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
38+ 4.05% |
$8.79K - $12.1K
|
976
$328K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
38+ 1.0% |
$8.79K - $12.1K
|
3.84K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
37+ 0.89% |
$8.56K - $11.8K
|
4.19K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
37+ 13.07% |
$8.56K - $11.8K
|
320
$108K
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
36+ 0.74% |
$8.33K - $11.5K
|
4.89K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
36+ 3.58% |
$8.33K - $11.5K
|
1.04K
$350K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
36+ 4.71% |
$8.33K - $11.5K
|
801
$269K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
36+ 0.35% |
$8.33K - $11.5K
|
10.5K
$3.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
36New |
$8.33K - $11.5K
|
36
$12.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
35+ 0.27% |
$8.1K - $11.2K
|
13.1K
$4.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
35+ 2.66% |
$8.1K - $11.2K
|
1.35K
$454K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
35+ 2.41% |
$8.1K - $11.2K
|
1.49K
$500K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
34+ 0.08% |
$7.87K - $10.8K
|
42.4K
$14.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
34+ 0.68% |
$7.87K - $10.8K
|
5.06K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
34+ 11.33% |
$7.87K - $10.8K
|
334
$112K
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
33+ 1.01% |
$7.64K - $10.5K
|
3.29K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
33+ 12.74% |
$7.64K - $10.5K
|
292
$98.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
32+ 2.76% |
$7.4K - $10.2K
|
1.19K
$400K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
32+ 3.82% |
$7.4K - $10.2K
|
869
$292K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
32+ 1.54% |
$7.4K - $10.2K
|
2.12K
$711K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
32+ 5.19% |
$7.4K - $10.2K
|
648
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
32+ 0.86% |
$7.4K - $10.2K
|
3.74K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
32+ 2.26% |
$7.4K - $10.2K
|
1.45K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 1.3% |
$7.4K - $10.2K
|
2.5K
$840K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
31+ 0.7% |
$7.17K - $9.89K
|
4.46K
$1.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
31+ 3.32% |
$7.17K - $9.89K
|
965
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
31+ 0.19% |
$7.17K - $9.89K
|
16K
$5.36M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
31New |
$7.17K - $9.89K
|
31
$10.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
30+ 2.51% |
$6.94K - $9.57K
|
1.23K
$412K
|