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 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
30+ 0.63% |
$6.94K - $9.57K
|
4.79K
$1.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
30+ 0.74% |
$6.94K - $9.57K
|
4.06K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
30+ 3.18% |
$6.94K - $9.57K
|
973
$327K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
30+ 7.28% |
$6.94K - $9.57K
|
442
$149K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
30+ 0.68% |
$6.94K - $9.57K
|
4.41K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
30+ 428.57% |
$6.94K - $9.57K
|
37
$12.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 1.86% |
$6.94K - $9.57K
|
1.64K
$552K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
29+ 1.12% |
$6.71K - $9.25K
|
2.63K
$883K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
29+ 2.05% |
$6.71K - $9.25K
|
1.44K
$485K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
29+ 0.91% |
$6.71K - $9.25K
|
3.22K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29+ 0.89% |
$6.71K - $9.25K
|
3.29K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
27New |
$6.25K - $8.61K
|
27
$9.07K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
26+ 1.21% |
$6.02K - $8.29K
|
2.18K
$731K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
26+ 0.76% |
$6.02K - $8.29K
|
3.44K
$1.16M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
26+ 1.55% |
$6.02K - $8.29K
|
1.7K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26+ 6.48% |
$6.02K - $8.29K
|
427
$143K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
25+ 2.37% |
$5.78K - $7.97K
|
1.08K
$363K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
25+ 1.5% |
$5.78K - $7.97K
|
1.69K
$568K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
25+ 16.34% |
$5.78K - $7.97K
|
178
$59.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
25+ 0.53% |
$5.78K - $7.97K
|
4.74K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
24+ 2.83% |
$5.55K - $7.66K
|
872
$293K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
24+ 0.13% |
$5.55K - $7.66K
|
18.8K
$6.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24+ 0.43% |
$5.55K - $7.66K
|
5.66K
$1.9M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
24+ 0.04% |
$5.55K - $7.66K
|
67.4K
$22.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
23+ 0.24% |
$5.32K - $7.34K
|
9.52K
$3.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
23+ 1150.0% |
$5.32K - $7.34K
|
25
$8.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
23+ 0.13% |
$5.32K - $7.34K
|
17.6K
$5.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
22New |
$5.09K - $7.02K
|
22
$7.39K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
22+ 1.05% |
$5.09K - $7.02K
|
2.12K
$712K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
22New |
$5.09K - $7.02K
|
22
$7.39K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
22+ 0.28% |
$5.09K - $7.02K
|
7.76K
$2.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
21+ 6.42% |
$4.86K - $6.7K
|
348
$117K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
21+ 0.64% |
$4.86K - $6.7K
|
3.32K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
21+ 0.08% |
$4.86K - $6.7K
|
26.5K
$8.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
21New |
$4.86K - $6.7K
|
21
$7.06K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21+ 0.19% |
$4.86K - $6.7K
|
11.3K
$3.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
21+ 0.44% |
$4.86K - $6.7K
|
4.74K
$1.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
20+ 2.53% |
$4.63K - $6.38K
|
810
$272K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
20+ 1.51% |
$4.63K - $6.38K
|
1.35K
$453K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 46.51% |
$4.63K - $6.38K
|
63
$21.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
20New |
$4.63K - $6.38K
|
20
$6.72K
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
20+ 1.05% |
$4.63K - $6.38K
|
1.93K
$648K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
19+ 2.37% |
$4.4K - $6.06K
|
822
$276K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
19+ 0.95% |
$4.4K - $6.06K
|
2.03K
$682K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
19+ 3.88% |
$4.4K - $6.06K
|
509
$171K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
19+ 0.9% |
$4.4K - $6.06K
|
2.14K
$718K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
19+ 1.08% |
$4.4K - $6.06K
|
1.78K
$597K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
19+ 1.49% |
$4.4K - $6.06K
|
1.3K
$435K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
18+ 0.23% |
$4.17K - $5.74K
|
7.82K
$2.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
18+ 1.4% |
$4.17K - $5.74K
|
1.3K
$438K
|