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 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
18+ 0.47% |
$4.17K - $5.74K
|
3.86K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 4.77% |
$4.17K - $5.74K
|
395
$133K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
17+ 11.41% |
$3.93K - $5.42K
|
166
$55.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
17+ 3.39% |
$3.93K - $5.42K
|
518
$174K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
17+ 0.85% |
$3.93K - $5.42K
|
2.01K
$674K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
17+ 1.85% |
$3.93K - $5.42K
|
938
$315K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
16+ 1.65% |
$3.7K - $5.1K
|
985
$331K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
16+ 1.4% |
$3.7K - $5.1K
|
1.16K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
16+ 0.63% |
$3.7K - $5.1K
|
2.57K
$865K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
15+ 1.56% |
$3.47K - $4.78K
|
979
$329K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
15+ 1.46% |
$3.47K - $4.78K
|
1.04K
$350K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
15+ 1.4% |
$3.47K - $4.78K
|
1.09K
$366K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
15+ 0.33% |
$3.47K - $4.78K
|
4.6K
$1.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
15+ 1.99% |
$3.47K - $4.78K
|
770
$259K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
15New |
$3.47K - $4.78K
|
15
$5.04K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15+ 14.85% |
$3.47K - $4.78K
|
116
$39K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15+ 0.71% |
$3.47K - $4.78K
|
2.13K
$717K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
14+ 0.64% |
$3.24K - $4.47K
|
2.2K
$740K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14+ 0.29% |
$3.24K - $4.47K
|
4.77K
$1.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
14+ 0.37% |
$3.24K - $4.47K
|
3.75K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12+ 1.09% |
$2.78K - $3.83K
|
1.12K
$375K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12+ 0.15% |
$2.78K - $3.83K
|
8.27K
$2.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
12+ 1.49% |
$2.78K - $3.83K
|
820
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
12+ 0.99% |
$2.78K - $3.83K
|
1.23K
$412K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12+ 0.12% |
$2.78K - $3.83K
|
9.67K
$3.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12+ 200.0% |
$2.78K - $3.83K
|
18
$6.05K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11+ 0.18% |
$2.55K - $3.51K
|
5.98K
$2.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
11+ 1.16% |
$2.55K - $3.51K
|
956
$321K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
11+ 0.55% |
$2.55K - $3.51K
|
2.03K
$680K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
11+ 1.11% |
$2.55K - $3.51K
|
1K
$337K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
11+ 275.0% |
$2.55K - $3.51K
|
15
$5.04K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
11+ 0.46% |
$2.55K - $3.51K
|
2.4K
$805K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11+ 1.11% |
$2.55K - $3.51K
|
1K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
11+ 0.05% |
$2.55K - $3.51K
|
22.2K
$7.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
10+ 0.59% |
$2.31K - $3.19K
|
1.71K
$574K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 0.19% |
$2.31K - $3.19K
|
5.25K
$1.76M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 0.2% |
$2.31K - $3.19K
|
5.04K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.97% |
$2.31K - $3.19K
|
1.04K
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10+ 0.67% |
$2.31K - $3.19K
|
1.51K
$507K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10+ 0.43% |
$2.31K - $3.19K
|
2.35K
$789K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.23% |
$2.31K - $3.19K
|
4.44K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10+ 0.87% |
$2.31K - $3.19K
|
1.16K
$388K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
10+ 0.8% |
$2.31K - $3.19K
|
1.26K
$422K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10+ 1.13% |
$2.31K - $3.19K
|
896
$301K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
10+ 0.92% |
$2.31K - $3.19K
|
1.1K
$368K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
10+ 0.95% |
$2.31K - $3.19K
|
1.06K
$358K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9+ 0.23% |
$2.08K - $2.87K
|
3.99K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9+ 0.45% |
$2.08K - $2.87K
|
2.01K
$676K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.1% |
$2.08K - $2.87K
|
9.3K
$3.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
9+ 15.25% |
$2.08K - $2.87K
|
68
$22.8K
|