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 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
9+ 0.29% |
$2.08K - $2.87K
|
3.08K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
9+ 0.1% |
$2.08K - $2.87K
|
9.18K
$3.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
9+ 1.03% |
$2.08K - $2.87K
|
880
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
9+ 0.86% |
$2.08K - $2.87K
|
1.05K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
9+ 0.62% |
$2.08K - $2.87K
|
1.45K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8+ 0.29% |
$1.85K - $2.55K
|
2.75K
$923K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8+ 2.72% |
$1.85K - $2.55K
|
302
$101K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.86% |
$1.85K - $2.55K
|
933
$313K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.34% |
$1.85K - $2.55K
|
2.35K
$790K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 3.65% |
$1.85K - $2.55K
|
227
$76.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
8+ 0.05% |
$1.85K - $2.55K
|
15.9K
$5.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
8+ 0.06% |
$1.85K - $2.55K
|
14.5K
$4.88M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8+ 21.62% |
$1.85K - $2.55K
|
45
$15.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8+ 5.0% |
$1.85K - $2.55K
|
168
$56.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8+ 0.16% |
$1.85K - $2.55K
|
5.14K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
7+ 0.89% |
$1.62K - $2.23K
|
793
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 0.27% |
$1.62K - $2.23K
|
2.65K
$890K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.53% |
$1.62K - $2.23K
|
1.32K
$443K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
7New |
$1.62K - $2.23K
|
7
$2.35K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.13% |
$1.62K - $2.23K
|
5.46K
$1.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7+ 0.38% |
$1.62K - $2.23K
|
1.83K
$615K
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
7+ 0.18% |
$1.62K - $2.23K
|
3.79K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7+ 0.33% |
$1.62K - $2.23K
|
2.13K
$715K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 0.51% |
$1.39K - $1.91K
|
1.18K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.13% |
$1.39K - $1.91K
|
4.79K
$1.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.2% |
$1.39K - $1.91K
|
3.03K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
6+ 6.59% |
$1.39K - $1.91K
|
97
$32.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6+ 0.5% |
$1.39K - $1.91K
|
1.2K
$404K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 85.71% |
$1.39K - $1.91K
|
13
$4.37K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.24% |
$1.16K - $1.59K
|
2.08K
$700K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.77% |
$1.16K - $1.59K
|
651
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
5+ 0.18% |
$1.16K - $1.59K
|
2.83K
$952K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$1.16K - $1.59K
|
1.99K
$669K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
5+ 0.1% |
$1.16K - $1.59K
|
5.09K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5+ 0.27% |
$1.16K - $1.59K
|
1.86K
$625K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 1.01% |
$1.16K - $1.59K
|
502
$169K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
4+ 0.12% |
$926 - $1.28K
|
3.43K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.19% |
$926 - $1.28K
|
2.1K
$707K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4+ 0.08% |
$926 - $1.28K
|
4.84K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.31% |
$926 - $1.28K
|
1.28K
$429K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4+ 1.07% |
$926 - $1.28K
|
379
$127K
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
4+ 0.15% |
$926 - $1.28K
|
2.6K
$872K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 1.16% |
$926 - $1.28K
|
349
$117K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
4+ 0.07% |
$926 - $1.28K
|
6.04K
$2.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4+ 0.62% |
$926 - $1.28K
|
648
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.09% |
$926 - $1.28K
|
4.34K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.02% |
$926 - $1.28K
|
17.7K
$5.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4+ 0.51% |
$926 - $1.28K
|
787
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4+ 0.48% |
$926 - $1.28K
|
829
$279K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
4+ 0.41% |
$926 - $1.28K
|
968
$325K
|