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 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.05% |
$694 - $957
|
6.37K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3+ 0.3% |
$694 - $957
|
1.01K
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
3+ 0.2% |
$694 - $957
|
1.5K
$503K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.19% |
$694 - $957
|
1.61K
$541K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3+ 1.37% |
$694 - $957
|
222
$74.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$694 - $957
|
4.23K
$1.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.3% |
$694 - $957
|
1.01K
$339K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.29% |
$694 - $957
|
1.04K
$350K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3+ 0.19% |
$694 - $957
|
1.59K
$534K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.04% |
$694 - $957
|
6.86K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3+ 0.31% |
$694 - $957
|
967
$325K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.21% |
$463 - $638
|
962
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.25% |
$463 - $638
|
788
$265K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 0.31% |
$463 - $638
|
639
$215K
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$463 - $638
|
5.56K
$1.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2+ 0.1% |
$463 - $638
|
1.97K
$660K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
2+ 0.12% |
$463 - $638
|
1.62K
$543K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2+ 0.04% |
$463 - $638
|
4.82K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.24% |
$463 - $638
|
819
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$463 - $638
|
3.62K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2+ 0.25% |
$463 - $638
|
811
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2+ 0.19% |
$463 - $638
|
1.04K
$349K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.26% |
$463 - $638
|
780
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.88% |
$463 - $638
|
228
$76.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2+ 0.28% |
$463 - $638
|
724
$243K
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2+ 0.2% |
$463 - $638
|
1K
$337K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.06% |
$231 - $319
|
1.55K
$522K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1+ 0.06% |
$231 - $319
|
1.8K
$604K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$231 - $319
|
342
$115K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 1.96% |
$231 - $319
|
52
$17.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.04% |
$231 - $319
|
2.38K
$799K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$231 - $319
|
1.81K
$607K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
1+ 0.11% |
$231 - $319
|
884
$297K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$231 - $319
|
3.29K
$1.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.11% |
$231 - $319
|
904
$304K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
1+ 0.13% |
$231 - $319
|
792
$266K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.08% |
$231 - $319
|
1.19K
$401K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$231 - $319
|
1.74K
$584K
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$231 - $319
|
17.8K
$5.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.62% |
$231 - $319
|
162
$54.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$231 - $319
|
7.19K
$2.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1+ 0.04% |
$231 - $319
|
2.5K
$838K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1+ 0.12% |
$231 - $319
|
811
$272K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.08% |
$231 - $319
|
1.33K
$446K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1+ 0.04% |
$231 - $319
|
2.83K
$949K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.03% |
$231 - $319
|
3.5K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
1+ 0.08% |
$231 - $319
|
1.24K
$416K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1+ 0.14% |
$231 - $319
|
718
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.78% |
$231 - $319
|
129
$43.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
1+ 0.01% |
$231 - $319
|
9.33K
$3.13M
|