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 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$231 - $319
|
1.22K
$408K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.66% |
$231 - $319
|
150
$50.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1- 0.01% |
$231 - $319
|
8.63K
$2.9M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1- 0.16% |
$231 - $319
|
638
$214K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1- 0.01% |
$231 - $319
|
13.6K
$4.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1- 0.12% |
$231 - $319
|
800
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-1- 0.1% |
$231 - $319
|
1.05K
$351K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1- 0.06% |
$231 - $319
|
1.64K
$552K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1- 0.04% |
$231 - $319
|
2.36K
$791K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 1.18% |
$463 - $638
|
167
$56.1K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2- 0.14% |
$463 - $638
|
1.45K
$488K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2- 0.04% |
$463 - $638
|
4.65K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.17% |
$463 - $638
|
1.16K
$390K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2- 0.06% |
$463 - $638
|
3.26K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-2- 0.13% |
$463 - $638
|
1.56K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-3- 1.03% |
$694 - $957
|
288
$96.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-3- 0.27% |
$694 - $957
|
1.12K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.24% |
$694 - $957
|
1.27K
$426K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-3- 0.16% |
$694 - $957
|
1.87K
$628K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3- 0.19% |
$694 - $957
|
1.59K
$535K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 23.08% |
$694 - $957
|
10
$3.36K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-3- 0.81% |
$694 - $957
|
367
$123K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3- 0.2% |
$694 - $957
|
1.5K
$504K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3- 0.38% |
$694 - $957
|
789
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3- 0.11% |
$694 - $957
|
2.64K
$888K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-3- 0.27% |
$694 - $957
|
1.11K
$374K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
SELL
|
- |
-3- 6.12% |
$694 - $957
|
46
$15.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-4- 0.05% |
$926 - $1.28K
|
7.51K
$2.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-4- 0.02% |
$926 - $1.28K
|
16.4K
$5.52M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-4- 25.0% |
$926 - $1.28K
|
12
$4.03K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.17% |
$926 - $1.28K
|
2.35K
$789K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-4- 0.17% |
$926 - $1.28K
|
2.4K
$806K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4- 0.04% |
$926 - $1.28K
|
10.8K
$3.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-5- 2.91% |
$1.16K - $1.59K
|
167
$56.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-5- 0.58% |
$1.16K - $1.59K
|
856
$288K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5- 0.11% |
$1.16K - $1.59K
|
4.4K
$1.48M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6- 0.44% |
$1.39K - $1.91K
|
1.37K
$461K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-6- 0.33% |
$1.39K - $1.91K
|
1.82K
$612K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-6- 0.3% |
$1.39K - $1.91K
|
2.02K
$679K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-6- 37.5% |
$1.39K - $1.91K
|
10
$3.36K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6- 0.36% |
$1.39K - $1.91K
|
1.66K
$557K
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-6- 0.49% |
$1.39K - $1.91K
|
1.23K
$412K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-6- 0.77% |
$1.39K - $1.91K
|
773
$260K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6- 0.74% |
$1.39K - $1.91K
|
810
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-6- 0.76% |
$1.39K - $1.91K
|
783
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-6- 0.17% |
$1.39K - $1.91K
|
3.47K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$1.62K - $2.23K
|
15.1K
$5.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-7- 4.38% |
$1.62K - $2.23K
|
153
$51.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-7- 0.55% |
$1.62K - $2.23K
|
1.26K
$422K
|