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 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-8- 0.31% |
$1.85K - $2.55K
|
2.55K
$856K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8- 0.57% |
$1.85K - $2.55K
|
1.41K
$472K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8- 0.76% |
$1.85K - $2.55K
|
1.05K
$353K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-8- 0.17% |
$1.85K - $2.55K
|
4.64K
$1.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-8- 1.03% |
$1.85K - $2.55K
|
771
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-8- 0.6% |
$1.85K - $2.55K
|
1.33K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8- 0.81% |
$1.85K - $2.55K
|
974
$327K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-9- 0.97% |
$2.08K - $2.87K
|
916
$308K
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-9- 0.5% |
$2.08K - $2.87K
|
1.78K
$598K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-9- 0.66% |
$2.08K - $2.87K
|
1.35K
$453K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-9- 6.21% |
$2.08K - $2.87K
|
136
$45.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-10- 0.23% |
$2.31K - $3.19K
|
4.26K
$1.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-10- 0.02% |
$2.31K - $3.19K
|
51.9K
$17.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-10- 0.12% |
$2.31K - $3.19K
|
8.42K
$2.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.56% |
$2.31K - $3.19K
|
1.76K
$591K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-10- 0.45% |
$2.31K - $3.19K
|
2.21K
$743K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
SELL
|
- |
-10- 0.65% |
$2.31K - $3.19K
|
1.54K
$516K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-10- 2.21% |
$2.31K - $3.19K
|
443
$149K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-10- 7.81% |
$2.31K - $3.19K
|
118
$39.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-10- 0.61% |
$2.31K - $3.19K
|
1.62K
$545K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-10- 1.36% |
$2.31K - $3.19K
|
728
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-10- 0.48% |
$2.31K - $3.19K
|
2.07K
$696K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-11- 0.04% |
$2.55K - $3.51K
|
26.7K
$8.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-11- 0.09% |
$2.55K - $3.51K
|
12.1K
$4.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-11- 0.07% |
$2.55K - $3.51K
|
15K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-11- 0.17% |
$2.55K - $3.51K
|
6.5K
$2.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-12- 0.54% |
$2.78K - $3.83K
|
2.22K
$745K
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-12- 0.26% |
$2.78K - $3.83K
|
4.6K
$1.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12- 0.09% |
$2.78K - $3.83K
|
12.9K
$4.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-12- 0.32% |
$2.78K - $3.83K
|
3.71K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-12- 0.79% |
$2.78K - $3.83K
|
1.51K
$507K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-12- 0.1% |
$2.78K - $3.83K
|
11.4K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-12- 0.58% |
$2.78K - $3.83K
|
2.07K
$695K
|
|
|
Aug 14, 2025
Q2 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
SELL
|
- |
-12- 0.04% |
$2.78K - $3.83K
|
31.8K
$10.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-13- 1.2% |
$3.01K - $4.15K
|
1.07K
$359K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-13- 1.89% |
$3.01K - $4.15K
|
674
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-13- 0.89% |
$3.01K - $4.15K
|
1.45K
$486K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-13- 86.67% |
$3.01K - $4.15K
|
2
$672
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-13- 0.45% |
$3.01K - $4.15K
|
2.88K
$968K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-13- 1.19% |
$3.01K - $4.15K
|
1.08K
$364K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-13Closed |
$3.01K - $4.15K
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-14- 0.65% |
$3.24K - $4.47K
|
2.13K
$717K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 22.58% |
$3.24K - $4.47K
|
48
$16.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-14- 0.03% |
$3.24K - $4.47K
|
48.5K
$16.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-14- 0.24% |
$3.24K - $4.47K
|
5.84K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-15- 0.18% |
$3.47K - $4.78K
|
8.51K
$2.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-15- 0.25% |
$3.47K - $4.78K
|
6K
$2.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-15- 0.98% |
$3.47K - $4.78K
|
1.52K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-15- 41.67% |
$3.47K - $4.78K
|
21
$7.06K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-16- 10.06% |
$3.7K - $5.1K
|
143
$48K
|