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 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-16- 0.08% |
$3.7K - $5.1K
|
18.9K
$6.37M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-17- 2.25% |
$3.93K - $5.42K
|
740
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-17- 1.03% |
$3.93K - $5.42K
|
1.63K
$549K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-18- 0.35% |
$4.17K - $5.74K
|
5.15K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-18- 28.57% |
$4.17K - $5.74K
|
45
$15.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-18- 1.19% |
$4.17K - $5.74K
|
1.5K
$504K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-19- 0.23% |
$4.4K - $6.06K
|
8.29K
$2.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19- 0.54% |
$4.4K - $6.06K
|
3.48K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-19- 1.91% |
$4.4K - $6.06K
|
978
$329K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-19- 1.28% |
$4.4K - $6.06K
|
1.47K
$493K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-19- 1.42% |
$4.4K - $6.06K
|
1.32K
$443K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-19- 1.42% |
$4.4K - $6.06K
|
1.32K
$444K
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-20- 0.18% |
$4.63K - $6.38K
|
11.2K
$3.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-20- 0.11% |
$4.63K - $6.38K
|
18.6K
$6.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-20- 1.86% |
$4.63K - $6.38K
|
1.06K
$355K
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.14% |
$4.63K - $6.38K
|
14.7K
$4.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-20- 0.24% |
$4.63K - $6.38K
|
8.26K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-20- 0.66% |
$4.63K - $6.38K
|
3.02K
$1.01M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-20- 0.72% |
$4.63K - $6.38K
|
2.77K
$930K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-21- 2.03% |
$4.86K - $6.7K
|
1.01K
$340K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-21- 2.23% |
$4.86K - $6.7K
|
919
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
SELL
|
- |
-21- 0.97% |
$4.86K - $6.7K
|
2.14K
$720K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-21- 1.4% |
$4.86K - $6.7K
|
1.48K
$496K
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-22- 0.5% |
$5.09K - $7.02K
|
4.36K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-22- 7.19% |
$5.09K - $7.02K
|
284
$95.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-22- 10.84% |
$5.09K - $7.02K
|
181
$60.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-22- 2.73% |
$5.09K - $7.02K
|
785
$264K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-23- 2.11% |
$5.32K - $7.34K
|
1.07K
$359K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-23- 2.08% |
$5.32K - $7.34K
|
1.08K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-23- 0.82% |
$5.32K - $7.34K
|
2.79K
$936K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-24- 0.27% |
$5.55K - $7.66K
|
8.99K
$3.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-24- 1.42% |
$5.55K - $7.66K
|
1.67K
$560K
|
|
|
Aug 05, 2025
Q2 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-24- 0.11% |
$5.55K - $7.66K
|
21.4K
$7.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-24- 0.86% |
$5.55K - $7.66K
|
2.78K
$934K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-24- 8.63% |
$5.55K - $7.66K
|
254
$85.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-24- 2.56% |
$5.55K - $7.66K
|
915
$307K
|
|
|
Aug 13, 2025
Q2 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-24- 0.18% |
$5.55K - $7.66K
|
13.6K
$4.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-24- 2.62% |
$5.55K - $7.66K
|
893
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-25- 0.86% |
$5.78K - $7.97K
|
2.89K
$971K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-25- 1.53% |
$5.78K - $7.97K
|
1.61K
$541K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-25- 2.32% |
$5.78K - $7.97K
|
1.05K
$353K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-25- 2.0% |
$5.78K - $7.97K
|
1.22K
$411K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-25- 20.0% |
$5.78K - $7.97K
|
100
$33.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-26- 2.01% |
$6.02K - $8.29K
|
1.27K
$426K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-26- 2.41% |
$6.02K - $8.29K
|
1.05K
$353K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-26- 2.27% |
$6.02K - $8.29K
|
1.12K
$376K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-26- 2.75% |
$6.02K - $8.29K
|
920
$309K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-26- 0.46% |
$6.02K - $8.29K
|
5.58K
$1.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-27- 0.56% |
$6.25K - $8.61K
|
4.83K
$1.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-27- 0.5% |
$6.25K - $8.61K
|
5.38K
$1.81M
|