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 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.91% |
$6.25K - $8.61K
|
2.94K
$987K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-27- 0.29% |
$6.25K - $8.61K
|
9.14K
$3.07M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-28- 1.82% |
$6.48K - $8.93K
|
1.51K
$509K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-28- 8.81% |
$6.48K - $8.93K
|
290
$97.4K
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-29- 0.48% |
$6.71K - $9.25K
|
6K
$2.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-30- 0.44% |
$6.94K - $9.57K
|
6.74K
$2.26M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-30- 0.67% |
$6.94K - $9.57K
|
4.48K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-30- 0.81% |
$6.94K - $9.57K
|
3.68K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-30- 11.45% |
$6.94K - $9.57K
|
232
$78K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
SELL
|
- |
-30- 0.07% |
$6.94K - $9.57K
|
42.2K
$14.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-30- 1.97% |
$6.94K - $9.57K
|
1.49K
$501K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-31- 3.11% |
$7.17K - $9.89K
|
967
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-31- 3.64% |
$7.17K - $9.89K
|
820
$276K
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-32- 0.32% |
$7.4K - $10.2K
|
10K
$3.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-32- 0.09% |
$7.4K - $10.2K
|
36.8K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-32- 2.51% |
$7.4K - $10.2K
|
1.24K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-32- 18.6% |
$7.4K - $10.2K
|
140
$47K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-33- 1.17% |
$7.64K - $10.5K
|
2.8K
$939K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-33- 2.45% |
$7.64K - $10.5K
|
1.31K
$441K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-34- 4.02% |
$7.87K - $10.8K
|
811
$272K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-34- 0.52% |
$7.87K - $10.8K
|
6.52K
$2.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-34- 1.57% |
$7.87K - $10.8K
|
2.13K
$716K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-35- 4.51% |
$8.1K - $11.2K
|
741
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-35- 3.39% |
$8.1K - $11.2K
|
997
$335K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-36- 1.63% |
$8.33K - $11.5K
|
2.17K
$728K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-37- 2.85% |
$8.56K - $11.8K
|
1.26K
$424K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-37- 20.9% |
$8.56K - $11.8K
|
140
$47K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-37- 2.25% |
$8.56K - $11.8K
|
1.61K
$541K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-38- 0.16% |
$8.79K - $12.1K
|
23.1K
$7.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-38- 2.99% |
$8.79K - $12.1K
|
1.23K
$414K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-39- 4.99% |
$9.02K - $12.4K
|
743
$250K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-39- 4.19% |
$9.02K - $12.4K
|
892
$300K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-39- 0.33% |
$9.02K - $12.4K
|
11.9K
$3.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-39- 13.78% |
$9.02K - $12.4K
|
244
$82K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-39- 3.12% |
$9.02K - $12.4K
|
1.21K
$408K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-39- 0.14% |
$9.02K - $12.4K
|
27.8K
$9.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-39- 6.51% |
$9.02K - $12.4K
|
560
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-39- 2.69% |
$9.02K - $12.4K
|
1.41K
$474K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-40- 4.15% |
$9.26K - $12.8K
|
925
$311K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-40- 34.48% |
$9.26K - $12.8K
|
76
$25.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-40- 2.37% |
$9.26K - $12.8K
|
1.65K
$553K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-40- 3.57% |
$9.26K - $12.8K
|
1.08K
$363K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-40- 2.33% |
$9.26K - $12.8K
|
1.68K
$563K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-40- 1.13% |
$9.26K - $12.8K
|
3.51K
$1.18M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-40- 5.05% |
$9.26K - $12.8K
|
752
$253K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-42- 0.37% |
$9.72K - $13.4K
|
11.2K
$3.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-42- 2.83% |
$9.72K - $13.4K
|
1.44K
$484K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-43- 4.1% |
$9.95K - $13.7K
|
1.01K
$338K
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-43- 0.55% |
$9.95K - $13.7K
|
7.77K
$2.61M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-44- 0.14% |
$10.2K - $14K
|
30.5K
$10.2M
|