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 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11+ 0.18% |
$2.55K - $3.51K
|
5.98K
$1.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 0.2% |
$2.31K - $3.19K
|
5.04K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10+ 0.67% |
$2.31K - $3.19K
|
1.51K
$479K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.97% |
$2.31K - $3.19K
|
1.04K
$330K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9+ 0.23% |
$2.08K - $2.87K
|
3.99K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.1% |
$2.08K - $2.87K
|
9.3K
$2.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9+ 0.45% |
$2.08K - $2.87K
|
2.01K
$638K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8+ 2.72% |
$1.85K - $2.55K
|
302
$95.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
7+ 0.89% |
$1.62K - $2.23K
|
793
$252K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 0.51% |
$1.39K - $1.91K
|
1.18K
$375K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.24% |
$1.16K - $1.59K
|
2.08K
$661K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
4+ 0.12% |
$926 - $1.28K
|
3.43K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3+ 0.3% |
$694 - $957
|
1.01K
$320K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.05% |
$694 - $957
|
6.37K
$2.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-3- 0.27% |
$694 - $957
|
1.12K
$354K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-4- 0.05% |
$926 - $1.28K
|
7.51K
$2.38M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6- 0.44% |
$1.39K - $1.91K
|
1.37K
$435K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-8- 0.31% |
$1.85K - $2.55K
|
2.55K
$808K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-10- 0.02% |
$2.31K - $3.19K
|
51.9K
$16.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-10- 0.23% |
$2.31K - $3.19K
|
4.26K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-14- 0.65% |
$3.24K - $4.47K
|
2.13K
$677K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-16- 10.06% |
$3.7K - $5.1K
|
143
$45.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-18- 0.35% |
$4.17K - $5.74K
|
5.15K
$1.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-20- 0.18% |
$4.63K - $6.38K
|
11.2K
$3.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-23- 2.11% |
$5.32K - $7.34K
|
1.07K
$339K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-24- 0.27% |
$5.55K - $7.66K
|
8.99K
$2.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-25- 0.86% |
$5.78K - $7.97K
|
2.89K
$917K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-27- 0.56% |
$6.25K - $8.61K
|
4.83K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-30- 0.44% |
$6.94K - $9.57K
|
6.74K
$2.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-31- 3.11% |
$7.17K - $9.89K
|
967
$307K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-34- 4.02% |
$7.87K - $10.8K
|
811
$257K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-35- 4.51% |
$8.1K - $11.2K
|
741
$235K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-38- 0.16% |
$8.79K - $12.1K
|
23.1K
$7.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-39- 4.19% |
$9.02K - $12.4K
|
892
$283K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-39- 4.99% |
$9.02K - $12.4K
|
743
$236K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-46- 3.78% |
$10.6K - $14.7K
|
1.17K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-47- 1.2% |
$10.9K - $15K
|
3.86K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-52- 0.15% |
$12K - $16.6K
|
35.2K
$11.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-55- 0.75% |
$12.7K - $17.5K
|
7.24K
$2.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-59- 1.2% |
$13.7K - $18.8K
|
4.84K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-61- 0.44% |
$14.1K - $19.5K
|
14K
$4.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-65- 7.58% |
$15K - $20.7K
|
793
$252K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-71- 0.96% |
$16.4K - $22.6K
|
7.34K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-77- 25.41% |
$17.8K - $24.6K
|
226
$71.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-91- 0.77% |
$21.1K - $29K
|
11.7K
$3.72M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-95- 0.57% |
$22K - $30.3K
|
16.6K
$5.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-99- 9.23% |
$22.9K - $31.6K
|
974
$309K
|
|
|
Jul 11, 2025
Q2 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-102- 2.21% |
$23.6K - $32.5K
|
4.52K
$1.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-108- 0.23% |
$25K - $34.4K
|
47K
$14.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-109- 10.16% |
$25.2K - $34.8K
|
964
$306K
|