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 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-44- 1.64% |
$10.2K - $14K
|
2.65K
$889K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-45- 2.39% |
$10.4K - $14.4K
|
1.84K
$618K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-45- 3.76% |
$10.4K - $14.4K
|
1.15K
$387K
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-45- 1.11% |
$10.4K - $14.4K
|
3.99K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-46- 3.78% |
$10.6K - $14.7K
|
1.17K
$394K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-47- 1.2% |
$10.9K - $15K
|
3.86K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-48- 4.47% |
$11.1K - $15.3K
|
1.03K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-48- 3.9% |
$11.1K - $15.3K
|
1.18K
$397K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-49- 12.41% |
$11.3K - $15.6K
|
346
$116K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-49- 1.83% |
$11.3K - $15.6K
|
2.63K
$885K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-50- 1.23% |
$11.6K - $15.9K
|
4.01K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-50- 0.44% |
$11.6K - $15.9K
|
11.4K
$3.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-50- 0.98% |
$11.6K - $15.9K
|
5.04K
$1.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-50- 0.97% |
$11.6K - $15.9K
|
5.12K
$1.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-50- 4.78% |
$11.6K - $15.9K
|
996
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-50- 5.55% |
$11.6K - $15.9K
|
851
$286K
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-50- 3.57% |
$11.6K - $15.9K
|
1.35K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-50- 0.92% |
$11.6K - $15.9K
|
5.37K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-50- 1.85% |
$11.6K - $15.9K
|
2.66K
$892K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-51- 0.71% |
$11.8K - $16.3K
|
7.16K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-52- 0.15% |
$12K - $16.6K
|
35.2K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-52- 0.61% |
$12K - $16.6K
|
8.49K
$2.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-53- 0.56% |
$12.3K - $16.9K
|
9.43K
$3.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-54- 2.29% |
$12.5K - $17.2K
|
2.3K
$773K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-54- 0.87% |
$12.5K - $17.2K
|
6.16K
$2.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-54- 0.68% |
$12.5K - $17.2K
|
7.84K
$2.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-55- 0.75% |
$12.7K - $17.5K
|
7.24K
$2.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-55- 1.34% |
$12.7K - $17.5K
|
4.04K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-55- 4.66% |
$12.7K - $17.5K
|
1.13K
$378K
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-55- 0.37% |
$12.7K - $17.5K
|
14.8K
$4.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-55- 0.39% |
$12.7K - $17.5K
|
14.2K
$4.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-55- 0.14% |
$12.7K - $17.5K
|
40.4K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-55- 1.38% |
$12.7K - $17.5K
|
3.95K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-56- 2.09% |
$13K - $17.9K
|
2.62K
$880K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-57- 1.57% |
$13.2K - $18.2K
|
3.59K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-59- 1.2% |
$13.7K - $18.8K
|
4.84K
$1.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-59- 1.96% |
$13.7K - $18.8K
|
2.94K
$989K
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-59- 2.82% |
$13.7K - $18.8K
|
2.04K
$684K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-60- 2.64% |
$13.9K - $19.1K
|
2.22K
$744K
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-60- 0.65% |
$13.9K - $19.1K
|
9.21K
$3.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-60- 1.24% |
$13.9K - $19.1K
|
4.78K
$1.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-61- 0.44% |
$14.1K - $19.5K
|
14K
$4.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-62- 2.04% |
$14.3K - $19.8K
|
2.98K
$1M
|
|
|
Aug 07, 2025
Q2 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-63- 0.18% |
$14.6K - $20.1K
|
34.5K
$11.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-64- 2.24% |
$14.8K - $20.4K
|
2.79K
$937K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-64- 1.21% |
$14.8K - $20.4K
|
5.22K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-64- 2.69% |
$14.8K - $20.4K
|
2.31K
$777K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-65- 7.58% |
$15K - $20.7K
|
793
$266K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-65- 0.5% |
$15K - $20.7K
|
12.8K
$4.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-66- 0.34% |
$15.3K - $21.1K
|
19.2K
$6.46M
|