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 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-67- 1.86% |
$15.5K - $21.4K
|
3.54K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-69- 5.66% |
$16K - $22K
|
1.15K
$386K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-69- 1.43% |
$16K - $22K
|
4.76K
$1.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-70- 5.11% |
$16.2K - $22.3K
|
1.3K
$437K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-70- 0.53% |
$16.2K - $22.3K
|
13.1K
$4.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-71- 0.96% |
$16.4K - $22.6K
|
7.34K
$2.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-71- 11.25% |
$16.4K - $22.6K
|
560
$188K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-73- 45.06% |
$16.9K - $23.3K
|
89
$29.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-73- 9.57% |
$16.9K - $23.3K
|
690
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-75- 11.03% |
$17.4K - $23.9K
|
605
$203K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-75- 0.79% |
$17.4K - $23.9K
|
9.45K
$3.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-76- 9.0% |
$17.6K - $24.2K
|
768
$258K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-77- 25.41% |
$17.8K - $24.6K
|
226
$75.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-79- 12.04% |
$18.3K - $25.2K
|
577
$194K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-79- 8.5% |
$18.3K - $25.2K
|
850
$286K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-79- 6.78% |
$18.3K - $25.2K
|
1.09K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-80- 5.06% |
$18.5K - $25.5K
|
1.5K
$504K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-83- 10.59% |
$19.2K - $26.5K
|
701
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-85- 1.3% |
$19.7K - $27.1K
|
6.44K
$2.16M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-85- 0.24% |
$19.7K - $27.1K
|
35.5K
$11.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-85- 7.83% |
$19.7K - $27.1K
|
1K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-85- 0.68% |
$19.7K - $27.1K
|
12.4K
$4.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-86- 1.49% |
$19.9K - $27.4K
|
5.67K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-87- 4.68% |
$20.1K - $27.8K
|
1.77K
$595K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-88- 4.79% |
$20.4K - $28.1K
|
1.75K
$588K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-88- 1.63% |
$20.4K - $28.1K
|
5.3K
$1.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-89- 1.0% |
$20.6K - $28.4K
|
8.79K
$2.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-90- 0.55% |
$20.8K - $28.7K
|
16.2K
$5.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-91- 0.77% |
$21.1K - $29K
|
11.7K
$3.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-92- 0.3% |
$21.3K - $29.3K
|
30.2K
$10.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-93- 0.7% |
$21.5K - $29.7K
|
13.3K
$4.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-93- 0.72% |
$21.5K - $29.7K
|
12.8K
$4.3M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-94- 1.81% |
$21.8K - $30K
|
5.11K
$1.72M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-95- 0.57% |
$22K - $30.3K
|
16.6K
$5.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-95- 2.94% |
$22K - $30.3K
|
3.13K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-96- 6.61% |
$22.2K - $30.6K
|
1.36K
$456K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-97- 0.77% |
$22.4K - $30.9K
|
12.4K
$4.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-98- 12.13% |
$22.7K - $31.3K
|
710
$239K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-98- 1.84% |
$22.7K - $31.3K
|
5.21K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-99- 9.23% |
$22.9K - $31.6K
|
974
$327K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-99- 1.73% |
$22.9K - $31.6K
|
5.64K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 7.99% |
$23.1K - $31.9K
|
1.15K
$387K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 12.11% |
$23.1K - $31.9K
|
726
$244K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-100- 10.0% |
$23.1K - $31.9K
|
900
$302K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-100- 0.98% |
$23.1K - $31.9K
|
10.1K
$3.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 1.68% |
$23.1K - $31.9K
|
5.86K
$1.97M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.07% |
$23.1K - $31.9K
|
150K
$50.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-100- 3.06% |
$23.1K - $31.9K
|
3.17K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-100- 0.97% |
$23.1K - $31.9K
|
10.3K
$3.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-101- 2.39% |
$23.4K - $32.2K
|
4.13K
$1.39M
|