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 11, 2025
Q2 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-102- 2.21% |
$23.6K - $32.5K
|
4.52K
$1.52M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-102- 2.19% |
$23.6K - $32.5K
|
4.55K
$1.53M
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-103- 1.02% |
$23.8K - $32.9K
|
10K
$3.37M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-104- 6.44% |
$24.1K - $33.2K
|
1.51K
$507K
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-106- 0.23% |
$24.5K - $33.8K
|
45.6K
$15.3M
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-107- 1.2% |
$24.8K - $34.1K
|
8.8K
$2.96M
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-108- 0.23% |
$25K - $34.4K
|
47K
$15.8M
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-109- 10.16% |
$25.2K - $34.8K
|
964
$324K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-109- 1.99% |
$25.2K - $34.8K
|
5.36K
$1.8M
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
SELL
|
- |
-112- 2.35% |
$25.9K - $35.7K
|
4.66K
$1.56M
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-114- 0.48% |
$26.4K - $36.4K
|
23.5K
$7.9M
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-115- 5.43% |
$26.6K - $36.7K
|
2K
$673K
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-116- 2.11% |
$26.8K - $37K
|
5.38K
$1.81M
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-117- 1.8% |
$27.1K - $37.3K
|
6.39K
$2.15M
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-117- 1.77% |
$27.1K - $37.3K
|
6.5K
$2.18M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-120- 8.33% |
$27.8K - $38.3K
|
1.32K
$444K
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-121- 10.89% |
$28K - $38.6K
|
990
$333K
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-122- 5.75% |
$28.2K - $38.9K
|
2K
$672K
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-124- 4.33% |
$28.7K - $39.6K
|
2.74K
$921K
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-124- 0.98% |
$28.7K - $39.6K
|
12.5K
$4.2M
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-125- 1.71% |
$28.9K - $39.9K
|
7.17K
$2.41M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-125- 5.34% |
$28.9K - $39.9K
|
2.21K
$744K
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-125- 7.4% |
$28.9K - $39.9K
|
1.56K
$526K
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-127- 7.84% |
$29.4K - $40.5K
|
1.49K
$502K
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-127- 10.32% |
$29.4K - $40.5K
|
1.1K
$371K
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-128- 8.79% |
$29.6K - $40.8K
|
1.33K
$446K
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-128- 9.12% |
$29.6K - $40.8K
|
1.28K
$429K
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-129- 7.65% |
$29.8K - $41.1K
|
1.56K
$523K
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-130- 6.79% |
$30.1K - $41.5K
|
1.79K
$600K
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-130- 35.23% |
$30.1K - $41.5K
|
239
$80.3K
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-131- 5.34% |
$30.3K - $41.8K
|
2.32K
$781K
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-132- 8.47% |
$30.5K - $42.1K
|
1.43K
$479K
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-133- 2.37% |
$30.8K - $42.4K
|
5.47K
$1.84M
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-135- 1.64% |
$31.2K - $43.1K
|
8.11K
$2.72M
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-136- 1.2% |
$31.5K - $43.4K
|
11.2K
$3.77M
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-137- 16.51% |
$31.7K - $43.7K
|
693
$233K
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-137- 4.43% |
$31.7K - $43.7K
|
2.95K
$992K
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-139- 1.6% |
$32.2K - $44.3K
|
8.53K
$2.86M
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-141- 7.48% |
$32.6K - $45K
|
1.75K
$586K
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-141- 8.65% |
$32.6K - $45K
|
1.49K
$501K
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-142- 1.0% |
$32.9K - $45.3K
|
14K
$4.71M
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-142- 0.13% |
$32.9K - $45.3K
|
108K
$36.2M
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-142- 2.54% |
$32.9K - $45.3K
|
5.45K
$1.83M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-142- 3.84% |
$32.9K - $45.3K
|
3.56K
$1.19M
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-142- 12.89% |
$32.9K - $45.3K
|
960
$323K
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-143- 0.96% |
$33.1K - $45.6K
|
14.7K
$4.94M
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-146- 9.95% |
$33.8K - $46.6K
|
1.32K
$444K
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-147- 9.63% |
$34K - $46.9K
|
1.38K
$463K
|
|
Aug 01, 2025
Q2 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-148- 23.31% |
$34.2K - $47.2K
|
487
$164K
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-150- 19.31% |
$34.7K - $47.8K
|
627
$211K
|