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
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-219- 4.45% |
$50.7K - $69.9K
|
4.7K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-224- 6.03% |
$51.8K - $71.5K
|
3.49K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-225- 2.18% |
$52.1K - $71.8K
|
10.1K
$3.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-225- 1.96% |
$52.1K - $71.8K
|
11.2K
$3.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-228- 6.97% |
$52.8K - $72.7K
|
3.04K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-230- 13.48% |
$53.2K - $73.4K
|
1.48K
$496K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-232- 20.73% |
$53.7K - $74K
|
887
$298K
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-235- 0.78% |
$54.4K - $75K
|
29.8K
$10M
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-235- 0.6% |
$54.4K - $75K
|
39K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-235- 1.7% |
$54.4K - $75K
|
13.6K
$4.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-240- 2.26% |
$55.5K - $76.6K
|
10.4K
$3.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-243- 7.33% |
$56.2K - $77.5K
|
3.07K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-243- 16.72% |
$56.2K - $77.5K
|
1.21K
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-245- 7.38% |
$56.7K - $78.2K
|
3.08K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-246- 18.79% |
$56.9K - $78.5K
|
1.06K
$357K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-248- 1.14% |
$57.4K - $79.1K
|
21.5K
$7.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-250- 22.75% |
$57.8K - $79.7K
|
849
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-250- 3.65% |
$57.8K - $79.7K
|
6.6K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-252- 24.73% |
$58.3K - $80.4K
|
767
$258K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-252- 10.02% |
$58.3K - $80.4K
|
2.26K
$760K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-254- 3.55% |
$58.8K - $81K
|
6.9K
$2.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-255- 2.77% |
$59K - $81.3K
|
8.96K
$3.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-255- 16.95% |
$59K - $81.3K
|
1.25K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-255- 27.87% |
$59K - $81.3K
|
660
$222K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-256- 0.21% |
$59.2K - $81.7K
|
122K
$40.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-260- 3.68% |
$60.2K - $82.9K
|
6.8K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Silvant Capital Management LLC
|
SELL
|
- |
-260- 1.1% |
$60.2K - $82.9K
|
23.3K
$7.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-264- 0.71% |
$61.1K - $84.2K
|
37K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-266- 13.36% |
$61.5K - $84.8K
|
1.73K
$580K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-266- 5.61% |
$61.5K - $84.8K
|
4.48K
$1.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-269- 3.61% |
$62.2K - $85.8K
|
7.19K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Infusive Asset Management Inc.
New York, NY |
SELL
|
- |
-270- 2.12% |
$62.5K - $86.1K
|
12.5K
$4.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-274- 11.19% |
$63.4K - $87.4K
|
2.17K
$730K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-276- 25.6% |
$63.9K - $88K
|
802
$269K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-279- 1.68% |
$64.6K - $89K
|
16.4K
$5.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-279- 0.38% |
$64.6K - $89K
|
72.4K
$24.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-280- 5.4% |
$64.8K - $89.3K
|
4.91K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-285- 7.99% |
$65.9K - $90.9K
|
3.28K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-285- 0.52% |
$65.9K - $90.9K
|
54.1K
$18.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-288- 3.73% |
$66.6K - $91.9K
|
7.43K
$2.49M
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-289- 5.6% |
$66.9K - $92.2K
|
4.87K
$1.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-295- 3.99% |
$68.3K - $94.1K
|
7.11K
$2.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-296- 29.72% |
$68.5K - $94.4K
|
700
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-300- 0.91% |
$69.4K - $95.7K
|
32.8K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
SELL
|
- |
-301- 31.26% |
$69.6K - $96K
|
662
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-301- 10.14% |
$69.6K - $96K
|
2.67K
$896K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-308- 2.97% |
$71.3K - $98.2K
|
10.1K
$3.38M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-310- 2.68% |
$71.7K - $98.9K
|
11.3K
$3.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-310- 15.19% |
$71.7K - $98.9K
|
1.73K
$582K
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-310- 25.7% |
$71.7K - $98.9K
|
896
$301K
|