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 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-310- 1.78% |
$71.7K - $98.9K
|
17.1K
$5.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-312- 1.8% |
$72.2K - $99.5K
|
17K
$5.71M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-316- 0.32% |
$73.1K - $101K
|
97.3K
$32.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-329- 3.03% |
$76.1K - $105K
|
10.5K
$3.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Bristol John W & CO Inc
|
SELL
|
- |
-331- 12.34% |
$76.6K - $106K
|
2.35K
$790K
|
|
|
Aug 14, 2025
Q2 2025
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-332- 1.78% |
$76.8K - $106K
|
18.3K
$6.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-332- 1.36% |
$76.8K - $106K
|
24K
$8.07M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-338- 8.17% |
$78.2K - $108K
|
3.8K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-339- 1.46% |
$78.4K - $108K
|
22.8K
$7.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
SELL
|
- |
-341- 0.92% |
$78.9K - $109K
|
36.7K
$12.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-343- 2.82% |
$79.4K - $109K
|
11.8K
$3.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-344- 1.76% |
$79.6K - $110K
|
19.2K
$6.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-344- 0.55% |
$79.6K - $110K
|
62.1K
$20.9M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-350- 5.81% |
$81K - $112K
|
5.67K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-353- 3.23% |
$81.7K - $113K
|
10.6K
$3.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-354- 0.18% |
$81.9K - $113K
|
195K
$65.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-356- 5.9% |
$82.4K - $114K
|
5.68K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-363- 1.54% |
$84K - $116K
|
23.2K
$7.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-363- 19.18% |
$84K - $116K
|
1.53K
$514K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-367- 10.27% |
$84.9K - $117K
|
3.21K
$1.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-367- 5.19% |
$84.9K - $117K
|
6.71K
$2.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-371- 8.41% |
$85.8K - $118K
|
4.04K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-371- 1.45% |
$85.8K - $118K
|
25.2K
$8.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-374- 3.26% |
$86.5K - $119K
|
11.1K
$3.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-374- 0.54% |
$86.5K - $119K
|
68.3K
$23M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-379- 4.41% |
$87.7K - $121K
|
8.22K
$2.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-380- 5.21% |
$87.9K - $121K
|
6.92K
$2.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-382- 20.14% |
$88.4K - $122K
|
1.52K
$509K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-387- 11.95% |
$89.5K - $123K
|
2.85K
$958K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-390- 1.0% |
$90.2K - $124K
|
38.6K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
SELL
|
- |
-390- 5.19% |
$90.2K - $124K
|
7.12K
$2.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-391- 28.73% |
$90.5K - $125K
|
970
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-393- 4.0% |
$90.9K - $125K
|
9.44K
$3.17M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-393- 29.55% |
$90.9K - $125K
|
937
$315K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-400- 81.63% |
$92.6K - $128K
|
90
$30.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-400- 0.88% |
$92.6K - $128K
|
45K
$15.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-400- 13.06% |
$92.6K - $128K
|
2.66K
$895K
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-405- 1.68% |
$93.7K - $129K
|
23.7K
$7.96M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-407- 6.27% |
$94.2K - $130K
|
6.08K
$2.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-408- 0.97% |
$94.4K - $130K
|
41.8K
$14M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-413- 3.41% |
$95.6K - $132K
|
11.7K
$3.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-414- 28.99% |
$95.8K - $132K
|
1.01K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-415- 0.24% |
$96K - $132K
|
171K
$57.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-422- 2.53% |
$97.6K - $135K
|
16.3K
$5.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-423- 0.27% |
$97.9K - $135K
|
156K
$52.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-430- 0.33% |
$99.5K - $137K
|
131K
$44M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-432- 0.12% |
$100K - $138K
|
347K
$117M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-433- 1.16% |
$100K - $138K
|
36.9K
$12.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-437- 7.27% |
$101K - $139K
|
5.58K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-440- 7.78% |
$102K - $140K
|
5.22K
$1.75M
|