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 14, 2025
Q2 2025
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-640- 1.29% |
$148K - $204K
|
48.9K
$16.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-641- 6.23% |
$148K - $204K
|
9.65K
$3.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-646- 14.15% |
$149K - $206K
|
3.92K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-647- 0.2% |
$150K - $206K
|
330K
$111M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-648- 19.99% |
$150K - $207K
|
2.59K
$871K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-655- 11.45% |
$152K - $209K
|
5.07K
$1.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-656- 47.4% |
$152K - $209K
|
728
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-662- 33.32% |
$153K - $211K
|
1.33K
$445K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-669- 7.91% |
$155K - $213K
|
7.79K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-671- 2.64% |
$155K - $214K
|
24.8K
$8.32M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-673- 43.39% |
$156K - $215K
|
878
$295K
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-677- 10.09% |
$157K - $216K
|
6.03K
$2.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-686- 3.01% |
$159K - $219K
|
22.1K
$7.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-691- 8.25% |
$160K - $220K
|
7.68K
$2.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-694- 10.02% |
$161K - $221K
|
6.23K
$2.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-698- 1.3% |
$162K - $223K
|
52.9K
$17.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-700- 4.24% |
$162K - $223K
|
15.8K
$5.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-700- 1.6% |
$162K - $223K
|
43K
$14.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-701- 4.33% |
$162K - $224K
|
15.5K
$5.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-716- 0.78% |
$166K - $228K
|
91.1K
$30.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-722- 4.38% |
$167K - $230K
|
15.8K
$5.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-738- 26.96% |
$171K - $235K
|
2K
$672K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-741- 3.28% |
$171K - $236K
|
21.8K
$7.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-745- 1.73% |
$172K - $238K
|
42.4K
$14.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-748- 0.44% |
$173K - $239K
|
168K
$56.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-759- 0.66% |
$176K - $242K
|
114K
$38.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-759- 53.04% |
$176K - $242K
|
672
$226K
|
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-760- 0.41% |
$176K - $242K
|
186K
$62.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-760- 3.13% |
$176K - $242K
|
23.6K
$7.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Troy Asset Management LTD
|
SELL
|
- |
-776- 0.17% |
$180K - $248K
|
459K
$154M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-784- 16.51% |
$181K - $250K
|
3.97K
$1.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-791- 4.76% |
$183K - $252K
|
15.8K
$5.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-800- 33.33% |
$185K - $255K
|
1.6K
$538K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-812- 2.53% |
$188K - $259K
|
31.3K
$10.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-818- 13.29% |
$189K - $261K
|
5.34K
$1.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-844- 8.24% |
$195K - $269K
|
9.39K
$3.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-861- 0.96% |
$199K - $275K
|
88.8K
$29.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-865- 1.32% |
$200K - $276K
|
64.5K
$21.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-867- 8.53% |
$201K - $277K
|
9.3K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-867- 2.04% |
$201K - $277K
|
41.7K
$14M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-878- 32.04% |
$203K - $280K
|
1.86K
$626K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-881- 22.5% |
$204K - $281K
|
3.03K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-897- 17.58% |
$208K - $286K
|
4.2K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-901- 51.54% |
$208K - $287K
|
847
$285K
|
|
|
Aug 06, 2025
Q2 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-902- 0.12% |
$209K - $288K
|
773K
$260M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-908- 3.37% |
$210K - $290K
|
26K
$8.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-911- 12.98% |
$211K - $291K
|
6.11K
$2.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-912- 39.55% |
$211K - $291K
|
1.39K
$468K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-918- 36.27% |
$212K - $293K
|
1.61K
$542K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-922- 4.15% |
$213K - $294K
|
21.3K
$7.15M
|