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 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-117- 1.8% |
$27.1K - $37.3K
|
6.39K
$2.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-120- 8.33% |
$27.8K - $38.3K
|
1.32K
$419K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-122- 5.75% |
$28.2K - $38.9K
|
2K
$635K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-125- 5.34% |
$28.9K - $39.9K
|
2.21K
$703K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-125- 1.71% |
$28.9K - $39.9K
|
7.17K
$2.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-128- 9.12% |
$29.6K - $40.8K
|
1.28K
$405K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-128- 8.79% |
$29.6K - $40.8K
|
1.33K
$421K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-130- 6.79% |
$30.1K - $41.5K
|
1.79K
$566K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-142- 1.0% |
$32.9K - $45.3K
|
14K
$4.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-142- 0.13% |
$32.9K - $45.3K
|
108K
$34.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-170- 5.69% |
$39.3K - $54.2K
|
2.82K
$895K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-174- 2.11% |
$40.3K - $55.5K
|
8.09K
$2.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-189- 3.07% |
$43.7K - $60.3K
|
5.97K
$1.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-196- 0.86% |
$45.4K - $62.5K
|
22.6K
$7.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-203- 15.24% |
$47K - $64.8K
|
1.13K
$358K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-203- 5.0% |
$47K - $64.8K
|
3.86K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-225- 2.18% |
$52.1K - $71.8K
|
10.1K
$3.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-240- 2.26% |
$55.5K - $76.6K
|
10.4K
$3.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-245- 7.38% |
$56.7K - $78.2K
|
3.08K
$976K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-310- 2.68% |
$71.7K - $98.9K
|
11.3K
$3.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-344- 1.76% |
$79.6K - $110K
|
19.2K
$6.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-367- 10.27% |
$84.9K - $117K
|
3.21K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-374- 3.26% |
$86.5K - $119K
|
11.1K
$3.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-390- 1.0% |
$90.2K - $124K
|
38.6K
$12.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-440- 7.78% |
$102K - $140K
|
5.22K
$1.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-463- 0.69% |
$107K - $148K
|
66.6K
$21.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-475- 8.43% |
$110K - $152K
|
5.16K
$1.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-493- 9.52% |
$114K - $157K
|
4.68K
$1.49M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-524- 2.15% |
$121K - $167K
|
23.8K
$7.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-580- 31.18% |
$134K - $185K
|
1.28K
$406K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-597- 1.23% |
$138K - $190K
|
48.1K
$15.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-600- 0.15% |
$139K - $191K
|
413K
$131M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-738- 26.96% |
$171K - $235K
|
2K
$634K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-741- 3.28% |
$171K - $236K
|
21.8K
$6.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-911- 12.98% |
$211K - $291K
|
6.11K
$1.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-965- 32.55% |
$223K - $308K
|
2K
$635K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.04K- 1.88% |
$239K - $330K
|
53.9K
$17.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.58K- 11.21% |
$366K - $505K
|
12.5K
$3.98M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.69K- 2.04% |
$392K - $540K
|
81.1K
$25.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-1.7K- 9.83% |
$393K - $541K
|
15.6K
$4.94M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.85K- 15.38% |
$427K - $589K
|
10.2K
$3.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2.01K- 4.48% |
$466K - $642K
|
42.9K
$13.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.67K- 29.62% |
$618K - $852K
|
6.35K
$2.02M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-2.69K- 3.12% |
$623K - $858K
|
83.5K
$26.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.2K- 83.42% |
$972K - $1.34M
|
835
$265K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.3K- 2.46% |
$1.23M - $1.69M
|
210K
$66.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-17K- 28.75% |
$3.93M - $5.41M
|
42K
$13.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-19.5K- 5.05% |
$4.52M - $6.22M
|
367K
$116M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-22.9K- 58.17% |
$5.3M - $7.31M
|
16.5K
$5.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-34.6K- 9.55% |
$8.01M - $11M
|
328K
$104M
|