Purchases and Sales Made in Q3 2025 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
186+ 8.41% |
$54.7K - $63.7K
|
2.4K
$888K
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
184+ 3.63% |
$54.1K - $63K
|
5.26K
$1.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
184+ 17.08% |
$54.1K - $63K
|
1.26K
$467K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
181+ 0.26% |
$53.3K - $62K
|
70K
$25.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
181+ 13.17% |
$53.3K - $62K
|
1.56K
$576K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
179+ 26.09% |
$52.7K - $61.3K
|
865
$320K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
179+ 0.84% |
$52.7K - $61.3K
|
21.5K
$7.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
179+ 4.87% |
$52.7K - $61.3K
|
3.86K
$1.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
177+ 3.05% |
$52.1K - $60.6K
|
5.97K
$2.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
175+ 12.69% |
$51.5K - $59.9K
|
1.55K
$575K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
175+ 25.74% |
$51.5K - $59.9K
|
855
$316K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
175+ 3.8% |
$51.5K - $59.9K
|
4.78K
$1.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
175+ 5.23% |
$51.5K - $59.9K
|
3.52K
$1.3M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
173+ 2.41% |
$50.9K - $59.2K
|
7.36K
$2.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
173+ 23.28% |
$50.9K - $59.2K
|
916
$339K
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
173+ 11.96% |
$50.9K - $59.2K
|
1.62K
$599K
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
168+ 8.3% |
$49.4K - $57.5K
|
2.19K
$811K
|
|
|
Oct 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
164+ 0.52% |
$48.3K - $56.1K
|
32K
$11.8M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
164+ 1.52% |
$48.3K - $56.1K
|
11K
$4.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
164+ 1.93% |
$48.3K - $56.1K
|
8.65K
$3.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
163+ 1.38% |
$48K - $55.8K
|
12K
$4.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
162+ 0.95% |
$47.7K - $55.5K
|
17.2K
$6.36M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
152+ 9.77% |
$44.7K - $52K
|
1.71K
$632K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
151+ 2.66% |
$44.4K - $51.7K
|
5.82K
$2.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
150+ 2.21% |
$44.1K - $51.3K
|
6.94K
$2.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
150+ 1.86% |
$44.1K - $51.3K
|
8.19K
$3.03M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
145+ 1.2% |
$42.7K - $49.6K
|
12.2K
$4.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
145+ 1.83% |
$42.7K - $49.6K
|
8.09K
$2.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
144+ 1.86% |
$42.4K - $49.3K
|
7.88K
$2.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
144+ 7.83% |
$42.4K - $49.3K
|
1.98K
$734K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
143+ 7.87% |
$42.1K - $49K
|
1.96K
$726K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
142+ 8.61% |
$41.8K - $48.6K
|
1.79K
$663K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
142+ 1.69% |
$41.8K - $48.6K
|
8.56K
$3.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
140+ 8.33% |
$41.2K - $47.9K
|
1.82K
$674K
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
140+ 21.88% |
$41.2K - $47.9K
|
780
$289K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
137+ 8.34% |
$40.3K - $46.9K
|
1.78K
$659K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
135+ 1.33% |
$39.7K - $46.2K
|
10.3K
$3.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
130+ 13.93% |
$38.3K - $44.5K
|
1.06K
$393K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
BUY
|
- |
130+ 14.96% |
$38.3K - $44.5K
|
999
$370K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
128+ 7.93% |
$37.7K - $43.8K
|
1.74K
$645K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
126+ 19.6% |
$37.1K - $43.1K
|
769
$285K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
124+ 1.97% |
$36.5K - $42.4K
|
6.42K
$2.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
123+ 0.23% |
$36.2K - $42.1K
|
53.8K
$19.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
122+ 2.44% |
$35.9K - $41.8K
|
5.13K
$1.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
120+ 17.78% |
$35.3K - $41.1K
|
795
$294K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
120+ 9.52% |
$35.3K - $41.1K
|
1.38K
$511K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
119+ 0.42% |
$35K - $40.7K
|
28.1K
$10.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
117+ 1.76% |
$34.4K - $40.1K
|
6.75K
$2.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
117+ 8.33% |
$34.4K - $40.1K
|
1.52K
$563K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
115+ 51.8% |
$33.8K - $39.4K
|
337
$125K
|