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 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
115+ 6.76% |
$33.8K - $39.4K
|
1.82K
$673K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
114+ 0.87% |
$33.5K - $39K
|
13.3K
$4.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
113+ 3.28% |
$33.3K - $38.7K
|
3.55K
$1.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
113+ 7.44% |
$33.3K - $38.7K
|
1.63K
$604K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
111+ 2.91% |
$32.7K - $38K
|
3.93K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
107+ 2.77% |
$31.5K - $36.6K
|
3.97K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
107+ 14.76% |
$31.5K - $36.6K
|
832
$308K
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
105+ 0.43% |
$30.9K - $35.9K
|
24.4K
$9.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
104+ 8.65% |
$30.6K - $35.6K
|
1.31K
$484K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
104+ 4.88% |
$30.6K - $35.6K
|
2.24K
$828K
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
103+ 3.0% |
$30.3K - $35.3K
|
3.54K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
103+ 0.08% |
$30.3K - $35.3K
|
125K
$46.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
103+ 6.87% |
$30.3K - $35.3K
|
1.6K
$593K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
101New |
$29.7K - $34.6K
|
101
$37.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
101+ 0.72% |
$29.7K - $34.6K
|
14.1K
$5.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
101+ 15.49% |
$29.7K - $34.6K
|
753
$279K
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
101+ 1.2% |
$29.7K - $34.6K
|
8.52K
$3.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
100+ 8.92% |
$29.4K - $34.2K
|
1.22K
$452K
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
100+ 1.93% |
$29.4K - $34.2K
|
5.29K
$1.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
100+ 13.77% |
$29.4K - $34.2K
|
826
$306K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
100+ 8.5% |
$29.4K - $34.2K
|
1.28K
$473K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
100+ 2.04% |
$29.4K - $34.2K
|
5.01K
$1.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 12.32% |
$29.4K - $34.2K
|
912
$338K
|
|
|
Nov 10, 2025
Q3 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
100+ 10.0% |
$29.4K - $34.2K
|
1.1K
$407K
|
|
|
Nov 12, 2025
Q3 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
100+ 4.42% |
$29.4K - $34.2K
|
2.36K
$874K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
99+ 5.67% |
$29.1K - $33.9K
|
1.84K
$683K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
98+ 8.73% |
$28.8K - $33.5K
|
1.22K
$452K
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
98+ 7.9% |
$28.8K - $33.5K
|
1.34K
$496K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
97+ 2.03% |
$28.5K - $33.2K
|
4.88K
$1.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
94+ 7.14% |
$27.7K - $32.2K
|
1.41K
$522K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
94+ 4.2% |
$27.7K - $32.2K
|
2.33K
$863K
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
94+ 11.05% |
$27.7K - $32.2K
|
945
$350K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
90+ 1.87% |
$26.5K - $30.8K
|
4.91K
$1.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
90+ 0.61% |
$26.5K - $30.8K
|
14.8K
$5.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
90+ 3.33% |
$26.5K - $30.8K
|
2.79K
$1.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
89+ 3.56% |
$26.2K - $30.5K
|
2.59K
$958K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
88+ 3.78% |
$25.9K - $30.1K
|
2.41K
$894K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
88+ 3.97% |
$25.9K - $30.1K
|
2.3K
$852K
|
|
|
Oct 24, 2025
Q3 2025
|
Mount Vernon Associates Inc
|
BUY
|
- |
85+ 0.46% |
$25K - $29.1K
|
18.7K
$6.9M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
85+ 10.77% |
$25K - $29.1K
|
874
$324K
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
85+ 4.18% |
$25K - $29.1K
|
2.12K
$785K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
84New |
$24.7K - $28.8K
|
84
$31.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
84+ 1.74% |
$24.7K - $28.8K
|
4.92K
$1.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
83+ 2.81% |
$24.4K - $28.4K
|
3.04K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
83+ 4.78% |
$24.4K - $28.4K
|
1.82K
$674K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
82+ 8.52% |
$24.1K - $28.1K
|
1.04K
$386K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
82+ 23.7% |
$24.1K - $28.1K
|
428
$158K
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
82+ 0.56% |
$24.1K - $28.1K
|
14.8K
$5.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
82+ 12.91% |
$24.1K - $28.1K
|
717
$265K
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
81+ 4.34% |
$23.8K - $27.7K
|
1.95K
$720K
|