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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
27+ 2.35% |
$7.95K - $9.24K
|
1.18K
$436K
|
|
|
Oct 20, 2025
Q3 2025
|
Benin Management Corp
|
BUY
|
- |
26+ 0.94% |
$7.65K - $8.9K
|
2.79K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
26+ 0.78% |
$7.65K - $8.9K
|
3.37K
$1.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
26+ 3.07% |
$7.65K - $8.9K
|
873
$323K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
26+ 2.76% |
$7.65K - $8.9K
|
969
$359K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
26+ 3.1% |
$7.65K - $8.9K
|
866
$321K
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
26+ 2.44% |
$7.65K - $8.9K
|
1.09K
$405K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
25+ 3.88% |
$7.36K - $8.56K
|
670
$248K
|
|
|
Oct 21, 2025
Q3 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
25+ 0.66% |
$7.36K - $8.56K
|
3.82K
$1.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
25+ 0.67% |
$7.36K - $8.56K
|
3.77K
$1.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
25+ 2.05% |
$7.36K - $8.56K
|
1.25K
$462K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
24+ 0.39% |
$7.06K - $8.22K
|
6.13K
$2.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
24+ 2.73% |
$7.06K - $8.22K
|
904
$335K
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
24+ 3.14% |
$7.06K - $8.22K
|
788
$292K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
23+ 1.99% |
$6.77K - $7.87K
|
1.18K
$436K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
23+ 2.38% |
$6.77K - $7.87K
|
988
$366K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
22+ 0.28% |
$6.47K - $7.53K
|
7.91K
$2.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22+ 0.73% |
$6.47K - $7.53K
|
3.05K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
22+ 0.18% |
$6.47K - $7.53K
|
12.6K
$4.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
22+ 0.39% |
$6.47K - $7.53K
|
5.71K
$2.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
21+ 0.47% |
$6.18K - $7.19K
|
4.48K
$1.66M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
21New |
$6.18K - $7.19K
|
21
$7.77K
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
21+ 0.31% |
$6.18K - $7.19K
|
6.87K
$2.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
21+ 2.55% |
$6.18K - $7.19K
|
843
$312K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
BUY
|
- |
21+ 1.56% |
$6.18K - $7.19K
|
1.37K
$507K
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
21+ 1.67% |
$6.18K - $7.19K
|
1.28K
$473K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
20+ 1.71% |
$5.89K - $6.85K
|
1.19K
$440K
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
20+ 0.4% |
$5.89K - $6.85K
|
5.02K
$1.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
19+ 1.25% |
$5.59K - $6.5K
|
1.54K
$569K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
19+ 0.94% |
$5.59K - $6.5K
|
2.04K
$756K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
17New |
$5K - $5.82K
|
17
$6.29K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
17+ 2.03% |
$5K - $5.82K
|
855
$316K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
17+ 2.34% |
$5K - $5.82K
|
745
$276K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17+ 1.06% |
$5K - $5.82K
|
1.62K
$598K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17+ 0.16% |
$5K - $5.82K
|
10.5K
$3.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
16+ 1.33% |
$4.71K - $5.48K
|
1.22K
$451K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
16+ 1.89% |
$4.71K - $5.48K
|
864
$320K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
16+ 0.61% |
$4.71K - $5.48K
|
2.64K
$975K
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
16+ 0.26% |
$4.71K - $5.48K
|
6.06K
$2.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15+ 3.39% |
$4.41K - $5.13K
|
457
$169K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
15+ 0.05% |
$4.41K - $5.13K
|
29.4K
$10.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
15+ 1.95% |
$4.41K - $5.13K
|
785
$291K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
15+ 1.34% |
$4.41K - $5.13K
|
1.13K
$419K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
15+ 0.4% |
$4.41K - $5.13K
|
3.81K
$1.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
15+ 3.96% |
$4.41K - $5.13K
|
394
$146K
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
15+ 0.89% |
$4.41K - $5.13K
|
1.7K
$630K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
15+ 1.42% |
$4.41K - $5.13K
|
1.07K
$396K
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
14+ 1.89% |
$4.12K - $4.79K
|
756
$280K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
14+ 1.77% |
$4.12K - $4.79K
|
806
$298K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 2.01% |
$4.12K - $4.79K
|
712
$264K
|