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 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
68+ 7.41% |
$20K - $23.3K
|
986
$365K
|
|
|
Nov 04, 2025
Q3 2025
|
Arjuna Capital
|
BUY
|
- |
68+ 0.95% |
$20K - $23.3K
|
7.19K
$2.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
67+ 8.15% |
$19.7K - $22.9K
|
889
$329K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
66+ 1.32% |
$19.4K - $22.6K
|
5.06K
$1.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
66+ 6.09% |
$19.4K - $22.6K
|
1.15K
$426K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
65+ 1.62% |
$19.1K - $22.3K
|
4.08K
$1.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
65+ 4.92% |
$19.1K - $22.3K
|
1.39K
$513K
|
|
|
Nov 04, 2025
Q3 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
65+ 8.67% |
$19.1K - $22.3K
|
815
$302K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
64+ 5.41% |
$18.8K - $21.9K
|
1.25K
$462K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
63+ 0.19% |
$18.5K - $21.6K
|
33.7K
$12.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
63+ 1.52% |
$18.5K - $21.6K
|
4.21K
$1.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
62+ 0.38% |
$18.2K - $21.2K
|
16.3K
$6.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
61+ 2.89% |
$18K - $20.9K
|
2.17K
$803K
|
|
|
Oct 07, 2025
Q3 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
60+ 0.41% |
$17.7K - $20.5K
|
14.8K
$5.49M
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
60+ 2.13% |
$17.7K - $20.5K
|
2.88K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
60+ 2.63% |
$17.7K - $20.5K
|
2.34K
$865K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
60+ 1.02% |
$17.7K - $20.5K
|
5.92K
$2.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
59+ 210.71% |
$17.4K - $20.2K
|
87
$32.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
58+ 1.24% |
$17.1K - $19.9K
|
4.73K
$1.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
58New |
$17.1K - $19.9K
|
58
$21.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
58+ 1.52% |
$17.1K - $19.9K
|
3.88K
$1.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
57+ 0.26% |
$16.8K - $19.5K
|
21.9K
$8.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
57+ 3.85% |
$16.8K - $19.5K
|
1.54K
$569K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
55+ 0.62% |
$16.2K - $18.8K
|
8.98K
$3.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
55+ 0.21% |
$16.2K - $18.8K
|
26.3K
$9.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
55+ 0.58% |
$16.2K - $18.8K
|
9.48K
$3.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
55+ 6.49% |
$16.2K - $18.8K
|
902
$334K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
55+ 3.19% |
$16.2K - $18.8K
|
1.78K
$659K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
55+ 8.2% |
$16.2K - $18.8K
|
726
$269K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
53+ 1.55% |
$15.6K - $18.1K
|
3.47K
$1.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
52+ 2.95% |
$15.3K - $17.8K
|
1.82K
$672K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
52+ 2.52% |
$15.3K - $17.8K
|
2.12K
$784K
|
|
|
Nov 03, 2025
Q3 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
52+ 5.08% |
$15.3K - $17.8K
|
1.08K
$398K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
52+ 4.8% |
$15.3K - $17.8K
|
1.14K
$421K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
52+ 0.96% |
$15.3K - $17.8K
|
5.49K
$2.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
51+ 4.57% |
$15K - $17.5K
|
1.17K
$432K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
51+ 3.65% |
$15K - $17.5K
|
1.45K
$536K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
50+ 3.28% |
$14.7K - $17.1K
|
1.57K
$583K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
50+ 5.73% |
$14.7K - $17.1K
|
922
$341K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
50+ 2.13% |
$14.7K - $17.1K
|
2.4K
$888K
|
|
|
Oct 31, 2025
Q3 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
50+ 0.51% |
$14.7K - $17.1K
|
9.85K
$3.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
49+ 6.33% |
$14.4K - $16.8K
|
823
$305K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
49+ 3.65% |
$14.4K - $16.8K
|
1.39K
$515K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
49+ 1.08% |
$14.4K - $16.8K
|
4.6K
$1.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
49+ 7.7% |
$14.4K - $16.8K
|
685
$254K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
49+ 0.09% |
$14.4K - $16.8K
|
56.2K
$20.8M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
48+ 2.85% |
$14.1K - $16.4K
|
1.73K
$641K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
48+ 3.42% |
$14.1K - $16.4K
|
1.45K
$537K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
48+ 1.65% |
$14.1K - $16.4K
|
2.96K
$1.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
47+ 0.15% |
$13.8K - $16.1K
|
32K
$11.9M
|