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 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
13New |
$3.83K - $4.45K
|
13
$4.81K
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
13+ 0.12% |
$3.83K - $4.45K
|
10.5K
$3.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
13+ 1.97% |
$3.83K - $4.45K
|
674
$249K
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13+ 0.27% |
$3.83K - $4.45K
|
4.78K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
13+ 0.5% |
$3.83K - $4.45K
|
2.62K
$970K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 0.82% |
$3.53K - $4.11K
|
1.47K
$545K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
12+ 32.43% |
$3.53K - $4.11K
|
49
$18.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 3.16% |
$3.24K - $3.77K
|
359
$133K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
11+ 0.17% |
$3.24K - $3.77K
|
6.45K
$2.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
11+ 45.83% |
$3.24K - $3.77K
|
35
$13K
|
|
|
Oct 28, 2025
Q3 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
10+ 0.11% |
$2.94K - $3.42K
|
9.19K
$3.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 3.45% |
$2.94K - $3.42K
|
300
$111K
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.76% |
$2.94K - $3.42K
|
1.32K
$488K
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10+ 0.79% |
$2.94K - $3.42K
|
1.28K
$473K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
10+ 0.38% |
$2.94K - $3.42K
|
2.64K
$976K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10+ 1.16% |
$2.94K - $3.42K
|
869
$322K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
9+ 0.13% |
$2.65K - $3.08K
|
6.75K
$2.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9+ 3.96% |
$2.65K - $3.08K
|
236
$87.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
9+ 0.15% |
$2.65K - $3.08K
|
6.19K
$2.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
9+ 0.32% |
$2.65K - $3.08K
|
2.82K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.1% |
$2.65K - $3.08K
|
9.1K
$3.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
9+ 1.4% |
$2.65K - $3.08K
|
650
$241K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
9+ 1.61% |
$2.65K - $3.08K
|
569
$211K
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
9+ 0.1% |
$2.65K - $3.08K
|
8.8K
$3.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
9+ 0.38% |
$2.65K - $3.08K
|
2.39K
$884K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
8+ 1.06% |
$2.35K - $2.74K
|
765
$283K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8+ 0.61% |
$2.35K - $2.74K
|
1.33K
$492K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
8+ 1.04% |
$2.35K - $2.74K
|
776
$287K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8+ 0.14% |
$2.35K - $2.74K
|
5.65K
$2.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8+ 0.04% |
$2.35K - $2.74K
|
18.6K
$6.88M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7+ 0.28% |
$2.06K - $2.4K
|
2.48K
$918K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7+ 1.02% |
$2.06K - $2.4K
|
695
$257K
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
7+ 0.27% |
$2.06K - $2.4K
|
2.58K
$955K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 77.78% |
$2.06K - $2.4K
|
16
$5.92K
|
|
|
Nov 12, 2025
Q3 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
7+ 0.21% |
$2.06K - $2.4K
|
3.3K
$1.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6+ 2.93% |
$1.77K - $2.05K
|
211
$78.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
6+ 0.81% |
$1.77K - $2.05K
|
749
$277K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6+ 7.89% |
$1.77K - $2.05K
|
82
$30.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6+ 0.37% |
$1.77K - $2.05K
|
1.65K
$609K
|
|
|
Oct 21, 2025
Q3 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
6+ 0.08% |
$1.77K - $2.05K
|
7.43K
$2.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6+ 18.18% |
$1.77K - $2.05K
|
39
$14.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6+ 0.54% |
$1.77K - $2.05K
|
1.11K
$411K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6+ 0.5% |
$1.77K - $2.05K
|
1.22K
$450K
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
6New |
$1.77K - $2.05K
|
6
$2.22K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$1.47K - $1.71K
|
3.43K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 0.72% |
$1.47K - $1.71K
|
698
$258K
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.11% |
$1.47K - $1.71K
|
4.43K
$1.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.76% |
$1.47K - $1.71K
|
667
$247K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$1.47K - $1.71K
|
2K
$739K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 2.98% |
$1.47K - $1.71K
|
173
$64K
|