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 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
BUY
|
- |
1+ 0.15% |
$294 - $342
|
657
$243K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.11% |
$294 - $342
|
905
$335K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1+ 0.12% |
$294 - $342
|
830
$307K
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
1+ 0.15% |
$294 - $342
|
650
$241K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.56% |
$294 - $342
|
179
$66.3K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1- 0.04% |
$294 - $342
|
2.75K
$1.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1- 0.03% |
$294 - $342
|
3.4K
$1.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-1- 4.17% |
$294 - $342
|
23
$8.51K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1- 0.11% |
$294 - $342
|
895
$331K
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$294 - $342
|
3.29K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-1- 0.11% |
$294 - $342
|
894
$331K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.08% |
$294 - $342
|
1.27K
$469K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1- 0.06% |
$294 - $342
|
1.64K
$608K
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-1- 0.04% |
$294 - $342
|
2.31K
$856K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1- 0.02% |
$294 - $342
|
6K
$2.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1- 0.36% |
$294 - $342
|
273
$101K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2- 0.04% |
$589 - $685
|
5.15K
$1.91M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$589 - $685
|
7.83K
$2.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 1.11% |
$589 - $685
|
178
$65.9K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.09% |
$589 - $685
|
2.35K
$869K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2- 0.1% |
$589 - $685
|
1.96K
$727K
|
|
|
Nov 06, 2025
Q3 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-2- 0.19% |
$589 - $685
|
1.05K
$389K
|
|
|
Nov 12, 2025
Q3 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-2- 0.01% |
$589 - $685
|
13.6K
$5.05M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3- 0.19% |
$883 - $1.03K
|
1.57K
$580K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-3- 0.42% |
$883 - $1.03K
|
715
$265K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3- 0.05% |
$883 - $1.03K
|
6.37K
$2.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3- 0.39% |
$883 - $1.03K
|
770
$285K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-3- 0.32% |
$883 - $1.03K
|
921
$341K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-3- 0.09% |
$883 - $1.03K
|
3.36K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-3- 1.81% |
$883 - $1.03K
|
163
$60.3K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3- 2.59% |
$883 - $1.03K
|
113
$41.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3- 0.2% |
$883 - $1.03K
|
1.51K
$558K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3- 1.18% |
$883 - $1.03K
|
251
$92.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3- 0.82% |
$883 - $1.03K
|
364
$135K
|
|
|
Nov 10, 2025
Q3 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-3- 0.35% |
$883 - $1.03K
|
847
$314K
|
|
|
Nov 10, 2025
Q3 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-3- 0.01% |
$883 - $1.03K
|
39K
$14.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4- 0.14% |
$1.18K - $1.37K
|
2.79K
$1.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-4- 0.1% |
$1.18K - $1.37K
|
3.92K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-4- 0.1% |
$1.18K - $1.37K
|
4K
$1.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-4- 0.22% |
$1.18K - $1.37K
|
1.82K
$674K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5- 0.42% |
$1.47K - $1.71K
|
1.19K
$439K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.48% |
$1.47K - $1.71K
|
1.05K
$387K
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-5- 0.28% |
$1.47K - $1.71K
|
1.77K
$654K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-5- 0.29% |
$1.47K - $1.71K
|
1.7K
$631K
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-6- 0.05% |
$1.77K - $2.05K
|
12.8K
$4.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-6- 0.07% |
$1.77K - $2.05K
|
8.06K
$2.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 0.32% |
$1.77K - $2.05K
|
1.88K
$697K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-6- 0.5% |
$1.77K - $2.05K
|
1.18K
$438K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-6- 0.4% |
$1.77K - $2.05K
|
1.51K
$559K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-6- 0.9% |
$1.77K - $2.05K
|
664
$246K
|