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
|
Motive Wealth Advisors
|
BUY
|
- |
6+ 0.81% |
$1.77K - $2.05K
|
749
$273K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6+ 7.89% |
$1.77K - $2.05K
|
82
$29.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6+ 0.37% |
$1.77K - $2.05K
|
1.65K
$600K
|
|
|
Oct 21, 2025
Q3 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
6+ 0.08% |
$1.77K - $2.05K
|
7.43K
$2.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6+ 18.18% |
$1.77K - $2.05K
|
39
$14.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6+ 0.54% |
$1.77K - $2.05K
|
1.11K
$405K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6+ 0.5% |
$1.77K - $2.05K
|
1.22K
$444K
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
6New |
$1.77K - $2.05K
|
6
$2.19K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$1.47K - $1.71K
|
3.43K
$1.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 0.72% |
$1.47K - $1.71K
|
698
$255K
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.11% |
$1.47K - $1.71K
|
4.43K
$1.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.76% |
$1.47K - $1.71K
|
667
$243K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$1.47K - $1.71K
|
2K
$728K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 2.98% |
$1.47K - $1.71K
|
173
$63.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.65% |
$1.47K - $1.71K
|
775
$283K
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
5+ 0.23% |
$1.47K - $1.71K
|
2.13K
$778K
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5+ 0.08% |
$1.47K - $1.71K
|
6.51K
$2.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.27% |
$1.18K - $1.37K
|
1.5K
$548K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4+ 0.14% |
$1.18K - $1.37K
|
2.9K
$1.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4+ 0.24% |
$1.18K - $1.37K
|
1.68K
$612K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
4New |
$1.18K - $1.37K
|
4
$1.46K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4+ 0.24% |
$1.18K - $1.37K
|
1.65K
$602K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 0.57% |
$1.18K - $1.37K
|
711
$259K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
4+ 0.52% |
$1.18K - $1.37K
|
780
$284K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$1.18K - $1.37K
|
4.24K
$1.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.09% |
$1.18K - $1.37K
|
4.34K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4+ 40.0% |
$1.18K - $1.37K
|
14
$5.11K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4+ 6.06% |
$1.18K - $1.37K
|
70
$25.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4+ 0.51% |
$1.18K - $1.37K
|
784
$286K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.06% |
$1.18K - $1.37K
|
7.13K
$2.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.27% |
$1.18K - $1.37K
|
1.51K
$549K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3New |
$883 - $1.03K
|
3
$1.09K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
3+ 0.04% |
$883 - $1.03K
|
8.32K
$3.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3+ 0.14% |
$883 - $1.03K
|
2.1K
$767K
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.12% |
$883 - $1.03K
|
2.6K
$948K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 6.67% |
$883 - $1.03K
|
48
$17.5K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.06% |
$883 - $1.03K
|
4.69K
$1.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.3% |
$883 - $1.03K
|
1.01K
$369K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
3+ 0.32% |
$883 - $1.03K
|
955
$348K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3+ 0.17% |
$883 - $1.03K
|
1.75K
$640K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3+ 0.08% |
$883 - $1.03K
|
3.83K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
3+ 1.3% |
$883 - $1.03K
|
234
$85.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3New |
$883 - $1.03K
|
3
$1.09K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 0.2% |
$883 - $1.03K
|
1.49K
$544K
|
|
|
Nov 06, 2025
Q3 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
3+ 0.31% |
$883 - $1.03K
|
979
$357K
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.29% |
$883 - $1.03K
|
1.05K
$381K
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2+ 0.09% |
$589 - $685
|
2.24K
$817K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2+ 0.15% |
$589 - $685
|
1.37K
$499K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 20.0% |
$589 - $685
|
12
$4.38K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$589 - $685
|
1.61K
$588K
|