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
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2+ 0.58% |
$589 - $685
|
344
$123K
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$589 - $685
|
2.14K
$764K
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$589 - $685
|
939
$335K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2New |
$589 - $685
|
2
$714
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2+ 0.29% |
$589 - $685
|
703
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.57% |
$589 - $685
|
351
$125K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2+ 0.32% |
$589 - $685
|
636
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2+ 0.07% |
$589 - $685
|
3.01K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
2+ 1.43% |
$589 - $685
|
142
$50.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.13% |
$589 - $685
|
1.59K
$569K
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.15% |
$589 - $685
|
1.33K
$474K
|
|
|
Nov 14, 2025
Q3 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2+ 0.08% |
$589 - $685
|
2.4K
$857K
|
|
|
Nov 14, 2025
Q3 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.1% |
$589 - $685
|
1.93K
$690K
|
|
|
Nov 14, 2025
Q3 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
2+ 0.14% |
$589 - $685
|
1.39K
$498K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1+ 0.02% |
$294 - $342
|
5.38K
$1.92M
|
|
|
Oct 06, 2025
Q3 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.14% |
$294 - $342
|
699
$250K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1+ 0.16% |
$294 - $342
|
639
$228K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.05% |
$294 - $342
|
2.22K
$792K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$294 - $342
|
5.11K
$1.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
1+ 0.11% |
$294 - $342
|
885
$316K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$294 - $342
|
343
$123K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.07% |
$294 - $342
|
1.43K
$510K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.04% |
$294 - $342
|
2.4K
$857K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.12% |
$294 - $342
|
803
$287K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
1+ 8.33% |
$294 - $342
|
13
$4.64K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1New |
$294 - $342
|
1
$357
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.37% |
$294 - $342
|
269
$96.1K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$294 - $342
|
703
$251K
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$294 - $342
|
4.79K
$1.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.05% |
$294 - $342
|
1.87K
$669K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.02% |
$294 - $342
|
4.97K
$1.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$294 - $342
|
17.8K
$6.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1+ 0.06% |
$294 - $342
|
1.54K
$551K
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
BUY
|
- |
1+ 0.15% |
$294 - $342
|
657
$235K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.11% |
$294 - $342
|
905
$323K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1+ 0.12% |
$294 - $342
|
830
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
1+ 0.15% |
$294 - $342
|
650
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.56% |
$294 - $342
|
179
$63.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.01% |
$294 - $342
|
7.76K
$2.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.34% |
$294 - $342
|
293
$105K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.07% |
$294 - $342
|
1.41K
$504K
|
|
|
Nov 13, 2025
Q3 2025
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
1+ 0.0% |
$294 - $342
|
20.7K
$7.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.05% |
$294 - $342
|
2.06K
$735K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1- 0.04% |
$294 - $342
|
2.75K
$982K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1- 0.03% |
$294 - $342
|
3.4K
$1.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-1- 4.17% |
$294 - $342
|
23
$8.22K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1- 0.11% |
$294 - $342
|
895
$320K
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$294 - $342
|
3.29K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-1- 0.11% |
$294 - $342
|
894
$319K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.08% |
$294 - $342
|
1.27K
$452K
|