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 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1- 0.06% |
$294 - $342
|
1.64K
$586K
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-1- 0.04% |
$294 - $342
|
2.31K
$826K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1- 0.02% |
$294 - $342
|
6K
$2.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1- 0.36% |
$294 - $342
|
273
$97.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$294 - $342
|
7.19K
$2.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Members Trust CO
|
SELL
|
- |
-1- 0.05% |
$294 - $342
|
2.11K
$754K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2- 0.04% |
$589 - $685
|
5.15K
$1.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$589 - $685
|
7.83K
$2.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 1.11% |
$589 - $685
|
178
$63.6K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.09% |
$589 - $685
|
2.35K
$839K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2- 0.1% |
$589 - $685
|
1.96K
$701K
|
|
|
Nov 06, 2025
Q3 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-2- 0.19% |
$589 - $685
|
1.05K
$375K
|
|
|
Nov 12, 2025
Q3 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-2- 0.01% |
$589 - $685
|
13.6K
$4.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2- 0.2% |
$589 - $685
|
1K
$358K
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-2- 0.01% |
$589 - $685
|
22.2K
$7.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
SELL
|
- |
-2- 1.68% |
$589 - $685
|
117
$41.8K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3- 0.19% |
$883 - $1.03K
|
1.57K
$560K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-3- 0.42% |
$883 - $1.03K
|
715
$255K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3- 0.05% |
$883 - $1.03K
|
6.37K
$2.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3- 0.39% |
$883 - $1.03K
|
770
$275K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-3- 0.32% |
$883 - $1.03K
|
921
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-3- 0.09% |
$883 - $1.03K
|
3.36K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-3- 1.81% |
$883 - $1.03K
|
163
$58.2K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3- 2.59% |
$883 - $1.03K
|
113
$40.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3- 0.2% |
$883 - $1.03K
|
1.51K
$538K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3- 1.18% |
$883 - $1.03K
|
251
$89.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3- 0.82% |
$883 - $1.03K
|
364
$130K
|
|
|
Nov 10, 2025
Q3 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-3- 0.35% |
$883 - $1.03K
|
847
$303K
|
|
|
Nov 10, 2025
Q3 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-3- 0.01% |
$883 - $1.03K
|
39K
$13.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4- 0.14% |
$1.18K - $1.37K
|
2.79K
$997K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-4- 0.1% |
$1.18K - $1.37K
|
3.92K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-4- 0.1% |
$1.18K - $1.37K
|
4K
$1.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-4- 0.22% |
$1.18K - $1.37K
|
1.82K
$650K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-4- 0.19% |
$1.18K - $1.37K
|
2.11K
$755K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5- 0.42% |
$1.47K - $1.71K
|
1.19K
$424K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.48% |
$1.47K - $1.71K
|
1.05K
$374K
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-5- 0.28% |
$1.47K - $1.71K
|
1.77K
$631K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-5- 0.29% |
$1.47K - $1.71K
|
1.7K
$609K
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-6- 0.05% |
$1.77K - $2.05K
|
12.8K
$4.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-6- 0.07% |
$1.77K - $2.05K
|
8.06K
$2.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 0.32% |
$1.77K - $2.05K
|
1.88K
$672K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-6- 0.5% |
$1.77K - $2.05K
|
1.18K
$423K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-6- 0.4% |
$1.77K - $2.05K
|
1.51K
$539K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-6- 0.9% |
$1.77K - $2.05K
|
664
$237K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7- 0.55% |
$2.06K - $2.4K
|
1.27K
$455K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-7- 0.33% |
$2.06K - $2.4K
|
2.11K
$753K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-8- 16.67% |
$2.35K - $2.74K
|
40
$14.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-8- 0.44% |
$2.35K - $2.74K
|
1.83K
$654K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-8- 0.15% |
$2.35K - $2.74K
|
5.48K
$1.96M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-9- 0.07% |
$2.65K - $3.08K
|
12.5K
$4.47M
|