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 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-18- 2.54% |
$5.3K - $6.16K
|
692
$247K
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-19- 2.31% |
$5.59K - $6.5K
|
803
$287K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-19- 0.13% |
$5.59K - $6.5K
|
15K
$5.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-19- 15.57% |
$5.59K - $6.5K
|
103
$36.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-19- 3.39% |
$5.59K - $6.5K
|
541
$193K
|
|
|
Nov 12, 2025
Q3 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-19- 0.35% |
$5.59K - $6.5K
|
5.4K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-19- 0.67% |
$5.59K - $6.5K
|
2.8K
$1M
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-20- 0.91% |
$5.89K - $6.85K
|
2.18K
$777K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.82% |
$5.89K - $6.85K
|
2.41K
$862K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-20- 31.75% |
$5.89K - $6.85K
|
43
$15.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-20- 52.63% |
$5.89K - $6.85K
|
18
$6.43K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-20- 0.2% |
$5.89K - $6.85K
|
10.1K
$3.6M
|
|
|
Nov 10, 2025
Q3 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-20- 2.88% |
$5.89K - $6.85K
|
675
$241K
|
|
|
Nov 13, 2025
Q3 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-20- 2.75% |
$5.89K - $6.85K
|
708
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-20- 1.12% |
$5.89K - $6.85K
|
1.76K
$629K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-21- 1.64% |
$6.18K - $7.19K
|
1.26K
$449K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-21- 1.45% |
$6.18K - $7.19K
|
1.43K
$509K
|
|
|
Nov 10, 2025
Q3 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-21- 0.51% |
$6.18K - $7.19K
|
4.12K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-21- 1.89% |
$6.18K - $7.19K
|
1.09K
$390K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-22- 0.76% |
$6.47K - $7.53K
|
2.86K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-22- 0.26% |
$6.47K - $7.53K
|
8.45K
$3.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-22- 1.28% |
$6.47K - $7.53K
|
1.7K
$605K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-23- 1.79% |
$6.77K - $7.87K
|
1.27K
$452K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-23- 1.22% |
$6.77K - $7.87K
|
1.86K
$665K
|
|
|
Nov 14, 2025
Q3 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-23- 1.62% |
$6.77K - $7.87K
|
1.4K
$499K
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-24- 2.3% |
$7.06K - $8.22K
|
1.02K
$364K
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-24- 3.03% |
$7.06K - $8.22K
|
769
$275K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-24- 3.75% |
$7.06K - $8.22K
|
616
$220K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
SELL
|
- |
-24- 0.85% |
$7.06K - $8.22K
|
2.81K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-24- 2.81% |
$7.06K - $8.22K
|
829
$296K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 2.7% |
$7.36K - $8.56K
|
900
$321K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-25- 1.36% |
$7.36K - $8.56K
|
1.82K
$650K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-25- 0.21% |
$7.36K - $8.56K
|
11.8K
$4.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-25- 0.76% |
$7.36K - $8.56K
|
3.27K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-25- 1.06% |
$7.36K - $8.56K
|
2.32K
$830K
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-25- 2.84% |
$7.36K - $8.56K
|
854
$305K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-25- 2.17% |
$7.36K - $8.56K
|
1.13K
$402K
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-25- 0.32% |
$7.36K - $8.56K
|
7.91K
$2.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-25- 0.19% |
$7.36K - $8.56K
|
12.8K
$4.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-25- 3.85% |
$7.36K - $8.56K
|
625
$223K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-25- 0.2% |
$7.36K - $8.56K
|
12.5K
$4.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-25- 0.15% |
$7.36K - $8.56K
|
16.9K
$6.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-25- 0.19% |
$7.36K - $8.56K
|
13.1K
$4.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-26- 2.88% |
$7.65K - $8.9K
|
877
$313K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-26- 0.46% |
$7.65K - $8.9K
|
5.66K
$2.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
SELL
|
- |
-26- 0.22% |
$7.65K - $8.9K
|
11.8K
$4.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-26- 83.87% |
$7.65K - $8.9K
|
5
$1.79K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-27- 1.77% |
$7.95K - $9.24K
|
1.5K
$534K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-27- 5.54% |
$7.95K - $9.24K
|
460
$164K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27- 2.07% |
$7.95K - $9.24K
|
1.28K
$456K
|