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
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-25- 0.76% |
$7.36K - $8.56K
|
3.27K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-25- 1.06% |
$7.36K - $8.56K
|
2.32K
$793K
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-25- 2.84% |
$7.36K - $8.56K
|
854
$291K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-25- 2.17% |
$7.36K - $8.56K
|
1.13K
$384K
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-25- 0.32% |
$7.36K - $8.56K
|
7.91K
$2.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-25- 0.19% |
$7.36K - $8.56K
|
12.8K
$4.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-25- 3.85% |
$7.36K - $8.56K
|
625
$213K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-25- 0.2% |
$7.36K - $8.56K
|
12.5K
$4.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-25- 0.15% |
$7.36K - $8.56K
|
16.9K
$5.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-25- 0.19% |
$7.36K - $8.56K
|
13.1K
$4.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-26- 2.88% |
$7.65K - $8.9K
|
877
$299K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-26- 0.46% |
$7.65K - $8.9K
|
5.66K
$1.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
SELL
|
- |
-26- 0.22% |
$7.65K - $8.9K
|
11.8K
$4.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-26- 83.87% |
$7.65K - $8.9K
|
5
$1.71K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-27- 1.77% |
$7.95K - $9.24K
|
1.5K
$510K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-27- 5.54% |
$7.95K - $9.24K
|
460
$157K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27- 2.07% |
$7.95K - $9.24K
|
1.28K
$435K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-28- 4.11% |
$8.24K - $9.58K
|
654
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-28- 0.25% |
$8.24K - $9.58K
|
11.4K
$3.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-28- 2.43% |
$8.24K - $9.58K
|
1.12K
$384K
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-28- 3.41% |
$8.24K - $9.58K
|
792
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29- 1.34% |
$8.53K - $9.93K
|
2.13K
$727K
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.32% |
$8.83K - $10.3K
|
9.27K
$3.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-30- 2.0% |
$8.83K - $10.3K
|
1.47K
$502K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-30- 3.89% |
$8.83K - $10.3K
|
741
$253K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-30- 0.63% |
$8.83K - $10.3K
|
4.71K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-30- 1.11% |
$8.83K - $10.3K
|
2.66K
$909K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-31- 2.08% |
$9.12K - $10.6K
|
1.46K
$499K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-31- 3.3% |
$9.12K - $10.6K
|
907
$310K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-32- 1.26% |
$9.42K - $11K
|
2.52K
$858K
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-32- 1.88% |
$9.42K - $11K
|
1.67K
$571K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-32- 0.85% |
$9.42K - $11K
|
3.75K
$1.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-32- 4.94% |
$9.42K - $11K
|
616
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-32- 3.65% |
$9.42K - $11K
|
845
$288K
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-33- 0.72% |
$9.71K - $11.3K
|
4.53K
$1.55M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-33- 0.33% |
$9.71K - $11.3K
|
9.85K
$3.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-33- 0.96% |
$9.71K - $11.3K
|
3.4K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-33- 2.63% |
$9.71K - $11.3K
|
1.22K
$417K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-33- 0.63% |
$9.71K - $11.3K
|
5.18K
$1.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-33- 1.49% |
$9.71K - $11.3K
|
2.18K
$744K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-33- 3.29% |
$9.71K - $11.3K
|
971
$331K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-35- 0.54% |
$10.3K - $12K
|
6.5K
$2.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-35- 0.46% |
$10.3K - $12K
|
7.65K
$2.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-35- 1.0% |
$10.3K - $12K
|
3.45K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-37- 0.62% |
$10.9K - $12.7K
|
5.93K
$2.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-37- 3.42% |
$10.9K - $12.7K
|
1.04K
$356K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-38- 1.38% |
$11.2K - $13K
|
2.71K
$925K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-39- 1.1% |
$11.5K - $13.4K
|
3.5K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-39- 1.93% |
$11.5K - $13.4K
|
1.99K
$678K
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-40- 5.49% |
$11.8K - $13.7K
|
689
$235K
|