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
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-460- 2.82% |
$135K - $157K
|
15.9K
$5.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-463- 3.9% |
$136K - $158K
|
11.4K
$4.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-471- 2.82% |
$139K - $161K
|
16.2K
$6.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-471- 4.84% |
$139K - $161K
|
9.27K
$3.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-474- 1.48% |
$139K - $162K
|
31.6K
$11.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-474- 4.9% |
$139K - $162K
|
9.21K
$3.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-478- 15.56% |
$141K - $164K
|
2.59K
$960K
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-483- 0.63% |
$142K - $165K
|
75.7K
$28M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-490- 20.16% |
$144K - $168K
|
1.94K
$718K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
SELL
|
- |
-495- 38.98% |
$146K - $169K
|
775
$287K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
SELL
|
- |
-500- 5.09% |
$147K - $171K
|
9.32K
$3.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-500- 10.0% |
$147K - $171K
|
4.5K
$1.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-502- 5.34% |
$148K - $172K
|
8.89K
$3.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-502- 12.92% |
$148K - $172K
|
3.38K
$1.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-505- 48.75% |
$149K - $173K
|
531
$197K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-506- 18.19% |
$149K - $173K
|
2.28K
$842K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-512- 1.87% |
$151K - $175K
|
26.9K
$9.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-520- 0.4% |
$153K - $178K
|
130K
$48.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-521- 1.06% |
$153K - $178K
|
48.6K
$18M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-526- 24.22% |
$155K - $180K
|
1.65K
$609K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-529- 6.82% |
$156K - $181K
|
7.22K
$2.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-533- 12.47% |
$157K - $182K
|
3.74K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-539- 8.44% |
$159K - $185K
|
5.84K
$2.16M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-541- 40.74% |
$159K - $185K
|
787
$291K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-543- 12.23% |
$160K - $186K
|
3.9K
$1.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-547- 0.77% |
$161K - $187K
|
70.3K
$26M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-560- 17.2% |
$165K - $192K
|
2.7K
$998K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-562- 0.7% |
$165K - $192K
|
79.8K
$29.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-563- 13.62% |
$166K - $193K
|
3.57K
$1.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-566- 9.46% |
$167K - $194K
|
5.42K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-587- 6.69% |
$173K - $201K
|
8.19K
$3.03M
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
SELL
|
- |
-588- 1.65% |
$173K - $201K
|
35K
$13M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-589- 2.54% |
$173K - $202K
|
22.6K
$8.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-591- 5.8% |
$174K - $202K
|
9.6K
$3.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-595- 2.6% |
$175K - $204K
|
22.2K
$8.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-595- 48.77% |
$175K - $204K
|
625
$231K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-597- 0.84% |
$176K - $204K
|
70.5K
$26.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-600- 0.63% |
$177K - $205K
|
95.1K
$35.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-602- 6.8% |
$177K - $206K
|
8.25K
$3.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-610- 84.96% |
$180K - $209K
|
108
$40K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-612- 0.45% |
$180K - $209K
|
136K
$50.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-632- 4.86% |
$186K - $216K
|
12.4K
$4.58M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-635- 3.82% |
$187K - $217K
|
16K
$5.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-635- 17.86% |
$187K - $217K
|
2.92K
$1.08M
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-641- 19.3% |
$189K - $219K
|
2.68K
$992K
|
|
|
Oct 28, 2025
Q3 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-650- 24.72% |
$191K - $223K
|
1.98K
$733K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-659- 0.27% |
$194K - $226K
|
244K
$90.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-661- 10.11% |
$195K - $226K
|
5.88K
$2.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-662- 17.43% |
$195K - $227K
|
3.14K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-664- 1.55% |
$195K - $227K
|
42.3K
$15.6M
|