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 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.47K+ 6.39% |
$1.02M - $1.19M
|
57.8K
$21.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
3.45K+ 5.33% |
$1.01M - $1.18M
|
68.1K
$25.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.35K+ 5.55% |
$986K - $1.15M
|
63.6K
$23.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.25KNew |
$957K - $1.11M
|
3.25K
$1.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.18K+ 8.67% |
$936K - $1.09M
|
39.9K
$14.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
3.17K+ 1.16% |
$932K - $1.08M
|
276K
$102M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.03K+ 139.0% |
$890K - $1.04M
|
5.2K
$1.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.93K+ 15.71% |
$861K - $1M
|
21.5K
$7.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Puzo Michael J
|
BUY
|
- |
2.8K+ 36.03% |
$824K - $958K
|
10.6K
$3.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
2.68K+ 58.87% |
$787K - $916K
|
7.22K
$2.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
2.6KNew |
$764K - $889K
|
2.6K
$961K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
2.58KNew |
$759K - $883K
|
2.58K
$955K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.57K+ 1.9% |
$757K - $880K
|
138K
$51M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
2.56K+ 3.35% |
$754K - $877K
|
79K
$29.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
2.5K+ 17.24% |
$736K - $856K
|
17K
$6.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.45K+ 32.34% |
$721K - $839K
|
10K
$3.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.44K+ 13.43% |
$718K - $835K
|
20.6K
$7.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.41K+ 17.46% |
$708K - $824K
|
16.2K
$5.99M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.4K+ 3.6% |
$705K - $820K
|
68.9K
$25.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.39K+ 7.52% |
$702K - $816K
|
34.1K
$12.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.37K+ 19.33% |
$698K - $812K
|
14.6K
$5.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.36K+ 30.39% |
$694K - $808K
|
10.1K
$3.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
2.24K+ 166.59% |
$660K - $768K
|
3.59K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.24K+ 2.43% |
$658K - $765K
|
94.4K
$34.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.23K+ 6.18% |
$656K - $763K
|
38.3K
$14.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.2K+ 2.7% |
$649K - $754K
|
84K
$31.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.13K+ 7.32% |
$628K - $730K
|
31.3K
$11.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.11K+ 2.61% |
$621K - $723K
|
83.2K
$30.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.09K+ 28.97% |
$615K - $716K
|
9.31K
$3.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.07K+ 65.65% |
$608K - $707K
|
5.21K
$1.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.05K+ 17.46% |
$602K - $701K
|
13.8K
$5.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.02K+ 30.36% |
$593K - $690K
|
8.65K
$3.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2K+ 31.06% |
$587K - $683K
|
8.42K
$3.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.94K+ 1.59% |
$570K - $663K
|
124K
$45.7M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.93KNew |
$569K - $662K
|
1.93K
$716K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.93K+ 23.78% |
$568K - $661K
|
10K
$3.72M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.93K+ 670.73% |
$566K - $659K
|
2.21K
$819K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.93K+ 8.91% |
$566K - $659K
|
23.5K
$8.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.92K+ 149.92% |
$565K - $657K
|
3.2K
$1.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.91K+ 234.03% |
$563K - $654K
|
2.73K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
1.9K+ 72.79% |
$559K - $650K
|
4.51K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
1.88K+ 2.43% |
$554K - $644K
|
79.4K
$29.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.88K+ 14.65% |
$552K - $642K
|
14.7K
$5.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.88K+ 6.51% |
$552K - $642K
|
30.7K
$11.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.86K+ 4.52% |
$549K - $638K
|
43.1K
$16M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.84K+ 136.5% |
$541K - $630K
|
3.19K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.75K+ 13.96% |
$514K - $598K
|
14.3K
$5.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.74KNew |
$513K - $596K
|
1.74K
$645K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.73KNew |
$509K - $592K
|
1.73K
$640K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
1.71K+ 17.12% |
$504K - $586K
|
11.7K
$4.34M
|