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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
848+ 1.55% |
$250K - $290K
|
55.5K
$20.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
845+ 46.94% |
$249K - $289K
|
2.65K
$979K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
842+ 74.78% |
$248K - $288K
|
1.97K
$728K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
836+ 13.11% |
$246K - $286K
|
7.21K
$2.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
829+ 19.52% |
$244K - $284K
|
5.08K
$1.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
807+ 2.45% |
$237K - $276K
|
33.8K
$12.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
806New |
$237K - $276K
|
806
$298K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
792New |
$233K - $271K
|
792
$293K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
792+ 8.85% |
$233K - $271K
|
9.74K
$3.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
789+ 3.19% |
$232K - $270K
|
25.5K
$9.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
789+ 896.59% |
$232K - $270K
|
877
$325K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
788+ 8.09% |
$232K - $270K
|
10.5K
$3.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
786New |
$231K - $269K
|
786
$291K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
786New |
$231K - $269K
|
786
$291K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
780New |
$230K - $267K
|
780
$289K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
763+ 32.55% |
$225K - $261K
|
3.11K
$1.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
762New |
$224K - $261K
|
762
$282K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
759New |
$223K - $260K
|
759
$281K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
751+ 1.89% |
$221K - $257K
|
40.5K
$15M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
746+ 48.79% |
$220K - $255K
|
2.28K
$842K
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
737New |
$217K - $252K
|
737
$273K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
727+ 24.95% |
$214K - $249K
|
3.64K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
723New |
$213K - $247K
|
723
$268K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
723+ 7.55% |
$213K - $247K
|
10.3K
$3.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
720+ 6.88% |
$212K - $246K
|
11.2K
$4.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
716New |
$211K - $245K
|
716
$265K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
711+ 20.12% |
$209K - $243K
|
4.25K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
704New |
$207K - $241K
|
704
$261K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
695+ 75.05% |
$205K - $238K
|
1.62K
$600K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
692+ 51.99% |
$204K - $237K
|
2.02K
$749K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
692+ 16.27% |
$204K - $237K
|
4.95K
$1.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
689+ 34.47% |
$203K - $236K
|
2.69K
$995K
|
|
|
Nov 06, 2025
Q3 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
686New |
$202K - $235K
|
686
$254K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
685+ 9.34% |
$202K - $234K
|
8.02K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
681+ 54.44% |
$200K - $233K
|
1.93K
$715K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
676New |
$199K - $231K
|
676
$250K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
673+ 2.52% |
$198K - $230K
|
27.4K
$10.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
668+ 2.29% |
$197K - $229K
|
29.8K
$11M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
667New |
$196K - $228K
|
667
$247K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
663+ 31.54% |
$195K - $227K
|
2.77K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
662New |
$195K - $227K
|
662
$245K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
662+ 22.18% |
$195K - $227K
|
3.65K
$1.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
659New |
$194K - $226K
|
659
$244K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
653+ 45.63% |
$192K - $224K
|
2.08K
$771K
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
652New |
$192K - $223K
|
652
$241K
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
651New |
$192K - $223K
|
651
$241K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
651+ 6.39% |
$192K - $223K
|
10.8K
$4.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
650New |
$191K - $223K
|
650
$241K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
649New |
$191K - $222K
|
649
$240K
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
645New |
$190K - $221K
|
645
$239K
|