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 31, 2025
Q3 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
639+ 1.0% |
$188K - $219K
|
64.3K
$23.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
634New |
$187K - $217K
|
634
$235K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
633New |
$186K - $217K
|
633
$234K
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
631New |
$186K - $216K
|
631
$234K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
629New |
$185K - $215K
|
629
$233K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
625New |
$184K - $214K
|
625
$231K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
620New |
$182K - $212K
|
620
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
619New |
$182K - $212K
|
619
$229K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
619+ 29.03% |
$182K - $212K
|
2.75K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
618New |
$182K - $212K
|
618
$229K
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
616New |
$181K - $211K
|
616
$228K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
615New |
$181K - $211K
|
615
$228K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
612+ 46.47% |
$180K - $209K
|
1.93K
$714K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
610New |
$180K - $209K
|
610
$226K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
609+ 47.32% |
$179K - $208K
|
1.9K
$702K
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
609New |
$179K - $208K
|
609
$225K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
609New |
$179K - $208K
|
609
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
607New |
$179K - $208K
|
607
$225K
|
|
|
Oct 20, 2025
Q3 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
605New |
$178K - $207K
|
605
$224K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
602New |
$177K - $206K
|
602
$223K
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
600+ 73.53% |
$177K - $205K
|
1.42K
$524K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
589+ 3.62% |
$173K - $202K
|
16.8K
$6.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
586+ 22.54% |
$172K - $201K
|
3.19K
$1.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
585+ 22.09% |
$172K - $200K
|
3.23K
$1.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
584+ 9.12% |
$172K - $200K
|
6.99K
$2.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
580+ 20.14% |
$171K - $199K
|
3.46K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
561+ 3.43% |
$165K - $192K
|
16.9K
$6.25M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
559+ 0.69% |
$164K - $191K
|
81.7K
$30.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
555+ 6.13% |
$163K - $190K
|
9.61K
$3.56M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
554+ 1.8% |
$163K - $190K
|
31.3K
$11.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
548+ 2.85% |
$161K - $188K
|
19.8K
$7.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
545+ 4.63% |
$160K - $187K
|
12.3K
$4.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
542+ 1.61% |
$159K - $186K
|
34.2K
$12.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
539+ 4.82% |
$159K - $185K
|
11.7K
$4.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
528+ 29.37% |
$155K - $181K
|
2.33K
$861K
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
528New |
$155K - $181K
|
528
$195K
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
525+ 19.02% |
$154K - $180K
|
3.29K
$1.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
520+ 18.6% |
$153K - $178K
|
3.32K
$1.23M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
514+ 5.71% |
$151K - $176K
|
9.51K
$3.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
514+ 6.12% |
$151K - $176K
|
8.91K
$3.3M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
509+ 2.56% |
$150K - $174K
|
20.4K
$7.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
508+ 7.95% |
$149K - $174K
|
6.9K
$2.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
497+ 22.9% |
$146K - $170K
|
2.67K
$987K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
496+ 5.27% |
$146K - $170K
|
9.91K
$3.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
494+ 5.0% |
$145K - $169K
|
10.4K
$3.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
483+ 4.7% |
$142K - $165K
|
10.8K
$3.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
483+ 1.22% |
$142K - $165K
|
40K
$14.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
482+ 11.91% |
$142K - $165K
|
4.53K
$1.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
480+ 17.24% |
$141K - $164K
|
3.27K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
477+ 3.19% |
$140K - $163K
|
15.4K
$5.71M
|