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 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
271+ 1.23% |
$79.7K - $92.8K
|
22.3K
$8.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
271+ 26.88% |
$79.7K - $92.8K
|
1.28K
$471K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
270+ 11.22% |
$79.5K - $92.4K
|
2.68K
$984K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
264+ 11.7% |
$77.7K - $90.4K
|
2.52K
$927K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
262+ 0.56% |
$77.1K - $89.7K
|
47.3K
$17.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
262+ 3.18% |
$77.1K - $89.7K
|
8.49K
$3.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
261+ 3.16% |
$76.8K - $89.3K
|
8.53K
$3.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
257+ 16.42% |
$75.6K - $88K
|
1.82K
$670K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
256+ 19.65% |
$75.3K - $87.6K
|
1.56K
$574K
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
255+ 2.06% |
$75K - $87.3K
|
12.6K
$4.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
245+ 0.94% |
$72.1K - $83.9K
|
26.4K
$9.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
242+ 0.22% |
$71.2K - $82.8K
|
111K
$40.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
241+ 502.08% |
$70.9K - $82.5K
|
289
$106K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
238+ 4.36% |
$70K - $81.5K
|
5.69K
$2.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
237+ 1.44% |
$69.7K - $81.1K
|
16.7K
$6.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
235+ 16.45% |
$69.2K - $80.4K
|
1.66K
$612K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
230+ 1.02% |
$67.7K - $78.7K
|
22.9K
$8.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
228+ 13.78% |
$67.1K - $78K
|
1.88K
$692K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
221+ 26.31% |
$65K - $75.7K
|
1.06K
$390K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
218+ 44.49% |
$64.2K - $74.6K
|
708
$260K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
218+ 3.56% |
$64.2K - $74.6K
|
6.34K
$2.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
215+ 6.59% |
$63.3K - $73.6K
|
3.48K
$1.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
212+ 3.8% |
$62.4K - $72.6K
|
5.79K
$2.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
206+ 21.08% |
$60.6K - $70.5K
|
1.18K
$435K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
205+ 1.75% |
$60.3K - $70.2K
|
11.9K
$4.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
197+ 25.03% |
$58K - $67.4K
|
984
$362K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
193+ 4.76% |
$56.8K - $66.1K
|
4.25K
$1.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
192+ 5.54% |
$56.5K - $65.7K
|
3.66K
$1.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
192+ 1.1% |
$56.5K - $65.7K
|
17.7K
$6.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
192+ 1.23% |
$56.5K - $65.7K
|
15.9K
$5.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
188+ 10.53% |
$55.3K - $64.4K
|
1.97K
$726K
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
187+ 8.53% |
$55K - $64K
|
2.38K
$875K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
186+ 0.7% |
$54.7K - $63.7K
|
26.9K
$9.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
186+ 8.41% |
$54.7K - $63.7K
|
2.4K
$882K
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
184+ 3.63% |
$54.1K - $63K
|
5.26K
$1.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
184+ 17.08% |
$54.1K - $63K
|
1.26K
$464K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
181+ 0.26% |
$53.3K - $62K
|
70K
$25.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
179+ 26.09% |
$52.7K - $61.3K
|
865
$318K
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
177+ 3.05% |
$52.1K - $60.6K
|
5.97K
$2.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
175+ 12.69% |
$51.5K - $59.9K
|
1.55K
$572K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
175+ 25.74% |
$51.5K - $59.9K
|
855
$315K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
175+ 3.8% |
$51.5K - $59.9K
|
4.78K
$1.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
175+ 5.23% |
$51.5K - $59.9K
|
3.52K
$1.3M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
173+ 2.41% |
$50.9K - $59.2K
|
7.36K
$2.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
173+ 23.28% |
$50.9K - $59.2K
|
916
$337K
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
173+ 11.96% |
$50.9K - $59.2K
|
1.62K
$596K
|
|
|
Oct 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
164+ 0.52% |
$48.3K - $56.1K
|
32K
$11.8M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
164+ 1.52% |
$48.3K - $56.1K
|
11K
$4.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
164+ 1.93% |
$48.3K - $56.1K
|
8.65K
$3.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
163+ 1.38% |
$48K - $55.8K
|
12K
$4.4M
|