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 05, 2025
Q3 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
162+ 0.95% |
$47.7K - $55.5K
|
17.2K
$6.32M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
152+ 9.77% |
$44.7K - $52K
|
1.71K
$628K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
151+ 2.66% |
$44.4K - $51.7K
|
5.82K
$2.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
150+ 2.21% |
$44.1K - $51.3K
|
6.94K
$2.55M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
145+ 1.2% |
$42.7K - $49.6K
|
12.2K
$4.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
145+ 1.83% |
$42.7K - $49.6K
|
8.09K
$2.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
144+ 1.86% |
$42.4K - $49.3K
|
7.88K
$2.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
144+ 7.83% |
$42.4K - $49.3K
|
1.98K
$729K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
143+ 7.87% |
$42.1K - $49K
|
1.96K
$721K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
142+ 8.61% |
$41.8K - $48.6K
|
1.79K
$659K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
142+ 1.69% |
$41.8K - $48.6K
|
8.56K
$3.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
140+ 8.33% |
$41.2K - $47.9K
|
1.82K
$670K
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
140+ 21.88% |
$41.2K - $47.9K
|
780
$287K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
137+ 8.34% |
$40.3K - $46.9K
|
1.78K
$654K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
135+ 1.33% |
$39.7K - $46.2K
|
10.3K
$3.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
130+ 13.93% |
$38.3K - $44.5K
|
1.06K
$391K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
128+ 7.93% |
$37.7K - $43.8K
|
1.74K
$641K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
126+ 19.6% |
$37.1K - $43.1K
|
769
$283K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
124+ 1.97% |
$36.5K - $42.4K
|
6.42K
$2.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
123+ 0.23% |
$36.2K - $42.1K
|
53.8K
$19.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
122+ 2.44% |
$35.9K - $41.8K
|
5.13K
$1.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
120+ 17.78% |
$35.3K - $41.1K
|
795
$292K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
120+ 9.52% |
$35.3K - $41.1K
|
1.38K
$508K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
119+ 0.42% |
$35K - $40.7K
|
28.1K
$10.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
117+ 1.76% |
$34.4K - $40.1K
|
6.75K
$2.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
117+ 8.33% |
$34.4K - $40.1K
|
1.52K
$560K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
115+ 51.8% |
$33.8K - $39.4K
|
337
$124K
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
115+ 6.76% |
$33.8K - $39.4K
|
1.82K
$668K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
114+ 0.87% |
$33.5K - $39K
|
13.3K
$4.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
113+ 3.28% |
$33.3K - $38.7K
|
3.55K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
113+ 7.44% |
$33.3K - $38.7K
|
1.63K
$600K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
111+ 2.91% |
$32.7K - $38K
|
3.93K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
107+ 2.77% |
$31.5K - $36.6K
|
3.97K
$1.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
105+ 0.43% |
$30.9K - $35.9K
|
24.4K
$8.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
104+ 8.65% |
$30.6K - $35.6K
|
1.31K
$481K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
104+ 4.88% |
$30.6K - $35.6K
|
2.24K
$823K
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
103+ 3.0% |
$30.3K - $35.3K
|
3.54K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
103+ 0.08% |
$30.3K - $35.3K
|
125K
$46.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
103+ 6.87% |
$30.3K - $35.3K
|
1.6K
$590K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
101New |
$29.7K - $34.6K
|
101
$37.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
101+ 0.72% |
$29.7K - $34.6K
|
14.1K
$5.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
101+ 15.49% |
$29.7K - $34.6K
|
753
$277K
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
101+ 1.2% |
$29.7K - $34.6K
|
8.52K
$3.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
100+ 8.92% |
$29.4K - $34.2K
|
1.22K
$449K
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
100+ 1.93% |
$29.4K - $34.2K
|
5.29K
$1.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
100+ 13.77% |
$29.4K - $34.2K
|
826
$304K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
100+ 8.5% |
$29.4K - $34.2K
|
1.28K
$470K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
100+ 2.04% |
$29.4K - $34.2K
|
5.01K
$1.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 12.32% |
$29.4K - $34.2K
|
912
$336K
|
|
|
Nov 10, 2025
Q3 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
100+ 10.0% |
$29.4K - $34.2K
|
1.1K
$405K
|