Latest Institutional Transactions on American Express CO (AXP)
This table provides information on the latest institutional transactions involving American Express CO (AXP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-22.6K- 8.34% |
$6.64M - $7.72M
|
248K
$84.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-12- 1.89% |
$3.53K - $4.11K
|
624
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
704New |
$207K - $241K
|
704
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
1+ 0.15% |
$294 - $342
|
650
$222K
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-769- 2.45% |
$226K - $263K
|
30.6K
$10.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Central Securities Corp
New York, NY |
SELL
|
- |
-10K- 6.67% |
$2.94M - $3.42M
|
140K
$47.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
51+ 3.65% |
$15K - $17.5K
|
1.45K
$494K
|
|
|
Nov 12, 2025
Q3 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-81- 7.64% |
$23.8K - $27.7K
|
979
$334K
|
|
|
Nov 12, 2025
Q3 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-132- 0.39% |
$38.8K - $45.2K
|
34K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.56% |
$294 - $342
|
179
$61.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
24New |
$7.06K - $8.22K
|
24
$8.19K
|
|
|
Nov 12, 2025
Q3 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
9.68K+ 41.87% |
$2.85M - $3.31M
|
32.8K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
6.8KNew |
$2M - $2.33M
|
6.8K
$2.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-152- 58.91% |
$44.7K - $52K
|
106
$36.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
13+ 1.97% |
$3.83K - $4.45K
|
674
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
75+ 5.17% |
$22.1K - $25.7K
|
1.53K
$521K
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-44- 1.75% |
$12.9K - $15.1K
|
2.46K
$841K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-115- 10.3% |
$33.8K - $39.4K
|
1K
$342K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
48+ 1.65% |
$14.1K - $16.4K
|
2.96K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
94+ 11.05% |
$27.7K - $32.2K
|
945
$322K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.86K- 27.17% |
$549K - $638K
|
5K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
848+ 1.55% |
$250K - $290K
|
55.5K
$18.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24.9K+ 3.67% |
$7.33M - $8.53M
|
703K
$240M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-42.4K- 12.73% |
$12.5M - $14.5M
|
291K
$99.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.23K- 31.18% |
$362K - $421K
|
2.72K
$926K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
22.3K+ 6.12% |
$6.57M - $7.64M
|
387K
$132M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
217+ 10.6% |
$63.9K - $74.3K
|
2.26K
$773K
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13+ 0.27% |
$3.83K - $4.45K
|
4.78K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
40.3K+ 755.85% |
$11.8M - $13.8M
|
45.6K
$15.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.16K- 11.43% |
$340K - $396K
|
8.97K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-2- 0.01% |
$589 - $685
|
13.6K
$4.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.9K+ 17.31% |
$4.97M - $5.78M
|
115K
$39.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-714K- 92.43% |
$210M - $245M
|
58.5K
$20M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-43- 2.14% |
$12.7K - $14.7K
|
1.96K
$670K
|
|
|
Nov 12, 2025
Q3 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-110- 0.46% |
$32.4K - $37.7K
|
23.9K
$8.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
SELL
|
- |
-1.01K- 19.57% |
$297K - $346K
|
4.15K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
168+ 8.3% |
$49.4K - $57.5K
|
2.19K
$748K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.6K+ 17.63% |
$3.99M - $4.64M
|
90.5K
$30.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
7+ 0.21% |
$2.06K - $2.4K
|
3.3K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-28- 3.41% |
$8.24K - $9.58K
|
792
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
8.27K+ 14.59% |
$2.43M - $2.83M
|
64.9K
$22.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
23+ 51.11% |
$6.77K - $7.87K
|
68
$23.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-743- 4.69% |
$219K - $254K
|
15.1K
$5.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-602- 6.8% |
$177K - $206K
|
8.25K
$2.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
147K+ 1.68% |
$43.1M - $50.2M
|
8.88M
$3.03B
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.54K- 2.89% |
$1.04M - $1.21M
|
119K
$40.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-76- 4.1% |
$22.4K - $26K
|
1.78K
$607K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
235+ 14.8% |
$69.2K - $80.4K
|
1.82K
$622K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-316- 0.46% |
$93K - $108K
|
67.7K
$23.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
45+ 1.23% |
$13.2K - $15.4K
|
3.71K
$1.26M
|
|