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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Parthenon LLC
|
SELL
|
- |
-1.1K- 1.58% |
$323K - $376K
|
68.5K
$23.4M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.93KNew |
$569K - $662K
|
1.93K
$660K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-10- 0.74% |
$2.94K - $3.42K
|
1.35K
$460K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
221+ 26.31% |
$65K - $75.7K
|
1.06K
$362K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
55+ 8.2% |
$16.2K - $18.8K
|
726
$248K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-61- 6.26% |
$18K - $20.9K
|
913
$312K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-111- 8.0% |
$32.7K - $38K
|
1.28K
$435K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.94K+ 1.59% |
$570K - $663K
|
124K
$42.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
695+ 75.05% |
$205K - $238K
|
1.62K
$553K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-201- 4.38% |
$59.1K - $68.8K
|
4.39K
$1.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-635- 17.86% |
$187K - $217K
|
2.92K
$996K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
76+ 2.39% |
$22.4K - $26K
|
3.25K
$1.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-21- 1.64% |
$6.18K - $7.19K
|
1.26K
$429K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-40- 3.33% |
$11.8K - $13.7K
|
1.16K
$397K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
5.45K+ 0.76% |
$1.6M - $1.87M
|
719K
$245M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-115- 1.08% |
$33.8K - $39.4K
|
10.5K
$3.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-12- 1.82% |
$3.53K - $4.11K
|
646
$220K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-18- 2.54% |
$5.3K - $6.16K
|
692
$236K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
264+ 11.7% |
$77.7K - $90.4K
|
2.52K
$860K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-61- 0.86% |
$18K - $20.9K
|
7.05K
$2.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.36K+ 30.39% |
$694K - $808K
|
10.1K
$3.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
36.2K+ 71.0% |
$10.6M - $12.4M
|
87.1K
$29.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
101+ 15.49% |
$29.7K - $34.6K
|
753
$257K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.54K- 6.42% |
$452K - $526K
|
22.4K
$7.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.33K- 2.36% |
$391K - $455K
|
55.1K
$18.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-25- 0.32% |
$7.36K - $8.56K
|
7.91K
$2.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-526- 24.22% |
$155K - $180K
|
1.65K
$562K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-182- 28.57% |
$53.6K - $62.3K
|
455
$155K
|
|
|
Oct 30, 2025
Q3 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-7.38K- 25.21% |
$2.17M - $2.52M
|
21.9K
$7.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
462+ 104.29% |
$136K - $158K
|
905
$309K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
609New |
$179K - $208K
|
609
$208K
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
103+ 6.87% |
$30.3K - $35.3K
|
1.6K
$547K
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
462+ 3.12% |
$136K - $158K
|
15.3K
$5.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
49+ 7.7% |
$14.4K - $16.8K
|
685
$234K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
126+ 19.6% |
$37.1K - $43.1K
|
769
$262K
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
7+ 0.27% |
$2.06K - $2.4K
|
2.58K
$880K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
318+ 31.45% |
$93.6K - $109K
|
1.33K
$454K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.02% |
$294 - $342
|
4.97K
$1.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-73- 2.49% |
$21.5K - $25K
|
2.86K
$977K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 3.45% |
$2.94K - $3.42K
|
300
$102K
|
|
|
Oct 30, 2025
Q3 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-140- 8.51% |
$41.2K - $47.9K
|
1.51K
$514K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-2.84K- 1.39% |
$836K - $972K
|
201K
$68.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
24+ 2.73% |
$7.06K - $8.22K
|
904
$308K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
9+ 0.32% |
$2.65K - $3.08K
|
2.82K
$961K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-387- 1.66% |
$114K - $132K
|
22.9K
$7.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
483+ 4.7% |
$142K - $165K
|
10.8K
$3.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
399+ 35.37% |
$117K - $137K
|
1.53K
$521K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
43+ 1.8% |
$12.7K - $14.7K
|
2.43K
$829K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
100+ 8.5% |
$29.4K - $34.2K
|
1.28K
$436K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-505- 48.75% |
$149K - $173K
|
531
$181K
|
|