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 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.76% |
$1.47K - $1.71K
|
667
$228K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-866K- 11.77% |
$255M - $297M
|
6.49M
$2.22B
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.12K- 1.87% |
$625K - $727K
|
111K
$38M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
4.13KNew |
$1.22M - $1.41M
|
4.13K
$1.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.08K- 2.15% |
$319K - $371K
|
49.3K
$16.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
317+ 26.59% |
$93.3K - $109K
|
1.51K
$515K
|
|
|
Oct 29, 2025
Q3 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-60- 12.77% |
$17.7K - $20.5K
|
410
$140K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
SELL
|
- |
-269- 6.72% |
$79.2K - $92.1K
|
3.74K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-315- 1.59% |
$92.7K - $108K
|
19.5K
$6.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-130- 1.29% |
$38.3K - $44.5K
|
9.94K
$3.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-208- 25.37% |
$61.2K - $71.2K
|
612
$209K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6+ 0.5% |
$1.77K - $2.05K
|
1.22K
$415K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
19.2K+ 1687.41% |
$5.64M - $6.56M
|
20.3K
$6.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-79- 0.9% |
$23.2K - $27K
|
8.72K
$2.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-463- 3.9% |
$136K - $158K
|
11.4K
$3.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-99- 0.47% |
$29.1K - $33.9K
|
20.8K
$7.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.01KNew |
$296K - $345K
|
1.01K
$344K
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
452+ 2.74% |
$133K - $155K
|
16.9K
$5.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3- 1.18% |
$883 - $1.03K
|
251
$85.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.41K+ 17.46% |
$708K - $824K
|
16.2K
$5.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.7K+ 96.15% |
$500K - $582K
|
3.47K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-35- 0.54% |
$10.3K - $12K
|
6.5K
$2.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-45- 0.62% |
$13.2K - $15.4K
|
7.25K
$2.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
692+ 51.99% |
$204K - $237K
|
2.02K
$690K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-98- 2.8% |
$28.8K - $33.5K
|
3.4K
$1.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.92K- 1.21% |
$860K - $1M
|
238K
$81.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.93K+ 23.78% |
$568K - $661K
|
10K
$3.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
51+ 4.57% |
$15K - $17.5K
|
1.17K
$398K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
4.1K+ 71.34% |
$1.21M - $1.4M
|
9.86K
$3.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
117+ 1.76% |
$34.4K - $40.1K
|
6.75K
$2.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-25- 2.17% |
$7.36K - $8.56K
|
1.13K
$384K
|
|
|
Oct 29, 2025
Q3 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-3.65K- 15.71% |
$1.07M - $1.25M
|
19.6K
$6.69M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-589- 2.54% |
$173K - $202K
|
22.6K
$7.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
869New |
$256K - $297K
|
869
$297K
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
103+ 0.08% |
$30.3K - $35.3K
|
125K
$42.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.22K+ 24.21% |
$360K - $418K
|
6.27K
$2.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.05K+ 17.46% |
$602K - $701K
|
13.8K
$4.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.28% |
$12.4K - $14.4K
|
15.1K
$5.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
345+ 23.52% |
$102K - $118K
|
1.81K
$618K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
343+ 5.3% |
$101K - $117K
|
6.81K
$2.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.76K+ 5.23% |
$2.28M - $2.66M
|
156K
$53.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-49- 0.79% |
$14.4K - $16.8K
|
6.15K
$2.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
319+ 4.73% |
$93.9K - $109K
|
7.06K
$2.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-371- 45.02% |
$109K - $127K
|
453
$155K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-839- 1.3% |
$247K - $287K
|
63.6K
$21.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
10+ 0.11% |
$2.94K - $3.42K
|
9.19K
$3.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-600- 0.63% |
$177K - $205K
|
95.1K
$32.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
600+ 73.53% |
$177K - $205K
|
1.42K
$483K
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-25- 2.84% |
$7.36K - $8.56K
|
854
$291K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
723New |
$213K - $247K
|
723
$247K
|
|