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 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 4.76% |
$589 - $685
|
44
$15K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-892- 0.46% |
$262K - $305K
|
194K
$66.4M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
164+ 1.52% |
$48.3K - $56.1K
|
11K
$3.74M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
26+ 2.76% |
$7.65K - $8.9K
|
969
$331K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
81+ 10.76% |
$23.8K - $27.7K
|
834
$285K
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.25KNew |
$957K - $1.11M
|
3.25K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-16- 0.43% |
$4.71K - $5.48K
|
3.73K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 1.93% |
$3.83K - $4.45K
|
687
$234K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.34K- 3.31% |
$393K - $457K
|
39.1K
$13.3M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
40+ 160.0% |
$11.8K - $13.7K
|
65
$22.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-75- 2.93% |
$22.1K - $25.7K
|
2.48K
$848K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$294 - $342
|
703
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
37+ 2.59% |
$10.9K - $12.7K
|
1.46K
$499K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-283- 2.01% |
$83.3K - $96.9K
|
13.8K
$4.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-911- 10.16% |
$268K - $312K
|
8.05K
$2.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-780- 3.54% |
$230K - $267K
|
21.3K
$7.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-68- 2.59% |
$20K - $23.3K
|
2.56K
$874K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
143+ 7.87% |
$42.1K - $49K
|
1.96K
$669K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.69K+ 98.09% |
$498K - $579K
|
3.42K
$1.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-118- 7.12% |
$34.7K - $40.4K
|
1.54K
$526K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
9+ 0.15% |
$2.65K - $3.08K
|
6.19K
$2.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-33- 2.63% |
$9.71K - $11.3K
|
1.22K
$417K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
313+ 9.65% |
$92.1K - $107K
|
3.56K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
69+ 7.69% |
$20.3K - $23.6K
|
966
$330K
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-5- 0.28% |
$1.47K - $1.71K
|
1.77K
$603K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
228+ 13.78% |
$67.1K - $78K
|
1.88K
$642K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-14.6K- 8.6% |
$4.31M - $5.01M
|
156K
$53.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-185- 0.78% |
$54.4K - $63.3K
|
23.5K
$8.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.75K+ 13.96% |
$514K - $598K
|
14.3K
$4.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
81New |
$23.8K - $27.7K
|
81
$27.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-10.3K- 34.79% |
$3.02M - $3.51M
|
19.2K
$6.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
3+ 0.32% |
$883 - $1.03K
|
955
$326K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
842+ 74.78% |
$248K - $288K
|
1.97K
$672K
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-7.19K- 13.12% |
$2.12M - $2.46M
|
47.6K
$16.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.54K- 7.87% |
$453K - $526K
|
18K
$6.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-6- 0.4% |
$1.77K - $2.05K
|
1.51K
$515K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-541- 40.74% |
$159K - $185K
|
787
$269K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
130+ 13.93% |
$38.3K - $44.5K
|
1.06K
$363K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
BUY
|
- |
10.6K+ 187.59% |
$3.13M - $3.64M
|
16.3K
$5.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-560- 17.2% |
$165K - $192K
|
2.7K
$920K
|
|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.7K- 31.04% |
$500K - $581K
|
3.77K
$1.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
653+ 45.63% |
$192K - $224K
|
2.08K
$711K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-23- 1.79% |
$6.77K - $7.87K
|
1.27K
$432K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-6- 0.9% |
$1.77K - $2.05K
|
664
$227K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
SELL
|
- |
-500- 5.09% |
$147K - $171K
|
9.32K
$3.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
17New |
$5K - $5.82K
|
17
$5.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.1K- 18.16% |
$618K - $719K
|
9.47K
$3.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.5K+ 4.46% |
$4.56M - $5.3M
|
363K
$124M
|
|
|
Oct 24, 2025
Q3 2025
|
William Allan, LLC
|
SELL
|
- |
-176- 3.3% |
$51.8K - $60.2K
|
5.16K
$1.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-112- 5.21% |
$33K - $38.3K
|
2.04K
$695K
|
|