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 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-19- 2.31% |
$5.59K - $6.5K
|
803
$274K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
215+ 6.59% |
$63.3K - $73.6K
|
3.48K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
15+ 0.4% |
$4.41K - $5.13K
|
3.81K
$1.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-47- 1.55% |
$13.8K - $16.1K
|
3K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-28- 4.11% |
$8.24K - $9.58K
|
654
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
942+ 0.46% |
$277K - $322K
|
204K
$69.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.95K+ 10.73% |
$1.75M - $2.04M
|
61.4K
$21M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-224- 1.7% |
$65.9K - $76.7K
|
12.9K
$4.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Benin Management Corp
|
BUY
|
- |
26+ 0.94% |
$7.65K - $8.9K
|
2.79K
$952K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.82% |
$5.89K - $6.85K
|
2.41K
$823K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.18K+ 43.81% |
$1.23M - $1.43M
|
13.7K
$4.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.16K+ 4.4% |
$342K - $397K
|
27.6K
$9.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-25- 0.76% |
$7.36K - $8.56K
|
3.27K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
16+ 1.33% |
$4.71K - $5.48K
|
1.22K
$416K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
29+ 1.01% |
$8.53K - $9.93K
|
2.91K
$993K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
175+ 25.74% |
$51.5K - $59.9K
|
855
$292K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
49+ 6.33% |
$14.4K - $16.8K
|
823
$281K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-98- 2.83% |
$28.8K - $33.5K
|
3.37K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
83+ 4.78% |
$24.4K - $28.4K
|
1.82K
$621K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
313+ 10.16% |
$92.1K - $107K
|
3.39K
$1.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
330+ 50.61% |
$97.1K - $113K
|
982
$335K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-3- 0.32% |
$883 - $1.03K
|
921
$314K
|
|
|
Oct 20, 2025
Q3 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
605New |
$178K - $207K
|
605
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
43+ 0.07% |
$12.7K - $14.7K
|
63K
$21.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
SELL
|
- |
-45- 2.3% |
$13.2K - $15.4K
|
1.91K
$653K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-460- 2.82% |
$135K - $157K
|
15.9K
$5.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
789+ 3.19% |
$232K - $270K
|
25.5K
$8.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-82.9K- 18.04% |
$24.4M - $28.4M
|
377K
$129M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
35+ 0.09% |
$10.3K - $12K
|
37.4K
$12.8M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-386- 6.34% |
$114K - $132K
|
5.7K
$1.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-84- 23.8% |
$24.7K - $28.8K
|
269
$91.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-30- 2.0% |
$8.83K - $10.3K
|
1.47K
$502K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
423+ 1.4% |
$124K - $145K
|
30.6K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-20- 31.75% |
$5.89K - $6.85K
|
43
$14.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.04% |
$294 - $342
|
2.4K
$819K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.35K+ 5.55% |
$986K - $1.15M
|
63.6K
$21.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
SELL
|
- |
-80- 14.71% |
$23.5K - $27.4K
|
464
$158K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-1- 0.11% |
$294 - $342
|
894
$305K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-200- 12.52% |
$58.9K - $68.5K
|
1.4K
$477K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
6+ 0.81% |
$1.77K - $2.05K
|
749
$256K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
389+ 9.56% |
$114K - $133K
|
4.46K
$1.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6+ 7.89% |
$1.77K - $2.05K
|
82
$28K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-320- 15.5% |
$94.2K - $110K
|
1.75K
$595K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
67+ 8.15% |
$19.7K - $22.9K
|
889
$303K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.08% |
$294 - $342
|
1.27K
$432K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-14- 1.04% |
$4.12K - $4.79K
|
1.33K
$454K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
33+ 3.09% |
$9.71K - $11.3K
|
1.1K
$376K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
27+ 2.35% |
$7.95K - $9.24K
|
1.18K
$402K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
555+ 6.13% |
$163K - $190K
|
9.61K
$3.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
862New |
$254K - $295K
|
862
$294K
|
|