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 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$294 - $342
|
3.29K
$1.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
59+ 210.71% |
$17.4K - $20.2K
|
87
$29.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
2.6KNew |
$764K - $889K
|
2.6K
$886K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.86K+ 4.52% |
$549K - $638K
|
43.1K
$14.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-413- 0.97% |
$122K - $141K
|
42K
$14.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-418- 0.89% |
$123K - $143K
|
46.4K
$15.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
716New |
$211K - $245K
|
716
$244K
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
SELL
|
- |
-200- 71.43% |
$58.9K - $68.5K
|
80
$27.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
124+ 1.97% |
$36.5K - $42.4K
|
6.42K
$2.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
21+ 2.55% |
$6.18K - $7.19K
|
843
$288K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.07% |
$294 - $342
|
1.43K
$487K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-3- 0.42% |
$883 - $1.03K
|
715
$244K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
589+ 3.62% |
$173K - $202K
|
16.8K
$5.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
256+ 19.65% |
$75.3K - $87.6K
|
1.56K
$532K
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-105- 0.19% |
$30.9K - $35.9K
|
53.8K
$18.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-14- 0.35% |
$4.12K - $4.79K
|
4.03K
$1.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
24+ 0.39% |
$7.06K - $8.22K
|
6.13K
$2.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
28K+ 82.8% |
$8.23M - $9.57M
|
61.7K
$21.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
235+ 16.45% |
$69.2K - $80.4K
|
1.66K
$568K
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-830- 3.17% |
$244K - $284K
|
25.3K
$8.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.84K- 0.5% |
$542K - $631K
|
365K
$125M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
631New |
$186K - $216K
|
631
$215K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
997+ 32.86% |
$293K - $341K
|
4.03K
$1.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-50- 3.98% |
$14.7K - $17.1K
|
1.21K
$412K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-506- 18.19% |
$149K - $173K
|
2.28K
$776K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-863- 13.41% |
$254K - $295K
|
5.57K
$1.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-42- 0.9% |
$12.4K - $14.4K
|
4.64K
$1.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-16.3K- 24.55% |
$4.81M - $5.59M
|
50.2K
$17.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-1- 4.17% |
$294 - $342
|
23
$7.85K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.37K+ 18.93% |
$404K - $470K
|
8.63K
$2.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
40+ 1.45% |
$11.8K - $13.7K
|
2.8K
$956K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-66- 3.67% |
$19.4K - $22.6K
|
1.73K
$591K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.47K+ 6.39% |
$1.02M - $1.19M
|
57.8K
$19.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-533- 12.47% |
$157K - $182K
|
3.74K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
205+ 1.75% |
$60.3K - $70.2K
|
11.9K
$4.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-15- 0.69% |
$4.41K - $5.13K
|
2.15K
$734K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
884New |
$260K - $303K
|
884
$302K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.83K- 1.68% |
$832K - $968K
|
165K
$56.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-20- 0.91% |
$5.89K - $6.85K
|
2.18K
$743K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
480+ 17.24% |
$141K - $164K
|
3.27K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
17+ 2.03% |
$5K - $5.82K
|
855
$292K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-25- 1.36% |
$7.36K - $8.56K
|
1.82K
$621K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
230+ 1.02% |
$67.7K - $78.7K
|
22.9K
$7.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-6.81K- 12.59% |
$2M - $2.33M
|
47.3K
$16.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
193+ 4.76% |
$56.8K - $66.1K
|
4.25K
$1.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.68KNew |
$1.08M - $1.26M
|
3.68K
$1.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 1.11% |
$589 - $685
|
178
$60.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.52K+ 4.94% |
$448K - $521K
|
32.3K
$11M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-37- 0.62% |
$10.9K - $12.7K
|
5.93K
$2.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-179K- 26.68% |
$52.8M - $61.4M
|
493K
$168M
|
|