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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.19K- 40.2% |
$274K - $378K
|
1.76K
$602K
|
|
|
Aug 14, 2025
Q2 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.71KNew |
$395K - $545K
|
1.71K
$583K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-15- 41.67% |
$3.47K - $4.78K
|
21
$7.17K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12+ 200.0% |
$2.78K - $3.83K
|
18
$6.14K
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
639New |
$148K - $204K
|
639
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-20- 0.66% |
$4.63K - $6.38K
|
3.02K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1- 0.04% |
$231 - $319
|
2.36K
$804K
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-39- 2.69% |
$9.02K - $12.4K
|
1.41K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
632New |
$146K - $202K
|
632
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
225+ 1.02% |
$52.1K - $71.8K
|
22.3K
$7.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
5+ 0.1% |
$1.16K - $1.59K
|
5.09K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Bristol John W & CO Inc
|
SELL
|
- |
-331- 12.34% |
$76.6K - $106K
|
2.35K
$802K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
300+ 37.36% |
$69.4K - $95.7K
|
1.1K
$376K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-24- 2.56% |
$5.55K - $7.66K
|
915
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
46+ 2.6% |
$10.6K - $14.7K
|
1.82K
$620K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-142- 12.89% |
$32.9K - $45.3K
|
960
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2+ 0.19% |
$463 - $638
|
1.04K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1KNew |
$253K - $349K
|
1.1K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-170K- 29.53% |
$39.4M - $54.3M
|
406K
$139M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
PUT |
-1.7K- 24.29% |
$393K - $542K
|
5.3K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-63.1K- 92.75% |
$14.6M - $20.1M
|
4.94K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
48.2K+ 95.74% |
$11.1M - $15.4M
|
98.5K
$33.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-6- 0.17% |
$1.39K - $1.91K
|
3.47K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 85.71% |
$1.39K - $1.91K
|
13
$4.44K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-8- 0.6% |
$1.85K - $2.55K
|
1.33K
$452K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
168New |
$38.9K - $53.6K
|
168
$57.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
671New |
$155K - $214K
|
671
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3+ 0.31% |
$694 - $957
|
967
$330K
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
16.5KNew |
$3.82M - $5.26M
|
16.5K
$5.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
198+ 15.05% |
$45.8K - $63.2K
|
1.51K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-3.28K- 47.05% |
$758K - $1.05M
|
3.69K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-24- 2.62% |
$5.55K - $7.66K
|
893
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
653New |
$151K - $208K
|
653
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
1.18K+ 1.28% |
$273K - $376K
|
92.9K
$31.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-1- 0.1% |
$231 - $319
|
1.05K
$357K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-393- 29.55% |
$90.9K - $125K
|
937
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
- |
721New |
$167K - $230K
|
721
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
655New |
$152K - $209K
|
655
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
726New |
$168K - $232K
|
726
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-11.4K- 42.55% |
$2.64M - $3.64M
|
15.4K
$5.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
130+ 13.33% |
$30.1K - $41.5K
|
1.11K
$377K
|
|
|
Aug 12, 2025
Q2 2025
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
50K+ 108.89% |
$11.6M - $15.9M
|
95.9K
$32.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-151- 12.5% |
$34.9K - $48.2K
|
1.06K
$361K
|
|
|
Aug 12, 2025
Q2 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
32+ 0.86% |
$7.4K - $10.2K
|
3.74K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-22- 10.84% |
$5.09K - $7.02K
|
181
$61.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.55KNew |
$590K - $814K
|
2.55K
$871K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.61KNew |
$604K - $833K
|
2.61K
$891K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-22- 2.73% |
$5.09K - $7.02K
|
785
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-48- 4.47% |
$11.1K - $15.3K
|
1.03K
$350K
|
|