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 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
737New |
$171K - $235K
|
737
$252K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
400+ 4.35% |
$92.6K - $128K
|
9.59K
$3.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-9- 6.21% |
$2.08K - $2.87K
|
136
$46.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-918- 36.27% |
$212K - $293K
|
1.61K
$550K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
755New |
$175K - $241K
|
755
$258K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
100+ 7.91% |
$23.1K - $31.9K
|
1.36K
$465K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
6+ 6.59% |
$1.39K - $1.91K
|
97
$33.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-800- 33.33% |
$185K - $255K
|
1.6K
$546K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
21New |
$4.86K - $6.7K
|
21
$7.17K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
650New |
$150K - $207K
|
650
$222K
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
950New |
$220K - $303K
|
950
$324K
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
BUY
|
- |
4.1K+ 1271.74% |
$948K - $1.31M
|
4.42K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
156New |
$36.1K - $49.8K
|
156
$53.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-44- 1.64% |
$10.2K - $14K
|
2.65K
$903K
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-677- 10.09% |
$157K - $216K
|
6.03K
$2.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Torray LLC
|
SELL
|
- |
-637- 1.09% |
$147K - $203K
|
57.7K
$19.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
82New |
$19K - $26.2K
|
82
$28K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1+ 0.04% |
$231 - $319
|
2.5K
$851K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
3.08KNew |
$712K - $981K
|
3.08K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.28KNew |
$527K - $727K
|
2.28K
$778K
|
|
|
Aug 05, 2025
Q2 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-24- 0.11% |
$5.55K - $7.66K
|
21.4K
$7.32M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-175- 3.97% |
$40.5K - $55.8K
|
4.23K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
699New |
$162K - $223K
|
699
$239K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-37- 20.9% |
$8.56K - $11.8K
|
140
$47.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
934New |
$216K - $298K
|
934
$319K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.05K- 25.9% |
$707K - $974K
|
8.74K
$2.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-25- 2.32% |
$5.78K - $7.97K
|
1.05K
$359K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
649New |
$150K - $207K
|
649
$221K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-190- 3.61% |
$44K - $60.6K
|
5.08K
$1.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-30- 11.45% |
$6.94K - $9.57K
|
232
$79.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.33KNew |
$1.23M - $1.7M
|
5.33K
$1.82M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-29- 0.48% |
$6.71K - $9.25K
|
6K
$2.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
8+ 0.06% |
$1.85K - $2.55K
|
14.5K
$4.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-124- 4.33% |
$28.7K - $39.6K
|
2.74K
$936K
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-935- 30.41% |
$216K - $298K
|
2.14K
$730K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-7- 4.38% |
$1.62K - $2.23K
|
153
$52.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-24- 1.42% |
$5.55K - $7.66K
|
1.67K
$569K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
731New |
$169K - $233K
|
731
$249K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
238+ 6.26% |
$55.1K - $75.9K
|
4.04K
$1.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
96+ 12.17% |
$22.2K - $30.6K
|
885
$302K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
15New |
$3.47K - $4.78K
|
15
$5.12K
|
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-540- 6.46% |
$125K - $172K
|
7.82K
$2.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-85- 7.83% |
$19.7K - $27.1K
|
1K
$341K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
23+ 1150.0% |
$5.32K - $7.34K
|
25
$8.53K
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-6- 0.49% |
$1.39K - $1.91K
|
1.23K
$418K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-39- 13.78% |
$9.02K - $12.4K
|
244
$83.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
230+ 2.97% |
$53.2K - $73.4K
|
7.97K
$2.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
110+ 13.25% |
$25.5K - $35.1K
|
940
$321K
|
|
|
Jul 31, 2025
Q2 2025
|
Qv Investors Inc.
|
BUY
|
- |
70+ 0.67% |
$16.2K - $22.3K
|
10.5K
$3.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
121New |
$28K - $38.6K
|
121
$41.3K
|
|