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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
933+ 0.6% |
$216K - $298K
|
155K
$53M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.04K+ 121.95% |
$240K - $331K
|
1.89K
$645K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
27New |
$6.25K - $8.61K
|
27
$9.21K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
19+ 3.88% |
$4.4K - $6.06K
|
509
$174K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
50+ 3.47% |
$11.6K - $15.9K
|
1.49K
$508K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
67+ 7.42% |
$15.5K - $21.4K
|
970
$331K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4KNew |
$926K - $1.28M
|
4K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
302New |
$69.9K - $96.3K
|
302
$103K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-669- 7.91% |
$155K - $213K
|
7.79K
$2.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
75+ 3.02% |
$17.4K - $23.9K
|
2.56K
$873K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
83New |
$19.2K - $26.5K
|
83
$28.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.62% |
$231 - $319
|
162
$55.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-700- 4.24% |
$162K - $223K
|
15.8K
$5.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
22New |
$5.09K - $7.02K
|
22
$7.51K
|
|
|
Jul 29, 2025
Q2 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-5K- 18.18% |
$1.16M - $1.59M
|
22.5K
$7.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
7.78KNew |
$1.8M - $2.48M
|
7.78K
$2.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-22- 7.19% |
$5.09K - $7.02K
|
284
$96.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-250- 22.75% |
$57.8K - $79.7K
|
849
$290K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-387- 11.95% |
$89.5K - $123K
|
2.85K
$973K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-199- 17.23% |
$46K - $63.5K
|
956
$326K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.34KNew |
$311K - $428K
|
1.34K
$458K
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
PUT |
-1.7K- 24.29% |
$393K - $542K
|
5.3K
$1.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
582New |
$135K - $186K
|
582
$199K
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-1.3K- 17.17% |
$300K - $414K
|
6.26K
$2.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
640New |
$148K - $204K
|
640
$218K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-199- 92.56% |
$46K - $63.5K
|
16
$5.46K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
41.6KNew |
$9.63M - $13.3M
|
41.6K
$14.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
7New |
$1.62K - $2.23K
|
7
$2.39K
|
|
|
Jul 28, 2025
Q2 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
650New |
$150K - $207K
|
650
$222K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
948New |
$219K - $302K
|
948
$324K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
810New |
$187K - $258K
|
810
$276K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-26- 2.75% |
$6.02K - $8.29K
|
920
$314K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
10+ 0.8% |
$2.31K - $3.19K
|
1.26K
$428K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$231 - $319
|
1.74K
$593K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-50- 0.44% |
$11.6K - $15.9K
|
11.4K
$3.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
642New |
$149K - $205K
|
642
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-5- 2.91% |
$1.16K - $1.59K
|
167
$57K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.4K- 36.67% |
$3.33M - $4.6M
|
24.9K
$8.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.53% |
$1.62K - $2.23K
|
1.32K
$450K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.28K- 14.11% |
$296K - $408K
|
7.79K
$2.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
182+ 2.78% |
$42.1K - $58.1K
|
6.72K
$2.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
688New |
$159K - $219K
|
688
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-21.8K- 34.49% |
$5.04M - $6.95M
|
41.4K
$14.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
732New |
$169K - $233K
|
732
$250K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.33KNew |
$308K - $425K
|
1.33K
$455K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-3- 0.81% |
$694 - $957
|
367
$125K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-43- 4.1% |
$9.95K - $13.7K
|
1.01K
$343K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-70- 5.11% |
$16.2K - $22.3K
|
1.3K
$444K
|
|
|
Jul 23, 2025
Q2 2025
|
Hendley & CO Inc
|
BUY
|
- |
375+ 12.44% |
$86.8K - $120K
|
3.39K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
128New |
$29.6K - $40.8K
|
128
$43.7K
|
|