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 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
SELL
|
- |
-3.83K- 45.76% |
$886K - $1.22M
|
4.54K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-252- 24.73% |
$58.3K - $80.4K
|
767
$262K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.11KNew |
$258K - $355K
|
1.11K
$380K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-19- 0.23% |
$4.4K - $6.06K
|
8.29K
$2.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.77% |
$1.16K - $1.59K
|
651
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
77+ 6.28% |
$17.8K - $24.6K
|
1.3K
$445K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-61- 0.44% |
$14.1K - $19.5K
|
14K
$4.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-71- 0.96% |
$16.4K - $22.6K
|
7.34K
$2.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
87+ 0.77% |
$20.1K - $27.8K
|
11.3K
$3.86M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
607+ 130.26% |
$140K - $194K
|
1.07K
$366K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
5.18KNew |
$1.2M - $1.65M
|
5.18K
$1.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
648New |
$150K - $207K
|
648
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.48K+ 49.87% |
$342K - $471K
|
4.44K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-120- 8.33% |
$27.8K - $38.3K
|
1.32K
$450K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-4- 0.05% |
$926 - $1.28K
|
7.51K
$2.56M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-35- 4.51% |
$8.1K - $11.2K
|
741
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-77- 25.41% |
$17.8K - $24.6K
|
226
$77.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-203- 15.24% |
$47K - $64.8K
|
1.13K
$385K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-225- 2.18% |
$52.1K - $71.8K
|
10.1K
$3.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.78KNew |
$643K - $887K
|
2.78K
$949K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
427+ 8.2% |
$98.8K - $136K
|
5.63K
$1.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
712New |
$165K - $227K
|
712
$243K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
934New |
$216K - $298K
|
934
$319K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
639New |
$148K - $204K
|
639
$218K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-23- 2.11% |
$5.32K - $7.34K
|
1.07K
$364K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.12KNew |
$259K - $358K
|
1.12K
$383K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
601+ 26.63% |
$139K - $192K
|
2.86K
$975K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
22New |
$5.09K - $7.02K
|
22
$7.51K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
681New |
$158K - $217K
|
681
$232K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
390+ 22.05% |
$90.2K - $124K
|
2.16K
$737K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
660New |
$153K - $211K
|
660
$225K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
45+ 5.43% |
$11.5K - $14.7K
|
874
$298K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50New |
$12.8K - $16.3K
|
50
$17.1K
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-7- 0.16% |
$1.79K - $2.28K
|
4.38K
$1.49M
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
48.7KNew |
$12.4M - $15.9M
|
48.7K
$16.6M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-14Closed |
$3.58K - $4.56K
|
0
$0
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-47- 2.81% |
$12K - $15.3K
|
1.62K
$554K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
20.9KNew |
$5.34M - $6.81M
|
20.9K
$7.13M
|
|
|
Jun 11, 2025
Q1 2025
|
Stanley Capital Management, LLC
Houston, TX |
BUY
|
- |
24.3K+ 99.38% |
$6.22M - $7.93M
|
48.8K
$16.7M
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
786New |
$201K - $256K
|
786
$268K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
7New |
$1.79K - $2.28K
|
7
$2.39K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-243- 6.67% |
$62.1K - $79.2K
|
3.4K
$1.16M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-17- 0.62% |
$4.34K - $5.54K
|
2.75K
$937K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
209New |
$53.4K - $68.1K
|
209
$71.3K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
977New |
$250K - $318K
|
977
$333K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1KNew |
$255K - $326K
|
1K
$341K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
1.03KNew |
$264K - $337K
|
1.03K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Anomaly Capital Management, LP
New York, NY |
BUY
|
- |
79.8KNew |
$20.4M - $26M
|
79.8K
$27.2M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
7.32KNew |
$1.87M - $2.39M
|
7.32K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5- 20.83% |
$1.28K - $1.63K
|
19
$6.48K
|
|