Latest Institutional Purchases of American Express CO (AXP)
This list provides information on the latest institutional transactions involving American Express CO (AXP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
769+ 6.14% |
$243K - $287K
|
13.3K
$4.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
758+ 2.17% |
$240K - $283K
|
35.7K
$12.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
735New |
$232K - $274K
|
735
$251K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
723+ 1.2% |
$229K - $270K
|
60.8K
$20.7M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
669+ 4.85% |
$212K - $249K
|
14.5K
$4.93M
|
|
|
Jan 09, 2026
Q4 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
645+ 5.11% |
$204K - $240K
|
13.3K
$4.53M
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
633New |
$200K - $236K
|
633
$216K
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
615New |
$194K - $229K
|
615
$210K
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
613New |
$194K - $229K
|
613
$209K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
602New |
$190K - $224K
|
602
$205K
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
600New |
$190K - $224K
|
600
$205K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
600New |
$190K - $224K
|
600
$205K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
596New |
$188K - $222K
|
596
$203K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
593New |
$188K - $221K
|
593
$202K
|
|
|
Jan 15, 2026
Q4 2025
|
Solitude Financial Services
|
BUY
|
- |
589+ 10.01% |
$186K - $220K
|
6.47K
$2.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
587New |
$186K - $219K
|
587
$200K
|
|
|
Jan 13, 2026
Q4 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
582New |
$184K - $217K
|
582
$199K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
571New |
$181K - $213K
|
571
$195K
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
570New |
$180K - $212K
|
570
$195K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
564New |
$178K - $210K
|
564
$192K
|
|
|
Jan 13, 2026
Q4 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
557New |
$176K - $208K
|
557
$190K
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
BUY
|
- |
557New |
$176K - $208K
|
557
$190K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
557New |
$176K - $208K
|
557
$190K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
551+ 8.99% |
$174K - $205K
|
6.68K
$2.28M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
543New |
$172K - $202K
|
543
$185K
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
437+ 0.84% |
$138K - $163K
|
52.2K
$17.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
429+ 15.72% |
$136K - $160K
|
3.16K
$1.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
407+ 9.18% |
$129K - $152K
|
4.84K
$1.65M
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
387New |
$122K - $144K
|
387
$132K
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
332+ 0.97% |
$105K - $124K
|
34.6K
$11.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
328+ 1.5% |
$104K - $122K
|
22.2K
$7.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
327+ 7.33% |
$103K - $122K
|
4.79K
$1.63M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
323+ 2.02% |
$102K - $120K
|
16.3K
$5.57M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
320+ 6.15% |
$101K - $119K
|
5.52K
$1.88M
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
310+ 0.64% |
$98K - $116K
|
48.7K
$16.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
296+ 9.17% |
$93.6K - $110K
|
3.52K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
288+ 39.94% |
$91.1K - $107K
|
1.01K
$344K
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
286+ 34.75% |
$90.5K - $107K
|
1.11K
$378K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
266+ 6.69% |
$84.1K - $99.2K
|
4.24K
$1.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
262+ 11.96% |
$82.9K - $97.7K
|
2.45K
$837K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
261+ 14.37% |
$82.5K - $97.3K
|
2.08K
$709K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
260+ 26.37% |
$82.2K - $96.9K
|
1.25K
$425K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
250+ 7.5% |
$79.1K - $93.2K
|
3.58K
$1.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
250+ 22.01% |
$79.1K - $93.2K
|
1.39K
$473K
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
231+ 6.17% |
$73.1K - $86.1K
|
3.97K
$1.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
228+ 21.03% |
$72.1K - $85K
|
1.31K
$448K
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
225+ 3.27% |
$71.2K - $83.9K
|
7.1K
$2.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
223+ 3.79% |
$70.5K - $83.1K
|
6.1K
$2.08M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
205+ 8.62% |
$64.8K - $76.4K
|
2.58K
$881K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
204+ 4.44% |
$64.5K - $76K
|
4.8K
$1.64M
|
|