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 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
223+ 3.79% |
$70.5K - $83.1K
|
6.1K
$2.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
215+ 14.44% |
$68K - $80.1K
|
1.7K
$581K
|
|
|
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
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
193+ 13.12% |
$61K - $71.9K
|
1.66K
$568K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
193+ 4.41% |
$61K - $71.9K
|
4.57K
$1.56M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
188+ 2.68% |
$59.5K - $70.1K
|
7.21K
$2.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
184+ 10.86% |
$58.2K - $68.6K
|
1.88K
$641K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
183+ 6.1% |
$57.9K - $68.2K
|
3.18K
$1.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
177+ 28.05% |
$56K - $66K
|
808
$276K
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
175+ 2.33% |
$55.3K - $65.2K
|
7.69K
$2.62M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
174+ 1.83% |
$55K - $64.9K
|
9.68K
$3.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
169+ 0.34% |
$53.4K - $63K
|
50.4K
$17.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
165+ 383.72% |
$52.2K - $61.5K
|
208
$71K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
164+ 3.14% |
$51.9K - $61.1K
|
5.39K
$1.84M
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
160+ 20.67% |
$50.6K - $59.6K
|
934
$319K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
156+ 1.81% |
$49.3K - $58.2K
|
8.78K
$3M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
155+ 23.13% |
$49K - $57.8K
|
825
$282K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
154+ 3.41% |
$48.7K - $57.4K
|
4.67K
$1.59M
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
151+ 2.05% |
$47.8K - $56.3K
|
7.51K
$2.56M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
150+ 16.63% |
$47.4K - $55.9K
|
1.05K
$359K
|
|
|
Jan 12, 2026
Q4 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
147+ 2.24% |
$46.5K - $54.8K
|
6.7K
$2.29M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
142+ 3.74% |
$44.9K - $52.9K
|
3.94K
$1.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
137+ 1.05% |
$43.3K - $51.1K
|
13.2K
$4.49M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
135+ 16.34% |
$42.7K - $50.3K
|
961
$328K
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
BUY
|
- |
133+ 0.7% |
$42.1K - $49.6K
|
19.3K
$6.57M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
131New |
$41.4K - $48.8K
|
131
$44.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
130+ 1.33% |
$41.1K - $48.5K
|
9.91K
$3.38M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
129+ 9.36% |
$40.8K - $48.1K
|
1.51K
$514K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
116+ 2.31% |
$36.7K - $43.2K
|
5.14K
$1.75M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
116+ 0.3% |
$36.7K - $43.2K
|
39.1K
$13.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
110+ 1.4% |
$34.8K - $41K
|
7.97K
$2.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
110+ 0.9% |
$34.8K - $41K
|
12.3K
$4.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
109+ 7.51% |
$34.5K - $40.6K
|
1.56K
$532K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
106+ 2.21% |
$33.5K - $39.5K
|
4.91K
$1.67M
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
104+ 2.55% |
$32.9K - $38.8K
|
4.18K
$1.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
104+ 5.0% |
$32.9K - $38.8K
|
2.19K
$746K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
103+ 5.75% |
$32.6K - $38.4K
|
1.89K
$646K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
101+ 4.98% |
$31.9K - $37.6K
|
2.13K
$727K
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
101+ 1.74% |
$31.9K - $37.6K
|
5.89K
$2.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
101+ 6.85% |
$31.9K - $37.6K
|
1.58K
$537K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
CALL |
100New |
$31.6K - $37.3K
|
100
$34.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
98+ 4.22% |
$31K - $36.5K
|
2.42K
$826K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
96+ 12.12% |
$30.4K - $35.8K
|
888
$303K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
94+ 14.83% |
$29.7K - $35K
|
728
$248K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
94+ 0.7% |
$29.7K - $35K
|
13.5K
$4.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
91+ 6.67% |
$28.8K - $33.9K
|
1.46K
$497K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
85+ 1.63% |
$26.9K - $31.7K
|
5.31K
$1.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
78+ 6.19% |
$24.7K - $29.1K
|
1.34K
$457K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
77+ 38.5% |
$24.4K - $28.7K
|
277
$94.5K
|
|