Purchases and Sales Made in Q4 2025 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q4 2025. The information is specifically focused on institutions that hold shares of AMERICAN EXPRESS CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.08M+ 894.89% |
$340M - $401M
|
1.2M
$408M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
145K+ 6.2% |
$45.7M - $53.9M
|
2.47M
$844M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
41.8K+ 197.52% |
$13.2M - $15.6M
|
62.9K
$21.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
30.8K+ 2172.39% |
$9.73M - $11.5M
|
32.2K
$11M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
22.1K+ 356.04% |
$6.99M - $8.24M
|
28.3K
$9.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Covea Finance
|
BUY
|
- |
20.7K+ 23.71% |
$6.55M - $7.72M
|
108K
$36.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
18.2K+ 469.73% |
$5.77M - $6.8M
|
22.1K
$7.55M
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
14.9K+ 13.97% |
$4.72M - $5.57M
|
122K
$41.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
13.5KNew |
$4.27M - $5.04M
|
13.5K
$4.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
13.4K+ 223.49% |
$4.25M - $5.01M
|
19.5K
$6.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
11.1K+ 4.63% |
$3.5M - $4.12M
|
250K
$85.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
9.24KNew |
$2.92M - $3.44M
|
9.24K
$3.15M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.48K+ 132.11% |
$2.68M - $3.16M
|
14.9K
$5.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
8.13K+ 92.98% |
$2.57M - $3.03M
|
16.9K
$5.76M
|
|
|
Jan 21, 2026
Q4 2025
|
South Shore Capital Advisors
|
BUY
|
- |
7.53KNew |
$2.38M - $2.81M
|
7.53K
$2.57M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.71K+ 476.97% |
$2.12M - $2.5M
|
8.12K
$2.77M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
6.07KNew |
$1.92M - $2.26M
|
6.07K
$2.07M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.52K+ 1.72% |
$1.75M - $2.06M
|
326K
$111M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.07K+ 8.77% |
$1.6M - $1.89M
|
62.9K
$21.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
4.76KNew |
$1.5M - $1.77M
|
4.76K
$1.62M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.98K+ 2652.67% |
$1.26M - $1.48M
|
4.13K
$1.41M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.85K+ 105.6% |
$1.22M - $1.44M
|
7.5K
$2.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.82K+ 2.77% |
$1.21M - $1.43M
|
142K
$48.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.57K+ 1.67% |
$1.13M - $1.33M
|
217K
$74M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.21K+ 2.14% |
$1.01M - $1.19M
|
153K
$52.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.15K+ 25.41% |
$997K - $1.17M
|
15.6K
$5.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
3.01K+ 46.06% |
$952K - $1.12M
|
9.55K
$3.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.58K+ 4.05% |
$815K - $960K
|
66.2K
$22.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
2.45K+ 3.1% |
$775K - $913K
|
81.5K
$27.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.42KNew |
$767K - $904K
|
2.42K
$827K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
2.41KNew |
$761K - $897K
|
2.41K
$821K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.33K+ 45.85% |
$736K - $867K
|
7.4K
$2.53M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
2.26K+ 243.21% |
$714K - $841K
|
3.19K
$1.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2.26KNew |
$713K - $841K
|
2.26K
$770K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.13K+ 6.25% |
$674K - $795K
|
36.2K
$12.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
2.07KNew |
$655K - $772K
|
2.07K
$707K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.04K+ 38.31% |
$646K - $761K
|
7.37K
$2.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
2.01KNew |
$635K - $748K
|
2.01K
$685K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.99K+ 257.03% |
$630K - $743K
|
2.77K
$944K
|
|
|
Jan 20, 2026
Q4 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
1.96K+ 2.79% |
$620K - $730K
|
72.3K
$24.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
1.94KNew |
$613K - $722K
|
1.94K
$661K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.93K+ 431.25% |
$611K - $720K
|
2.38K
$812K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.9K+ 4.76% |
$600K - $708K
|
41.8K
$14.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.75K+ 8.47% |
$552K - $650K
|
22.4K
$7.63M
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.71KNew |
$540K - $636K
|
1.71K
$582K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.7K+ 133.23% |
$538K - $634K
|
2.98K
$1.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.61K+ 32.47% |
$508K - $599K
|
6.55K
$2.24M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.57KNew |
$497K - $586K
|
1.57K
$536K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 117.01% |
$492K - $580K
|
2.88K
$984K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.41K+ 38.28% |
$446K - $526K
|
5.09K
$1.74M
|
|