Purchases and Sales Made in Q1 2025 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-13- 1.21% |
$3.32K - $4.24K
|
1.06K
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-13- 1.01% |
$3.32K - $4.24K
|
1.27K
$338K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-14- 0.52% |
$3.58K - $4.56K
|
2.67K
$711K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-14- 0.07% |
$3.58K - $4.56K
|
18.8K
$5.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-15- 0.26% |
$3.83K - $4.89K
|
5.67K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15- 0.18% |
$3.83K - $4.89K
|
8.25K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-15- 0.36% |
$3.83K - $4.89K
|
4.17K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-15- 1.22% |
$3.83K - $4.89K
|
1.21K
$323K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-15- 5.28% |
$3.83K - $4.89K
|
269
$71.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-16- 2.86% |
$4.09K - $5.21K
|
544
$145K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-17- 1.18% |
$4.34K - $5.54K
|
1.43K
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-17- 0.53% |
$4.34K - $5.54K
|
3.18K
$848K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-17- 1.34% |
$4.34K - $5.54K
|
1.25K
$332K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-18- 0.24% |
$4.6K - $5.87K
|
7.5K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-19- 0.12% |
$4.85K - $6.19K
|
15.3K
$4.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-20- 0.38% |
$5.11K - $6.52K
|
5.27K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-20- 2.15% |
$5.11K - $6.52K
|
909
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 1.44% |
$5.11K - $6.52K
|
1.37K
$365K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-20- 1.82% |
$5.11K - $6.52K
|
1.08K
$287K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-20- 0.2% |
$5.11K - $6.52K
|
9.77K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-21- 0.05% |
$5.36K - $6.84K
|
41K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-22- 2.77% |
$5.62K - $7.17K
|
772
$206K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-22- 1.31% |
$5.62K - $7.17K
|
1.66K
$442K
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-22- 0.21% |
$5.62K - $7.17K
|
10.6K
$2.82M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-22- 1.21% |
$5.62K - $7.17K
|
1.8K
$478K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-22- 4.49% |
$5.62K - $7.17K
|
468
$125K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-22- 2.09% |
$5.62K - $7.17K
|
1.03K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-22- 6.4% |
$5.62K - $7.17K
|
322
$85.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-22- 3.29% |
$5.62K - $7.17K
|
646
$172K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-23- 2.43% |
$5.87K - $7.5K
|
925
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-25- 0.18% |
$6.38K - $8.15K
|
14.2K
$3.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-25- 0.54% |
$6.38K - $8.15K
|
4.61K
$1.23M
|
|
|
Apr 01, 2025
Q1 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-25- 0.01% |
$6.38K - $8.15K
|
413K
$110M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 2.53% |
$6.38K - $8.15K
|
965
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-25- 0.37% |
$6.38K - $8.15K
|
6.77K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-25- 1.24% |
$6.38K - $8.15K
|
1.99K
$529K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-25- 2.2% |
$6.38K - $8.15K
|
1.11K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-26- 0.59% |
$6.64K - $8.47K
|
4.38K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-27- 0.56% |
$6.9K - $8.8K
|
4.76K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-27- 0.2% |
$6.9K - $8.8K
|
13.4K
$3.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.97% |
$7.41K - $9.45K
|
2.96K
$790K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-29- 0.32% |
$7.41K - $9.45K
|
9.04K
$2.41M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-29- 4.35% |
$7.41K - $9.45K
|
637
$170K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-30- 4.1% |
$7.66K - $9.78K
|
701
$187K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-30- 0.12% |
$7.66K - $9.78K
|
25.9K
$6.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-30- 0.38% |
$7.66K - $9.78K
|
7.81K
$2.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-31- 1.89% |
$7.92K - $10.1K
|
1.61K
$429K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-31- 31.0% |
$7.92K - $10.1K
|
69
$18.4K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-31- 3.24% |
$7.92K - $10.1K
|
925
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-31- 51.67% |
$7.92K - $10.1K
|
29
$7.73K
|