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 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-31- 0.1% |
$7.92K - $10.1K
|
30.4K
$8.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-32- 3.28% |
$8.17K - $10.4K
|
943
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-32- 1.72% |
$8.17K - $10.4K
|
1.83K
$487K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-32- 1.28% |
$8.17K - $10.4K
|
2.47K
$657K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-32- 4.27% |
$8.17K - $10.4K
|
717
$191K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-33- 1.39% |
$8.43K - $10.8K
|
2.34K
$623K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-36- 0.39% |
$9.19K - $11.7K
|
9.18K
$2.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-37- 1.05% |
$9.45K - $12.1K
|
3.49K
$929K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-37- 0.28% |
$9.45K - $12.1K
|
13.1K
$3.48M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-38- 0.4% |
$9.7K - $12.4K
|
9.53K
$2.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-40- 4.97% |
$10.2K - $13K
|
765
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-40- 0.79% |
$10.2K - $13K
|
5.03K
$1.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-41- 0.12% |
$10.5K - $13.4K
|
34.5K
$9.18M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-41- 1.84% |
$10.5K - $13.4K
|
2.19K
$582K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-41- 3.83% |
$10.5K - $13.4K
|
1.03K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-41- 4.78% |
$10.5K - $13.4K
|
816
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-41- 5.01% |
$10.5K - $13.4K
|
778
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-43- 6.91% |
$11K - $14K
|
579
$154K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-44- 22.34% |
$11.2K - $14.3K
|
153
$40.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-45- 0.61% |
$11.5K - $14.7K
|
7.3K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-46- 0.88% |
$11.7K - $15K
|
5.21K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-50- 0.97% |
$12.8K - $16.3K
|
5.12K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-50- 2.86% |
$12.8K - $16.3K
|
1.7K
$453K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-50- 4.6% |
$12.8K - $16.3K
|
1.04K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-50- 0.96% |
$12.8K - $16.3K
|
5.17K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-52- 0.32% |
$13.3K - $16.9K
|
16.2K
$4.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-53- 4.42% |
$13.5K - $17.3K
|
1.15K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-53- 5.05% |
$13.5K - $17.3K
|
997
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-53- 2.35% |
$13.5K - $17.3K
|
2.2K
$587K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-53- 0.95% |
$13.5K - $17.3K
|
5.53K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-56- 0.26% |
$14.3K - $18.2K
|
21.3K
$5.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-60- 0.4% |
$15.3K - $19.6K
|
14.8K
$3.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-61- 2.96% |
$15.6K - $19.9K
|
2K
$533K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-62- 0.46% |
$15.8K - $20.2K
|
13.4K
$3.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-63- 2.58% |
$16.1K - $20.5K
|
2.38K
$633K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-64- 0.34% |
$16.3K - $20.9K
|
19K
$5.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-64- 28.44% |
$16.3K - $20.9K
|
161
$42.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-66- 1.2% |
$16.9K - $21.5K
|
5.46K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-67- 3.65% |
$17.1K - $21.8K
|
1.77K
$472K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-67- 4.08% |
$17.1K - $21.8K
|
1.58K
$420K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-68- 8.31% |
$17.4K - $22.2K
|
750
$200K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-70- 0.61% |
$17.9K - $22.8K
|
11.5K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-70- 0.15% |
$17.9K - $22.8K
|
47.6K
$12.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-71- 0.66% |
$18.1K - $23.1K
|
10.6K
$2.83M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-71- 0.37% |
$18.1K - $23.1K
|
19K
$5.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-73- 2.5% |
$18.6K - $23.8K
|
2.85K
$760K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-74- 8.03% |
$18.9K - $24.1K
|
848
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-75- 0.25% |
$19.2K - $24.4K
|
30K
$7.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-76- 1.76% |
$19.4K - $24.8K
|
4.23K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-78- 1.31% |
$19.9K - $25.4K
|
5.87K
$1.56M
|