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 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-78- 1.26% |
$19.9K - $25.4K
|
6.12K
$1.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-80- 6.66% |
$20.4K - $26.1K
|
1.12K
$299K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-80- 4.36% |
$20.4K - $26.1K
|
1.76K
$468K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-84- 9.04% |
$21.5K - $27.4K
|
845
$225K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-84- 2.55% |
$21.5K - $27.4K
|
3.2K
$854K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-84- 1.27% |
$21.5K - $27.4K
|
6.54K
$1.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-85- 9.54% |
$21.7K - $27.7K
|
806
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-85- 7.06% |
$21.7K - $27.7K
|
1.12K
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-85- 0.95% |
$21.7K - $27.7K
|
8.9K
$2.37M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-86- 10.11% |
$22K - $28K
|
765
$204K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-86- 2.92% |
$22K - $28K
|
2.86K
$762K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-86- 4.33% |
$22K - $28K
|
1.9K
$507K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-87- 2.83% |
$22.2K - $28.4K
|
2.99K
$796K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-87- 7.5% |
$22.2K - $28.4K
|
1.07K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-88- 0.72% |
$22.5K - $28.7K
|
12.2K
$3.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-88- 3.98% |
$22.5K - $28.7K
|
2.12K
$565K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-92- 1.24% |
$23.5K - $30K
|
7.34K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-94- 10.61% |
$24K - $30.6K
|
792
$211K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-95- 4.9% |
$24.3K - $31K
|
1.85K
$492K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-96- 9.15% |
$24.5K - $31.3K
|
953
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-96- 1.42% |
$24.5K - $31.3K
|
6.66K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-96- 2.09% |
$24.5K - $31.3K
|
4.49K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-97- 5.97% |
$24.8K - $31.6K
|
1.53K
$407K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.33% |
$25.5K - $32.6K
|
29.8K
$7.94M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-100- 0.92% |
$25.5K - $32.6K
|
10.8K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-102- 6.19% |
$26K - $33.2K
|
1.55K
$412K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-102- 11.58% |
$26K - $33.2K
|
779
$208K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-103- 53.65% |
$26.3K - $33.6K
|
89
$23.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-104- 11.72% |
$26.6K - $33.9K
|
783
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-105- 0.93% |
$26.8K - $34.2K
|
11.1K
$2.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-105- 7.09% |
$26.8K - $34.2K
|
1.38K
$367K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-110- 5.43% |
$28.1K - $35.8K
|
1.92K
$510K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-110- 0.2% |
$28.1K - $35.8K
|
55.7K
$14.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-111- 21.55% |
$28.3K - $36.2K
|
404
$108K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-111- 0.33% |
$28.3K - $36.2K
|
33.1K
$8.83M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-112- 0.16% |
$28.6K - $36.5K
|
69.5K
$18.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-112- 1.69% |
$28.6K - $36.5K
|
6.52K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-119- 7.47% |
$30.4K - $38.8K
|
1.47K
$392K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-124- 3.65% |
$31.7K - $40.4K
|
3.27K
$872K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-125- 1.71% |
$31.9K - $40.7K
|
7.19K
$1.91M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-125- 3.02% |
$31.9K - $40.7K
|
4.02K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-126- 2.31% |
$32.2K - $41.1K
|
5.34K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-126- 2.1% |
$32.2K - $41.1K
|
5.88K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-126- 3.74% |
$32.2K - $41.1K
|
3.24K
$863K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-129- 3.48% |
$32.9K - $42K
|
3.58K
$953K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-134- 12.01% |
$34.2K - $43.7K
|
982
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-134- 1.16% |
$34.2K - $43.7K
|
11.4K
$3.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-136- 9.3% |
$34.7K - $44.3K
|
1.33K
$354K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-139- 3.48% |
$35.5K - $45.3K
|
3.85K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-144- 1.32% |
$36.8K - $46.9K
|
10.8K
$2.88M
|