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 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-145- 1.73% |
$37K - $47.3K
|
8.26K
$2.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-145- 5.68% |
$37K - $47.3K
|
2.41K
$642K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-147- 1.26% |
$37.5K - $47.9K
|
11.5K
$3.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-147- 5.61% |
$37.5K - $47.9K
|
2.47K
$658K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-150- 8.72% |
$38.3K - $48.9K
|
1.57K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-150- 8.58% |
$38.3K - $48.9K
|
1.6K
$426K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-150- 0.24% |
$38.3K - $48.9K
|
63.2K
$16.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-151- 6.56% |
$38.6K - $49.2K
|
2.15K
$573K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-155- 6.67% |
$39.6K - $50.5K
|
2.17K
$578K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-157- 0.42% |
$40.1K - $51.2K
|
37K
$9.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-160- 0.94% |
$40.9K - $52.1K
|
16.8K
$4.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-161- 4.14% |
$41.1K - $52.5K
|
3.73K
$994K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-165- 1.38% |
$42.1K - $53.8K
|
11.8K
$3.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-170- 10.04% |
$43.4K - $55.4K
|
1.52K
$406K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-170- 1.18% |
$43.4K - $55.4K
|
14.2K
$3.78M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-172- 45.5% |
$43.9K - $56K
|
206
$54.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-175- 2.96% |
$44.7K - $57K
|
5.74K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-175- 2.54% |
$44.7K - $57K
|
6.71K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-176- 6.45% |
$44.9K - $57.4K
|
2.55K
$680K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-181- 1.81% |
$46.2K - $59K
|
9.83K
$2.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-182- 3.03% |
$46.5K - $59.3K
|
5.83K
$1.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-188- 3.6% |
$48K - $61.3K
|
5.04K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-191- 10.75% |
$48.8K - $62.2K
|
1.59K
$422K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-193- 0.22% |
$49.3K - $62.9K
|
86.2K
$23M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-195- 5.58% |
$49.8K - $63.5K
|
3.3K
$879K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-200- 0.96% |
$51.1K - $65.2K
|
20.6K
$5.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 19.05% |
$51.1K - $65.2K
|
850
$226K
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-200- 10.84% |
$51.1K - $65.2K
|
1.65K
$438K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 2.24% |
$51.1K - $65.2K
|
8.73K
$2.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-201- 1.36% |
$51.3K - $65.5K
|
14.6K
$3.89M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-204- 17.85% |
$52.1K - $66.5K
|
939
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-205- 3.72% |
$52.4K - $66.8K
|
5.31K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-207- 3.38% |
$52.9K - $67.5K
|
5.91K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-211- 1.12% |
$53.9K - $68.8K
|
18.7K
$4.98M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-218- 0.24% |
$55.7K - $71K
|
89.7K
$23.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-220- 2.38% |
$56.2K - $71.7K
|
9.01K
$2.4M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-222- 3.81% |
$56.7K - $72.3K
|
5.61K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-226- 7.48% |
$57.7K - $73.6K
|
2.8K
$745K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-230- 25.27% |
$58.7K - $75K
|
680
$181K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-232- 3.08% |
$59.3K - $75.6K
|
7.3K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-233- 8.96% |
$59.5K - $75.9K
|
2.37K
$631K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-238- 5.9% |
$60.8K - $77.6K
|
3.8K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-240- 19.05% |
$61.3K - $78.2K
|
1.02K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-243- 16.6% |
$62.1K - $79.2K
|
1.22K
$325K
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-250- 5.76% |
$63.8K - $81.5K
|
4.09K
$1.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-250- 5.72% |
$63.8K - $81.5K
|
4.12K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-254- 0.94% |
$64.9K - $82.8K
|
26.7K
$7.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-254- 4.09% |
$64.9K - $82.8K
|
5.96K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-256- 4.96% |
$65.4K - $83.4K
|
4.9K
$1.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-257- 18.15% |
$65.6K - $83.7K
|
1.16K
$309K
|