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 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-417- 19.15% |
$106K - $136K
|
1.76K
$469K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-450- 27.41% |
$115K - $147K
|
1.19K
$318K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-450- 5.14% |
$115K - $147K
|
8.31K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-454- 1.52% |
$116K - $148K
|
29.5K
$7.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-469- 10.13% |
$120K - $153K
|
4.16K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-470- 8.32% |
$120K - $153K
|
5.18K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-494- 15.02% |
$126K - $161K
|
2.8K
$745K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-499- 1.03% |
$127K - $163K
|
47.8K
$12.7M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.33% |
$128K - $163K
|
151K
$40.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-505- 2.64% |
$129K - $165K
|
18.6K
$4.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-509- 14.32% |
$130K - $166K
|
3.05K
$811K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-515- 10.44% |
$132K - $168K
|
4.42K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-515- 3.66% |
$132K - $168K
|
13.6K
$3.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-521- 0.12% |
$133K - $170K
|
432K
$115M
|
|
|
Apr 08, 2025
Q1 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-523- 10.17% |
$134K - $170K
|
4.62K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-531- 11.98% |
$136K - $173K
|
3.9K
$1.04M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-534- 3.09% |
$136K - $174K
|
16.7K
$4.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-535- 3.12% |
$137K - $174K
|
16.6K
$4.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-537- 9.4% |
$137K - $175K
|
5.18K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-543- 10.5% |
$139K - $177K
|
4.63K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-549- 4.35% |
$140K - $179K
|
12.1K
$3.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-550- 18.89% |
$140K - $179K
|
2.36K
$629K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-561- 98.59% |
$143K - $183K
|
8
$2.13K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-573- 37.14% |
$146K - $187K
|
970
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-582- 0.46% |
$149K - $190K
|
127K
$33.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-598- 26.61% |
$153K - $195K
|
1.65K
$439K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-600- 5.51% |
$153K - $196K
|
10.3K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-603- 11.07% |
$154K - $196K
|
4.84K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-641- 2.25% |
$164K - $209K
|
27.8K
$7.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-642- 7.52% |
$164K - $209K
|
7.9K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-650- 39.04% |
$166K - $212K
|
1.02K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-654- 4.74% |
$167K - $213K
|
13.1K
$3.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-671- 0.85% |
$171K - $219K
|
78.7K
$21M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-676- 9.8% |
$173K - $220K
|
6.22K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-680- 6.03% |
$174K - $222K
|
10.6K
$2.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-710- 3.1% |
$181K - $231K
|
22.2K
$5.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-710- 12.08% |
$181K - $231K
|
5.17K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-727- 5.96% |
$186K - $237K
|
11.5K
$3.05M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-728- 4.45% |
$186K - $237K
|
15.6K
$4.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-747- 10.69% |
$191K - $243K
|
6.24K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-750- 1.94% |
$192K - $244K
|
37.8K
$10.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-756- 12.26% |
$193K - $246K
|
5.41K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-769- 43.01% |
$196K - $251K
|
1.02K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-790- 6.22% |
$202K - $257K
|
11.9K
$3.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
SELL
|
- |
-790- 7.04% |
$202K - $257K
|
10.4K
$2.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-795- 11.23% |
$203K - $259K
|
6.29K
$1.67M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-797- 49.6% |
$204K - $260K
|
810
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.99% |
$204K - $261K
|
26K
$6.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-811- 14.38% |
$207K - $264K
|
4.83K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-821- 51.15% |
$210K - $268K
|
784
$209K
|