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 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-823- 32.97% |
$210K - $268K
|
1.67K
$446K
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-830- 9.33% |
$212K - $270K
|
8.07K
$2.15M
|
|
Apr 03, 2025
Q1 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-831- 2.3% |
$212K - $271K
|
35.3K
$9.39M
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-845- 30.45% |
$216K - $275K
|
1.93K
$514K
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-850- 85.09% |
$217K - $277K
|
149
$39.7K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-857- 49.08% |
$219K - $279K
|
889
$237K
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-862- 46.27% |
$220K - $281K
|
1K
$267K
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-873- 47.55% |
$223K - $284K
|
963
$257K
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-874- 23.01% |
$223K - $285K
|
2.93K
$779K
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-933- 0.6% |
$238K - $304K
|
154K
$41.1M
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-934- 16.87% |
$239K - $304K
|
4.6K
$1.23M
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-943- 16.98% |
$241K - $307K
|
4.61K
$1.23M
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-944- 7.78% |
$241K - $308K
|
11.2K
$2.98M
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-946- 39.65% |
$242K - $308K
|
1.44K
$384K
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-952- 5.04% |
$243K - $310K
|
18K
$4.78M
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-960- 2.99% |
$245K - $313K
|
31.2K
$8.3M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-971- 3.69% |
$248K - $316K
|
25.3K
$6.75M
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-972- 8.61% |
$248K - $317K
|
10.3K
$2.75M
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-994- 1.25% |
$254K - $324K
|
78.7K
$21M
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.03K- 2.21% |
$262K - $334K
|
45.4K
$12.1M
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.1K- 0.87% |
$281K - $358K
|
125K
$33.4M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.1K- 0.88% |
$281K - $358K
|
124K
$33M
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.12K- 16.63% |
$286K - $364K
|
5.6K
$1.49M
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.12K- 11.82% |
$287K - $366K
|
8.37K
$2.23M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.12K- 0.68% |
$287K - $366K
|
163K
$43.6M
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.14K- 3.38% |
$291K - $371K
|
32.6K
$8.68M
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.15K- 1.67% |
$294K - $376K
|
67.7K
$18M
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.17K- 42.26% |
$300K - $382K
|
1.6K
$427K
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.18K- 6.41% |
$302K - $386K
|
17.3K
$4.61M
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-1.19K- 5.24% |
$305K - $389K
|
21.6K
$5.75M
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-1.21K- 48.79% |
$309K - $395K
|
1.27K
$339K
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.23K- 17.89% |
$313K - $400K
|
5.63K
$1.5M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.24K- 3.94% |
$317K - $405K
|
30.3K
$8.07M
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.27K- 4.99% |
$323K - $413K
|
24.1K
$6.42M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.3K- 22.2% |
$332K - $424K
|
4.56K
$1.21M
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.31K- 1.23% |
$335K - $428K
|
105K
$28.1M
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.41K- 9.85% |
$359K - $458K
|
12.9K
$3.43M
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.42K- 5.69% |
$363K - $463K
|
23.5K
$6.27M
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.43K- 2.87% |
$366K - $467K
|
48.5K
$12.9M
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.49K- 3.68% |
$380K - $484K
|
38.9K
$10.4M
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.53K- 14.78% |
$390K - $498K
|
8.81K
$2.35M
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.6K- 2.33% |
$409K - $522K
|
67.1K
$17.9M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.6K- 8.45% |
$409K - $522K
|
17.4K
$4.63M
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.62K- 2.93% |
$414K - $528K
|
53.6K
$14.3M
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.65K- 6.35% |
$421K - $538K
|
24.3K
$6.48M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.65K- 20.03% |
$422K - $539K
|
6.61K
$1.76M
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.72K- 18.72% |
$439K - $560K
|
7.46K
$1.99M
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.73K- 10.33% |
$442K - $564K
|
15K
$4.01M
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.8K- 70.39% |
$460K - $587K
|
757
$202K
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-1.8K- 50.0% |
$460K - $587K
|
1.8K
$480K
|