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 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.95K+ 390.02% |
$1.01M - $1.29M
|
4.96K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.91K+ 483.79% |
$998K - $1.27M
|
4.72K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.42KNew |
$872K - $1.11M
|
3.42K
$910K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3.08KNew |
$785K - $1M
|
3.08K
$819K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
3.07K+ 8.46% |
$785K - $1M
|
39.4K
$10.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.96K+ 3.62% |
$757K - $966K
|
84.9K
$22.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.91K+ 21.74% |
$742K - $947K
|
16.3K
$4.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.82K+ 15.66% |
$720K - $919K
|
20.8K
$5.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.79K+ 368.69% |
$713K - $910K
|
3.55K
$945K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.74KNew |
$700K - $893K
|
2.74K
$730K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.73K+ 10.8% |
$697K - $889K
|
28K
$7.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
2.7K+ 266.67% |
$691K - $881K
|
3.72K
$991K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
2.65KNew |
$677K - $864K
|
2.65K
$707K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.6K+ 56.4% |
$664K - $848K
|
7.21K
$1.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
2.56KNew |
$653K - $833K
|
2.56K
$681K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.55K+ 27.02% |
$652K - $832K
|
12K
$3.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.53KNew |
$646K - $825K
|
2.53K
$674K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.47K+ 224.32% |
$631K - $806K
|
3.57K
$952K
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
BUY
|
- |
2.46KNew |
$627K - $801K
|
2.46K
$655K
|
|
|
Apr 21, 2025
Q1 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.38K+ 96.48% |
$609K - $777K
|
4.85K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
2.33K+ 221.43% |
$594K - $758K
|
3.38K
$899K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.31K+ 6.93% |
$590K - $752K
|
35.6K
$9.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.26K+ 1.37% |
$577K - $736K
|
168K
$44.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.19KNew |
$560K - $714K
|
2.19K
$584K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 3.88% |
$549K - $701K
|
57.6K
$15.3M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.13K+ 23.91% |
$544K - $695K
|
11K
$2.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.92K+ 60.46% |
$491K - $626K
|
5.1K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 29.64% |
$491K - $626K
|
8.4K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
1.87K+ 198.83% |
$478K - $610K
|
2.82K
$750K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.77KNew |
$452K - $576K
|
1.77K
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.73K+ 1.23% |
$442K - $563K
|
142K
$37.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
1.6K+ 123.31% |
$409K - $522K
|
2.9K
$773K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.59K+ 5.31% |
$406K - $518K
|
31.6K
$8.41M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.59K+ 1.99% |
$405K - $517K
|
81K
$21.6M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.56KNew |
$398K - $507K
|
1.56K
$415K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
1.54K+ 36.53% |
$394K - $502K
|
5.76K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.53K+ 3.2% |
$392K - $500K
|
49.5K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.52K+ 8.21% |
$387K - $494K
|
20K
$5.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.43K+ 4.83% |
$364K - $464K
|
30.9K
$8.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.42K+ 0.7% |
$361K - $461K
|
203K
$54M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.41KNew |
$359K - $458K
|
1.41K
$375K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.4KNew |
$358K - $456K
|
1.4K
$373K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.39K+ 10.07% |
$356K - $454K
|
15.2K
$4.05M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.38K+ 6.05% |
$352K - $449K
|
24.2K
$6.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.34K+ 3.3% |
$343K - $438K
|
42.1K
$11.2M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.33K+ 170.15% |
$341K - $435K
|
2.12K
$564K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.29K+ 0.7% |
$330K - $421K
|
185K
$49.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.28K+ 29.38% |
$328K - $418K
|
5.65K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.27K+ 102.51% |
$323K - $413K
|
2.5K
$666K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.23KNew |
$314K - $401K
|
1.23K
$328K
|