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 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.23K+ 6.66% |
$314K - $400K
|
19.7K
$5.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.22K+ 1.01% |
$311K - $397K
|
122K
$32.5M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.21K+ 11.46% |
$310K - $395K
|
11.8K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2K+ 15.8% |
$306K - $391K
|
8.79K
$2.34M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.2K+ 2.64% |
$306K - $390K
|
46.6K
$12.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.16K+ 1.02% |
$296K - $377K
|
114K
$30.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.16K+ 108.13% |
$295K - $377K
|
2.23K
$593K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.16K+ 18.26% |
$295K - $377K
|
7.49K
$1.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.15KNew |
$293K - $373K
|
1.15K
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 0.44% |
$286K - $365K
|
253K
$67.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.11K+ 3.63% |
$283K - $361K
|
31.7K
$8.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.11K+ 4.93% |
$282K - $360K
|
23.6K
$6.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.1KNew |
$281K - $359K
|
1.1K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.09K+ 38.97% |
$279K - $356K
|
3.9K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.09KNew |
$278K - $355K
|
1.09K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
1.09KNew |
$277K - $354K
|
1.09K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.07K+ 5.23% |
$274K - $350K
|
21.6K
$5.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 8.14% |
$272K - $347K
|
14.1K
$3.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.05K+ 3.98% |
$268K - $342K
|
27.4K
$7.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.04KNew |
$266K - $339K
|
1.04K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.01K+ 11.97% |
$257K - $327K
|
9.4K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
1K+ 62.85% |
$255K - $326K
|
2.59K
$690K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
997+ 18.03% |
$255K - $325K
|
6.53K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
993New |
$254K - $324K
|
993
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
946New |
$242K - $308K
|
946
$252K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
935New |
$239K - $305K
|
935
$249K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
920New |
$235K - $300K
|
920
$245K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
915+ 7.38% |
$234K - $298K
|
13.3K
$3.55M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
914+ 27.53% |
$233K - $298K
|
4.23K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
900+ 7.67% |
$230K - $293K
|
12.6K
$3.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
900+ 48.86% |
$230K - $293K
|
2.74K
$730K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
891+ 1.8% |
$228K - $290K
|
50.5K
$13.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
889+ 29.38% |
$227K - $290K
|
3.92K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
869+ 13.44% |
$222K - $283K
|
7.33K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
847New |
$216K - $276K
|
847
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
831New |
$212K - $271K
|
831
$221K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
830+ 3.21% |
$212K - $270K
|
26.7K
$7.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
820+ 100.0% |
$209K - $267K
|
1.64K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
820+ 14.4% |
$209K - $267K
|
6.51K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
816New |
$208K - $266K
|
816
$217K
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
805+ 17.89% |
$206K - $262K
|
5.31K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
805New |
$206K - $262K
|
805
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
799+ 5.68% |
$204K - $260K
|
14.9K
$3.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
798New |
$204K - $260K
|
798
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
790New |
$202K - $257K
|
790
$210K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
782New |
$200K - $255K
|
782
$208K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
753New |
$192K - $245K
|
753
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
749+ 13.19% |
$191K - $244K
|
6.43K
$1.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
734New |
$187K - $239K
|
734
$196K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
733+ 2.29% |
$187K - $239K
|
32.7K
$8.72M
|