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 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
731+ 56.06% |
$187K - $238K
|
2.04K
$542K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
729+ 43.26% |
$186K - $238K
|
2.41K
$643K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
724+ 3.31% |
$185K - $236K
|
22.6K
$6.02M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
706+ 7.3% |
$180K - $230K
|
10.4K
$2.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
703New |
$180K - $229K
|
703
$187K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
696+ 90.16% |
$178K - $227K
|
1.47K
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
682+ 3.73% |
$174K - $222K
|
19K
$5.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
677+ 8.11% |
$173K - $221K
|
9.02K
$2.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
668+ 18.39% |
$171K - $218K
|
4.3K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
665+ 1.25% |
$170K - $217K
|
53.8K
$14.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
653+ 11.89% |
$167K - $213K
|
6.15K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
644+ 22.17% |
$164K - $210K
|
3.55K
$945K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
636+ 8.63% |
$162K - $207K
|
8.01K
$2.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
BUY
|
- |
622+ 1.78% |
$159K - $203K
|
35.5K
$9.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
619+ 51.28% |
$158K - $202K
|
1.83K
$486K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
617+ 3.84% |
$158K - $201K
|
16.7K
$4.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
616+ 29.9% |
$157K - $201K
|
2.68K
$713K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
613+ 71.03% |
$157K - $200K
|
1.48K
$393K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
610+ 13.81% |
$156K - $199K
|
5.03K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
609+ 24.1% |
$156K - $198K
|
3.14K
$835K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
602+ 0.73% |
$154K - $196K
|
82.8K
$22.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
566+ 1.06% |
$145K - $184K
|
53.9K
$14.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
561+ 3.63% |
$143K - $183K
|
16K
$4.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
558+ 9.21% |
$143K - $182K
|
6.62K
$1.76M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
553+ 1.86% |
$141K - $180K
|
30.4K
$8.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
537+ 32.97% |
$137K - $175K
|
2.17K
$577K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
534+ 3.42% |
$136K - $174K
|
16.2K
$4.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
527+ 15.65% |
$135K - $172K
|
3.89K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
520+ 5.39% |
$133K - $169K
|
10.2K
$2.71M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
516+ 1.72% |
$132K - $168K
|
30.5K
$8.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500+ 28.46% |
$128K - $163K
|
2.26K
$601K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
484+ 4.32% |
$124K - $158K
|
11.7K
$3.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
479+ 17.18% |
$122K - $156K
|
3.27K
$870K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
477+ 5.39% |
$122K - $155K
|
9.33K
$2.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
474+ 4.91% |
$121K - $154K
|
10.1K
$2.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
473+ 8.45% |
$121K - $154K
|
6.07K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
470+ 22.86% |
$120K - $153K
|
2.53K
$673K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
470+ 16.48% |
$120K - $153K
|
3.32K
$885K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
465+ 33.97% |
$119K - $152K
|
1.83K
$489K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
464+ 49.36% |
$119K - $151K
|
1.4K
$374K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
457+ 17.36% |
$117K - $149K
|
3.09K
$823K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
452+ 12.53% |
$115K - $147K
|
4.06K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
449+ 1.94% |
$115K - $146K
|
23.6K
$6.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
439+ 0.44% |
$112K - $143K
|
100K
$26.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
435+ 0.43% |
$111K - $142K
|
102K
$27.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
414+ 2.19% |
$106K - $135K
|
19.3K
$5.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
407+ 68.63% |
$104K - $133K
|
1K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
404+ 12.86% |
$103K - $132K
|
3.55K
$945K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
400+ 0.83% |
$102K - $130K
|
48.7K
$13M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
388+ 0.57% |
$99.1K - $126K
|
68.7K
$18.3M
|