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
|
Aspire Private Capital, LLC
|
BUY
|
- |
214+ 4.6% |
$54.7K - $69.7K
|
4.86K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
210+ 30.22% |
$53.6K - $68.4K
|
905
$241K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
208+ 10.6% |
$53.1K - $67.8K
|
2.17K
$578K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
208+ 10.95% |
$53.1K - $67.8K
|
2.11K
$561K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
207+ 3.51% |
$52.9K - $67.5K
|
6.1K
$1.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
206+ 2.21% |
$52.6K - $67.1K
|
9.52K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
202+ 5.45% |
$51.6K - $65.8K
|
3.91K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
201+ 1.26% |
$51.3K - $65.5K
|
16.1K
$4.3M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
200+ 24.24% |
$51.1K - $65.2K
|
1.03K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
195+ 1.83% |
$49.8K - $63.5K
|
10.8K
$2.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
195+ 1.85% |
$49.8K - $63.5K
|
10.7K
$2.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
179+ 1.36% |
$45.7K - $58.3K
|
13.4K
$3.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
178+ 3.46% |
$45.5K - $58K
|
5.32K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
178+ 4.62% |
$45.5K - $58K
|
4.03K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
177+ 4.67% |
$45.2K - $57.7K
|
3.97K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
174New |
$44.4K - $56.7K
|
174
$46.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
174+ 7.06% |
$44.4K - $56.7K
|
2.64K
$703K
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
174+ 0.53% |
$44.4K - $56.7K
|
32.8K
$8.73M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
173+ 4.26% |
$44.2K - $56.4K
|
4.23K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
172+ 2.25% |
$43.9K - $56K
|
7.81K
$2.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
171+ 2.93% |
$43.7K - $55.7K
|
6.02K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
170+ 8.75% |
$43.4K - $55.4K
|
2.11K
$563K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
169+ 18.99% |
$43.2K - $55.1K
|
1.06K
$282K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
167+ 3.13% |
$42.7K - $54.4K
|
5.5K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
162+ 1.09% |
$41.4K - $52.8K
|
15.1K
$4.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
161+ 5.19% |
$41.1K - $52.5K
|
3.26K
$869K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
159+ 4.1% |
$40.6K - $51.8K
|
4.04K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
157+ 6.75% |
$40.1K - $51.2K
|
2.48K
$661K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
153New |
$39.1K - $49.9K
|
153
$40.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
150+ 10.53% |
$38.3K - $48.9K
|
1.57K
$419K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
150New |
$38.3K - $48.9K
|
150
$40K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
149+ 10.33% |
$38.1K - $48.6K
|
1.59K
$424K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
148+ 1.3% |
$37.8K - $48.2K
|
11.6K
$3.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
147+ 15.87% |
$37.5K - $47.9K
|
1.07K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
147+ 4.85% |
$37.5K - $47.9K
|
3.18K
$846K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
146+ 12.46% |
$37.3K - $47.6K
|
1.32K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
143+ 2.43% |
$36.5K - $46.6K
|
6.02K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
132+ 0.29% |
$33.7K - $43K
|
45.8K
$12.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
129+ 4.25% |
$32.9K - $42K
|
3.17K
$844K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
128New |
$32.7K - $41.7K
|
128
$34.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
128+ 3.98% |
$32.7K - $41.7K
|
3.35K
$892K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
128+ 2.82% |
$32.7K - $41.7K
|
4.67K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
126+ 24.75% |
$32.2K - $41.1K
|
635
$169K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
125+ 1.26% |
$31.9K - $40.7K
|
10.1K
$2.68M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
125New |
$31.9K - $40.7K
|
125
$33.3K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
123+ 0.85% |
$31.4K - $40.1K
|
14.5K
$3.87M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
116+ 6.59% |
$29.6K - $37.8K
|
1.88K
$500K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
114+ 13.33% |
$29.1K - $37.1K
|
969
$258K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
113+ 1.65% |
$28.9K - $36.8K
|
6.94K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
110+ 20.15% |
$28.1K - $35.8K
|
656
$175K
|