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 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
109+ 3.01% |
$27.8K - $35.5K
|
3.73K
$995K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
108+ 6.95% |
$27.6K - $35.2K
|
1.66K
$443K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
107New |
$27.3K - $34.9K
|
107
$28.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
101+ 6.13% |
$25.8K - $32.9K
|
1.75K
$466K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
100+ 8.69% |
$25.5K - $32.6K
|
1.25K
$333K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
100+ 4.76% |
$25.5K - $32.6K
|
2.2K
$586K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
96+ 0.93% |
$24.5K - $31.3K
|
10.4K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
95+ 5.3% |
$24.3K - $31K
|
1.89K
$502K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
94+ 2.46% |
$24K - $30.6K
|
3.92K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
93+ 1.43% |
$23.8K - $30.3K
|
6.61K
$1.76M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
92+ 13.71% |
$23.5K - $30K
|
763
$203K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
91+ 12.87% |
$23.2K - $29.7K
|
798
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
90+ 2.13% |
$23K - $29.3K
|
4.32K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
90New |
$23K - $29.3K
|
90
$24K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
90+ 0.77% |
$23K - $29.3K
|
11.8K
$3.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
88+ 12.75% |
$22.5K - $28.7K
|
778
$207K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
88+ 6.07% |
$22.5K - $28.7K
|
1.54K
$410K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
87+ 44.39% |
$22.2K - $28.4K
|
283
$75.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
86+ 2.93% |
$22K - $28K
|
3.02K
$805K
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
85+ 4.37% |
$21.7K - $27.7K
|
2.03K
$541K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
84+ 1.79% |
$21.5K - $27.4K
|
4.79K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
83+ 6.76% |
$21.2K - $27K
|
1.31K
$349K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
80+ 8.08% |
$20.4K - $26.1K
|
1.07K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
80+ 0.98% |
$20.4K - $26.1K
|
8.23K
$2.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
79+ 9.73% |
$20.2K - $25.7K
|
891
$237K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
79+ 1.78% |
$20.2K - $25.7K
|
4.51K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
79+ 5.75% |
$20.2K - $25.7K
|
1.45K
$387K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
78+ 10.63% |
$19.9K - $25.4K
|
812
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
78+ 104.0% |
$19.9K - $25.4K
|
153
$40.8K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
78+ 4.89% |
$19.9K - $25.4K
|
1.67K
$446K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
77+ 2.27% |
$19.7K - $25.1K
|
3.47K
$926K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
77+ 0.66% |
$19.7K - $25.1K
|
11.7K
$3.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
75+ 1.87% |
$19.2K - $24.4K
|
4.09K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
75+ 2.81% |
$19.2K - $24.4K
|
2.74K
$730K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
75+ 0.41% |
$19.2K - $24.4K
|
18.3K
$4.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
74+ 1.21% |
$18.9K - $24.1K
|
6.21K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
74+ 1.7% |
$18.9K - $24.1K
|
4.43K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
74+ 1.89% |
$18.9K - $24.1K
|
3.98K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
73+ 0.34% |
$18.6K - $23.8K
|
21.5K
$5.72M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
73+ 82.02% |
$18.6K - $23.8K
|
162
$43.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
70+ 1.43% |
$17.9K - $22.8K
|
4.95K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
69+ 21.17% |
$17.6K - $22.5K
|
395
$105K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
68+ 2.53% |
$17.4K - $22.2K
|
2.75K
$733K
|
|
|
Apr 29, 2025
Q1 2025
|
Hendley & CO Inc
|
BUY
|
- |
65+ 2.2% |
$16.6K - $21.2K
|
3.02K
$803K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
65+ 3.22% |
$16.6K - $21.2K
|
2.08K
$555K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
63+ 8.45% |
$16.1K - $20.5K
|
809
$216K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
63+ 9.13% |
$16.1K - $20.5K
|
753
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
63+ 0.72% |
$16.1K - $20.5K
|
8.78K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
62+ 8.33% |
$15.8K - $20.2K
|
806
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
61+ 6.55% |
$15.6K - $19.9K
|
992
$264K
|