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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
60+ 4.9% |
$15.3K - $19.6K
|
1.29K
$342K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
59+ 0.57% |
$15.1K - $19.2K
|
10.5K
$2.79M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
57+ 2.26% |
$14.6K - $18.6K
|
2.58K
$688K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
56+ 1.37% |
$14.3K - $18.2K
|
4.15K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
55+ 1.0% |
$14K - $17.9K
|
5.57K
$1.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
53+ 2.01% |
$13.5K - $17.3K
|
2.69K
$717K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
53+ 2.57% |
$13.5K - $17.3K
|
2.12K
$564K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
52+ 1.13% |
$13.3K - $16.9K
|
4.66K
$1.24M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
52+ 1.82% |
$13.3K - $16.9K
|
2.92K
$777K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
51+ 0.93% |
$13K - $16.6K
|
5.56K
$1.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
50+ 1.14% |
$12.8K - $16.3K
|
4.42K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
50+ 1.86% |
$12.8K - $16.3K
|
2.74K
$729K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
49+ 4.78% |
$12.5K - $16K
|
1.08K
$286K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
49+ 1.53% |
$12.5K - $16K
|
3.25K
$867K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
46+ 7.92% |
$11.7K - $15K
|
627
$167K
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
45+ 4.58% |
$11.5K - $14.7K
|
1.03K
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
45+ 0.84% |
$11.5K - $14.7K
|
5.4K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
44+ 2.12% |
$11.2K - $14.3K
|
2.12K
$564K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
44+ 1.0% |
$11.2K - $14.3K
|
4.44K
$1.18M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
43+ 0.36% |
$11K - $14K
|
12K
$3.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
43New |
$11K - $14K
|
43
$11.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
42+ 31.11% |
$10.7K - $13.7K
|
177
$47.2K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
42+ 3.94% |
$10.7K - $13.7K
|
1.11K
$295K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
42+ 3.61% |
$10.7K - $13.7K
|
1.21K
$322K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
40+ 0.77% |
$10.2K - $13K
|
5.24K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
40+ 2.53% |
$10.2K - $13K
|
1.62K
$432K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
40+ 0.41% |
$10.2K - $13K
|
9.69K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
40+ 0.09% |
$10.2K - $13K
|
42.2K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
40+ 0.35% |
$10.2K - $13K
|
11.6K
$3.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
38+ 0.52% |
$9.7K - $12.4K
|
7.29K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
36+ 2.72% |
$9.19K - $11.7K
|
1.36K
$362K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
35+ 1.46% |
$8.94K - $11.4K
|
2.43K
$648K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
34+ 1.12% |
$8.68K - $11.1K
|
3.07K
$818K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
34+ 10.93% |
$8.68K - $11.1K
|
345
$91.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
33+ 4.57% |
$8.43K - $10.8K
|
755
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
31+ 0.36% |
$7.92K - $10.1K
|
8.63K
$2.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
30+ 2.3% |
$7.66K - $9.78K
|
1.34K
$356K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 4.57% |
$7.66K - $9.78K
|
687
$183K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
30+ 0.54% |
$7.66K - $9.78K
|
5.54K
$1.48M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
29+ 1.37% |
$7.41K - $9.45K
|
2.15K
$572K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
28+ 1.92% |
$7.15K - $9.12K
|
1.48K
$395K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
28+ 1.35% |
$7.15K - $9.12K
|
2.1K
$561K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
27+ 1.65% |
$6.9K - $8.8K
|
1.66K
$443K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
27+ 2.35% |
$6.9K - $8.8K
|
1.18K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26+ 0.81% |
$6.64K - $8.47K
|
3.24K
$863K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
25+ 0.77% |
$6.38K - $8.15K
|
3.27K
$872K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
25+ 2.9% |
$6.38K - $8.15K
|
886
$236K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
23+ 2.78% |
$5.87K - $7.5K
|
850
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
23+ 0.53% |
$5.87K - $7.5K
|
4.36K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
22New |
$5.62K - $7.17K
|
22
$5.86K
|