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
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22+ 0.14% |
$5.62K - $7.17K
|
15.8K
$4.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
22+ 1.15% |
$5.62K - $7.17K
|
1.93K
$515K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
20+ 2.2% |
$5.11K - $6.52K
|
931
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
20+ 1.89% |
$5.11K - $6.52K
|
1.08K
$287K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
19+ 0.12% |
$4.85K - $6.19K
|
15.4K
$4.1M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
19+ 1.63% |
$4.85K - $6.19K
|
1.18K
$315K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 1.57% |
$4.85K - $6.19K
|
1.23K
$327K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
18+ 20.69% |
$4.6K - $5.87K
|
105
$28K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
18+ 1.29% |
$4.6K - $5.87K
|
1.42K
$377K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
17+ 0.49% |
$4.34K - $5.54K
|
3.5K
$933K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.02% |
$4.09K - $5.21K
|
101K
$27M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16+ 0.68% |
$4.09K - $5.21K
|
2.38K
$634K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
16+ 0.38% |
$4.09K - $5.21K
|
4.27K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15+ 0.41% |
$3.83K - $4.89K
|
3.64K
$970K
|
|
|
Apr 25, 2025
Q1 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
15+ 0.19% |
$3.83K - $4.89K
|
7.71K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
15+ 1.04% |
$3.83K - $4.89K
|
1.46K
$389K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
15+ 31.91% |
$3.83K - $4.89K
|
62
$16.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
15+ 1.09% |
$3.83K - $4.89K
|
1.39K
$370K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 31.11% |
$3.58K - $4.56K
|
59
$15.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
14+ 0.12% |
$3.58K - $4.56K
|
11.6K
$3.09M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
14+ 1.22% |
$3.58K - $4.56K
|
1.16K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
13+ 1.22% |
$3.32K - $4.24K
|
1.08K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13+ 4.35% |
$3.32K - $4.24K
|
312
$83.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
12+ 0.03% |
$3.06K - $3.91K
|
40.1K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
12+ 9.02% |
$3.06K - $3.91K
|
145
$38.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12+ 0.67% |
$3.06K - $3.91K
|
1.79K
$478K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11+ 0.37% |
$2.81K - $3.58K
|
2.98K
$793K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
11+ 0.24% |
$2.81K - $3.58K
|
4.58K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
11+ 0.32% |
$2.81K - $3.58K
|
3.42K
$912K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
10+ 0.37% |
$2.55K - $3.26K
|
2.73K
$728K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10+ 0.21% |
$2.55K - $3.26K
|
4.75K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
10+ 166.67% |
$2.55K - $3.26K
|
16
$4.26K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
10+ 0.82% |
$2.55K - $3.26K
|
1.23K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
10+ 0.1% |
$2.55K - $3.26K
|
10K
$2.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
9+ 0.55% |
$2.3K - $2.93K
|
1.65K
$441K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9+ 1.13% |
$2.3K - $2.93K
|
808
$215K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
9+ 0.49% |
$2.3K - $2.93K
|
1.86K
$495K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
8+ 0.18% |
$2.04K - $2.61K
|
4.38K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
8New |
$2.04K - $2.61K
|
8
$2.13K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
8+ 100.0% |
$2.04K - $2.61K
|
16
$4.26K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
8+ 0.2% |
$2.04K - $2.61K
|
4.04K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8+ 20.0% |
$2.04K - $2.61K
|
48
$12.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
8+ 0.21% |
$2.04K - $2.61K
|
3.85K
$1.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$2.04K - $2.61K
|
12.8K
$3.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
7New |
$1.79K - $2.28K
|
7
$1.86K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
6+ 60.0% |
$1.53K - $1.96K
|
16
$4.26K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
6+ 0.4% |
$1.53K - $1.96K
|
1.5K
$399K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.14% |
$1.53K - $1.96K
|
4.15K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
6+ 0.15% |
$1.53K - $1.96K
|
4.06K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6+ 0.1% |
$1.53K - $1.96K
|
5.97K
$1.59M
|