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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.16M+ 27625.24% |
$550M - $702M
|
2.16M
$582M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
31.3K+ 28.02% |
$7.99M - $10.2M
|
143K
$38.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
14.4K+ 32.4% |
$3.69M - $4.71M
|
59K
$15.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
8.53KNew |
$2.18M - $2.78M
|
8.53K
$2.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7.46K+ 328.6% |
$1.9M - $2.43M
|
9.73K
$2.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.01K+ 116850.0% |
$1.79M - $2.28M
|
7.02K
$1.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
6.99K+ 44.18% |
$1.79M - $2.28M
|
22.8K
$6.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
6.81K+ 5.65% |
$1.74M - $2.22M
|
127K
$34.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.36K+ 23.26% |
$1.11M - $1.42M
|
23.1K
$6.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3.08KNew |
$785K - $1M
|
3.08K
$827K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.82K+ 15.66% |
$720K - $919K
|
20.8K
$5.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.47K+ 224.32% |
$631K - $806K
|
3.57K
$962K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.59K+ 5.31% |
$406K - $518K
|
31.6K
$8.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.11K+ 4.93% |
$282K - $360K
|
23.6K
$6.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.09KNew |
$278K - $355K
|
1.09K
$293K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
993New |
$254K - $324K
|
993
$267K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
915+ 7.38% |
$234K - $298K
|
13.3K
$3.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
830+ 3.21% |
$212K - $270K
|
26.7K
$7.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
734New |
$187K - $239K
|
734
$197K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
677+ 8.11% |
$173K - $221K
|
9.02K
$2.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
668+ 18.39% |
$171K - $218K
|
4.3K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
516+ 1.72% |
$132K - $168K
|
30.5K
$8.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500+ 28.46% |
$128K - $163K
|
2.26K
$607K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
484+ 4.32% |
$124K - $158K
|
11.7K
$3.14M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
477+ 5.39% |
$122K - $155K
|
9.33K
$2.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
344+ 18.32% |
$87.9K - $112K
|
2.22K
$598K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
333+ 2.73% |
$85K - $109K
|
12.5K
$3.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
310+ 20.0% |
$79.2K - $101K
|
1.86K
$500K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
293+ 1.13% |
$74.8K - $95.5K
|
26.1K
$7.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
260+ 10.17% |
$66.4K - $84.7K
|
2.82K
$758K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
253+ 5.75% |
$64.6K - $82.4K
|
4.65K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
250+ 15.3% |
$63.8K - $81.5K
|
1.88K
$507K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
237+ 16.8% |
$60.5K - $77.2K
|
1.65K
$443K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
232+ 23.04% |
$59.3K - $75.6K
|
1.24K
$333K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
229+ 5.7% |
$58.5K - $74.6K
|
4.24K
$1.14M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
215+ 6.35% |
$54.9K - $70.1K
|
3.6K
$969K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
201+ 1.26% |
$51.3K - $65.5K
|
16.1K
$4.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
174+ 0.53% |
$44.4K - $56.7K
|
32.8K
$8.82M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
173+ 4.26% |
$44.2K - $56.4K
|
4.23K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
171+ 2.93% |
$43.7K - $55.7K
|
6.02K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
167+ 3.13% |
$42.7K - $54.4K
|
5.5K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
132+ 0.29% |
$33.7K - $43K
|
45.8K
$12.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
125New |
$31.9K - $40.7K
|
125
$33.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
87+ 44.39% |
$22.2K - $28.4K
|
283
$76.1K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
79+ 1.78% |
$20.2K - $25.7K
|
4.51K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
77+ 0.66% |
$19.7K - $25.1K
|
11.7K
$3.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
75+ 0.41% |
$19.2K - $24.4K
|
18.3K
$4.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
74+ 1.89% |
$18.9K - $24.1K
|
3.98K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
68+ 2.53% |
$17.4K - $22.2K
|
2.75K
$740K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
63+ 9.13% |
$16.1K - $20.5K
|
753
$203K
|