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 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
820+ 532.47% |
$209K - $267K
|
974
$292K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
816New |
$208K - $266K
|
816
$244K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
812+ 60.01% |
$207K - $265K
|
2.17K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
812New |
$207K - $265K
|
812
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
805New |
$206K - $262K
|
805
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
805+ 17.89% |
$206K - $262K
|
5.31K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
800+ 109.29% |
$204K - $261K
|
1.53K
$459K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
799+ 5.68% |
$204K - $260K
|
14.9K
$4.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
798New |
$204K - $260K
|
798
$239K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
792+ 0.24% |
$202K - $258K
|
329K
$98.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
790New |
$202K - $257K
|
790
$237K
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
786New |
$201K - $256K
|
786
$235K
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
786New |
$201K - $256K
|
786
$235K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
785+ 20.5% |
$200K - $256K
|
4.62K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
784+ 22.17% |
$200K - $255K
|
4.32K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
782New |
$200K - $255K
|
782
$234K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
782New |
$200K - $255K
|
782
$234K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
777New |
$198K - $253K
|
777
$233K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
776New |
$198K - $253K
|
776
$232K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
753New |
$192K - $245K
|
753
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
749+ 13.19% |
$191K - $244K
|
6.43K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
748+ 36.36% |
$191K - $244K
|
2.81K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
739+ 1.06% |
$189K - $241K
|
70.2K
$21M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
738+ 64.17% |
$188K - $240K
|
1.89K
$565K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
736+ 18.0% |
$188K - $240K
|
4.82K
$1.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
734New |
$187K - $239K
|
734
$220K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
733+ 2.29% |
$187K - $239K
|
32.7K
$9.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
731+ 56.06% |
$187K - $238K
|
2.04K
$610K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
729+ 43.26% |
$186K - $238K
|
2.41K
$723K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
727+ 43.35% |
$186K - $237K
|
2.4K
$720K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
724+ 3.31% |
$185K - $236K
|
22.6K
$6.76M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
706+ 7.3% |
$180K - $230K
|
10.4K
$3.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
703New |
$180K - $229K
|
703
$211K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
702+ 11.38% |
$179K - $229K
|
6.87K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
701New |
$179K - $228K
|
701
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
696+ 90.16% |
$178K - $227K
|
1.47K
$440K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
685+ 8.22% |
$175K - $223K
|
9.02K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
682+ 3.73% |
$174K - $222K
|
19K
$5.68M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
682+ 4.98% |
$174K - $222K
|
14.4K
$4.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
677+ 8.11% |
$173K - $221K
|
9.02K
$2.7M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
674+ 76.85% |
$172K - $220K
|
1.55K
$465K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
668+ 18.39% |
$171K - $218K
|
4.3K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
665+ 1.25% |
$170K - $217K
|
53.8K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
657+ 2.79% |
$168K - $214K
|
24.2K
$7.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
653+ 11.89% |
$167K - $213K
|
6.15K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
645+ 27.8% |
$165K - $210K
|
2.97K
$888K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
644+ 22.17% |
$164K - $210K
|
3.55K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
644New |
$164K - $210K
|
644
$193K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
642+ 141.72% |
$164K - $209K
|
1.1K
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
636+ 8.63% |
$162K - $207K
|
8.01K
$2.4M
|