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 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
635New |
$162K - $207K
|
635
$190K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
631+ 4.18% |
$161K - $206K
|
15.7K
$4.71M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
623+ 0.95% |
$159K - $203K
|
66.2K
$19.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
BUY
|
- |
622+ 1.78% |
$159K - $203K
|
35.5K
$10.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
619+ 51.28% |
$158K - $202K
|
1.83K
$547K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
617+ 3.84% |
$158K - $201K
|
16.7K
$5M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
617+ 14.65% |
$158K - $201K
|
4.83K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
617+ 12.2% |
$158K - $201K
|
5.67K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
616+ 29.9% |
$157K - $201K
|
2.68K
$802K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
613+ 71.03% |
$157K - $200K
|
1.48K
$442K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
612+ 3.64% |
$156K - $199K
|
17.4K
$5.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
610+ 13.81% |
$156K - $199K
|
5.03K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
609+ 24.1% |
$156K - $198K
|
3.14K
$939K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
605+ 16.97% |
$155K - $197K
|
4.17K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
602+ 0.73% |
$154K - $196K
|
82.8K
$24.8M
|
|
|
May 09, 2025
Q1 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
600+ 15.38% |
$153K - $196K
|
4.5K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
600+ 48.82% |
$153K - $196K
|
1.83K
$548K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
566+ 1.06% |
$145K - $184K
|
53.9K
$16.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
561+ 3.63% |
$143K - $183K
|
16K
$4.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
558+ 9.21% |
$143K - $182K
|
6.62K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
556+ 71.01% |
$142K - $181K
|
1.34K
$401K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
553+ 1.86% |
$141K - $180K
|
30.4K
$9.09M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
550+ 18.36% |
$140K - $179K
|
3.55K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
543New |
$139K - $177K
|
543
$163K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
537+ 32.97% |
$137K - $175K
|
2.17K
$649K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
534+ 3.42% |
$136K - $174K
|
16.2K
$4.84M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
532+ 0.46% |
$136K - $173K
|
116K
$34.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
527+ 15.65% |
$135K - $172K
|
3.89K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
520+ 5.39% |
$133K - $169K
|
10.2K
$3.05M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
516+ 1.72% |
$132K - $168K
|
30.5K
$9.14M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
516+ 26.61% |
$132K - $168K
|
2.46K
$735K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500+ 28.46% |
$128K - $163K
|
2.26K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
500+ 9.27% |
$128K - $163K
|
5.89K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
490+ 1.8% |
$125K - $160K
|
27.7K
$8.3M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
488+ 46.92% |
$125K - $159K
|
1.53K
$458K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
485+ 9.11% |
$124K - $158K
|
5.81K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
485+ 23.17% |
$124K - $158K
|
2.58K
$772K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
484+ 4.32% |
$124K - $158K
|
11.7K
$3.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
479+ 17.18% |
$122K - $156K
|
3.27K
$979K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
477+ 5.39% |
$122K - $155K
|
9.33K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
475New |
$121K - $155K
|
475
$142K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
474+ 4.91% |
$121K - $154K
|
10.1K
$3.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
473+ 8.45% |
$121K - $154K
|
6.07K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
470+ 22.86% |
$120K - $153K
|
2.53K
$757K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
470+ 16.48% |
$120K - $153K
|
3.32K
$995K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
470+ 12.02% |
$120K - $153K
|
4.38K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
465+ 33.97% |
$119K - $152K
|
1.83K
$549K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
464+ 49.36% |
$119K - $151K
|
1.4K
$421K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
457+ 17.36% |
$117K - $149K
|
3.09K
$926K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
452+ 12.53% |
$115K - $147K
|
4.06K
$1.22M
|