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 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
452+ 0.44% |
$115K - $147K
|
104K
$31.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
449+ 1.94% |
$115K - $146K
|
23.6K
$7.07M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
443+ 4.06% |
$113K - $144K
|
11.4K
$3.4M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
441+ 2.65% |
$113K - $144K
|
17.1K
$5.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
439+ 0.44% |
$112K - $143K
|
100K
$29.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
435+ 0.43% |
$111K - $142K
|
102K
$30.5M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
417+ 4.25% |
$106K - $136K
|
10.2K
$3.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
414+ 2.19% |
$106K - $135K
|
19.3K
$5.78M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
409+ 45.44% |
$104K - $133K
|
1.31K
$392K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
407+ 68.63% |
$104K - $133K
|
1K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
404+ 12.86% |
$103K - $132K
|
3.55K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
403+ 2.6% |
$103K - $131K
|
15.9K
$4.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
400+ 0.83% |
$102K - $130K
|
48.7K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
397New |
$101K - $129K
|
397
$119K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
396+ 9.38% |
$101K - $129K
|
4.62K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
388+ 0.57% |
$99.1K - $126K
|
68.7K
$20.6M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
387+ 44.53% |
$98.8K - $126K
|
1.26K
$376K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
382+ 20.56% |
$97.6K - $124K
|
2.24K
$671K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
381+ 3.87% |
$97.3K - $124K
|
10.2K
$3.06M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
381+ 0.98% |
$97.3K - $124K
|
39.4K
$11.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
378+ 4.0% |
$96.5K - $123K
|
9.82K
$2.94M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
366+ 14.03% |
$93.5K - $119K
|
2.98K
$891K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
364+ 4.11% |
$93K - $119K
|
9.22K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
350New |
$89.4K - $114K
|
350
$105K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
350+ 3.32% |
$89.4K - $114K
|
10.9K
$3.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
349+ 4.55% |
$89.1K - $114K
|
8.02K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
347+ 14.64% |
$88.6K - $113K
|
2.72K
$814K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
345+ 11.42% |
$88.1K - $112K
|
3.37K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
344+ 18.32% |
$87.9K - $112K
|
2.22K
$666K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
342+ 34.9% |
$87.3K - $111K
|
1.32K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
340+ 7.28% |
$86.8K - $111K
|
5.01K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
338+ 0.43% |
$86.3K - $110K
|
78.3K
$23.5M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
337+ 0.25% |
$86.1K - $110K
|
136K
$40.8M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
335+ 30.23% |
$85.6K - $109K
|
1.44K
$432K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
333+ 2.73% |
$85K - $109K
|
12.5K
$3.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
328+ 0.33% |
$83.8K - $107K
|
101K
$30.2M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
326+ 3.48% |
$83.3K - $106K
|
9.7K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
319+ 14.73% |
$81.5K - $104K
|
2.49K
$744K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
317+ 28.53% |
$81K - $103K
|
1.43K
$428K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
313+ 16.36% |
$79.9K - $102K
|
2.23K
$667K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
312+ 13.8% |
$79.7K - $102K
|
2.57K
$771K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
310+ 20.0% |
$79.2K - $101K
|
1.86K
$557K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
310+ 18.8% |
$79.2K - $101K
|
1.96K
$587K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
305+ 12.11% |
$77.9K - $99.4K
|
2.82K
$846K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
305+ 20.82% |
$77.9K - $99.4K
|
1.77K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
302+ 36.83% |
$77.1K - $98.4K
|
1.12K
$336K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
300+ 14.01% |
$76.6K - $97.8K
|
2.44K
$731K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
298+ 34.41% |
$76.1K - $97.1K
|
1.16K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
298+ 0.27% |
$76.1K - $97.1K
|
111K
$33.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
297+ 1.84% |
$75.9K - $96.8K
|
16.4K
$4.92M
|