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 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
294+ 9.68% |
$75.1K - $95.8K
|
3.33K
$998K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
293+ 1.13% |
$74.8K - $95.5K
|
26.1K
$7.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
290New |
$74.1K - $94.5K
|
290
$86.9K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
289+ 13.67% |
$73.8K - $94.2K
|
2.4K
$720K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
287+ 6.35% |
$73.3K - $93.5K
|
4.8K
$1.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
285+ 27.38% |
$72.8K - $92.9K
|
1.33K
$397K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
284+ 5.17% |
$72.5K - $92.5K
|
5.78K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
284+ 1.22% |
$72.5K - $92.5K
|
23.6K
$7.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
283+ 21.8% |
$72.3K - $92.2K
|
1.58K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
280+ 2.89% |
$71.5K - $91.2K
|
9.97K
$2.99M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
278+ 0.22% |
$71K - $90.6K
|
128K
$38.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
277+ 2.5% |
$70.7K - $90.3K
|
11.4K
$3.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
275+ 2.06% |
$70.2K - $89.6K
|
13.6K
$4.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
272+ 15.16% |
$69.5K - $88.6K
|
2.07K
$619K
|
|
|
Apr 23, 2025
Q1 2025
|
Mount Vernon Associates Inc
|
BUY
|
- |
270+ 1.47% |
$69K - $88K
|
18.6K
$5.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
268+ 2.87% |
$68.4K - $87.3K
|
9.6K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
265+ 1.05% |
$67.7K - $86.4K
|
25.4K
$7.62M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
265+ 2.88% |
$67.7K - $86.4K
|
9.48K
$2.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
264+ 2.6% |
$67.4K - $86K
|
10.4K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
264+ 214.63% |
$67.4K - $86K
|
387
$116K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
260+ 10.17% |
$66.4K - $84.7K
|
2.82K
$843K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
259+ 10.08% |
$66.1K - $84.4K
|
2.83K
$847K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
258+ 2.8% |
$65.9K - $84.1K
|
9.46K
$2.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
253+ 5.75% |
$64.6K - $82.4K
|
4.65K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
253+ 1.26% |
$64.6K - $82.4K
|
20.4K
$6.11M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
253+ 15.63% |
$64.6K - $82.4K
|
1.87K
$561K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
251+ 8.43% |
$64.1K - $81.8K
|
3.23K
$967K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
251+ 18.66% |
$64.1K - $81.8K
|
1.6K
$478K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
250+ 15.3% |
$63.8K - $81.5K
|
1.88K
$564K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
250+ 8.43% |
$63.8K - $81.5K
|
3.22K
$964K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
248+ 5.33% |
$63.3K - $80.8K
|
4.9K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
246+ 2.24% |
$62.8K - $80.2K
|
11.2K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
246+ 3.44% |
$62.8K - $80.2K
|
7.4K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
245+ 19.14% |
$62.6K - $79.8K
|
1.53K
$457K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
244+ 0.37% |
$62.3K - $79.5K
|
65.9K
$19.7M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
240+ 2.54% |
$61.3K - $78.2K
|
9.7K
$2.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
239+ 2.39% |
$61K - $77.9K
|
10.2K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
238+ 0.27% |
$60.8K - $77.6K
|
88.4K
$26.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
237+ 16.8% |
$60.5K - $77.2K
|
1.65K
$494K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
236+ 21.28% |
$60.3K - $76.9K
|
1.35K
$403K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
236+ 23.89% |
$60.3K - $76.9K
|
1.22K
$367K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
233+ 11.42% |
$59.5K - $75.9K
|
2.27K
$681K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
232+ 23.04% |
$59.3K - $75.6K
|
1.24K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
232+ 24.55% |
$59.3K - $75.6K
|
1.18K
$353K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
229+ 5.7% |
$58.5K - $74.6K
|
4.24K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
229+ 1.87% |
$58.5K - $74.6K
|
12.5K
$3.74M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
228+ 1.68% |
$58.2K - $74.3K
|
13.8K
$4.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
227+ 82.85% |
$58K - $74K
|
501
$150K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
226New |
$57.7K - $73.6K
|
226
$67.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
225+ 26.38% |
$57.5K - $73.3K
|
1.08K
$323K
|