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 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
233+ 11.42% |
$59.5K - $75.9K
|
2.27K
$764K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
232+ 23.04% |
$59.3K - $75.6K
|
1.24K
$416K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
232+ 24.55% |
$59.3K - $75.6K
|
1.18K
$395K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
229+ 5.7% |
$58.5K - $74.6K
|
4.24K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
229+ 1.87% |
$58.5K - $74.6K
|
12.5K
$4.19M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
228+ 1.68% |
$58.2K - $74.3K
|
13.8K
$4.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
227+ 82.85% |
$58K - $74K
|
501
$168K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
226New |
$57.7K - $73.6K
|
226
$75.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
225+ 26.38% |
$57.5K - $73.3K
|
1.08K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
222New |
$56.7K - $72.3K
|
222
$74.6K
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
217+ 8.44% |
$55.4K - $70.7K
|
2.79K
$936K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
215+ 6.35% |
$54.9K - $70.1K
|
3.6K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
215New |
$54.9K - $70.1K
|
215
$72.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
215+ 11.87% |
$54.9K - $70.1K
|
2.03K
$681K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
214+ 4.6% |
$54.7K - $69.7K
|
4.86K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
210+ 30.22% |
$53.6K - $68.4K
|
905
$304K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
209New |
$53.4K - $68.1K
|
209
$70.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
208+ 10.6% |
$53.1K - $67.8K
|
2.17K
$729K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
208+ 10.95% |
$53.1K - $67.8K
|
2.11K
$708K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
207+ 3.51% |
$52.9K - $67.5K
|
6.1K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
207+ 6.66% |
$52.9K - $67.5K
|
3.31K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
207+ 22.72% |
$52.9K - $67.5K
|
1.12K
$376K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
206+ 2.21% |
$52.6K - $67.1K
|
9.52K
$3.2M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
206+ 1.37% |
$52.6K - $67.1K
|
15.3K
$5.13M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
203+ 8.66% |
$51.8K - $66.2K
|
2.55K
$856K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
202+ 5.45% |
$51.6K - $65.8K
|
3.91K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
201+ 1.26% |
$51.3K - $65.5K
|
16.1K
$5.42M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
200+ 24.24% |
$51.1K - $65.2K
|
1.03K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 14.16% |
$51.1K - $65.2K
|
1.61K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
196+ 21.56% |
$50.1K - $63.9K
|
1.11K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
195+ 1.85% |
$49.8K - $63.5K
|
10.7K
$3.6M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
195+ 1.83% |
$49.8K - $63.5K
|
10.8K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
192+ 2.06% |
$49K - $62.6K
|
9.5K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
185+ 6.11% |
$47.2K - $60.3K
|
3.21K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
181+ 1.81% |
$46.2K - $59K
|
10.2K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
181+ 0.38% |
$46.2K - $59K
|
47.8K
$16.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
179+ 1.36% |
$45.7K - $58.3K
|
13.4K
$4.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
178+ 3.46% |
$45.5K - $58K
|
5.32K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
178+ 4.62% |
$45.5K - $58K
|
4.03K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
178+ 8.06% |
$45.5K - $58K
|
2.39K
$802K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
177+ 4.67% |
$45.2K - $57.7K
|
3.97K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
177+ 17.37% |
$45.2K - $57.7K
|
1.2K
$402K
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
174+ 0.53% |
$44.4K - $56.7K
|
32.8K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
174+ 7.06% |
$44.4K - $56.7K
|
2.64K
$887K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
174New |
$44.4K - $56.7K
|
174
$58.5K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
173+ 4.26% |
$44.2K - $56.4K
|
4.23K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
172+ 2.25% |
$43.9K - $56K
|
7.81K
$2.62M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
172+ 1.41% |
$43.9K - $56K
|
12.3K
$4.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
171+ 2.93% |
$43.7K - $55.7K
|
6.02K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
171+ 23.33% |
$43.7K - $55.7K
|
904
$304K
|