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 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
159+ 20.46% |
$40.6K - $51.8K
|
936
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
157+ 6.75% |
$40.1K - $51.2K
|
2.48K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
157+ 0.72% |
$40.1K - $51.2K
|
22.1K
$6.61M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
155+ 11.99% |
$39.6K - $50.5K
|
1.45K
$434K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
153New |
$39.1K - $49.9K
|
153
$45.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
150New |
$38.3K - $48.9K
|
150
$44.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
150+ 10.53% |
$38.3K - $48.9K
|
1.57K
$471K
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
150+ 10.49% |
$38.3K - $48.9K
|
1.58K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
150New |
$38.3K - $48.9K
|
150
$44.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
149+ 10.33% |
$38.1K - $48.6K
|
1.59K
$477K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
148+ 1.3% |
$37.8K - $48.2K
|
11.6K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
148+ 21.67% |
$37.8K - $48.2K
|
831
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
147+ 15.87% |
$37.5K - $47.9K
|
1.07K
$321K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
147+ 4.85% |
$37.5K - $47.9K
|
3.18K
$951K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
147+ 1.83% |
$37.5K - $47.9K
|
8.16K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
147+ 19.5% |
$37.5K - $47.9K
|
901
$270K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
146+ 12.46% |
$37.3K - $47.6K
|
1.32K
$395K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
146+ 540.74% |
$37.3K - $47.6K
|
173
$51.8K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
145+ 3.72% |
$37K - $47.3K
|
4.04K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
143+ 2.43% |
$36.5K - $46.6K
|
6.02K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
142+ 3.06% |
$36.3K - $46.3K
|
4.78K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
140+ 2.58% |
$35.8K - $45.6K
|
5.56K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
139+ 0.82% |
$35.5K - $45.3K
|
17.2K
$5.14M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
139+ 11.81% |
$35.5K - $45.3K
|
1.32K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
139+ 2.51% |
$35.5K - $45.3K
|
5.67K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
139+ 4.44% |
$35.5K - $45.3K
|
3.27K
$979K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
138New |
$35.2K - $45K
|
138
$41.3K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
137+ 8.68% |
$35K - $44.6K
|
1.72K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
136+ 2.58% |
$34.7K - $44.3K
|
5.41K
$1.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
132+ 0.29% |
$33.7K - $43K
|
45.8K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
129+ 4.25% |
$32.9K - $42K
|
3.17K
$949K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
128+ 2.82% |
$32.7K - $41.7K
|
4.67K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
128+ 3.98% |
$32.7K - $41.7K
|
3.35K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
128New |
$32.7K - $41.7K
|
128
$38.3K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
128+ 83.66% |
$32.7K - $41.7K
|
281
$84.2K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
127+ 9.57% |
$32.4K - $41.4K
|
1.45K
$436K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
127+ 1.41% |
$32.4K - $41.4K
|
9.15K
$2.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
126+ 24.75% |
$32.2K - $41.1K
|
635
$190K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
126+ 193.85% |
$32.2K - $41.1K
|
191
$57.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
125New |
$31.9K - $40.7K
|
125
$37.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
125+ 1.26% |
$31.9K - $40.7K
|
10.1K
$3.01M
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
124+ 1.67% |
$31.7K - $40.4K
|
7.53K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
123+ 0.85% |
$31.4K - $40.1K
|
14.5K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
121+ 9.76% |
$30.9K - $39.4K
|
1.36K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
119+ 0.93% |
$30.4K - $38.8K
|
12.9K
$3.87M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
118+ 9.69% |
$30.1K - $38.5K
|
1.34K
$400K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
117+ 15.42% |
$29.9K - $38.1K
|
876
$262K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
116+ 6.59% |
$29.6K - $37.8K
|
1.88K
$562K
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
115+ 11.5% |
$29.4K - $37.5K
|
1.12K
$334K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
114+ 13.33% |
$29.1K - $37.1K
|
969
$290K
|