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 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
113+ 1.65% |
$28.9K - $36.8K
|
6.94K
$2.08M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
113+ 13.76% |
$28.9K - $36.8K
|
934
$280K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
112+ 6.43% |
$28.6K - $36.5K
|
1.86K
$556K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
110+ 20.15% |
$28.1K - $35.8K
|
656
$196K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
110+ 7.08% |
$28.1K - $35.8K
|
1.66K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Valueworks LLC
New York, NY |
BUY
|
- |
110+ 1.04% |
$28.1K - $35.8K
|
10.7K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
109+ 3.01% |
$27.8K - $35.5K
|
3.73K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
109+ 3.25% |
$27.8K - $35.5K
|
3.47K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
108+ 6.95% |
$27.6K - $35.2K
|
1.66K
$498K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
107New |
$27.3K - $34.9K
|
107
$32K
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
106+ 1.3% |
$27.1K - $34.5K
|
8.28K
$2.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
101+ 6.13% |
$25.8K - $32.9K
|
1.75K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
101+ 14.96% |
$25.8K - $32.9K
|
776
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
100+ 8.69% |
$25.5K - $32.6K
|
1.25K
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
100+ 4.76% |
$25.5K - $32.6K
|
2.2K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
100+ 0.23% |
$25.5K - $32.6K
|
43.2K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
99+ 0.14% |
$25.3K - $32.3K
|
69.8K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
99+ 8.88% |
$25.3K - $32.3K
|
1.21K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
99+ 5.0% |
$25.3K - $32.3K
|
2.08K
$622K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
96+ 0.93% |
$24.5K - $31.3K
|
10.4K
$3.12M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
95+ 5.3% |
$24.3K - $31K
|
1.89K
$565K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
95+ 0.65% |
$24.3K - $31K
|
14.7K
$4.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
94+ 2.46% |
$24K - $30.6K
|
3.92K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
93+ 1.43% |
$23.8K - $30.3K
|
6.61K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
92+ 13.71% |
$23.5K - $30K
|
763
$229K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
91+ 12.87% |
$23.2K - $29.7K
|
798
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
90+ 0.77% |
$23K - $29.3K
|
11.8K
$3.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
90New |
$23K - $29.3K
|
90
$27K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
90+ 2.13% |
$23K - $29.3K
|
4.32K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
90+ 6.47% |
$23K - $29.3K
|
1.48K
$444K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
88+ 6.07% |
$22.5K - $28.7K
|
1.54K
$461K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
88+ 12.75% |
$22.5K - $28.7K
|
778
$233K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
88+ 4.28% |
$22.5K - $28.7K
|
2.15K
$642K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
88+ 4.61% |
$22.5K - $28.7K
|
2K
$598K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
87+ 44.39% |
$22.2K - $28.4K
|
283
$84.8K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
87+ 3.26% |
$22.2K - $28.4K
|
2.76K
$825K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
86+ 2.93% |
$22K - $28K
|
3.02K
$905K
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
85+ 4.37% |
$21.7K - $27.7K
|
2.03K
$609K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
85+ 4.14% |
$21.7K - $27.7K
|
2.14K
$640K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
84+ 1.79% |
$21.5K - $27.4K
|
4.79K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
83+ 6.76% |
$21.2K - $27K
|
1.31K
$393K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
80+ 0.98% |
$20.4K - $26.1K
|
8.23K
$2.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
80+ 8.08% |
$20.4K - $26.1K
|
1.07K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
80+ 28.67% |
$20.4K - $26.1K
|
359
$108K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
79+ 1.78% |
$20.2K - $25.7K
|
4.51K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
79+ 9.73% |
$20.2K - $25.7K
|
891
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
79+ 5.75% |
$20.2K - $25.7K
|
1.45K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
79+ 3.59% |
$20.2K - $25.7K
|
2.28K
$683K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
78+ 4.89% |
$19.9K - $25.4K
|
1.67K
$501K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
78+ 104.0% |
$19.9K - $25.4K
|
153
$45.8K
|