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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
78+ 10.63% |
$19.9K - $25.4K
|
812
$243K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
78+ 75.73% |
$19.9K - $25.4K
|
181
$54.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
77+ 0.66% |
$19.7K - $25.1K
|
11.7K
$3.52M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
77+ 2.27% |
$19.7K - $25.1K
|
3.47K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
77+ 3.65% |
$19.7K - $25.1K
|
2.19K
$655K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
77+ 18.2% |
$19.7K - $25.1K
|
500
$150K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
76+ 3.46% |
$19.4K - $24.8K
|
2.28K
$681K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
76+ 3.53% |
$19.4K - $24.8K
|
2.23K
$669K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
75+ 0.41% |
$19.2K - $24.4K
|
18.3K
$5.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
75+ 1.87% |
$19.2K - $24.4K
|
4.09K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
75+ 2.81% |
$19.2K - $24.4K
|
2.74K
$821K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
74+ 1.89% |
$18.9K - $24.1K
|
3.98K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
74+ 1.21% |
$18.9K - $24.1K
|
6.21K
$1.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
74+ 1.7% |
$18.9K - $24.1K
|
4.43K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
73+ 0.34% |
$18.6K - $23.8K
|
21.5K
$6.43M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
73+ 82.02% |
$18.6K - $23.8K
|
162
$48.5K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
73+ 5.74% |
$18.6K - $23.8K
|
1.35K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
71+ 3.91% |
$18.1K - $23.1K
|
1.89K
$566K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
71+ 5.15% |
$18.1K - $23.1K
|
1.45K
$434K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
70+ 1.43% |
$17.9K - $22.8K
|
4.95K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
70+ 3.67% |
$17.9K - $22.8K
|
1.98K
$592K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
69+ 21.17% |
$17.6K - $22.5K
|
395
$118K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
68+ 2.53% |
$17.4K - $22.2K
|
2.75K
$824K
|
|
|
Apr 29, 2025
Q1 2025
|
Hendley & CO Inc
|
BUY
|
- |
65+ 2.2% |
$16.6K - $21.2K
|
3.02K
$903K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
65+ 3.22% |
$16.6K - $21.2K
|
2.08K
$624K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
65+ 1.61% |
$16.6K - $21.2K
|
4.11K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
65+ 0.11% |
$16.6K - $21.2K
|
61.8K
$18.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
63+ 9.13% |
$16.1K - $20.5K
|
753
$226K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
63+ 0.72% |
$16.1K - $20.5K
|
8.78K
$2.63M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
63+ 8.45% |
$16.1K - $20.5K
|
809
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
62+ 8.33% |
$15.8K - $20.2K
|
806
$241K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
62+ 4.37% |
$15.8K - $20.2K
|
1.48K
$444K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
61+ 6.55% |
$15.6K - $19.9K
|
992
$297K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
60+ 4.9% |
$15.3K - $19.6K
|
1.29K
$385K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
59+ 0.57% |
$15.1K - $19.2K
|
10.5K
$3.14M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
58+ 3.66% |
$14.8K - $18.9K
|
1.64K
$492K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
57+ 2.26% |
$14.6K - $18.6K
|
2.58K
$774K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
56+ 1.37% |
$14.3K - $18.2K
|
4.15K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
55+ 1.0% |
$14K - $17.9K
|
5.57K
$1.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
53+ 2.57% |
$13.5K - $17.3K
|
2.12K
$634K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
53+ 2.01% |
$13.5K - $17.3K
|
2.69K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
53+ 0.44% |
$13.5K - $17.3K
|
12.1K
$3.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
52+ 1.82% |
$13.3K - $16.9K
|
2.92K
$873K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
52+ 1.13% |
$13.3K - $16.9K
|
4.66K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
51+ 0.93% |
$13K - $16.6K
|
5.56K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
50+ 1.14% |
$12.8K - $16.3K
|
4.42K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
50+ 1.86% |
$12.8K - $16.3K
|
2.74K
$820K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
50+ 3.64% |
$12.8K - $16.3K
|
1.42K
$427K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
49+ 4.78% |
$12.5K - $16K
|
1.08K
$322K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
49+ 1.53% |
$12.5K - $16K
|
3.25K
$974K
|