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
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
49+ 0.95% |
$12.5K - $16K
|
5.19K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
49New |
$12.5K - $16K
|
49
$14.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
46+ 7.92% |
$11.7K - $15K
|
627
$188K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
45+ 0.84% |
$11.5K - $14.7K
|
5.4K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
45+ 4.58% |
$11.5K - $14.7K
|
1.03K
$308K
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
BUY
|
- |
45+ 0.62% |
$11.5K - $14.7K
|
7.3K
$2.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
44+ 2.12% |
$11.2K - $14.3K
|
2.12K
$634K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
44+ 1.0% |
$11.2K - $14.3K
|
4.44K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
44+ 0.41% |
$11.2K - $14.3K
|
10.8K
$3.23M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
43+ 0.36% |
$11K - $14K
|
12K
$3.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
43New |
$11K - $14K
|
43
$12.9K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
43+ 4.79% |
$11K - $14K
|
940
$282K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
42+ 3.61% |
$10.7K - $13.7K
|
1.21K
$362K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
42+ 31.11% |
$10.7K - $13.7K
|
177
$53K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
42+ 3.94% |
$10.7K - $13.7K
|
1.11K
$332K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
42+ 2.02% |
$10.7K - $13.7K
|
2.12K
$634K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
42New |
$10.7K - $13.7K
|
42
$12.6K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
41+ 3.65% |
$10.5K - $13.4K
|
1.17K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
41+ 0.42% |
$10.5K - $13.4K
|
9.86K
$2.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
40+ 2.53% |
$10.2K - $13K
|
1.62K
$485K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
40+ 0.09% |
$10.2K - $13K
|
42.2K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
40+ 0.77% |
$10.2K - $13K
|
5.24K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
40+ 0.35% |
$10.2K - $13K
|
11.6K
$3.48M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
40+ 0.41% |
$10.2K - $13K
|
9.69K
$2.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
38+ 0.52% |
$9.7K - $12.4K
|
7.29K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
38+ 2.34% |
$9.7K - $12.4K
|
1.66K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
38+ 2.25% |
$9.7K - $12.4K
|
1.73K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
38+ 17.27% |
$9.7K - $12.4K
|
258
$77.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
36+ 2.72% |
$9.19K - $11.7K
|
1.36K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
36+ 4.76% |
$9.19K - $11.7K
|
792
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
35+ 1.46% |
$8.94K - $11.4K
|
2.43K
$729K
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
35+ 1.08% |
$8.94K - $11.4K
|
3.29K
$984K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
35+ 2.58% |
$8.94K - $11.4K
|
1.39K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
35+ 11.48% |
$8.94K - $11.4K
|
340
$102K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
35+ 4.75% |
$8.94K - $11.4K
|
772
$231K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
35+ 1.53% |
$8.94K - $11.4K
|
2.32K
$695K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
34+ 1.12% |
$8.68K - $11.1K
|
3.07K
$920K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
34+ 10.93% |
$8.68K - $11.1K
|
345
$103K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
34+ 2.13% |
$8.68K - $11.1K
|
1.63K
$489K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
33+ 4.57% |
$8.43K - $10.8K
|
755
$226K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
33New |
$8.43K - $10.8K
|
33
$9.88K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
31+ 0.36% |
$7.92K - $10.1K
|
8.63K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
31+ 0.52% |
$7.92K - $10.1K
|
6.03K
$1.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
30+ 2.3% |
$7.66K - $9.78K
|
1.34K
$400K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
30+ 0.54% |
$7.66K - $9.78K
|
5.54K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 4.57% |
$7.66K - $9.78K
|
687
$206K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
30+ 1.81% |
$7.66K - $9.78K
|
1.68K
$504K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
29+ 1.37% |
$7.41K - $9.45K
|
2.15K
$643K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29+ 0.85% |
$7.41K - $9.45K
|
3.44K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
29+ 4.86% |
$7.41K - $9.45K
|
626
$187K
|