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 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
35+ 4.75% |
$8.94K - $11.4K
|
772
$259K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
35+ 1.53% |
$8.94K - $11.4K
|
2.32K
$779K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
34+ 1.12% |
$8.68K - $11.1K
|
3.07K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
34+ 10.93% |
$8.68K - $11.1K
|
345
$116K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
34+ 2.13% |
$8.68K - $11.1K
|
1.63K
$549K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
33+ 4.57% |
$8.43K - $10.8K
|
755
$254K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
33New |
$8.43K - $10.8K
|
33
$11.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
31+ 0.36% |
$7.92K - $10.1K
|
8.63K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
31+ 0.52% |
$7.92K - $10.1K
|
6.03K
$2.02M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
30+ 2.3% |
$7.66K - $9.78K
|
1.34K
$449K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
30+ 0.54% |
$7.66K - $9.78K
|
5.54K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 4.57% |
$7.66K - $9.78K
|
687
$231K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
30+ 1.81% |
$7.66K - $9.78K
|
1.68K
$566K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
29+ 1.37% |
$7.41K - $9.45K
|
2.15K
$722K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29+ 0.85% |
$7.41K - $9.45K
|
3.44K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
29+ 4.86% |
$7.41K - $9.45K
|
626
$210K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
29+ 5.09% |
$7.41K - $9.45K
|
599
$201K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
28+ 1.92% |
$7.15K - $9.12K
|
1.48K
$499K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
28+ 1.35% |
$7.15K - $9.12K
|
2.1K
$707K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
28+ 2.06% |
$7.15K - $9.12K
|
1.38K
$465K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
28+ 1.81% |
$7.15K - $9.12K
|
1.58K
$530K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
28+ 0.33% |
$7.15K - $9.12K
|
8.63K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
28+ 0.46% |
$7.15K - $9.12K
|
6.16K
$2.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
27+ 2.35% |
$6.9K - $8.8K
|
1.18K
$395K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
27+ 1.65% |
$6.9K - $8.8K
|
1.66K
$558K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
27+ 0.28% |
$6.9K - $8.8K
|
9.84K
$3.31M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26+ 0.81% |
$6.64K - $8.47K
|
3.24K
$1.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
25+ 2.9% |
$6.38K - $8.15K
|
886
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
25+ 0.77% |
$6.38K - $8.15K
|
3.27K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
25+ 1.75% |
$6.38K - $8.15K
|
1.45K
$488K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
25+ 1.34% |
$6.38K - $8.15K
|
1.89K
$636K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
25+ 1.15% |
$6.38K - $8.15K
|
2.2K
$740K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
25+ 1.57% |
$6.38K - $8.15K
|
1.62K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
25+ 3.33% |
$6.38K - $8.15K
|
775
$260K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
25+ 25.0% |
$6.38K - $8.15K
|
125
$42K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
24New |
$6.13K - $7.82K
|
24
$8.06K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
24+ 0.1% |
$6.13K - $7.82K
|
23.3K
$7.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
23+ 0.53% |
$5.87K - $7.5K
|
4.36K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
23+ 2.78% |
$5.87K - $7.5K
|
850
$286K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
23+ 0.75% |
$5.87K - $7.5K
|
3.09K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
23+ 1.62% |
$5.87K - $7.5K
|
1.44K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
23+ 1.07% |
$5.87K - $7.5K
|
2.17K
$728K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
22New |
$5.62K - $7.17K
|
22
$7.39K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
22+ 1.15% |
$5.62K - $7.17K
|
1.93K
$649K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22+ 0.14% |
$5.62K - $7.17K
|
15.8K
$5.32M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
22+ 2.34% |
$5.62K - $7.17K
|
963
$324K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
22+ 0.21% |
$5.62K - $7.17K
|
10.6K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
22+ 1.12% |
$5.62K - $7.17K
|
1.99K
$669K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 7.43% |
$5.62K - $7.17K
|
318
$107K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
22+ 1.07% |
$5.62K - $7.17K
|
2.08K
$699K
|