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 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
293+ 1.13% |
$74.8K - $95.5K
|
26.1K
$6.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
272+ 15.16% |
$69.5K - $88.6K
|
2.07K
$528K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
260+ 10.17% |
$66.4K - $84.7K
|
2.82K
$719K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
253+ 5.75% |
$64.6K - $82.4K
|
4.65K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
251+ 8.43% |
$64.1K - $81.8K
|
3.23K
$824K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
250+ 15.3% |
$63.8K - $81.5K
|
1.88K
$481K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
246+ 2.24% |
$62.8K - $80.2K
|
11.2K
$2.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
237+ 16.8% |
$60.5K - $77.2K
|
1.65K
$421K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
232+ 23.04% |
$59.3K - $75.6K
|
1.24K
$316K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
229+ 5.7% |
$58.5K - $74.6K
|
4.24K
$1.08M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
215+ 6.35% |
$54.9K - $70.1K
|
3.6K
$920K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
201+ 1.26% |
$51.3K - $65.5K
|
16.1K
$4.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
174+ 0.53% |
$44.4K - $56.7K
|
32.8K
$8.37M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
173+ 4.26% |
$44.2K - $56.4K
|
4.23K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
171+ 2.93% |
$43.7K - $55.7K
|
6.02K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
167+ 3.13% |
$42.7K - $54.4K
|
5.5K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
148+ 1.3% |
$37.8K - $48.2K
|
11.6K
$2.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
147+ 4.85% |
$37.5K - $47.9K
|
3.18K
$811K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
147+ 15.87% |
$37.5K - $47.9K
|
1.07K
$274K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
143+ 2.43% |
$36.5K - $46.6K
|
6.02K
$1.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
132+ 0.29% |
$33.7K - $43K
|
45.8K
$11.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
125New |
$31.9K - $40.7K
|
125
$31.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
88+ 6.07% |
$22.5K - $28.7K
|
1.54K
$393K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
87+ 44.39% |
$22.2K - $28.4K
|
283
$72.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
85+ 4.37% |
$21.7K - $27.7K
|
2.03K
$519K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
80+ 0.98% |
$20.4K - $26.1K
|
8.23K
$2.1M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
79+ 1.78% |
$20.2K - $25.7K
|
4.51K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
78+ 104.0% |
$19.9K - $25.4K
|
153
$39.1K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
78+ 4.89% |
$19.9K - $25.4K
|
1.67K
$428K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
77+ 0.66% |
$19.7K - $25.1K
|
11.7K
$3M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
75+ 0.41% |
$19.2K - $24.4K
|
18.3K
$4.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
74+ 1.89% |
$18.9K - $24.1K
|
3.98K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
70+ 1.43% |
$17.9K - $22.8K
|
4.95K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
68+ 2.53% |
$17.4K - $22.2K
|
2.75K
$703K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
63+ 9.13% |
$16.1K - $20.5K
|
753
$192K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
61+ 6.55% |
$15.6K - $19.9K
|
992
$253K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
52+ 1.82% |
$13.3K - $16.9K
|
2.92K
$745K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
51+ 0.93% |
$13K - $16.6K
|
5.56K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
50+ 1.86% |
$12.8K - $16.3K
|
2.74K
$699K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
49+ 4.78% |
$12.5K - $16K
|
1.08K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
46+ 7.92% |
$11.7K - $15K
|
627
$160K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
44+ 2.12% |
$11.2K - $14.3K
|
2.12K
$541K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
43+ 0.36% |
$11K - $14K
|
12K
$3.06M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
42+ 3.61% |
$10.7K - $13.7K
|
1.21K
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
40+ 2.53% |
$10.2K - $13K
|
1.62K
$414K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
38+ 0.52% |
$9.7K - $12.4K
|
7.29K
$1.86M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
30+ 2.3% |
$7.66K - $9.78K
|
1.34K
$341K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
29+ 1.37% |
$7.41K - $9.45K
|
2.15K
$549K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
28+ 1.92% |
$7.15K - $9.12K
|
1.48K
$379K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
27+ 1.65% |
$6.9K - $8.8K
|
1.66K
$424K
|