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 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
21+ 0.26% |
$5.36K - $6.84K
|
8.24K
$2.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
20+ 2.2% |
$5.11K - $6.52K
|
931
$313K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
20+ 1.89% |
$5.11K - $6.52K
|
1.08K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
20+ 2.03% |
$5.11K - $6.52K
|
1.01K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
20+ 0.66% |
$5.11K - $6.52K
|
3.04K
$1.02M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
20New |
$5.11K - $6.52K
|
20
$6.72K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 1.57% |
$4.85K - $6.19K
|
1.23K
$413K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
19+ 1.63% |
$4.85K - $6.19K
|
1.18K
$398K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
19+ 0.12% |
$4.85K - $6.19K
|
15.4K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
19+ 0.72% |
$4.85K - $6.19K
|
2.65K
$891K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
19New |
$4.85K - $6.19K
|
19
$6.38K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
18+ 20.69% |
$4.6K - $5.87K
|
105
$35.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
18+ 1.29% |
$4.6K - $5.87K
|
1.42K
$475K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
18+ 1.37% |
$4.6K - $5.87K
|
1.33K
$447K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
18+ 2.27% |
$4.6K - $5.87K
|
810
$272K
|
|
|
May 15, 2025
Q1 2025
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
18+ 0.33% |
$4.6K - $5.87K
|
5.42K
$1.82M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
17+ 0.49% |
$4.34K - $5.54K
|
3.5K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
17+ 0.92% |
$4.34K - $5.54K
|
1.87K
$628K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
17+ 0.18% |
$4.34K - $5.54K
|
9.5K
$3.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
16+ 0.38% |
$4.09K - $5.21K
|
4.27K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.02% |
$4.09K - $5.21K
|
101K
$34.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16+ 0.68% |
$4.09K - $5.21K
|
2.38K
$800K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
16+ 100.0% |
$4.09K - $5.21K
|
32
$10.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
15+ 31.91% |
$3.83K - $4.89K
|
62
$20.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
15+ 1.09% |
$3.83K - $4.89K
|
1.39K
$467K
|
|
|
Apr 25, 2025
Q1 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
15+ 0.19% |
$3.83K - $4.89K
|
7.71K
$2.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
15+ 1.04% |
$3.83K - $4.89K
|
1.46K
$491K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15+ 0.41% |
$3.83K - $4.89K
|
3.64K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15New |
$3.83K - $4.89K
|
15
$5.04K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 31.11% |
$3.58K - $4.56K
|
59
$19.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
14+ 0.12% |
$3.58K - $4.56K
|
11.6K
$3.89M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
14+ 1.22% |
$3.58K - $4.56K
|
1.16K
$391K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
14+ 0.32% |
$3.58K - $4.56K
|
4.34K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
14+ 1.15% |
$3.58K - $4.56K
|
1.24K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.5% |
$3.58K - $4.56K
|
2.81K
$944K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13+ 4.35% |
$3.32K - $4.24K
|
312
$105K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
13+ 1.22% |
$3.32K - $4.24K
|
1.08K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
13+ 0.78% |
$3.32K - $4.24K
|
1.69K
$568K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
13+ 0.27% |
$3.32K - $4.24K
|
4.83K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
13+ 0.14% |
$3.32K - $4.24K
|
9.43K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
13+ 7.22% |
$3.32K - $4.24K
|
193
$64.8K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
13New |
$3.32K - $4.24K
|
13
$4.37K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
12+ 0.03% |
$3.06K - $3.91K
|
40.1K
$13.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12+ 0.67% |
$3.06K - $3.91K
|
1.79K
$602K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
12+ 9.02% |
$3.06K - $3.91K
|
145
$48.7K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.12% |
$3.06K - $3.91K
|
10.1K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
12+ 0.53% |
$3.06K - $3.91K
|
2.29K
$768K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11+ 0.37% |
$2.81K - $3.58K
|
2.98K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
11+ 0.32% |
$2.81K - $3.58K
|
3.42K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
11+ 0.24% |
$2.81K - $3.58K
|
4.58K
$1.54M
|