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 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8+ 20.0% |
$2.04K - $2.61K
|
48
$14.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
8+ 0.18% |
$2.04K - $2.61K
|
4.38K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
8New |
$2.04K - $2.61K
|
8
$2.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
8+ 0.21% |
$2.04K - $2.61K
|
3.85K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8+ 0.67% |
$2.04K - $2.61K
|
1.21K
$361K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$2.04K - $2.61K
|
8.88K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 1.98% |
$2.04K - $2.61K
|
412
$123K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
7New |
$1.79K - $2.28K
|
7
$2.1K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
7+ 0.17% |
$1.79K - $2.28K
|
4.09K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7+ 1.2% |
$1.79K - $2.28K
|
591
$177K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
7New |
$1.79K - $2.28K
|
7
$2.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
6+ 0.15% |
$1.53K - $1.96K
|
4.06K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.14% |
$1.53K - $1.96K
|
4.15K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
6+ 0.4% |
$1.53K - $1.96K
|
1.5K
$449K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6+ 0.1% |
$1.53K - $1.96K
|
5.97K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
6+ 60.0% |
$1.53K - $1.96K
|
16
$4.79K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
6+ 0.74% |
$1.53K - $1.96K
|
819
$245K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
6+ 0.5% |
$1.53K - $1.96K
|
1.21K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
6+ 0.81% |
$1.53K - $1.96K
|
749
$224K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
6+ 7.06% |
$1.53K - $1.96K
|
91
$27.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$1.28K - $1.63K
|
5
$1.5K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5+ 0.36% |
$1.28K - $1.63K
|
1.38K
$412K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
5+ 0.32% |
$1.28K - $1.63K
|
1.56K
$467K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 3.23% |
$1.28K - $1.63K
|
160
$47.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 0.09% |
$1.28K - $1.63K
|
5.5K
$1.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5+ 0.3% |
$1.28K - $1.63K
|
1.65K
$494K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
5+ 0.15% |
$1.28K - $1.63K
|
3.27K
$979K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5+ 0.64% |
$1.28K - $1.63K
|
783
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5+ 0.41% |
$1.28K - $1.63K
|
1.23K
$369K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
5+ 0.13% |
$1.28K - $1.63K
|
3.71K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.32% |
$1.28K - $1.63K
|
1.59K
$476K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5+ 0.68% |
$1.28K - $1.63K
|
745
$223K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5+ 0.58% |
$1.28K - $1.63K
|
863
$258K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5+ 0.58% |
$1.28K - $1.63K
|
863
$258K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
4+ 0.05% |
$1.02K - $1.3K
|
7.42K
$2.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$1.02K - $1.3K
|
4
$1.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 2.42% |
$1.02K - $1.3K
|
169
$50.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4+ 0.19% |
$1.02K - $1.3K
|
2.12K
$634K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
4+ 0.03% |
$1.02K - $1.3K
|
12K
$3.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4New |
$1.02K - $1.3K
|
4
$1.2K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4New |
$1.02K - $1.3K
|
4
$1.2K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 1.07% |
$1.02K - $1.3K
|
377
$113K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$1.02K - $1.3K
|
4
$1.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$766 - $978
|
1.63K
$488K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.19% |
$766 - $978
|
1.61K
$483K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3+ 0.27% |
$766 - $978
|
1.12K
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.05% |
$766 - $978
|
6.37K
$1.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
3+ 0.2% |
$766 - $978
|
1.5K
$448K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3+ 0.82% |
$766 - $978
|
370
$111K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3+ 0.36% |
$766 - $978
|
825
$247K
|