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 |
|---|---|---|---|---|---|---|---|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5+ 0.58% |
$1.28K - $1.63K
|
863
$290K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
4+ 0.05% |
$1.02K - $1.3K
|
7.42K
$2.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$1.02K - $1.3K
|
4
$1.34K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 2.42% |
$1.02K - $1.3K
|
169
$56.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4+ 0.19% |
$1.02K - $1.3K
|
2.12K
$711K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
4+ 0.03% |
$1.02K - $1.3K
|
12K
$4.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4New |
$1.02K - $1.3K
|
4
$1.34K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4New |
$1.02K - $1.3K
|
4
$1.34K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 1.07% |
$1.02K - $1.3K
|
377
$127K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$1.02K - $1.3K
|
4
$1.34K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$766 - $978
|
1.63K
$548K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.19% |
$766 - $978
|
1.61K
$541K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3+ 0.27% |
$766 - $978
|
1.12K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.05% |
$766 - $978
|
6.37K
$2.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
3+ 0.2% |
$766 - $978
|
1.5K
$502K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3+ 0.82% |
$766 - $978
|
370
$124K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3+ 0.36% |
$766 - $978
|
825
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.06% |
$766 - $978
|
4.63K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
3+ 0.0% |
$766 - $978
|
104K
$34.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3+ 0.13% |
$766 - $978
|
2.29K
$769K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3+ 0.21% |
$766 - $978
|
1.42K
$477K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.24% |
$766 - $978
|
1.23K
$415K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.07% |
$766 - $978
|
4.34K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
3+ 5.56% |
$766 - $978
|
57
$19.2K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3+ 0.13% |
$766 - $978
|
2.24K
$752K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.21% |
$511 - $652
|
960
$323K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2+ 0.19% |
$511 - $652
|
1.07K
$359K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.11% |
$511 - $652
|
1.83K
$616K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$511 - $652
|
1.61K
$540K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2+ 7.14% |
$511 - $652
|
30
$10.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
2+ 0.21% |
$511 - $652
|
938
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.1% |
$511 - $652
|
2.05K
$688K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2+ 0.09% |
$511 - $652
|
2.23K
$749K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2+ 0.15% |
$511 - $652
|
1.3K
$437K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
2+ 0.24% |
$511 - $652
|
841
$283K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2+ 0.03% |
$511 - $652
|
7.52K
$2.53M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.2% |
$511 - $652
|
1.01K
$338K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
2+ 0.02% |
$511 - $652
|
8.43K
$2.83M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
2+ 0.04% |
$511 - $652
|
4.56K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2+ 0.2% |
$511 - $652
|
1K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2+ 0.15% |
$511 - $652
|
1.32K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$511 - $652
|
937
$315K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.13% |
$511 - $652
|
1.57K
$528K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2+ 0.21% |
$511 - $652
|
964
$324K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.16% |
$511 - $652
|
1.28K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.26% |
$511 - $652
|
778
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.63% |
$255 - $326
|
159
$53.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.16% |
$255 - $326
|
628
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$255 - $326
|
1.22K
$410K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.06% |
$255 - $326
|
1.54K
$518K
|