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 27, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-5- -0.0% |
$1.28K - $1.63K
|
164K
$49.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 0.46% |
$1.53K - $1.96K
|
1.31K
$393K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6- 0.57% |
$1.53K - $1.96K
|
1.04K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6- 0.34% |
$1.53K - $1.96K
|
1.74K
$520K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-7- 0.34% |
$1.79K - $2.28K
|
2.02K
$606K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-7- 0.16% |
$1.79K - $2.28K
|
4.38K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7- 0.11% |
$1.79K - $2.28K
|
6.16K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7- 0.21% |
$1.79K - $2.28K
|
3.32K
$996K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-7- 0.33% |
$1.79K - $2.28K
|
2.13K
$637K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8- 0.22% |
$2.04K - $2.61K
|
3.62K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-8- 1.01% |
$2.04K - $2.61K
|
786
$235K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-8- 0.74% |
$2.04K - $2.61K
|
1.07K
$320K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-9- 5.06% |
$2.3K - $2.93K
|
169
$50.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-9- 60.0% |
$2.3K - $2.93K
|
6
$1.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-9- 0.78% |
$2.3K - $2.93K
|
1.15K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-9- 0.77% |
$2.3K - $2.93K
|
1.17K
$349K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-10- 0.13% |
$2.55K - $3.26K
|
7.41K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-10- 0.99% |
$2.55K - $3.26K
|
1K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-10- 1.26% |
$2.55K - $3.26K
|
782
$234K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-10- 0.6% |
$2.55K - $3.26K
|
1.65K
$495K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-10- 1.38% |
$2.55K - $3.26K
|
716
$214K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-10- 1.28% |
$2.55K - $3.26K
|
770
$231K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-10- 0.26% |
$2.55K - $3.26K
|
3.84K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10- 0.82% |
$2.55K - $3.26K
|
1.22K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-10- 11.9% |
$2.55K - $3.26K
|
74
$22.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-11- 0.02% |
$2.81K - $3.58K
|
51.9K
$15.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-11- 0.41% |
$2.81K - $3.58K
|
2.65K
$793K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 25.0% |
$2.81K - $3.58K
|
33
$9.88K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-12- 0.15% |
$3.06K - $3.91K
|
8.07K
$2.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-12- 0.94% |
$3.06K - $3.91K
|
1.27K
$380K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-12- 0.23% |
$3.06K - $3.91K
|
5.21K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-12- 0.14% |
$3.06K - $3.91K
|
8.73K
$2.61M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-12- 0.26% |
$3.06K - $3.91K
|
4.59K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-13- 1.01% |
$3.32K - $4.24K
|
1.27K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-13- 1.21% |
$3.32K - $4.24K
|
1.06K
$318K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-13- 1.33% |
$3.32K - $4.24K
|
964
$289K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-13- 1.49% |
$3.32K - $4.24K
|
861
$258K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-13- 0.62% |
$3.32K - $4.24K
|
2.08K
$624K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-13- 0.58% |
$3.32K - $4.24K
|
2.23K
$668K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-13- 0.38% |
$3.32K - $4.24K
|
3.38K
$1.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-14- 0.07% |
$3.58K - $4.56K
|
18.8K
$5.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-14- 0.52% |
$3.58K - $4.56K
|
2.67K
$800K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-14- 0.41% |
$3.58K - $4.56K
|
3.42K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-15- 0.36% |
$3.83K - $4.89K
|
4.17K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-15- 0.26% |
$3.83K - $4.89K
|
5.67K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15- 0.18% |
$3.83K - $4.89K
|
8.25K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-15- 1.22% |
$3.83K - $4.89K
|
1.21K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-15- 5.28% |
$3.83K - $4.89K
|
269
$80.6K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-15- 0.56% |
$3.83K - $4.89K
|
2.68K
$804K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-15- 1.48% |
$3.83K - $4.89K
|
998
$299K
|