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
|
Advisors Management Group Inc
|
SELL
|
- |
-3- 0.23% |
$766 - $978
|
1.3K
$435K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$766 - $978
|
12.9K
$4.33M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3- 0.23% |
$766 - $978
|
1.27K
$428K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3- 0.04% |
$766 - $978
|
7.63K
$2.56M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3- 0.15% |
$766 - $978
|
1.99K
$668K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4- 0.19% |
$1.02K - $1.3K
|
2.07K
$697K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-4- 0.02% |
$1.02K - $1.3K
|
24.4K
$8.19M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-4- 0.07% |
$1.02K - $1.3K
|
6.02K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-4- 0.28% |
$1.02K - $1.3K
|
1.43K
$479K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-4- 0.5% |
$1.02K - $1.3K
|
789
$265K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4- 0.08% |
$1.02K - $1.3K
|
4.92K
$1.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-5- 0.25% |
$1.28K - $1.63K
|
1.98K
$666K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-5- 0.41% |
$1.28K - $1.63K
|
1.22K
$410K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-5- 1.09% |
$1.28K - $1.63K
|
453
$152K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5- 3.07% |
$1.28K - $1.63K
|
158
$53.1K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-5- 0.65% |
$1.28K - $1.63K
|
761
$256K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5- 20.83% |
$1.28K - $1.63K
|
19
$6.38K
|
|
|
May 27, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-5- -0.0% |
$1.28K - $1.63K
|
164K
$55.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 0.46% |
$1.53K - $1.96K
|
1.31K
$440K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6- 0.57% |
$1.53K - $1.96K
|
1.04K
$350K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6- 0.34% |
$1.53K - $1.96K
|
1.74K
$584K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-7- 0.34% |
$1.79K - $2.28K
|
2.02K
$680K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-7- 0.16% |
$1.79K - $2.28K
|
4.38K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7- 0.11% |
$1.79K - $2.28K
|
6.16K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7- 0.21% |
$1.79K - $2.28K
|
3.32K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-7- 0.33% |
$1.79K - $2.28K
|
2.13K
$714K
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-7- 0.16% |
$1.79K - $2.28K
|
4.38K
$1.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8- 0.22% |
$2.04K - $2.61K
|
3.62K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-8- 1.01% |
$2.04K - $2.61K
|
786
$264K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-8- 0.74% |
$2.04K - $2.61K
|
1.07K
$359K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-9- 5.06% |
$2.3K - $2.93K
|
169
$56.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-9- 60.0% |
$2.3K - $2.93K
|
6
$2.02K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-9- 0.78% |
$2.3K - $2.93K
|
1.15K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-9- 0.77% |
$2.3K - $2.93K
|
1.17K
$391K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-10- 0.13% |
$2.55K - $3.26K
|
7.41K
$2.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-10- 0.99% |
$2.55K - $3.26K
|
1K
$336K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-10- 1.26% |
$2.55K - $3.26K
|
782
$263K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-10- 0.6% |
$2.55K - $3.26K
|
1.65K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-10- 1.38% |
$2.55K - $3.26K
|
716
$241K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-10- 1.28% |
$2.55K - $3.26K
|
770
$259K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-10- 0.26% |
$2.55K - $3.26K
|
3.84K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10- 0.82% |
$2.55K - $3.26K
|
1.22K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-10- 11.9% |
$2.55K - $3.26K
|
74
$24.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-11- 0.02% |
$2.81K - $3.58K
|
51.9K
$17.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-11- 0.41% |
$2.81K - $3.58K
|
2.65K
$889K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 25.0% |
$2.81K - $3.58K
|
33
$11.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-12- 0.15% |
$3.06K - $3.91K
|
8.07K
$2.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-12- 0.94% |
$3.06K - $3.91K
|
1.27K
$427K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-12- 0.23% |
$3.06K - $3.91K
|
5.21K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-12- 0.14% |
$3.06K - $3.91K
|
8.73K
$2.93M
|