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 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-15- 0.57% |
$3.83K - $4.89K
|
2.61K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-15- 0.7% |
$3.83K - $4.89K
|
2.13K
$639K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-15- 2.97% |
$3.83K - $4.89K
|
490
$147K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-16- 2.86% |
$4.09K - $5.21K
|
544
$163K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-16- 0.21% |
$4.09K - $5.21K
|
7.73K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
SELL
|
- |
-16- 1.47% |
$4.09K - $5.21K
|
1.07K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-16- 0.27% |
$4.09K - $5.21K
|
5.93K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-17- 1.18% |
$4.34K - $5.54K
|
1.43K
$427K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-17- 1.34% |
$4.34K - $5.54K
|
1.25K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-17- 0.53% |
$4.34K - $5.54K
|
3.18K
$953K
|
|
|
May 14, 2025
Q1 2025
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-17- 21.79% |
$4.34K - $5.54K
|
61
$18.3K
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-17- 0.07% |
$4.34K - $5.54K
|
22.8K
$6.84M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-17- 0.11% |
$4.34K - $5.54K
|
15K
$4.5M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-17- 0.62% |
$4.34K - $5.54K
|
2.75K
$822K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-18- 0.24% |
$4.6K - $5.87K
|
7.5K
$2.25M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-18- 0.83% |
$4.6K - $5.87K
|
2.15K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-18- 0.1% |
$4.6K - $5.87K
|
17.7K
$5.29M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18- 1.59% |
$4.6K - $5.87K
|
1.12K
$334K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-19- 0.12% |
$4.85K - $6.19K
|
15.3K
$4.57M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-19- 1.34% |
$4.85K - $6.19K
|
1.4K
$420K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-19- 0.37% |
$4.85K - $6.19K
|
5.09K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-19- 3.1% |
$4.85K - $6.19K
|
593
$178K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-20- 1.82% |
$5.11K - $6.52K
|
1.08K
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 1.44% |
$5.11K - $6.52K
|
1.37K
$411K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-20- 0.38% |
$5.11K - $6.52K
|
5.27K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-20- 2.15% |
$5.11K - $6.52K
|
909
$272K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-20- 0.2% |
$5.11K - $6.52K
|
9.77K
$2.93M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-20- 8.2% |
$5.11K - $6.52K
|
224
$67.1K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-20- 0.22% |
$5.11K - $6.52K
|
8.88K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-20- 1.21% |
$5.11K - $6.52K
|
1.63K
$489K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-21- 0.05% |
$5.36K - $6.84K
|
41K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-21- 0.02% |
$5.36K - $6.84K
|
90.1K
$27M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-21- 0.32% |
$5.36K - $6.84K
|
6.53K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-22- 3.29% |
$5.62K - $7.17K
|
646
$193K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-22- 2.77% |
$5.62K - $7.17K
|
772
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-22- 1.31% |
$5.62K - $7.17K
|
1.66K
$497K
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-22- 0.21% |
$5.62K - $7.17K
|
10.6K
$3.17M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-22- 4.49% |
$5.62K - $7.17K
|
468
$140K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-22- 6.4% |
$5.62K - $7.17K
|
322
$96.4K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-22- 1.21% |
$5.62K - $7.17K
|
1.8K
$538K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-22- 2.09% |
$5.62K - $7.17K
|
1.03K
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-23- 2.43% |
$5.87K - $7.5K
|
925
$277K
|
|
|
Apr 01, 2025
Q1 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-25- 0.01% |
$6.38K - $8.15K
|
413K
$124M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-25- 0.37% |
$6.38K - $8.15K
|
6.77K
$2.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-25- 2.2% |
$6.38K - $8.15K
|
1.11K
$333K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 2.53% |
$6.38K - $8.15K
|
965
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-25- 0.54% |
$6.38K - $8.15K
|
4.61K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-25- 1.24% |
$6.38K - $8.15K
|
1.99K
$595K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-25- 0.18% |
$6.38K - $8.15K
|
14.2K
$4.24M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-25- 27.47% |
$6.38K - $8.15K
|
66
$19.8K
|