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 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-21- 0.02% |
$5.36K - $6.84K
|
90.1K
$30.3M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-21- 0.32% |
$5.36K - $6.84K
|
6.53K
$2.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-22- 3.29% |
$5.62K - $7.17K
|
646
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-22- 2.77% |
$5.62K - $7.17K
|
772
$259K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-22- 1.31% |
$5.62K - $7.17K
|
1.66K
$557K
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-22- 0.21% |
$5.62K - $7.17K
|
10.6K
$3.55M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-22- 4.49% |
$5.62K - $7.17K
|
468
$157K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-22- 6.4% |
$5.62K - $7.17K
|
322
$108K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-22- 1.21% |
$5.62K - $7.17K
|
1.8K
$603K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-22- 2.09% |
$5.62K - $7.17K
|
1.03K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-23- 2.43% |
$5.87K - $7.5K
|
925
$311K
|
|
|
Apr 01, 2025
Q1 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-25- 0.01% |
$6.38K - $8.15K
|
413K
$139M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-25- 0.37% |
$6.38K - $8.15K
|
6.77K
$2.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-25- 2.2% |
$6.38K - $8.15K
|
1.11K
$373K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 2.53% |
$6.38K - $8.15K
|
965
$324K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-25- 0.54% |
$6.38K - $8.15K
|
4.61K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-25- 1.24% |
$6.38K - $8.15K
|
1.99K
$667K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-25- 0.18% |
$6.38K - $8.15K
|
14.2K
$4.76M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-25- 27.47% |
$6.38K - $8.15K
|
66
$22.2K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-25- 0.47% |
$6.38K - $8.15K
|
5.27K
$1.77M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-26- 0.59% |
$6.64K - $8.47K
|
4.38K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-26- 9.85% |
$6.64K - $8.47K
|
238
$80K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-27- 0.56% |
$6.9K - $8.8K
|
4.76K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-27- 0.2% |
$6.9K - $8.8K
|
13.4K
$4.49M
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-28- 0.75% |
$7.15K - $9.12K
|
3.71K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.97% |
$7.41K - $9.45K
|
2.96K
$996K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-29- 0.32% |
$7.41K - $9.45K
|
9.04K
$3.04M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-29- 4.35% |
$7.41K - $9.45K
|
637
$214K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-29- 1.69% |
$7.41K - $9.45K
|
1.69K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-29- 0.51% |
$7.41K - $9.45K
|
5.64K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-29- 3.07% |
$7.41K - $9.45K
|
915
$307K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-30- 4.1% |
$7.66K - $9.78K
|
701
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-30- 0.38% |
$7.66K - $9.78K
|
7.81K
$2.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-30- 0.12% |
$7.66K - $9.78K
|
25.9K
$8.69M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-30- 1.21% |
$7.66K - $9.78K
|
2.45K
$825K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-30- 0.09% |
$7.66K - $9.78K
|
34.2K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-30- 3.55% |
$7.66K - $9.78K
|
815
$274K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-30- 0.9% |
$7.66K - $9.78K
|
3.29K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-31- 1.89% |
$7.92K - $10.1K
|
1.61K
$542K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-31- 51.67% |
$7.92K - $10.1K
|
29
$9.74K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-31- 3.24% |
$7.92K - $10.1K
|
925
$311K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-31- 31.0% |
$7.92K - $10.1K
|
69
$23.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-31- 0.1% |
$7.92K - $10.1K
|
30.4K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-31- 0.65% |
$7.92K - $10.1K
|
4.77K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-32- 1.72% |
$8.17K - $10.4K
|
1.83K
$614K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-32- 3.28% |
$8.17K - $10.4K
|
943
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-32- 1.28% |
$8.17K - $10.4K
|
2.47K
$829K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-32- 4.27% |
$8.17K - $10.4K
|
717
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-33- 1.39% |
$8.43K - $10.8K
|
2.34K
$786K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-34- 0.89% |
$8.68K - $11.1K
|
3.79K
$1.27M
|