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 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-41- 4.78% |
$10.5K - $13.4K
|
816
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-41- 3.83% |
$10.5K - $13.4K
|
1.03K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-41- 1.7% |
$10.5K - $13.4K
|
2.38K
$712K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-41- 4.94% |
$10.5K - $13.4K
|
789
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-43- 6.91% |
$11K - $14K
|
579
$173K
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-43- 0.19% |
$11K - $14K
|
22.3K
$6.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-44- 22.34% |
$11.2K - $14.3K
|
153
$45.8K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-44- 0.31% |
$11.2K - $14.3K
|
14.2K
$4.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-45- 0.61% |
$11.5K - $14.7K
|
7.3K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-45- 59.21% |
$11.5K - $14.7K
|
31
$9.29K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-45- 4.42% |
$11.5K - $14.7K
|
972
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-46- 0.88% |
$11.7K - $15K
|
5.21K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-47- 3.36% |
$12K - $15.3K
|
1.35K
$405K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-50- 2.86% |
$12.8K - $16.3K
|
1.7K
$509K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-50- 4.6% |
$12.8K - $16.3K
|
1.04K
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-50- 0.96% |
$12.8K - $16.3K
|
5.17K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-50- 0.97% |
$12.8K - $16.3K
|
5.12K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-50- 2.23% |
$12.8K - $16.3K
|
2.19K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-50- 1.83% |
$12.8K - $16.3K
|
2.69K
$805K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-52- 0.32% |
$13.3K - $16.9K
|
16.2K
$4.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-53- 2.35% |
$13.5K - $17.3K
|
2.2K
$660K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-53- 0.95% |
$13.5K - $17.3K
|
5.53K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-53- 5.05% |
$13.5K - $17.3K
|
997
$299K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-53- 4.42% |
$13.5K - $17.3K
|
1.15K
$344K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-53- 3.67% |
$13.5K - $17.3K
|
1.39K
$416K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-54- 2.61% |
$13.8K - $17.6K
|
2.01K
$603K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-55- 1.19% |
$14K - $17.9K
|
4.57K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-56- 0.26% |
$14.3K - $18.2K
|
21.3K
$6.39M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-57- 6.34% |
$14.6K - $18.6K
|
842
$252K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-58- 1.44% |
$14.8K - $18.9K
|
3.98K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-58- 3.67% |
$14.8K - $18.9K
|
1.52K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-58- 0.58% |
$14.8K - $18.9K
|
10K
$3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-60- 0.4% |
$15.3K - $19.6K
|
14.8K
$4.44M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-60- 0.24% |
$15.3K - $19.6K
|
24.6K
$7.36M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-60- 21.51% |
$15.3K - $19.6K
|
219
$65.6K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-60- 2.63% |
$15.3K - $19.6K
|
2.22K
$666K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-61- 2.96% |
$15.6K - $19.9K
|
2K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-61- 0.63% |
$15.6K - $19.9K
|
9.56K
$2.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-62- 0.46% |
$15.8K - $20.2K
|
13.4K
$4.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-63- 2.58% |
$16.1K - $20.5K
|
2.38K
$711K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-63- 1.28% |
$16.1K - $20.5K
|
4.87K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-64- 28.44% |
$16.3K - $20.9K
|
161
$48.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-64- 0.34% |
$16.3K - $20.9K
|
19K
$5.68M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-64- 4.33% |
$16.3K - $20.9K
|
1.41K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-64- 6.98% |
$16.3K - $20.9K
|
853
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-66- 1.2% |
$16.9K - $21.5K
|
5.46K
$1.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-67- 4.08% |
$17.1K - $21.8K
|
1.58K
$472K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-67- 3.65% |
$17.1K - $21.8K
|
1.77K
$530K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-68- 8.31% |
$17.4K - $22.2K
|
750
$225K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-69- 9.86% |
$17.6K - $22.5K
|
631
$189K
|