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 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-35- 0.69% |
$8.94K - $11.4K
|
5.03K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-35- 2.34% |
$8.94K - $11.4K
|
1.46K
$491K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-35- 0.87% |
$8.94K - $11.4K
|
4K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-35- 0.31% |
$8.94K - $11.4K
|
11.2K
$3.78M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-35- 0.91% |
$8.94K - $11.4K
|
3.83K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-36- 0.51% |
$9.19K - $11.7K
|
7.06K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-36- 0.39% |
$9.19K - $11.7K
|
9.18K
$3.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-37- 0.28% |
$9.45K - $12.1K
|
13.1K
$4.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-37- 1.05% |
$9.45K - $12.1K
|
3.49K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-37- 0.12% |
$9.45K - $12.1K
|
31.4K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-38- 0.4% |
$9.7K - $12.4K
|
9.53K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-38- 3.21% |
$9.7K - $12.4K
|
1.15K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-39- 10.54% |
$9.96K - $12.7K
|
331
$111K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-40- 0.79% |
$10.2K - $13K
|
5.03K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-40- 4.97% |
$10.2K - $13K
|
765
$257K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-40- 2.43% |
$10.2K - $13K
|
1.6K
$539K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-41- 1.84% |
$10.5K - $13.4K
|
2.19K
$734K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-41- 0.12% |
$10.5K - $13.4K
|
34.5K
$11.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-41- 5.01% |
$10.5K - $13.4K
|
778
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-41- 4.78% |
$10.5K - $13.4K
|
816
$274K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-41- 3.83% |
$10.5K - $13.4K
|
1.03K
$346K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-41- 1.7% |
$10.5K - $13.4K
|
2.38K
$799K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-41- 4.94% |
$10.5K - $13.4K
|
789
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-43- 6.91% |
$11K - $14K
|
579
$195K
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-43- 0.19% |
$11K - $14K
|
22.3K
$7.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-44- 22.34% |
$11.2K - $14.3K
|
153
$51.4K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-44- 0.31% |
$11.2K - $14.3K
|
14.2K
$4.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-45- 0.61% |
$11.5K - $14.7K
|
7.3K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-45- 59.21% |
$11.5K - $14.7K
|
31
$10.4K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-45- 4.42% |
$11.5K - $14.7K
|
972
$327K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-46- 0.88% |
$11.7K - $15K
|
5.21K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-47- 3.36% |
$12K - $15.3K
|
1.35K
$455K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-47- 2.81% |
$12K - $15.3K
|
1.62K
$546K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-50- 2.86% |
$12.8K - $16.3K
|
1.7K
$571K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-50- 4.6% |
$12.8K - $16.3K
|
1.04K
$348K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-50- 0.96% |
$12.8K - $16.3K
|
5.17K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-50- 0.97% |
$12.8K - $16.3K
|
5.12K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-50- 2.23% |
$12.8K - $16.3K
|
2.19K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-50- 1.83% |
$12.8K - $16.3K
|
2.69K
$903K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-52- 0.32% |
$13.3K - $16.9K
|
16.2K
$5.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-53- 2.35% |
$13.5K - $17.3K
|
2.2K
$740K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-53- 0.95% |
$13.5K - $17.3K
|
5.53K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-53- 5.05% |
$13.5K - $17.3K
|
997
$335K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-53- 4.42% |
$13.5K - $17.3K
|
1.15K
$385K
|
|
|
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
$467K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-54- 2.61% |
$13.8K - $17.6K
|
2.01K
$677K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-55- 1.19% |
$14K - $17.9K
|
4.57K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-56- 0.26% |
$14.3K - $18.2K
|
21.3K
$7.17M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-57- 6.34% |
$14.6K - $18.6K
|
842
$283K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-58- 1.44% |
$14.8K - $18.9K
|
3.98K
$1.34M
|