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 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-64- 6.98% |
$16.3K - $20.9K
|
853
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-66- 1.2% |
$16.9K - $21.5K
|
5.46K
$1.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-67- 4.08% |
$17.1K - $21.8K
|
1.58K
$479K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-67- 3.65% |
$17.1K - $21.8K
|
1.77K
$538K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-68- 8.31% |
$17.4K - $22.2K
|
750
$228K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-69- 9.86% |
$17.6K - $22.5K
|
631
$192K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-70- 0.61% |
$17.9K - $22.8K
|
11.5K
$3.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-70- 0.15% |
$17.9K - $22.8K
|
47.6K
$14.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-71- 0.66% |
$18.1K - $23.1K
|
10.6K
$3.23M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-71- 0.37% |
$18.1K - $23.1K
|
19K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-71- 6.55% |
$18.1K - $23.1K
|
1.01K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-72- 2.33% |
$18.4K - $23.5K
|
3.01K
$916K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-72- 2.56% |
$18.4K - $23.5K
|
2.74K
$833K
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-72- 4.13% |
$18.4K - $23.5K
|
1.67K
$508K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-73- 2.5% |
$18.6K - $23.8K
|
2.85K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-73- 5.82% |
$18.6K - $23.8K
|
1.18K
$359K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-74- 8.03% |
$18.9K - $24.1K
|
848
$258K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-74- 8.39% |
$18.9K - $24.1K
|
808
$246K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-74- 1.02% |
$18.9K - $24.1K
|
7.16K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-75- 0.25% |
$19.2K - $24.4K
|
30K
$9.12M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-75- 3.05% |
$19.2K - $24.4K
|
2.39K
$726K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-75- 2.62% |
$19.2K - $24.4K
|
2.79K
$849K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-76- 1.76% |
$19.4K - $24.8K
|
4.23K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-77- 67.54% |
$19.7K - $25.1K
|
37
$11.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-78- 1.26% |
$19.9K - $25.4K
|
6.12K
$1.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-78- 1.31% |
$19.9K - $25.4K
|
5.87K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-78- 2.62% |
$19.9K - $25.4K
|
2.89K
$880K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-78- 1.09% |
$19.9K - $25.4K
|
7.06K
$2.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-80- 4.36% |
$20.4K - $26.1K
|
1.76K
$534K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-80- 6.66% |
$20.4K - $26.1K
|
1.12K
$341K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-80- 8.19% |
$20.4K - $26.1K
|
897
$273K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-82- 2.86% |
$20.9K - $26.7K
|
2.78K
$846K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-83- 3.32% |
$21.2K - $27K
|
2.42K
$735K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-84- 9.04% |
$21.5K - $27.4K
|
845
$257K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-84- 2.55% |
$21.5K - $27.4K
|
3.2K
$974K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-84- 1.27% |
$21.5K - $27.4K
|
6.54K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-84- 8.51% |
$21.5K - $27.4K
|
903
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-85- 0.95% |
$21.7K - $27.7K
|
8.9K
$2.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-85- 9.54% |
$21.7K - $27.7K
|
806
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-85- 7.06% |
$21.7K - $27.7K
|
1.12K
$340K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-86- 4.33% |
$22K - $28K
|
1.9K
$578K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-86- 2.92% |
$22K - $28K
|
2.86K
$870K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-86- 10.11% |
$22K - $28K
|
765
$233K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-86- 3.15% |
$22K - $28K
|
2.64K
$803K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-86- 4.2% |
$22K - $28K
|
1.96K
$597K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-87- 2.83% |
$22.2K - $28.4K
|
2.99K
$909K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-87- 7.5% |
$22.2K - $28.4K
|
1.07K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-88- 3.98% |
$22.5K - $28.7K
|
2.12K
$645K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-88- 0.72% |
$22.5K - $28.7K
|
12.2K
$3.7M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-89- 0.46% |
$22.7K - $29K
|
19.4K
$5.91M
|