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 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-84- 8.51% |
$21.5K - $27.4K
|
903
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-85- 0.95% |
$21.7K - $27.7K
|
8.9K
$2.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-85- 9.54% |
$21.7K - $27.7K
|
806
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-85- 7.06% |
$21.7K - $27.7K
|
1.12K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-86- 4.33% |
$22K - $28K
|
1.9K
$639K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-86- 2.92% |
$22K - $28K
|
2.86K
$962K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-86- 10.11% |
$22K - $28K
|
765
$257K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-86- 3.15% |
$22K - $28K
|
2.64K
$887K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-86- 4.2% |
$22K - $28K
|
1.96K
$660K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-87- 2.83% |
$22.2K - $28.4K
|
2.99K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-87- 7.5% |
$22.2K - $28.4K
|
1.07K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-88- 3.98% |
$22.5K - $28.7K
|
2.12K
$713K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-88- 0.72% |
$22.5K - $28.7K
|
12.2K
$4.09M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-89- 0.46% |
$22.7K - $29K
|
19.4K
$6.53M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-90- 0.35% |
$23K - $29.3K
|
25.6K
$8.59M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-90- 1.36% |
$23K - $29.3K
|
6.52K
$2.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-92- 1.24% |
$23.5K - $30K
|
7.34K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-94- 10.61% |
$24K - $30.6K
|
792
$266K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-94- 35.34% |
$24K - $30.6K
|
172
$57.8K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-95- 4.9% |
$24.3K - $31K
|
1.85K
$620K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-96- 9.15% |
$24.5K - $31.3K
|
953
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-96- 1.42% |
$24.5K - $31.3K
|
6.66K
$2.24M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-96- 2.09% |
$24.5K - $31.3K
|
4.49K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-97- 5.97% |
$24.8K - $31.6K
|
1.53K
$514K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-97- 5.05% |
$24.8K - $31.6K
|
1.82K
$612K
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-99- 1.35% |
$25.3K - $32.3K
|
7.25K
$2.43M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-100- 0.92% |
$25.5K - $32.6K
|
10.8K
$3.62M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.33% |
$25.5K - $32.6K
|
29.8K
$10M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-100- 2.32% |
$25.5K - $32.6K
|
4.21K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-100- 0.97% |
$25.5K - $32.6K
|
10.2K
$3.42M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-100- 3.41% |
$25.5K - $32.6K
|
2.83K
$951K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 1.05% |
$25.5K - $32.6K
|
9.46K
$3.18M
|
|
|
May 09, 2025
Q1 2025
|
Factorial Partners, LLC
|
SELL
|
- |
-100- 1.92% |
$25.5K - $32.6K
|
5.1K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-100- 4.08% |
$25.5K - $32.6K
|
2.35K
$789K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-102- 6.19% |
$26K - $33.2K
|
1.55K
$520K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-102- 11.58% |
$26K - $33.2K
|
779
$262K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-102- 9.41% |
$26K - $33.2K
|
982
$330K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-103- 53.65% |
$26.3K - $33.6K
|
89
$29.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-104- 11.72% |
$26.6K - $33.9K
|
783
$263K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-105- 7.09% |
$26.8K - $34.2K
|
1.38K
$462K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-105- 0.93% |
$26.8K - $34.2K
|
11.1K
$3.74M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-105- 6.69% |
$26.8K - $34.2K
|
1.47K
$492K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-105- 7.88% |
$26.8K - $34.2K
|
1.23K
$413K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-105- 3.49% |
$26.8K - $34.2K
|
2.91K
$976K
|
|
|
May 14, 2025
Q1 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-106- 5.49% |
$27.1K - $34.5K
|
1.83K
$613K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-110- 5.43% |
$28.1K - $35.8K
|
1.92K
$643K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-110- 0.2% |
$28.1K - $35.8K
|
55.7K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-110- 3.23% |
$28.1K - $35.8K
|
3.29K
$1.11M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-111- 21.55% |
$28.3K - $36.2K
|
404
$136K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-111- 0.33% |
$28.3K - $36.2K
|
33.1K
$11.1M
|