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 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
27+ 2.35% |
$6.9K - $8.8K
|
1.18K
$301K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
25+ 2.9% |
$6.38K - $8.15K
|
886
$226K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 1.57% |
$4.85K - $6.19K
|
1.23K
$314K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
18+ 20.69% |
$4.6K - $5.87K
|
105
$26.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.02% |
$4.09K - $5.21K
|
101K
$25.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
16+ 0.38% |
$4.09K - $5.21K
|
4.27K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
15+ 31.91% |
$3.83K - $4.89K
|
62
$15.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 31.11% |
$3.58K - $4.56K
|
59
$15.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11+ 0.37% |
$2.81K - $3.58K
|
2.98K
$760K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
10+ 0.1% |
$2.55K - $3.26K
|
10K
$2.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10+ 0.21% |
$2.55K - $3.26K
|
4.75K
$1.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$2.04K - $2.61K
|
12.8K
$3.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
6+ 0.15% |
$1.53K - $1.96K
|
4.06K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 0.09% |
$1.28K - $1.63K
|
5.5K
$1.4M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5+ 0.36% |
$1.28K - $1.63K
|
1.38K
$352K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
5+ 0.32% |
$1.28K - $1.63K
|
1.56K
$398K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 3.23% |
$1.28K - $1.63K
|
160
$40.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
4+ 0.05% |
$1.02K - $1.3K
|
7.42K
$1.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$1.02K - $1.3K
|
4
$1.02K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
3+ 0.05% |
$766 - $978
|
6.37K
$1.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
3+ 0.2% |
$766 - $978
|
1.5K
$382K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.19% |
$766 - $978
|
1.61K
$411K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3+ 0.27% |
$766 - $978
|
1.12K
$286K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$766 - $978
|
1.63K
$416K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.21% |
$511 - $652
|
960
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2+ 0.19% |
$511 - $652
|
1.07K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.11% |
$511 - $652
|
1.83K
$468K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1+ 0.05% |
$255 - $326
|
2.17K
$553K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.06% |
$255 - $326
|
1.54K
$394K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$255 - $326
|
341
$87.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.12% |
$255 - $326
|
858
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.16% |
$255 - $326
|
628
$160K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$255 - $326
|
1.22K
$312K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.63% |
$255 - $326
|
159
$40.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2- 1.23% |
$511 - $652
|
160
$40.9K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-3- 0.39% |
$766 - $978
|
776
$198K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.25% |
$766 - $978
|
1.2K
$306K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3- 0.28% |
$766 - $978
|
1.08K
$277K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-5- 0.25% |
$1.28K - $1.63K
|
1.98K
$506K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 0.46% |
$1.53K - $1.96K
|
1.31K
$335K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-9- 60.0% |
$2.3K - $2.93K
|
6
$1.53K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-9- 5.06% |
$2.3K - $2.93K
|
169
$43.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-11- 0.02% |
$2.81K - $3.58K
|
51.9K
$13.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-14- 0.07% |
$3.58K - $4.56K
|
18.8K
$4.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-15- 0.36% |
$3.83K - $4.89K
|
4.17K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-20- 1.82% |
$5.11K - $6.52K
|
1.08K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-23- 2.43% |
$5.87K - $7.5K
|
925
$236K
|
|
|
Apr 01, 2025
Q1 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-25- 0.01% |
$6.38K - $8.15K
|
413K
$106M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 2.53% |
$6.38K - $8.15K
|
965
$246K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-25- 2.2% |
$6.38K - $8.15K
|
1.11K
$284K
|