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 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-111- 11.54% |
$28.3K - $36.2K
|
851
$286K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-112- 1.69% |
$28.6K - $36.5K
|
6.52K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-112- 0.16% |
$28.6K - $36.5K
|
69.5K
$23.4M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-113- 3.75% |
$28.9K - $36.8K
|
2.9K
$976K
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-115- 4.47% |
$29.4K - $37.5K
|
2.46K
$827K
|
|
|
May 14, 2025
Q1 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-116- 0.33% |
$29.6K - $37.8K
|
34.6K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-116- 2.87% |
$29.6K - $37.8K
|
3.93K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-119- 7.47% |
$30.4K - $38.8K
|
1.47K
$495K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-119- 0.07% |
$30.4K - $38.8K
|
165K
$55.5M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-119- 9.67% |
$30.4K - $38.8K
|
1.11K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-120- 6.85% |
$30.6K - $39.1K
|
1.63K
$548K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-122- 2.3% |
$31.2K - $39.8K
|
5.19K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-122- 4.92% |
$31.2K - $39.8K
|
2.36K
$792K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-123- 30.3% |
$31.4K - $40.1K
|
283
$95.1K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-123- 98.4% |
$31.4K - $40.1K
|
2
$672
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-124- 3.65% |
$31.7K - $40.4K
|
3.27K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-125- 1.71% |
$31.9K - $40.7K
|
7.19K
$2.41M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-125- 3.02% |
$31.9K - $40.7K
|
4.02K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-126- 2.1% |
$32.2K - $41.1K
|
5.88K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-126- 3.74% |
$32.2K - $41.1K
|
3.24K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-126- 2.31% |
$32.2K - $41.1K
|
5.34K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-126- 1.75% |
$32.2K - $41.1K
|
7.08K
$2.38M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-126- 5.9% |
$32.2K - $41.1K
|
2.01K
$675K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-127- 7.9% |
$32.4K - $41.4K
|
1.48K
$497K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-128- 0.84% |
$32.7K - $41.7K
|
15.1K
$5.07M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-129- 3.48% |
$32.9K - $42K
|
3.58K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-130- 7.45% |
$33.2K - $42.4K
|
1.61K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Tang Capital Management LLC
San Diego, CA |
SELL
|
- |
-133- 3.5% |
$34K - $43.3K
|
3.67K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-134- 12.01% |
$34.2K - $43.7K
|
982
$330K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-134- 1.16% |
$34.2K - $43.7K
|
11.4K
$3.84M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-134- 2.47% |
$34.2K - $43.7K
|
5.29K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-135- 29.22% |
$34.5K - $44K
|
327
$110K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-136- 9.3% |
$34.7K - $44.3K
|
1.33K
$446K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-138- 5.11% |
$35.2K - $45K
|
2.56K
$861K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-139- 3.48% |
$35.5K - $45.3K
|
3.85K
$1.29M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-141- 5.16% |
$36K - $45.9K
|
2.59K
$871K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-142- 0.89% |
$36.3K - $46.3K
|
15.8K
$5.3M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-142- 8.36% |
$36.3K - $46.3K
|
1.56K
$523K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-143- 12.59% |
$36.5K - $46.6K
|
993
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-144- 1.32% |
$36.8K - $46.9K
|
10.8K
$3.63M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-144- 1.96% |
$36.8K - $46.9K
|
7.21K
$2.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-145- 5.68% |
$37K - $47.3K
|
2.41K
$809K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-145- 1.73% |
$37K - $47.3K
|
8.26K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-145- 15.3% |
$37K - $47.3K
|
803
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-147- 1.26% |
$37.5K - $47.9K
|
11.5K
$3.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-147- 5.61% |
$37.5K - $47.9K
|
2.47K
$830K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-150- 8.72% |
$38.3K - $48.9K
|
1.57K
$528K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-150- 8.58% |
$38.3K - $48.9K
|
1.6K
$537K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-150- 0.24% |
$38.3K - $48.9K
|
63.2K
$21.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-151- 6.56% |
$38.6K - $49.2K
|
2.15K
$723K
|