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
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-127- 7.9% |
$32.4K - $41.4K
|
1.48K
$446K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-128- 0.84% |
$32.7K - $41.7K
|
15.1K
$4.55M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-129- 3.48% |
$32.9K - $42K
|
3.58K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-130- 7.45% |
$33.2K - $42.4K
|
1.61K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Tang Capital Management LLC
San Diego, CA |
SELL
|
- |
-133- 3.5% |
$34K - $43.3K
|
3.67K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-134- 12.01% |
$34.2K - $43.7K
|
982
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-134- 1.16% |
$34.2K - $43.7K
|
11.4K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-134- 2.47% |
$34.2K - $43.7K
|
5.29K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-135- 29.22% |
$34.5K - $44K
|
327
$98.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-136- 9.3% |
$34.7K - $44.3K
|
1.33K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-138- 5.11% |
$35.2K - $45K
|
2.56K
$773K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-139- 3.48% |
$35.5K - $45.3K
|
3.85K
$1.16M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-141- 5.16% |
$36K - $45.9K
|
2.59K
$782K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-142- 0.89% |
$36.3K - $46.3K
|
15.8K
$4.76M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-142- 8.36% |
$36.3K - $46.3K
|
1.56K
$470K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-143- 12.59% |
$36.5K - $46.6K
|
993
$299K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-144- 1.32% |
$36.8K - $46.9K
|
10.8K
$3.26M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-144- 1.96% |
$36.8K - $46.9K
|
7.21K
$2.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-145- 5.68% |
$37K - $47.3K
|
2.41K
$726K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-145- 1.73% |
$37K - $47.3K
|
8.26K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-145- 15.3% |
$37K - $47.3K
|
803
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-147- 1.26% |
$37.5K - $47.9K
|
11.5K
$3.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-147- 5.61% |
$37.5K - $47.9K
|
2.47K
$745K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-150- 8.72% |
$38.3K - $48.9K
|
1.57K
$473K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-150- 8.58% |
$38.3K - $48.9K
|
1.6K
$482K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-150- 0.24% |
$38.3K - $48.9K
|
63.2K
$19.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-151- 6.56% |
$38.6K - $49.2K
|
2.15K
$649K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-151- 0.37% |
$38.6K - $49.2K
|
40.2K
$12.1M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-152- 0.48% |
$38.8K - $49.5K
|
31.2K
$9.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-155- 6.67% |
$39.6K - $50.5K
|
2.17K
$654K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-157- 0.42% |
$40.1K - $51.2K
|
37K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-157- 3.22% |
$40.1K - $51.2K
|
4.72K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-159- 3.09% |
$40.6K - $51.8K
|
4.99K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-160- 0.94% |
$40.9K - $52.1K
|
16.8K
$5.07M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-160- 11.79% |
$40.9K - $52.1K
|
1.2K
$361K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-161- 4.14% |
$41.1K - $52.5K
|
3.73K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-165- 1.38% |
$42.1K - $53.8K
|
11.8K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-165- 3.93% |
$42.1K - $53.8K
|
4.04K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-167- 3.88% |
$42.7K - $54.4K
|
4.14K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-167- 10.4% |
$42.7K - $54.4K
|
1.44K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Bristol John W & CO Inc
|
SELL
|
- |
-169- 5.93% |
$43.2K - $55.1K
|
2.68K
$809K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-170- 10.04% |
$43.4K - $55.4K
|
1.52K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-170- 1.18% |
$43.4K - $55.4K
|
14.2K
$4.28M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-170- 8.76% |
$43.4K - $55.4K
|
1.77K
$534K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-172- 45.5% |
$43.9K - $56K
|
206
$62.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-175- 2.54% |
$44.7K - $57K
|
6.71K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-175- 2.96% |
$44.7K - $57K
|
5.74K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-176- 6.45% |
$44.9K - $57.4K
|
2.55K
$770K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-180- 1.7% |
$46K - $58.7K
|
10.4K
$3.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-181- 1.81% |
$46.2K - $59K
|
9.83K
$2.97M
|