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 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-151- 0.37% |
$38.6K - $49.2K
|
40.2K
$13.5M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-152- 0.48% |
$38.8K - $49.5K
|
31.2K
$10.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-155- 6.67% |
$39.6K - $50.5K
|
2.17K
$728K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-157- 0.42% |
$40.1K - $51.2K
|
37K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-157- 3.22% |
$40.1K - $51.2K
|
4.72K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-159- 3.09% |
$40.6K - $51.8K
|
4.99K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-160- 0.94% |
$40.9K - $52.1K
|
16.8K
$5.65M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-160- 11.79% |
$40.9K - $52.1K
|
1.2K
$402K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-161- 4.14% |
$41.1K - $52.5K
|
3.73K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-165- 1.38% |
$42.1K - $53.8K
|
11.8K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-165- 3.93% |
$42.1K - $53.8K
|
4.04K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-167- 3.88% |
$42.7K - $54.4K
|
4.14K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-167- 10.4% |
$42.7K - $54.4K
|
1.44K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Bristol John W & CO Inc
|
SELL
|
- |
-169- 5.93% |
$43.2K - $55.1K
|
2.68K
$901K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-170- 10.04% |
$43.4K - $55.4K
|
1.52K
$512K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-170- 1.18% |
$43.4K - $55.4K
|
14.2K
$4.76M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-170- 8.76% |
$43.4K - $55.4K
|
1.77K
$595K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-172- 45.5% |
$43.9K - $56K
|
206
$69.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-175- 2.54% |
$44.7K - $57K
|
6.71K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-175- 2.96% |
$44.7K - $57K
|
5.74K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-176- 6.45% |
$44.9K - $57.4K
|
2.55K
$858K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-180- 1.7% |
$46K - $58.7K
|
10.4K
$3.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-181- 1.81% |
$46.2K - $59K
|
9.83K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-182- 3.03% |
$46.5K - $59.3K
|
5.83K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-183- 7.22% |
$46.7K - $59.6K
|
2.35K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-184- 1.74% |
$47K - $60K
|
10.4K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-184- 8.79% |
$47K - $60K
|
1.91K
$642K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-188- 3.6% |
$48K - $61.3K
|
5.04K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-188- 3.25% |
$48K - $61.3K
|
5.59K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-190- 4.13% |
$48.5K - $61.9K
|
4.41K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-191- 10.75% |
$48.8K - $62.2K
|
1.59K
$533K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-193- 0.22% |
$49.3K - $62.9K
|
86.2K
$28.9M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-194- 9.22% |
$49.5K - $63.2K
|
1.91K
$642K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-195- 5.58% |
$49.8K - $63.5K
|
3.3K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-195- 2.18% |
$49.8K - $63.5K
|
8.76K
$2.94M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-196- 2.75% |
$50.1K - $63.9K
|
6.93K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-196- 0.89% |
$50.1K - $63.9K
|
21.8K
$7.32M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-198- 1.7% |
$50.6K - $64.5K
|
11.5K
$3.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 2.24% |
$51.1K - $65.2K
|
8.73K
$2.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-200- 0.96% |
$51.1K - $65.2K
|
20.6K
$6.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-200- 10.84% |
$51.1K - $65.2K
|
1.65K
$553K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 19.05% |
$51.1K - $65.2K
|
850
$286K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-200- 9.04% |
$51.1K - $65.2K
|
2.01K
$676K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-201- 1.36% |
$51.3K - $65.5K
|
14.6K
$4.91M
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-201- 1.33% |
$51.3K - $65.5K
|
14.9K
$4.99M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-204- 17.85% |
$52.1K - $66.5K
|
939
$316K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-204- 1.45% |
$52.1K - $66.5K
|
13.8K
$4.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-205- 3.72% |
$52.4K - $66.8K
|
5.31K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-207- 3.38% |
$52.9K - $67.5K
|
5.91K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-211- 1.12% |
$53.9K - $68.8K
|
18.7K
$6.29M
|