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 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-182- 3.03% |
$46.5K - $59.3K
|
5.83K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-183- 7.22% |
$46.7K - $59.6K
|
2.35K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-184- 1.74% |
$47K - $60K
|
10.4K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-184- 8.79% |
$47K - $60K
|
1.91K
$565K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-188- 3.6% |
$48K - $61.3K
|
5.04K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-188- 3.25% |
$48K - $61.3K
|
5.59K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-190- 4.13% |
$48.5K - $61.9K
|
4.41K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-191- 10.75% |
$48.8K - $62.2K
|
1.59K
$469K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-193- 0.22% |
$49.3K - $62.9K
|
86.2K
$25.5M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-194- 9.22% |
$49.5K - $63.2K
|
1.91K
$565K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-195- 5.58% |
$49.8K - $63.5K
|
3.3K
$977K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-195- 2.18% |
$49.8K - $63.5K
|
8.76K
$2.59M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-196- 2.75% |
$50.1K - $63.9K
|
6.93K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-196- 0.89% |
$50.1K - $63.9K
|
21.8K
$6.45M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-198- 1.7% |
$50.6K - $64.5K
|
11.5K
$3.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 2.24% |
$51.1K - $65.2K
|
8.73K
$2.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-200- 0.96% |
$51.1K - $65.2K
|
20.6K
$6.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-200- 10.84% |
$51.1K - $65.2K
|
1.65K
$487K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 19.05% |
$51.1K - $65.2K
|
850
$252K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-200- 9.04% |
$51.1K - $65.2K
|
2.01K
$595K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-201- 1.36% |
$51.3K - $65.5K
|
14.6K
$4.32M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-204- 17.85% |
$52.1K - $66.5K
|
939
$278K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-204- 1.45% |
$52.1K - $66.5K
|
13.8K
$4.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-205- 3.72% |
$52.4K - $66.8K
|
5.31K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-207- 3.38% |
$52.9K - $67.5K
|
5.91K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-211- 1.12% |
$53.9K - $68.8K
|
18.7K
$5.54M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-211- 1.29% |
$53.9K - $68.8K
|
16.2K
$4.79M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-218- 0.24% |
$55.7K - $71K
|
89.7K
$26.5M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-218- 0.73% |
$55.7K - $71K
|
29.7K
$8.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-220- 2.38% |
$56.2K - $71.7K
|
9.01K
$2.67M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-222- 3.81% |
$56.7K - $72.3K
|
5.61K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-226- 7.48% |
$57.7K - $73.6K
|
2.8K
$827K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-230- 25.27% |
$58.7K - $75K
|
680
$201K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-231- 0.94% |
$59K - $75.3K
|
24.2K
$7.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-232- 3.08% |
$59.3K - $75.6K
|
7.3K
$2.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-233- 8.96% |
$59.5K - $75.9K
|
2.37K
$701K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-233- 6.37% |
$59.5K - $75.9K
|
3.43K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-235- 3.75% |
$60K - $76.6K
|
6.04K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-238- 5.9% |
$60.8K - $77.6K
|
3.8K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-239- 8.68% |
$61K - $77.9K
|
2.51K
$744K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-239- 4.25% |
$61K - $77.9K
|
5.39K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-240- 19.05% |
$61.3K - $78.2K
|
1.02K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-240- 16.12% |
$61.3K - $78.2K
|
1.25K
$370K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-243- 16.6% |
$62.1K - $79.2K
|
1.22K
$361K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-243- 6.67% |
$62.1K - $79.2K
|
3.4K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-244- 1.06% |
$62.3K - $79.5K
|
22.7K
$6.72M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-249- 1.08% |
$63.6K - $81.1K
|
22.8K
$6.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-250- 5.72% |
$63.8K - $81.5K
|
4.12K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-250- 5.76% |
$63.8K - $81.5K
|
4.09K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-250- 4.62% |
$63.8K - $81.5K
|
5.16K
$1.53M
|