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 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-211- 1.29% |
$53.9K - $68.8K
|
16.2K
$5.44M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-218- 0.24% |
$55.7K - $71K
|
89.7K
$30.1M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-218- 0.73% |
$55.7K - $71K
|
29.7K
$9.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-220- 2.38% |
$56.2K - $71.7K
|
9.01K
$3.03M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-222- 3.81% |
$56.7K - $72.3K
|
5.61K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-226- 7.48% |
$57.7K - $73.6K
|
2.8K
$939K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-230- 25.27% |
$58.7K - $75K
|
680
$228K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-231- 0.94% |
$59K - $75.3K
|
24.2K
$8.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-232- 3.08% |
$59.3K - $75.6K
|
7.3K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-233- 8.96% |
$59.5K - $75.9K
|
2.37K
$796K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-233- 6.37% |
$59.5K - $75.9K
|
3.43K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-235- 3.75% |
$60K - $76.6K
|
6.04K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-238- 5.9% |
$60.8K - $77.6K
|
3.8K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-239- 8.68% |
$61K - $77.9K
|
2.51K
$845K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-239- 4.25% |
$61K - $77.9K
|
5.39K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-240- 19.05% |
$61.3K - $78.2K
|
1.02K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-240- 16.12% |
$61.3K - $78.2K
|
1.25K
$420K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-243- 16.6% |
$62.1K - $79.2K
|
1.22K
$410K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-243- 6.67% |
$62.1K - $79.2K
|
3.4K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-244- 1.06% |
$62.3K - $79.5K
|
22.7K
$7.63M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-249- 1.08% |
$63.6K - $81.1K
|
22.8K
$7.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-250- 5.72% |
$63.8K - $81.5K
|
4.12K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-250- 5.76% |
$63.8K - $81.5K
|
4.09K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-250- 4.62% |
$63.8K - $81.5K
|
5.16K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-254- 4.09% |
$64.9K - $82.8K
|
5.96K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-254- 0.94% |
$64.9K - $82.8K
|
26.7K
$8.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-256- 4.96% |
$65.4K - $83.4K
|
4.9K
$1.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-257- 18.15% |
$65.6K - $83.7K
|
1.16K
$389K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-258- 2.18% |
$65.9K - $84.1K
|
11.6K
$3.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-258- 7.9% |
$65.9K - $84.1K
|
3.01K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-258- 13.26% |
$65.9K - $84.1K
|
1.69K
$567K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-261- 7.65% |
$66.7K - $85.1K
|
3.15K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-263- 3.05% |
$67.2K - $85.7K
|
8.36K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-263- 20.6% |
$67.2K - $85.7K
|
1.01K
$341K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-264- 0.11% |
$67.4K - $86K
|
240K
$80.5M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-265- 1.33% |
$67.7K - $86.4K
|
19.6K
$6.6M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-265- 41.8% |
$67.7K - $86.4K
|
369
$124K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-267- 14.22% |
$68.2K - $87K
|
1.61K
$541K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-269- 7.9% |
$68.7K - $87.7K
|
3.14K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-270- 18.21% |
$69K - $88K
|
1.21K
$408K
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-274- 0.35% |
$70K - $89.3K
|
77K
$25.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-275- 1.17% |
$70.2K - $89.6K
|
23.2K
$7.79M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-279- 0.82% |
$71.3K - $90.9K
|
33.6K
$11.3M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-283- 1.67% |
$72.3K - $92.2K
|
16.7K
$5.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-284- 89.59% |
$72.5K - $92.5K
|
33
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-284- 5.23% |
$72.5K - $92.5K
|
5.15K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-285- 9.21% |
$72.8K - $92.9K
|
2.81K
$943K
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-288- 3.68% |
$73.6K - $93.9K
|
7.55K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-288- 1.41% |
$73.6K - $93.9K
|
20.2K
$6.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-289- 0.54% |
$73.8K - $94.2K
|
53.7K
$18M
|