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
|
One Day In July LLC
|
SELL
|
- |
-324- 27.57% |
$82.7K - $106K
|
851
$252K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-330- 1.52% |
$84.3K - $108K
|
21.4K
$6.34M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-330- 1.87% |
$84.3K - $108K
|
17.3K
$5.12M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-333- 27.91% |
$85K - $109K
|
860
$255K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-337- 3.83% |
$86.1K - $110K
|
8.46K
$2.5M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-341- 0.91% |
$87.1K - $111K
|
37.3K
$11M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-343- 3.04% |
$87.6K - $112K
|
10.9K
$3.24M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-343- 0.69% |
$87.6K - $112K
|
49.7K
$14.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-346- 5.2% |
$88.4K - $113K
|
6.31K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-346- 3.1% |
$88.4K - $113K
|
10.8K
$3.2M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-346- 3.11% |
$88.4K - $113K
|
10.8K
$3.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-350- 2.35% |
$89.4K - $114K
|
14.5K
$4.3M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-350- 13.96% |
$89.4K - $114K
|
2.16K
$639K
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-350- 0.9% |
$89.4K - $114K
|
38.4K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-355- 12.67% |
$90.7K - $116K
|
2.45K
$725K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-356- 1.63% |
$90.9K - $116K
|
21.5K
$6.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-356- 6.97% |
$90.9K - $116K
|
4.75K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-356- 25.54% |
$90.9K - $116K
|
1.04K
$307K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-360- 6.0% |
$91.9K - $117K
|
5.64K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-361- 11.19% |
$92.2K - $118K
|
2.87K
$848K
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-362- 6.94% |
$92.5K - $118K
|
4.85K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-370- 2.47% |
$94.5K - $121K
|
14.6K
$4.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-375- 1.44% |
$95.8K - $122K
|
25.7K
$7.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-377- 1.4% |
$96.3K - $123K
|
26.5K
$7.83M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-380- 0.69% |
$97K - $124K
|
54.4K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-381- 4.47% |
$97.3K - $124K
|
8.14K
$2.41M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-384- 3.96% |
$98.1K - $125K
|
9.31K
$2.76M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-385- 1.07% |
$98.3K - $125K
|
35.5K
$10.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-385- 4.94% |
$98.3K - $125K
|
7.4K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-386- 12.93% |
$98.6K - $126K
|
2.6K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-388- 6.63% |
$99.1K - $126K
|
5.47K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-393- 10.82% |
$100K - $128K
|
3.24K
$958K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-400- 1.78% |
$102K - $130K
|
22.1K
$6.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 8.85% |
$102K - $130K
|
4.12K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-400- 16.15% |
$102K - $130K
|
2.08K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-400- 1.61% |
$102K - $130K
|
24.4K
$7.22M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-404- 14.17% |
$103K - $132K
|
2.45K
$725K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-405- 22.24% |
$103K - $132K
|
1.42K
$419K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-406- 9.24% |
$104K - $132K
|
3.99K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-406- 1.38% |
$104K - $132K
|
28.9K
$8.56M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-406- 14.92% |
$104K - $132K
|
2.32K
$685K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-410- 2.55% |
$105K - $134K
|
15.7K
$4.63M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-411- 1.97% |
$105K - $134K
|
20.4K
$6.05M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-413- 1.06% |
$105K - $135K
|
38.6K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-417- 19.15% |
$106K - $136K
|
1.76K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-418- 3.59% |
$107K - $136K
|
11.2K
$3.32M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-427- 17.67% |
$109K - $139K
|
1.99K
$589K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-450- 27.41% |
$115K - $147K
|
1.19K
$353K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-450- 5.14% |
$115K - $147K
|
8.31K
$2.46M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-454- 1.52% |
$116K - $148K
|
29.5K
$8.72M
|