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 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-467- 5.3% |
$119K - $152K
|
8.34K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-468- 12.46% |
$120K - $153K
|
3.29K
$973K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-469- 10.13% |
$120K - $153K
|
4.16K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-470- 8.32% |
$120K - $153K
|
5.18K
$1.53M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-483- 2.79% |
$123K - $157K
|
16.8K
$4.98M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-485- 7.02% |
$124K - $158K
|
6.42K
$1.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-494- 15.02% |
$126K - $161K
|
2.8K
$828K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-499- 1.03% |
$127K - $163K
|
47.8K
$14.1M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.33% |
$128K - $163K
|
151K
$44.6M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-500- 15.06% |
$128K - $163K
|
2.82K
$835K
|
|
|
May 14, 2025
Q1 2025
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-502- 2.45% |
$128K - $164K
|
20K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-504- 2.94% |
$129K - $164K
|
16.7K
$4.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-505- 2.64% |
$129K - $165K
|
18.6K
$5.51M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-508- 4.33% |
$130K - $166K
|
11.2K
$3.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-509- 14.32% |
$130K - $166K
|
3.05K
$901K
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-510- 21.16% |
$130K - $166K
|
1.9K
$562K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-515- 10.44% |
$132K - $168K
|
4.42K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-515- 3.66% |
$132K - $168K
|
13.6K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-517- 4.28% |
$132K - $168K
|
11.6K
$3.42M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-520- 0.73% |
$133K - $169K
|
70.9K
$21M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-520- 31.77% |
$133K - $169K
|
1.12K
$331K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-521- 0.12% |
$133K - $170K
|
432K
$128M
|
|
|
Apr 08, 2025
Q1 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-523- 10.17% |
$134K - $170K
|
4.62K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-525- 31.14% |
$134K - $171K
|
1.16K
$344K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-531- 11.98% |
$136K - $173K
|
3.9K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-532- 4.64% |
$136K - $173K
|
10.9K
$3.24M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-534- 3.09% |
$136K - $174K
|
16.7K
$4.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-535- 3.12% |
$137K - $174K
|
16.6K
$4.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-537- 9.4% |
$137K - $175K
|
5.18K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-537- 29.82% |
$137K - $175K
|
1.26K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-538- 7.3% |
$137K - $175K
|
6.83K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-543- 10.5% |
$139K - $177K
|
4.63K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-549- 4.35% |
$140K - $179K
|
12.1K
$3.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-550- 18.89% |
$140K - $179K
|
2.36K
$699K
|
|
|
May 15, 2025
Q1 2025
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-550- 1.1% |
$140K - $179K
|
49.5K
$14.7M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-552- 25.73% |
$141K - $180K
|
1.59K
$471K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-555- 1.61% |
$142K - $181K
|
33.9K
$10M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-561- 98.59% |
$143K - $183K
|
8
$2.37K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-573- 37.14% |
$146K - $187K
|
970
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-582- 0.46% |
$149K - $190K
|
127K
$37.6M
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-585- 35.56% |
$149K - $191K
|
1.06K
$314K
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-594- 6.01% |
$152K - $194K
|
9.29K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-598- 26.61% |
$153K - $195K
|
1.65K
$488K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-600- 5.51% |
$153K - $196K
|
10.3K
$3.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-603- 11.07% |
$154K - $196K
|
4.84K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-604- 26.63% |
$154K - $197K
|
1.66K
$492K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-614- 2.33% |
$157K - $200K
|
25.7K
$7.61M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-625- 1.59% |
$160K - $204K
|
38.6K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-625- 10.85% |
$160K - $204K
|
5.14K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-627- 8.85% |
$160K - $204K
|
6.46K
$1.91M
|