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 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-384- 3.96% |
$98.1K - $125K
|
9.31K
$3.13M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-385- 1.07% |
$98.3K - $125K
|
35.5K
$11.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-385- 4.94% |
$98.3K - $125K
|
7.4K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-386- 12.93% |
$98.6K - $126K
|
2.6K
$874K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-388- 6.63% |
$99.1K - $126K
|
5.47K
$1.84M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-393- 10.82% |
$100K - $128K
|
3.24K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-400- 1.78% |
$102K - $130K
|
22.1K
$7.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 8.85% |
$102K - $130K
|
4.12K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-400- 16.15% |
$102K - $130K
|
2.08K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-400- 1.61% |
$102K - $130K
|
24.4K
$8.19M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-404- 14.17% |
$103K - $132K
|
2.45K
$823K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-405- 22.24% |
$103K - $132K
|
1.42K
$476K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-406- 9.24% |
$104K - $132K
|
3.99K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-406- 1.38% |
$104K - $132K
|
28.9K
$9.72M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-406- 14.92% |
$104K - $132K
|
2.32K
$778K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-410- 2.55% |
$105K - $134K
|
15.7K
$5.26M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-411- 1.97% |
$105K - $134K
|
20.4K
$6.87M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-413- 1.06% |
$105K - $135K
|
38.6K
$13M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-417- 19.15% |
$106K - $136K
|
1.76K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-418- 3.59% |
$107K - $136K
|
11.2K
$3.77M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-427- 17.67% |
$109K - $139K
|
1.99K
$669K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-450- 27.41% |
$115K - $147K
|
1.19K
$401K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-450- 5.14% |
$115K - $147K
|
8.31K
$2.79M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-454- 1.52% |
$116K - $148K
|
29.5K
$9.9M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-467- 5.3% |
$119K - $152K
|
8.34K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-468- 12.46% |
$120K - $153K
|
3.29K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-469- 10.13% |
$120K - $153K
|
4.16K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-470- 8.32% |
$120K - $153K
|
5.18K
$1.74M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-483- 2.79% |
$123K - $157K
|
16.8K
$5.65M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-485- 7.02% |
$124K - $158K
|
6.42K
$2.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-494- 15.02% |
$126K - $161K
|
2.8K
$939K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-499- 1.03% |
$127K - $163K
|
47.8K
$16M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.33% |
$128K - $163K
|
151K
$50.6M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-500- 15.06% |
$128K - $163K
|
2.82K
$948K
|
|
|
May 14, 2025
Q1 2025
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-502- 2.45% |
$128K - $164K
|
20K
$6.72M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-504- 2.94% |
$129K - $164K
|
16.7K
$5.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-505- 2.64% |
$129K - $165K
|
18.6K
$6.26M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-508- 4.33% |
$130K - $166K
|
11.2K
$3.77M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-509- 14.32% |
$130K - $166K
|
3.05K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-510- 21.16% |
$130K - $166K
|
1.9K
$638K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-515- 10.44% |
$132K - $168K
|
4.42K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-515- 3.66% |
$132K - $168K
|
13.6K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-517- 4.28% |
$132K - $168K
|
11.6K
$3.88M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-520- 0.73% |
$133K - $169K
|
70.9K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-520- 31.77% |
$133K - $169K
|
1.12K
$375K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-521- 0.12% |
$133K - $170K
|
432K
$145M
|
|
|
Apr 08, 2025
Q1 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-523- 10.17% |
$134K - $170K
|
4.62K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-525- 31.14% |
$134K - $171K
|
1.16K
$390K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-531- 11.98% |
$136K - $173K
|
3.9K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-532- 4.64% |
$136K - $173K
|
10.9K
$3.68M
|