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 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-534- 3.09% |
$136K - $174K
|
16.7K
$5.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-535- 3.12% |
$137K - $174K
|
16.6K
$5.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-537- 9.4% |
$137K - $175K
|
5.18K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-537- 29.82% |
$137K - $175K
|
1.26K
$425K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-538- 7.3% |
$137K - $175K
|
6.83K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-543- 10.5% |
$139K - $177K
|
4.63K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-549- 4.35% |
$140K - $179K
|
12.1K
$4.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-550- 18.89% |
$140K - $179K
|
2.36K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-550- 1.1% |
$140K - $179K
|
49.5K
$16.6M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-552- 25.73% |
$141K - $180K
|
1.59K
$535K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-555- 1.61% |
$142K - $181K
|
33.9K
$11.4M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-561- 98.59% |
$143K - $183K
|
8
$2.69K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-573- 37.14% |
$146K - $187K
|
970
$326K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-579- 17.69% |
$148K - $189K
|
2.69K
$905K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-582- 0.46% |
$149K - $190K
|
127K
$42.7M
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-585- 35.56% |
$149K - $191K
|
1.06K
$356K
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-594- 6.01% |
$152K - $194K
|
9.29K
$3.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-598- 26.61% |
$153K - $195K
|
1.65K
$554K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-600- 5.51% |
$153K - $196K
|
10.3K
$3.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-603- 11.07% |
$154K - $196K
|
4.84K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-604- 26.63% |
$154K - $197K
|
1.66K
$559K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-614- 2.33% |
$157K - $200K
|
25.7K
$8.64M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-625- 1.59% |
$160K - $204K
|
38.6K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-625- 10.85% |
$160K - $204K
|
5.14K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-627- 8.85% |
$160K - $204K
|
6.46K
$2.17M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-640- 4.0% |
$163K - $209K
|
15.4K
$5.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-641- 2.25% |
$164K - $209K
|
27.8K
$9.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-642- 7.52% |
$164K - $209K
|
7.9K
$2.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-650- 39.04% |
$166K - $212K
|
1.02K
$341K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-650- 29.31% |
$166K - $212K
|
1.57K
$527K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-654- 4.74% |
$167K - $213K
|
13.1K
$4.42M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-662- 5.24% |
$169K - $216K
|
12K
$4.02M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-668- 0.48% |
$171K - $218K
|
137K
$46.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-671- 0.85% |
$171K - $219K
|
78.7K
$26.4M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-672- 6.27% |
$172K - $219K
|
10K
$3.38M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-673- 4.99% |
$172K - $219K
|
12.8K
$4.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-676- 9.8% |
$173K - $220K
|
6.22K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-676- 1.02% |
$173K - $220K
|
65.4K
$22M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-680- 6.03% |
$174K - $222K
|
10.6K
$3.56M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-680- 2.61% |
$174K - $222K
|
25.4K
$8.54M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-682- 7.96% |
$174K - $222K
|
7.89K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-684- 36.15% |
$175K - $223K
|
1.21K
$406K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-699- 0.84% |
$179K - $228K
|
82.1K
$27.6M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-700- 1.0% |
$179K - $228K
|
69.4K
$23.3M
|
|
|
May 13, 2025
Q1 2025
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-700- 4.93% |
$179K - $228K
|
13.5K
$4.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-710- 12.08% |
$181K - $231K
|
5.17K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-710- 3.1% |
$181K - $231K
|
22.2K
$7.46M
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-715- 3.05% |
$183K - $233K
|
22.7K
$7.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-727- 5.96% |
$186K - $237K
|
11.5K
$3.85M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-728- 4.45% |
$186K - $237K
|
15.6K
$5.25M
|