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 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-642- 7.52% |
$164K - $209K
|
7.9K
$2.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-650- 39.04% |
$166K - $212K
|
1.02K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-650- 29.31% |
$166K - $212K
|
1.57K
$466K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-654- 4.74% |
$167K - $213K
|
13.1K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-662- 5.24% |
$169K - $216K
|
12K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-668- 0.48% |
$171K - $218K
|
137K
$40.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-671- 0.85% |
$171K - $219K
|
78.7K
$23.4M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-672- 6.27% |
$172K - $219K
|
10K
$2.99M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-673- 4.99% |
$172K - $219K
|
12.8K
$3.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-676- 9.8% |
$173K - $220K
|
6.22K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-676- 1.02% |
$173K - $220K
|
65.4K
$19.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-680- 6.03% |
$174K - $222K
|
10.6K
$3.15M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-680- 2.61% |
$174K - $222K
|
25.4K
$7.56M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-682- 7.96% |
$174K - $222K
|
7.89K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-684- 36.15% |
$175K - $223K
|
1.21K
$359K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-699- 0.84% |
$179K - $228K
|
82.1K
$24.4M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-700- 1.0% |
$179K - $228K
|
69.4K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-700- 4.93% |
$179K - $228K
|
13.5K
$4.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-710- 12.08% |
$181K - $231K
|
5.17K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-710- 3.1% |
$181K - $231K
|
22.2K
$6.6M
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-715- 3.05% |
$183K - $233K
|
22.7K
$6.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-727- 5.96% |
$186K - $237K
|
11.5K
$3.41M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-728- 4.45% |
$186K - $237K
|
15.6K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-738- 0.4% |
$188K - $240K
|
185K
$55M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-747- 10.69% |
$191K - $243K
|
6.24K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-750- 1.94% |
$192K - $244K
|
37.8K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-752Closed |
$192K - $245K
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-756- 12.26% |
$193K - $246K
|
5.41K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-766- 1.86% |
$196K - $250K
|
40.4K
$12M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-768- 5.93% |
$196K - $250K
|
12.2K
$3.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-769- 43.01% |
$196K - $251K
|
1.02K
$303K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-776- 3.33% |
$198K - $253K
|
22.5K
$6.7M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-776- 9.98% |
$198K - $253K
|
7K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-778- 4.24% |
$199K - $254K
|
17.6K
$5.23M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-780- 7.81% |
$199K - $254K
|
9.21K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-782- 17.37% |
$200K - $255K
|
3.72K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
SELL
|
- |
-790- 7.04% |
$202K - $257K
|
10.4K
$3.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-790- 6.22% |
$202K - $257K
|
11.9K
$3.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-795- 11.23% |
$203K - $259K
|
6.29K
$1.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-797- 49.6% |
$204K - $260K
|
810
$241K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-799- 3.18% |
$204K - $260K
|
24.3K
$7.23M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.99% |
$204K - $261K
|
26K
$7.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-811- 14.38% |
$207K - $264K
|
4.83K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-821- 51.15% |
$210K - $268K
|
784
$233K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-822- 6.13% |
$210K - $268K
|
12.6K
$3.74M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-823- 32.97% |
$210K - $268K
|
1.67K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-824- 31.28% |
$210K - $269K
|
1.81K
$538K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-830- 9.33% |
$212K - $270K
|
8.07K
$2.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-831- 2.3% |
$212K - $271K
|
35.3K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-835- 3.52% |
$213K - $272K
|
22.9K
$6.8M
|