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 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-845- 30.45% |
$216K - $275K
|
1.93K
$574K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-850- 85.09% |
$217K - $277K
|
149
$44.3K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-857- 49.08% |
$219K - $279K
|
889
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-862- 46.27% |
$220K - $281K
|
1K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-873- 47.55% |
$223K - $284K
|
963
$286K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-874- 23.01% |
$223K - $285K
|
2.93K
$870K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-878- 0.53% |
$224K - $286K
|
164K
$48.9M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-879- 11.24% |
$224K - $286K
|
6.94K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-882- 3.07% |
$225K - $287K
|
27.8K
$8.28M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-887- 46.59% |
$227K - $289K
|
1.02K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-900- 37.5% |
$230K - $293K
|
1.5K
$446K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-919- 1.81% |
$235K - $299K
|
49.8K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-933- 0.6% |
$238K - $304K
|
154K
$45.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-934- 16.87% |
$239K - $304K
|
4.6K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-943- 16.98% |
$241K - $307K
|
4.61K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-944- 7.78% |
$241K - $308K
|
11.2K
$3.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-946- 39.65% |
$242K - $308K
|
1.44K
$428K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-950- 11.05% |
$243K - $310K
|
7.65K
$2.27M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-952- 5.04% |
$243K - $310K
|
18K
$5.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-960- 2.99% |
$245K - $313K
|
31.2K
$9.27M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-971- 3.69% |
$248K - $316K
|
25.3K
$7.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-972- 8.61% |
$248K - $317K
|
10.3K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-975- 4.92% |
$249K - $318K
|
18.9K
$5.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-994- 1.25% |
$254K - $324K
|
78.7K
$23.4M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-994- 0.76% |
$254K - $324K
|
130K
$38.7M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-1K- 1.22% |
$255K - $326K
|
80.8K
$24M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.02K- 7.53% |
$260K - $332K
|
12.5K
$3.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.03K- 2.21% |
$262K - $334K
|
45.4K
$13.5M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.08K- 59.09% |
$276K - $353K
|
749
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.1K- 0.87% |
$281K - $358K
|
125K
$37.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.1K- 0.88% |
$281K - $358K
|
124K
$36.8M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.1K- 18.88% |
$282K - $360K
|
4.75K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.12K- 7.83% |
$285K - $363K
|
13.1K
$3.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.12K- 16.63% |
$286K - $364K
|
5.6K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.12K- 13.05% |
$286K - $365K
|
7.47K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.12K- 0.68% |
$287K - $366K
|
163K
$48.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.12K- 11.82% |
$287K - $366K
|
8.37K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-1.12K- 35.14% |
$287K - $366K
|
2.07K
$616K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.13K- 1.03% |
$288K - $367K
|
108K
$32.1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.13K- 1.26% |
$288K - $367K
|
88.2K
$26.2M
|
|
|
May 13, 2025
Q1 2025
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-1.14K- 2.68% |
$290K - $370K
|
41.2K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.14K- 3.38% |
$291K - $371K
|
32.6K
$9.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.15K- 1.67% |
$294K - $376K
|
67.7K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.16K- 7.74% |
$295K - $377K
|
13.8K
$4.1M
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-1.16K- 7.82% |
$296K - $377K
|
13.7K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.17K- 42.26% |
$300K - $382K
|
1.6K
$477K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.18K- 6.41% |
$302K - $386K
|
17.3K
$5.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-1.19K- 5.24% |
$305K - $389K
|
21.6K
$6.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-1.21K- 48.79% |
$309K - $395K
|
1.27K
$378K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.23K- 17.89% |
$313K - $400K
|
5.63K
$1.68M
|