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
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-738- 0.4% |
$188K - $240K
|
185K
$62.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-747- 10.69% |
$191K - $243K
|
6.24K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-750- 1.94% |
$192K - $244K
|
37.8K
$12.7M
|
|
|
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
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-766- 1.86% |
$196K - $250K
|
40.4K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-768- 5.93% |
$196K - $250K
|
12.2K
$4.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-769- 43.01% |
$196K - $251K
|
1.02K
$342K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-776- 3.33% |
$198K - $253K
|
22.5K
$7.57M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-776- 9.98% |
$198K - $253K
|
7K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-778- 4.24% |
$199K - $254K
|
17.6K
$5.91M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-780- 7.81% |
$199K - $254K
|
9.21K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-782- 17.37% |
$200K - $255K
|
3.72K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
SELL
|
- |
-790- 7.04% |
$202K - $257K
|
10.4K
$3.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-790- 6.22% |
$202K - $257K
|
11.9K
$4M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-795- 11.23% |
$203K - $259K
|
6.29K
$2.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-797- 49.6% |
$204K - $260K
|
810
$272K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-799- 3.18% |
$204K - $260K
|
24.3K
$8.17M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.99% |
$204K - $261K
|
26K
$8.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-811- 14.38% |
$207K - $264K
|
4.83K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-821- 51.15% |
$210K - $268K
|
784
$263K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-822- 6.13% |
$210K - $268K
|
12.6K
$4.23M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-823- 32.97% |
$210K - $268K
|
1.67K
$562K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-824- 31.28% |
$210K - $269K
|
1.81K
$608K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-830- 9.33% |
$212K - $270K
|
8.07K
$2.71M
|
|
|
Apr 03, 2025
Q1 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-831- 2.3% |
$212K - $271K
|
35.3K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-835- 3.52% |
$213K - $272K
|
22.9K
$7.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-845- 30.45% |
$216K - $275K
|
1.93K
$648K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-850- 85.09% |
$217K - $277K
|
149
$50.1K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-857- 49.08% |
$219K - $279K
|
889
$299K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-862- 46.27% |
$220K - $281K
|
1K
$336K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-873- 47.55% |
$223K - $284K
|
963
$324K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-874- 23.01% |
$223K - $285K
|
2.93K
$983K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-878- 0.53% |
$224K - $286K
|
164K
$55.2M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-879- 11.24% |
$224K - $286K
|
6.94K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-882- 3.07% |
$225K - $287K
|
27.8K
$9.35M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-887- 46.59% |
$227K - $289K
|
1.02K
$342K
|
|
|
May 13, 2025
Q1 2025
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-900- 37.5% |
$230K - $293K
|
1.5K
$504K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-919- 1.81% |
$235K - $299K
|
49.8K
$16.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-933- 0.6% |
$238K - $304K
|
154K
$51.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-934- 16.87% |
$239K - $304K
|
4.6K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-943- 16.98% |
$241K - $307K
|
4.61K
$1.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-944- 7.78% |
$241K - $308K
|
11.2K
$3.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-946- 39.65% |
$242K - $308K
|
1.44K
$484K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-950- 11.05% |
$243K - $310K
|
7.65K
$2.57M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-952- 5.04% |
$243K - $310K
|
18K
$6.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-960- 2.99% |
$245K - $313K
|
31.2K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-971- 3.69% |
$248K - $316K
|
25.3K
$8.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-972- 8.61% |
$248K - $317K
|
10.3K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-975- 4.92% |
$249K - $318K
|
18.9K
$6.33M
|