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
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.24K- 3.94% |
$317K - $405K
|
30.3K
$9.01M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.25K- 4.42% |
$318K - $406K
|
26.9K
$8.01M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.25K- 1.34% |
$319K - $407K
|
91.8K
$27.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.27K- 4.99% |
$323K - $413K
|
24.1K
$7.17M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.3K- 22.2% |
$332K - $424K
|
4.56K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.31K- 1.23% |
$335K - $428K
|
105K
$31.3M
|
|
|
May 14, 2025
Q1 2025
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-1.33K- 13.35% |
$339K - $433K
|
8.62K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.34K- 31.24% |
$342K - $437K
|
2.95K
$877K
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-1.36K- 5.27% |
$346K - $442K
|
24.4K
$7.25M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.36K- 0.63% |
$346K - $442K
|
214K
$63.5M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.38K- 4.94% |
$352K - $449K
|
26.5K
$7.87M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.38K- 3.31% |
$352K - $449K
|
40.3K
$12M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.41K- 9.85% |
$359K - $458K
|
12.9K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.41K- 2.94% |
$360K - $459K
|
46.5K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.41K- 2.24% |
$360K - $459K
|
61.6K
$18.3M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.42K- 5.69% |
$363K - $463K
|
23.5K
$7M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.43K- 2.87% |
$366K - $467K
|
48.5K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.46K- 46.1% |
$373K - $475K
|
1.71K
$507K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.49K- 3.68% |
$380K - $484K
|
38.9K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.51K- 8.32% |
$385K - $491K
|
16.6K
$4.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.53K- 14.78% |
$390K - $498K
|
8.81K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 20.61% |
$392K - $500K
|
5.91K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.55K- 1.68% |
$397K - $506K
|
90.9K
$27M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.58K- 1.59% |
$404K - $516K
|
97.6K
$29M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.6K- 49.95% |
$409K - $521K
|
1.6K
$477K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.6K- 2.33% |
$409K - $522K
|
67.1K
$19.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.6K- 8.45% |
$409K - $522K
|
17.4K
$5.17M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.61K- 6.02% |
$410K - $523K
|
25.1K
$7.45M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.61K- 63.7% |
$411K - $524K
|
917
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.62K- 2.93% |
$414K - $528K
|
53.6K
$15.9M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.63K- 48.89% |
$415K - $530K
|
1.7K
$506K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.65K- 6.35% |
$421K - $538K
|
24.3K
$7.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.65K- 20.03% |
$422K - $539K
|
6.61K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.72K- 18.72% |
$439K - $560K
|
7.46K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.72K- 5.92% |
$440K - $561K
|
27.4K
$8.14M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.73K- 10.33% |
$442K - $564K
|
15K
$4.47M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
SELL
|
- |
-1.76K- 9.08% |
$449K - $573K
|
17.6K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.78K- 1.02% |
$455K - $581K
|
172K
$51.2M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.8K- 70.39% |
$460K - $587K
|
757
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-1.8K- 50.0% |
$460K - $587K
|
1.8K
$535K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-1.81K- 17.34% |
$461K - $588K
|
8.6K
$2.56M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.83K- 0.17% |
$467K - $596K
|
1.07M
$318M
|
|
|
May 05, 2025
Q1 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-1.83K- 1.96% |
$468K - $597K
|
91.8K
$27.3M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.83K- 8.27% |
$468K - $597K
|
20.3K
$6.05M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.84K- 13.1% |
$469K - $598K
|
12.2K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.86K- 4.81% |
$475K - $605K
|
36.8K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.86K- 3.91% |
$475K - $606K
|
45.7K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.86K- 2.38% |
$476K - $607K
|
76.2K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.88K- 5.47% |
$481K - $613K
|
32.5K
$9.68M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.91K- 1.49% |
$489K - $624K
|
127K
$37.7M
|