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
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.58K- 1.59% |
$404K - $516K
|
97.6K
$32.8M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.6K- 49.95% |
$409K - $521K
|
1.6K
$539K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.6K- 2.33% |
$409K - $522K
|
67.1K
$22.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.6K- 8.45% |
$409K - $522K
|
17.4K
$5.84M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.61K- 6.02% |
$410K - $523K
|
25.1K
$8.42M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.61K- 63.7% |
$411K - $524K
|
917
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.62K- 2.93% |
$414K - $528K
|
53.6K
$18M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.63K- 48.89% |
$415K - $530K
|
1.7K
$571K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.65K- 6.35% |
$421K - $538K
|
24.3K
$8.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.65K- 20.03% |
$422K - $539K
|
6.61K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.72K- 18.72% |
$439K - $560K
|
7.46K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.72K- 5.92% |
$440K - $561K
|
27.4K
$9.2M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.73K- 10.33% |
$442K - $564K
|
15K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
SELL
|
- |
-1.76K- 9.08% |
$449K - $573K
|
17.6K
$5.91M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.78K- 1.02% |
$455K - $581K
|
172K
$57.9M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.8K- 70.39% |
$460K - $587K
|
757
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-1.8K- 50.0% |
$460K - $587K
|
1.8K
$605K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-1.81K- 17.34% |
$461K - $588K
|
8.6K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.83K- 0.17% |
$467K - $596K
|
1.07M
$359M
|
|
|
May 05, 2025
Q1 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-1.83K- 1.96% |
$468K - $597K
|
91.8K
$30.8M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.83K- 8.27% |
$468K - $597K
|
20.3K
$6.83M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.84K- 13.1% |
$469K - $598K
|
12.2K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.86K- 4.81% |
$475K - $605K
|
36.8K
$12.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.86K- 3.91% |
$475K - $606K
|
45.7K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.86K- 2.38% |
$476K - $607K
|
76.2K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.88K- 5.47% |
$481K - $613K
|
32.5K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.91K- 1.49% |
$489K - $624K
|
127K
$42.6M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.93K- 50.21% |
$492K - $627K
|
1.91K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.93K- 7.0% |
$492K - $628K
|
25.6K
$8.61M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-1.93K- 50.14% |
$493K - $629K
|
1.92K
$645K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-2K- 5.14% |
$510K - $650K
|
36.8K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2K- 66.67% |
$511K - $652K
|
1K
$336K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.01K- 1.02% |
$514K - $656K
|
196K
$65.8M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.01K- 1.71% |
$514K - $656K
|
116K
$38.9M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.02K- 1.7% |
$515K - $658K
|
117K
$39.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.05K- 61.0% |
$523K - $667K
|
1.31K
$440K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.05K- 2.97% |
$524K - $669K
|
67.1K
$22.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.12K- 15.49% |
$541K - $691K
|
11.6K
$3.89M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.13K- 3.19% |
$543K - $693K
|
64.5K
$21.7M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.2K- 5.3% |
$561K - $716K
|
39.3K
$13.2M
|
|
|
May 19, 2025
Q1 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.21K- 6.77% |
$564K - $719K
|
30.4K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.24K- 11.49% |
$572K - $730K
|
17.3K
$5.8M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.26K- 4.62% |
$578K - $737K
|
46.8K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2.31K- 1.47% |
$590K - $752K
|
155K
$52M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.31K- 15.23% |
$590K - $753K
|
12.9K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.31K- 53.38% |
$591K - $754K
|
2.02K
$679K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.33K- 20.85% |
$594K - $758K
|
8.83K
$2.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-2.36K- 3.87% |
$602K - $769K
|
58.7K
$19.7M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.38K- 7.22% |
$608K - $775K
|
30.6K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-2.45K- 16.82% |
$625K - $797K
|
12.1K
$4.07M
|