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 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.93K- 50.21% |
$492K - $627K
|
1.91K
$568K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.93K- 7.0% |
$492K - $628K
|
25.6K
$7.62M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-1.93K- 50.14% |
$493K - $629K
|
1.92K
$571K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2K- 66.67% |
$511K - $652K
|
1K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.01K- 1.02% |
$514K - $656K
|
196K
$58.2M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.01K- 1.71% |
$514K - $656K
|
116K
$34.4M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.02K- 1.7% |
$515K - $658K
|
117K
$34.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.05K- 61.0% |
$523K - $667K
|
1.31K
$389K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.05K- 2.97% |
$524K - $669K
|
67.1K
$20M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.12K- 15.49% |
$541K - $691K
|
11.6K
$3.44M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.13K- 3.19% |
$543K - $693K
|
64.5K
$19.2M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.2K- 5.3% |
$561K - $716K
|
39.3K
$11.7M
|
|
|
May 19, 2025
Q1 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.21K- 6.77% |
$564K - $719K
|
30.4K
$9.04M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.24K- 11.49% |
$572K - $730K
|
17.3K
$5.14M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.26K- 4.62% |
$578K - $737K
|
46.8K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2.31K- 1.47% |
$590K - $752K
|
155K
$46M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.31K- 15.23% |
$590K - $753K
|
12.9K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.31K- 53.38% |
$591K - $754K
|
2.02K
$601K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.33K- 20.85% |
$594K - $758K
|
8.83K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-2.36K- 3.87% |
$602K - $769K
|
58.7K
$17.4M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.38K- 7.22% |
$608K - $775K
|
30.6K
$9.09M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-2.45K- 16.82% |
$625K - $797K
|
12.1K
$3.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.49K- 4.96% |
$635K - $810K
|
47.6K
$14.2M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.51K- 7.23% |
$640K - $816K
|
32.2K
$9.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.56K- 41.13% |
$653K - $833K
|
3.66K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.56K- 42.28% |
$654K - $835K
|
3.5K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 4.58% |
$656K - $837K
|
53.5K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-2.59K- 2.33% |
$662K - $845K
|
109K
$32.3M
|
|
|
May 14, 2025
Q1 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-2.6K- 10.62% |
$664K - $847K
|
21.9K
$6.5M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.63K- 2.57% |
$672K - $857K
|
99.9K
$29.7M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.76K- 6.57% |
$706K - $900K
|
39.3K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.78K- 5.74% |
$709K - $905K
|
45.6K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
SELL
|
- |
-2.85K- 27.77% |
$727K - $928K
|
7.41K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-2.88K- 23.45% |
$736K - $939K
|
9.4K
$2.8M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.89K- 8.4% |
$739K - $942K
|
31.5K
$9.38M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-2.89K- 10.85% |
$739K - $942K
|
23.8K
$7.07M
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.91K- 5.17% |
$744K - $950K
|
53.5K
$15.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.98K- 9.98% |
$762K - $972K
|
26.9K
$8M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-3K- 36.13% |
$766K - $978K
|
5.3K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-3.03K- 9.12% |
$773K - $986K
|
30.1K
$8.96M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-3.06K- 1.11% |
$780K - $996K
|
271K
$80.7M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-3.06K- 12.03% |
$782K - $998K
|
22.4K
$6.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.08K- 14.86% |
$787K - $1M
|
17.7K
$5.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.08K- 6.06% |
$787K - $1M
|
47.8K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.09K- 79.02% |
$790K - $1.01M
|
821
$244K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.12K- 7.72% |
$798K - $1.02M
|
37.3K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-3.14K- 63.72% |
$802K - $1.02M
|
1.79K
$532K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.16K- 4.09% |
$808K - $1.03M
|
74.3K
$22.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-3.21K- 16.29% |
$820K - $1.05M
|
16.5K
$4.91M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-3.22K- 1.45% |
$823K - $1.05M
|
219K
$65.3M
|