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 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-3.26K- 4.31% |
$833K - $1.06M
|
72.3K
$21.5M
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-3.31K- 1.53% |
$846K - $1.08M
|
214K
$63.5M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.39K- 26.39% |
$864K - $1.1M
|
9.44K
$2.81M
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.4K- 5.83% |
$869K - $1.11M
|
54.9K
$16.3M
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.43K- 37.93% |
$877K - $1.12M
|
5.62K
$1.67M
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-3.45K- 2.54% |
$882K - $1.13M
|
133K
$39.5M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.47K- 21.19% |
$886K - $1.13M
|
12.9K
$3.84M
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.48K- 2.22% |
$887K - $1.13M
|
153K
$45.6M
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-3.54K- 3.31% |
$904K - $1.15M
|
103K
$30.7M
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-3.54K- 29.8% |
$904K - $1.15M
|
8.34K
$2.48M
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-3.54K- 5.77% |
$905K - $1.15M
|
57.8K
$17.2M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.59K- 12.02% |
$917K - $1.17M
|
26.3K
$7.82M
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-3.67K- 63.64% |
$937K - $1.2M
|
2.1K
$623K
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.71K- 20.84% |
$949K - $1.21M
|
14.1K
$4.2M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.74K- 4.43% |
$956K - $1.22M
|
80.8K
$24M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-3.77K- 3.32% |
$962K - $1.23M
|
110K
$32.7M
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-3.79K- 14.98% |
$967K - $1.23M
|
21.5K
$6.39M
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.91K- 82.85% |
$998K - $1.27M
|
809
$241K
|
|
May 15, 2025
Q1 2025
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-3.98K- 20.17% |
$1.02M - $1.3M
|
15.8K
$4.69M
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.02K- 14.8% |
$1.03M - $1.31M
|
23.1K
$6.88M
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-4.02K- 1.81% |
$1.03M - $1.31M
|
219K
$65M
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-4.07K- 28.18% |
$1.04M - $1.32M
|
10.4K
$3.08M
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-4.08K- 19.77% |
$1.04M - $1.33M
|
16.6K
$4.93M
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.11K- 20.0% |
$1.05M - $1.34M
|
16.4K
$4.89M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.14K- 9.68% |
$1.06M - $1.35M
|
38.7K
$11.5M
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.2K- 73.86% |
$1.07M - $1.37M
|
1.49K
$442K
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.22K- 1.09% |
$1.08M - $1.37M
|
383K
$114M
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-4.25K- 1.26% |
$1.09M - $1.38M
|
332K
$98.8M
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.25K- 14.08% |
$1.09M - $1.39M
|
26K
$7.72M
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.29K- 23.53% |
$1.09M - $1.4M
|
13.9K
$4.14M
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-4.42K- 2.52% |
$1.13M - $1.44M
|
171K
$50.8M
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-4.54K- 21.81% |
$1.16M - $1.48M
|
16.3K
$4.84M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.61K- 4.19% |
$1.18M - $1.5M
|
105K
$31.3M
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.63K- 22.73% |
$1.18M - $1.51M
|
15.7K
$4.68M
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-4.7K- 2.79% |
$1.2M - $1.53M
|
164K
$48.7M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.72K- 56.05% |
$1.2M - $1.54M
|
3.7K
$1.1M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.73K- 54.48% |
$1.21M - $1.54M
|
3.95K
$1.18M
|
|
May 13, 2025
Q1 2025
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-4.74K- 8.68% |
$1.21M - $1.55M
|
49.9K
$14.8M
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-4.75K- 2.88% |
$1.21M - $1.55M
|
160K
$47.6M
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-4.81K- 84.41% |
$1.23M - $1.57M
|
889
$264K
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-4.83K- 37.95% |
$1.23M - $1.57M
|
7.9K
$2.35M
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.88K- 76.29% |
$1.25M - $1.59M
|
1.52K
$451K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.07K- 7.5% |
$1.29M - $1.65M
|
62.5K
$18.6M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.17K- 27.61% |
$1.32M - $1.68M
|
13.6K
$4.03M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-5.22K- 10.95% |
$1.33M - $1.7M
|
42.4K
$12.6M
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-5.24K- 34.93% |
$1.34M - $1.71M
|
9.75K
$2.9M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-5.31K- 4.12% |
$1.36M - $1.73M
|
123K
$36.7M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-5.39K- 3.09% |
$1.38M - $1.76M
|
169K
$50.3M
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-5.43K- 36.94% |
$1.39M - $1.77M
|
9.27K
$2.76M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.54K- 33.83% |
$1.41M - $1.8M
|
10.8K
$3.22M
|