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
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.49K- 4.96% |
$635K - $810K
|
47.6K
$16M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.51K- 7.23% |
$640K - $816K
|
32.2K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.56K- 41.13% |
$653K - $833K
|
3.66K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.56K- 42.28% |
$654K - $835K
|
3.5K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 4.58% |
$656K - $837K
|
53.5K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-2.59K- 2.33% |
$662K - $845K
|
109K
$36.5M
|
|
|
May 14, 2025
Q1 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-2.6K- 10.62% |
$664K - $847K
|
21.9K
$7.34M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.63K- 2.57% |
$672K - $857K
|
99.9K
$33.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.76K- 6.57% |
$706K - $900K
|
39.3K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.78K- 5.74% |
$709K - $905K
|
45.6K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
SELL
|
- |
-2.85K- 27.77% |
$727K - $928K
|
7.41K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-2.88K- 23.45% |
$736K - $939K
|
9.4K
$3.16M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.89K- 8.4% |
$739K - $942K
|
31.5K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-2.89K- 10.85% |
$739K - $942K
|
23.8K
$7.98M
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.91K- 5.17% |
$744K - $950K
|
53.5K
$18M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.98K- 9.98% |
$762K - $972K
|
26.9K
$9.04M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-3K- 36.13% |
$766K - $978K
|
5.3K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-3.03K- 9.12% |
$773K - $986K
|
30.1K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-3.06K- 1.11% |
$780K - $996K
|
271K
$91.2M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-3.06K- 12.03% |
$782K - $998K
|
22.4K
$7.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.08K- 14.86% |
$787K - $1M
|
17.7K
$5.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.08K- 6.06% |
$787K - $1M
|
47.8K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.09K- 79.02% |
$790K - $1.01M
|
821
$276K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.12K- 7.72% |
$798K - $1.02M
|
37.3K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-3.14K- 63.72% |
$802K - $1.02M
|
1.79K
$601K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.16K- 4.09% |
$808K - $1.03M
|
74.3K
$25M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-3.21K- 16.29% |
$820K - $1.05M
|
16.5K
$5.54M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-3.22K- 1.45% |
$823K - $1.05M
|
219K
$73.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-3.26K- 4.31% |
$833K - $1.06M
|
72.3K
$24.3M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-3.31K- 1.53% |
$846K - $1.08M
|
214K
$71.8M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.39K- 26.39% |
$864K - $1.1M
|
9.44K
$3.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.4K- 5.83% |
$869K - $1.11M
|
54.9K
$18.5M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.43K- 37.93% |
$877K - $1.12M
|
5.62K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-3.45K- 2.54% |
$882K - $1.13M
|
133K
$44.6M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.47K- 21.19% |
$886K - $1.13M
|
12.9K
$4.33M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.48K- 2.22% |
$887K - $1.13M
|
153K
$51.5M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-3.48K- 2.89% |
$889K - $1.13M
|
117K
$39.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-3.54K- 3.31% |
$904K - $1.15M
|
103K
$34.7M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-3.54K- 29.8% |
$904K - $1.15M
|
8.34K
$2.8M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-3.54K- 5.77% |
$905K - $1.15M
|
57.8K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.59K- 12.02% |
$917K - $1.17M
|
26.3K
$8.83M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-3.67K- 63.64% |
$937K - $1.2M
|
2.1K
$704K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.71K- 20.84% |
$949K - $1.21M
|
14.1K
$4.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.74K- 4.43% |
$956K - $1.22M
|
80.8K
$27.1M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-3.77K- 3.32% |
$962K - $1.23M
|
110K
$36.9M
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-3.79K- 14.98% |
$967K - $1.23M
|
21.5K
$7.22M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.91K- 82.85% |
$998K - $1.27M
|
809
$272K
|
|
|
May 15, 2025
Q1 2025
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-3.98K- 20.17% |
$1.02M - $1.3M
|
15.8K
$5.3M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.02K- 14.8% |
$1.03M - $1.31M
|
23.1K
$7.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-4.02K- 1.81% |
$1.03M - $1.31M
|
219K
$73.4M
|