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 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-45- 0.61% |
$11.5K - $14.7K
|
7.3K
$1.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-50- 2.86% |
$12.8K - $16.3K
|
1.7K
$434K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-50- 4.6% |
$12.8K - $16.3K
|
1.04K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-52- 0.32% |
$13.3K - $16.9K
|
16.2K
$4.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-60- 0.4% |
$15.3K - $19.6K
|
14.8K
$3.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-61- 2.96% |
$15.6K - $19.9K
|
2K
$511K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-62- 0.46% |
$15.8K - $20.2K
|
13.4K
$3.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-64- 28.44% |
$16.3K - $20.9K
|
161
$41.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-67- 4.08% |
$17.1K - $21.8K
|
1.58K
$402K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-71- 0.66% |
$18.1K - $23.1K
|
10.6K
$2.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-76- 1.76% |
$19.4K - $24.8K
|
4.23K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-78- 1.26% |
$19.9K - $25.4K
|
6.12K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-80- 4.36% |
$20.4K - $26.1K
|
1.76K
$448K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-84- 9.04% |
$21.5K - $27.4K
|
845
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-84- 2.55% |
$21.5K - $27.4K
|
3.2K
$818K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-86- 4.33% |
$22K - $28K
|
1.9K
$486K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-92- 1.24% |
$23.5K - $30K
|
7.34K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-96- 9.15% |
$24.5K - $31.3K
|
953
$243K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-100- 0.92% |
$25.5K - $32.6K
|
10.8K
$2.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-110- 5.43% |
$28.1K - $35.8K
|
1.92K
$489K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-111- 21.55% |
$28.3K - $36.2K
|
404
$103K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-125- 1.71% |
$31.9K - $40.7K
|
7.19K
$1.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-126- 2.1% |
$32.2K - $41.1K
|
5.88K
$1.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-129- 3.48% |
$32.9K - $42K
|
3.58K
$913K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-134- 12.01% |
$34.2K - $43.7K
|
982
$251K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-136- 9.3% |
$34.7K - $44.3K
|
1.33K
$339K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-145- 5.68% |
$37K - $47.3K
|
2.41K
$615K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-147- 1.26% |
$37.5K - $47.9K
|
11.5K
$2.93M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-150- 8.72% |
$38.3K - $48.9K
|
1.57K
$401K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-161- 4.14% |
$41.1K - $52.5K
|
3.73K
$953K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-165- 1.38% |
$42.1K - $53.8K
|
11.8K
$3.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-170- 10.04% |
$43.4K - $55.4K
|
1.52K
$389K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-188- 3.6% |
$48K - $61.3K
|
5.04K
$1.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-193- 0.22% |
$49.3K - $62.9K
|
86.2K
$22M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-195- 5.58% |
$49.8K - $63.5K
|
3.3K
$843K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 2.24% |
$51.1K - $65.2K
|
8.73K
$2.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-201- 1.36% |
$51.3K - $65.5K
|
14.6K
$3.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-207- 3.38% |
$52.9K - $67.5K
|
5.91K
$1.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-250- 5.72% |
$63.8K - $81.5K
|
4.12K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-256- 4.96% |
$65.4K - $83.4K
|
4.9K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-257- 18.15% |
$65.6K - $83.7K
|
1.16K
$296K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-258- 2.18% |
$65.9K - $84.1K
|
11.6K
$2.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-258- 7.9% |
$65.9K - $84.1K
|
3.01K
$768K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-301- 14.29% |
$76.9K - $98.1K
|
1.81K
$461K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-304- 4.46% |
$77.6K - $99.1K
|
6.51K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-308- 7.43% |
$78.7K - $100K
|
3.84K
$980K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-316- 20.97% |
$80.7K - $103K
|
1.19K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-321- 17.14% |
$82K - $105K
|
1.55K
$396K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-333- 27.91% |
$85K - $109K
|
860
$220K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-356- 1.63% |
$90.9K - $116K
|
21.5K
$5.48M
|