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 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.61K- 40.62% |
$1.43M - $1.83M
|
8.21K
$2.44M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-5.68K- 29.94% |
$1.45M - $1.85M
|
13.3K
$3.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-5.7K- 11.15% |
$1.46M - $1.86M
|
45.4K
$13.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-5.74K- 73.55% |
$1.47M - $1.87M
|
2.07K
$614K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.78K- 8.05% |
$1.48M - $1.88M
|
66K
$19.6M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-6.14K- 0.98% |
$1.57M - $2M
|
618K
$184M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-6.24K- 3.57% |
$1.59M - $2.03M
|
169K
$50.1M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.31K- 1.92% |
$1.61M - $2.06M
|
323K
$96M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.44K- 38.63% |
$1.65M - $2.1M
|
10.2K
$3.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-6.92K- 13.35% |
$1.77M - $2.25M
|
44.9K
$13.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.97K- 1.02% |
$1.78M - $2.27M
|
674K
$201M
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-7K- 77.78% |
$1.79M - $2.28M
|
2K
$595K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-7.21K- 85.17% |
$1.84M - $2.35M
|
1.26K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.3K- 8.59% |
$1.86M - $2.38M
|
77.7K
$23.1M
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-7.44K- 13.39% |
$1.9M - $2.42M
|
48.1K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.76K- 0.41% |
$1.98M - $2.53M
|
1.88M
$558M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-7.82K- 15.35% |
$2M - $2.55M
|
43.1K
$12.8M
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-7.82K- 32.99% |
$2M - $2.55M
|
15.9K
$4.72M
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-8.08K- 28.44% |
$2.06M - $2.63M
|
20.3K
$6.05M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-8.31K- 15.75% |
$2.12M - $2.71M
|
44.4K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-8.4K- 9.15% |
$2.15M - $2.74M
|
83.4K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-8.5K- 30.91% |
$2.17M - $2.77M
|
19K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-8.78K- 16.91% |
$2.24M - $2.86M
|
43.1K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-8.79K- 14.87% |
$2.24M - $2.86M
|
50.3K
$15M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-8.82K- 35.78% |
$2.25M - $2.87M
|
15.8K
$4.71M
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-8.88K- 54.16% |
$2.27M - $2.89M
|
7.51K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.91K- 6.64% |
$2.27M - $2.9M
|
125K
$37.2M
|
|
|
May 14, 2025
Q1 2025
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-8.93K- 4.66% |
$2.28M - $2.91M
|
183K
$54.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-8.94K- 12.52% |
$2.28M - $2.91M
|
62.5K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-9K- 8.96% |
$2.3M - $2.93M
|
91.4K
$27.2M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-9K- 4.86% |
$2.3M - $2.93M
|
176K
$52.3M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-9.15K- 20.72% |
$2.34M - $2.98M
|
35K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
SELL
|
- |
-9.19K- 63.29% |
$2.35M - $3M
|
5.33K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-9.2K- 3.65% |
$2.35M - $3M
|
243K
$72.2M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-9.67K- 83.26% |
$2.47M - $3.15M
|
1.94K
$578K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-9.71K- 3.93% |
$2.48M - $3.16M
|
237K
$70.6M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-9.76K- 49.04% |
$2.49M - $3.18M
|
10.1K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Nat West Group PLC
|
SELL
|
- |
-9.85K- 23.78% |
$2.52M - $3.21M
|
31.6K
$9.39M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10.3K- 26.32% |
$2.63M - $3.36M
|
28.8K
$8.58M
|
|
|
May 13, 2025
Q1 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-10.4K- 35.31% |
$2.65M - $3.38M
|
19K
$5.64M
|
|
|
May 01, 2025
Q1 2025
|
Focused Investors LLC
|
SELL
|
- |
-10.4K- 2.33% |
$2.66M - $3.39M
|
437K
$130M
|
|
|
May 08, 2025
Q1 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-10.6K- 30.5% |
$2.71M - $3.46M
|
24.2K
$7.19M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.9K- 9.96% |
$2.79M - $3.56M
|
98.7K
$29.4M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-11K- 33.94% |
$2.8M - $3.57M
|
21.4K
$6.35M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-11.1K- 21.3% |
$2.83M - $3.61M
|
40.9K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-11.2K- 8.36% |
$2.86M - $3.64M
|
123K
$36.4M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-11.2K- 0.04% |
$2.86M - $3.64M
|
29.8M
$8.85B
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-11.7K- 1.32% |
$2.99M - $3.81M
|
874K
$260M
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-11.7K- 9.81% |
$3M - $3.83M
|
108K
$32.1M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-12.1K- 27.25% |
$3.09M - $3.94M
|
32.3K
$9.6M
|