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
|
Ossiam
Paris, I0 |
SELL
|
- |
-4.07K- 28.18% |
$1.04M - $1.32M
|
10.4K
$3.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-4.08K- 19.77% |
$1.04M - $1.33M
|
16.6K
$5.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.11K- 20.0% |
$1.05M - $1.34M
|
16.4K
$5.52M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.14K- 9.68% |
$1.06M - $1.35M
|
38.7K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.2K- 73.86% |
$1.07M - $1.37M
|
1.49K
$499K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.22K- 1.09% |
$1.08M - $1.37M
|
383K
$129M
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-4.25K- 1.26% |
$1.09M - $1.38M
|
332K
$112M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.25K- 14.08% |
$1.09M - $1.39M
|
26K
$8.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.29K- 23.53% |
$1.09M - $1.4M
|
13.9K
$4.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-4.42K- 2.52% |
$1.13M - $1.44M
|
171K
$57.4M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-4.54K- 21.81% |
$1.16M - $1.48M
|
16.3K
$5.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.61K- 4.19% |
$1.18M - $1.5M
|
105K
$35.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.63K- 22.73% |
$1.18M - $1.51M
|
15.7K
$5.29M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-4.7K- 2.79% |
$1.2M - $1.53M
|
164K
$55M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.72K- 56.05% |
$1.2M - $1.54M
|
3.7K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.73K- 54.48% |
$1.21M - $1.54M
|
3.95K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-4.74K- 8.68% |
$1.21M - $1.55M
|
49.9K
$16.8M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-4.75K- 2.88% |
$1.21M - $1.55M
|
160K
$53.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-4.81K- 84.41% |
$1.23M - $1.57M
|
889
$299K
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-4.83K- 37.95% |
$1.23M - $1.57M
|
7.9K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.88K- 76.29% |
$1.25M - $1.59M
|
1.52K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.07K- 7.5% |
$1.29M - $1.65M
|
62.5K
$21M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.07K- 7.5% |
$1.29M - $1.65M
|
62.5K
$21M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.17K- 27.61% |
$1.32M - $1.68M
|
13.6K
$4.55M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-5.22K- 10.95% |
$1.33M - $1.7M
|
42.4K
$14.2M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-5.24K- 34.93% |
$1.34M - $1.71M
|
9.75K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-5.31K- 4.12% |
$1.36M - $1.73M
|
123K
$41.5M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-5.39K- 3.09% |
$1.38M - $1.76M
|
169K
$56.9M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-5.43K- 36.94% |
$1.39M - $1.77M
|
9.27K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.54K- 33.83% |
$1.41M - $1.8M
|
10.8K
$3.64M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.61K- 40.62% |
$1.43M - $1.83M
|
8.21K
$2.76M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-5.68K- 29.94% |
$1.45M - $1.85M
|
13.3K
$4.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-5.7K- 11.15% |
$1.46M - $1.86M
|
45.4K
$15.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-5.74K- 73.55% |
$1.47M - $1.87M
|
2.07K
$694K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.78K- 8.05% |
$1.48M - $1.88M
|
66K
$22.2M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-6.14K- 0.98% |
$1.57M - $2M
|
618K
$208M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-6.24K- 3.57% |
$1.59M - $2.03M
|
169K
$56.7M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.31K- 1.92% |
$1.61M - $2.06M
|
323K
$108M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.44K- 38.63% |
$1.65M - $2.1M
|
10.2K
$3.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-6.92K- 13.35% |
$1.77M - $2.25M
|
44.9K
$15.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.97K- 1.02% |
$1.78M - $2.27M
|
674K
$227M
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-7K- 77.78% |
$1.79M - $2.28M
|
2K
$672K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-7.21K- 85.17% |
$1.84M - $2.35M
|
1.26K
$422K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.3K- 8.59% |
$1.86M - $2.38M
|
77.7K
$26.1M
|
|
|
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
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.76K- 0.41% |
$1.98M - $2.53M
|
1.88M
$630M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-7.82K- 15.35% |
$2M - $2.55M
|
43.1K
$14.5M
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-7.82K- 32.99% |
$2M - $2.55M
|
15.9K
$5.34M
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-8.08K- 28.44% |
$2.06M - $2.63M
|
20.3K
$6.83M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-8.31K- 15.75% |
$2.12M - $2.71M
|
44.4K
$14.9M
|