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 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.96K+ 246.52% |
$1.27M - $1.61M
|
6.97K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
4.86KNew |
$1.24M - $1.58M
|
4.86K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
4.82K+ 23.55% |
$1.23M - $1.57M
|
25.3K
$7.51M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.8K+ 17.94% |
$1.22M - $1.56M
|
31.5K
$9.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.76K+ 121.28% |
$1.22M - $1.55M
|
8.68K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.5KNew |
$1.15M - $1.47M
|
4.5K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
4.48KNew |
$1.14M - $1.46M
|
4.48K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.41K+ 41.33% |
$1.13M - $1.44M
|
15.1K
$4.48M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.39KNew |
$1.12M - $1.43M
|
4.39K
$1.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.36K+ 23.26% |
$1.11M - $1.42M
|
23.1K
$6.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.25K+ 119.46% |
$1.09M - $1.39M
|
7.82K
$2.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.24K+ 80.06% |
$1.08M - $1.38M
|
9.55K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.23K+ 11.95% |
$1.08M - $1.38M
|
39.6K
$11.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.17K+ 32.95% |
$1.07M - $1.36M
|
16.8K
$5.01M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
4.17K+ 27.18% |
$1.07M - $1.36M
|
19.5K
$5.8M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.07K+ 57.12% |
$1.04M - $1.32M
|
11.2K
$3.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.03KNew |
$1.03M - $1.31M
|
4.03K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
4.02K+ 1.33% |
$1.03M - $1.31M
|
307K
$91.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.95K+ 390.02% |
$1.01M - $1.29M
|
4.96K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.92K+ 13.11% |
$1M - $1.28M
|
33.8K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.91K+ 483.79% |
$998K - $1.27M
|
4.72K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.87K+ 9.03% |
$989K - $1.26M
|
46.8K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.84KNew |
$982K - $1.25M
|
3.84K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.78K+ 6.64% |
$964K - $1.23M
|
60.6K
$18M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.71K+ 144.08% |
$948K - $1.21M
|
6.29K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
3.63K+ 169.98% |
$927K - $1.18M
|
5.76K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.59K+ 479.28% |
$916K - $1.17M
|
4.33K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
3.43K+ 2.07% |
$875K - $1.12M
|
169K
$50.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.42KNew |
$872K - $1.11M
|
3.42K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.38K+ 2.05% |
$862K - $1.1M
|
168K
$49.9M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.33KNew |
$851K - $1.09M
|
3.33K
$991K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.29KNew |
$839K - $1.07M
|
3.29K
$977K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.26K+ 54.2% |
$833K - $1.06M
|
9.28K
$2.76M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.26K+ 286.13% |
$832K - $1.06M
|
4.4K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.25K+ 6.48% |
$830K - $1.06M
|
53.3K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.24KNew |
$827K - $1.06M
|
3.24K
$963K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.2K+ 266.42% |
$816K - $1.04M
|
4.4K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.15K+ 146.62% |
$804K - $1.03M
|
5.3K
$1.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3.08KNew |
$785K - $1M
|
3.08K
$914K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
3.07K+ 8.46% |
$785K - $1M
|
39.4K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
3.03K+ 14.48% |
$773K - $986K
|
23.9K
$7.11M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3KNew |
$766K - $978K
|
3K
$892K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.99K+ 19.94% |
$765K - $976K
|
18K
$5.36M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.97K+ 16.17% |
$759K - $968K
|
21.4K
$6.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.96K+ 3.62% |
$757K - $966K
|
84.9K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
2.92KNew |
$746K - $952K
|
2.92K
$869K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.91K+ 21.74% |
$742K - $947K
|
16.3K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
Mirova
Paris, I0 |
BUY
|
- |
2.89K+ 6.72% |
$737K - $940K
|
45.8K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.84KNew |
$725K - $925K
|
2.84K
$844K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.82K+ 15.66% |
$720K - $919K
|
20.8K
$6.19M
|