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 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.79K+ 368.69% |
$713K - $910K
|
3.55K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.75K+ 3.55% |
$701K - $895K
|
80K
$23.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.74KNew |
$700K - $893K
|
2.74K
$809K
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
2.73K+ 14.34% |
$698K - $890K
|
21.8K
$6.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.73K+ 10.8% |
$697K - $889K
|
28K
$8.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
2.7K+ 266.67% |
$691K - $881K
|
3.72K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.69K+ 268.06% |
$688K - $878K
|
3.7K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
2.65KNew |
$677K - $864K
|
2.65K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.62K+ 0.45% |
$669K - $854K
|
582K
$172M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.61K+ 6.42% |
$667K - $851K
|
43.3K
$12.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.6K+ 56.4% |
$664K - $848K
|
7.21K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
2.6K+ 4.01% |
$664K - $847K
|
67.4K
$19.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
2.56KNew |
$653K - $833K
|
2.56K
$755K
|
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
2.55K+ 69.53% |
$652K - $832K
|
6.23K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.55K+ 27.02% |
$652K - $832K
|
12K
$3.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.53KNew |
$646K - $825K
|
2.53K
$747K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.53KNew |
$646K - $825K
|
2.53K
$747K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.47K+ 224.32% |
$631K - $806K
|
3.57K
$1.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
BUY
|
- |
2.46KNew |
$627K - $801K
|
2.46K
$726K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.45K+ 0.75% |
$626K - $799K
|
330K
$97.6M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.44K+ 6.09% |
$623K - $795K
|
42.5K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.41K+ 1047.83% |
$615K - $785K
|
2.64K
$780K
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
2.4K+ 44.84% |
$614K - $783K
|
7.76K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$609K - $777K
|
2.38K
$704K
|
|
|
Apr 21, 2025
Q1 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.38K+ 96.48% |
$609K - $777K
|
4.85K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
2.33K+ 221.43% |
$594K - $758K
|
3.38K
$997K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.32K+ 0.52% |
$592K - $755K
|
448K
$132M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.31K+ 6.93% |
$590K - $752K
|
35.6K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.29K+ 722.71% |
$585K - $747K
|
2.61K
$770K
|
|
|
May 13, 2025
Q1 2025
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
2.26KNew |
$578K - $737K
|
2.26K
$668K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
2.26K+ 1885.0% |
$578K - $737K
|
2.38K
$703K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.26K+ 1.37% |
$577K - $736K
|
168K
$49.5M
|
|
|
May 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
2.26K+ 155.66% |
$576K - $735K
|
3.71K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.23K+ 8.91% |
$570K - $727K
|
27.3K
$8.06M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.21K+ 2.04% |
$565K - $720K
|
111K
$32.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.19KNew |
$560K - $714K
|
2.19K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
2.15K+ 3.45% |
$550K - $702K
|
64.6K
$19.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 3.88% |
$549K - $701K
|
57.6K
$17M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.15KNew |
$549K - $701K
|
2.15K
$635K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.13K+ 23.91% |
$544K - $695K
|
11K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.12KNew |
$542K - $691K
|
2.12K
$626K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.06K+ 1.8% |
$526K - $671K
|
116K
$34.3M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.05K+ 44.21% |
$524K - $668K
|
6.69K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.05KNew |
$523K - $667K
|
2.05K
$604K
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
2.04KNew |
$521K - $665K
|
2.04K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 19.16% |
$511K - $652K
|
12.4K
$3.67M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.98K+ 119.66% |
$507K - $647K
|
3.64K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.96K+ 13.93% |
$499K - $637K
|
16K
$4.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.92K+ 60.46% |
$491K - $626K
|
5.1K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 29.64% |
$491K - $626K
|
8.4K
$2.48M
|