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 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-40- 0.79% |
$10.2K - $13K
|
5.03K
$1.22M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-41- 1.84% |
$10.5K - $13.4K
|
2.19K
$530K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-41- 0.12% |
$10.5K - $13.4K
|
34.5K
$8.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-41- 4.78% |
$10.5K - $13.4K
|
816
$198K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-41- 5.01% |
$10.5K - $13.4K
|
778
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-43- 6.91% |
$11K - $14K
|
579
$140K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-44- 22.34% |
$11.2K - $14.3K
|
153
$37.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-45- 0.61% |
$11.5K - $14.7K
|
7.3K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-46- 0.88% |
$11.7K - $15K
|
5.21K
$1.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-50- 2.86% |
$12.8K - $16.3K
|
1.7K
$412K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-50- 4.6% |
$12.8K - $16.3K
|
1.04K
$251K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-52- 0.32% |
$13.3K - $16.9K
|
16.2K
$3.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-53- 2.35% |
$13.5K - $17.3K
|
2.2K
$534K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-60- 0.4% |
$15.3K - $19.6K
|
14.8K
$3.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-61- 2.96% |
$15.6K - $19.9K
|
2K
$486K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-62- 0.46% |
$15.8K - $20.2K
|
13.4K
$3.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-63- 2.58% |
$16.1K - $20.5K
|
2.38K
$576K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-64- 0.34% |
$16.3K - $20.9K
|
19K
$4.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-64- 28.44% |
$16.3K - $20.9K
|
161
$39K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-67- 3.65% |
$17.1K - $21.8K
|
1.77K
$429K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-67- 4.08% |
$17.1K - $21.8K
|
1.58K
$382K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-68- 8.31% |
$17.4K - $22.2K
|
750
$182K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-71- 0.66% |
$18.1K - $23.1K
|
10.6K
$2.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-73- 2.5% |
$18.6K - $23.8K
|
2.85K
$692K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-76- 1.76% |
$19.4K - $24.8K
|
4.23K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-78- 1.26% |
$19.9K - $25.4K
|
6.12K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-80- 4.36% |
$20.4K - $26.1K
|
1.76K
$426K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-84- 2.55% |
$21.5K - $27.4K
|
3.2K
$777K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-84- 1.27% |
$21.5K - $27.4K
|
6.54K
$1.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-84- 9.04% |
$21.5K - $27.4K
|
845
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-85- 0.95% |
$21.7K - $27.7K
|
8.9K
$2.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-86- 2.92% |
$22K - $28K
|
2.86K
$694K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-86- 4.33% |
$22K - $28K
|
1.9K
$461K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-87- 2.83% |
$22.2K - $28.4K
|
2.99K
$725K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-88- 3.98% |
$22.5K - $28.7K
|
2.12K
$515K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-92- 1.24% |
$23.5K - $30K
|
7.34K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-96- 1.42% |
$24.5K - $31.3K
|
6.66K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-96- 9.15% |
$24.5K - $31.3K
|
953
$231K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-100- 0.92% |
$25.5K - $32.6K
|
10.8K
$2.61M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-102- 6.19% |
$26K - $33.2K
|
1.55K
$375K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-104- 11.72% |
$26.6K - $33.9K
|
783
$190K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-110- 5.43% |
$28.1K - $35.8K
|
1.92K
$464K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-111- 0.33% |
$28.3K - $36.2K
|
33.1K
$8.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-111- 21.55% |
$28.3K - $36.2K
|
404
$98K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-125- 1.71% |
$31.9K - $40.7K
|
7.19K
$1.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-126- 2.1% |
$32.2K - $41.1K
|
5.88K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-126- 3.74% |
$32.2K - $41.1K
|
3.24K
$786K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-129- 3.48% |
$32.9K - $42K
|
3.58K
$867K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-134- 12.01% |
$34.2K - $43.7K
|
982
$238K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-136- 9.3% |
$34.7K - $44.3K
|
1.33K
$322K
|