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 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 29.64% |
$491K - $626K
|
8.4K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.89KNew |
$483K - $616K
|
1.89K
$566K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.87K+ 64.35% |
$479K - $611K
|
4.79K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
1.87K+ 198.83% |
$478K - $610K
|
2.82K
$843K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.87K+ 3.41% |
$477K - $608K
|
56.7K
$17M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.86KNew |
$476K - $607K
|
1.86K
$558K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.85K+ 41.74% |
$472K - $602K
|
6.27K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.82K+ 1.1% |
$466K - $594K
|
168K
$50.3M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.8K+ 15.79% |
$460K - $587K
|
13.2K
$3.95M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.79K+ 2.51% |
$457K - $583K
|
73.2K
$21.9M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
1.78KNew |
$455K - $581K
|
1.78K
$534K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.77K+ 1.27% |
$453K - $578K
|
141K
$42.3M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.77KNew |
$453K - $577K
|
1.77K
$531K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.77KNew |
$452K - $576K
|
1.77K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.76K+ 117.49% |
$449K - $574K
|
3.26K
$976K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.76KNew |
$449K - $573K
|
1.76K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.75K+ 6.58% |
$448K - $572K
|
28.4K
$8.5M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.75K+ 21.24% |
$447K - $570K
|
9.99K
$2.99M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.73KNew |
$442K - $564K
|
1.73K
$518K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.73K+ 1.23% |
$442K - $563K
|
142K
$42.5M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.72K+ 24.36% |
$439K - $560K
|
8.78K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.7K+ 8.54% |
$434K - $554K
|
21.6K
$6.47M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.65K+ 33.87% |
$422K - $538K
|
6.53K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.63K+ 148.81% |
$417K - $531K
|
2.73K
$817K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
1.61KNew |
$411K - $525K
|
1.61K
$482K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.61K+ 19.57% |
$411K - $524K
|
9.82K
$2.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
1.6K+ 123.31% |
$409K - $522K
|
2.9K
$870K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.59K+ 5.31% |
$406K - $518K
|
31.6K
$9.45M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.59K+ 1.99% |
$405K - $517K
|
81K
$24.3M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.58K+ 145.32% |
$405K - $516K
|
2.67K
$801K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.56KNew |
$398K - $507K
|
1.56K
$466K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
1.54K+ 36.53% |
$394K - $502K
|
5.76K
$1.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.53K+ 3.2% |
$392K - $500K
|
49.5K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
1.53KNew |
$389K - $497K
|
1.53K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
1.52K+ 20.44% |
$388K - $496K
|
8.96K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.52K+ 8.21% |
$387K - $494K
|
20K
$5.99M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
1.5KNew |
$384K - $490K
|
1.5K
$450K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.5KNew |
$384K - $490K
|
1.5K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.5KNew |
$383K - $489K
|
1.5K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.5K+ 125.1% |
$383K - $489K
|
2.7K
$808K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.47K+ 17.31% |
$375K - $479K
|
9.96K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 0.41% |
$366K - $468K
|
347K
$104M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.43KNew |
$365K - $466K
|
1.43K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.43K+ 64.01% |
$365K - $465K
|
3.66K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.43K+ 4.83% |
$364K - $464K
|
30.9K
$9.26M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.42K+ 1.84% |
$363K - $463K
|
78.7K
$23.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.42K+ 0.7% |
$361K - $461K
|
203K
$60.7M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.41KNew |
$359K - $458K
|
1.41K
$421K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.4KNew |
$358K - $456K
|
1.4K
$419K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.39K+ 10.07% |
$356K - $454K
|
15.2K
$4.56M
|