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 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.38K+ 6.05% |
$352K - $449K
|
24.2K
$7.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.34K+ 3.3% |
$343K - $438K
|
42.1K
$12.6M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.33K+ 170.15% |
$341K - $435K
|
2.12K
$634K
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.33KNew |
$341K - $435K
|
1.33K
$400K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.31K+ 1.9% |
$334K - $427K
|
70.1K
$21M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.29K+ 0.7% |
$330K - $421K
|
185K
$55.5M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
1.29KNew |
$329K - $420K
|
1.29K
$386K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.28K+ 29.38% |
$328K - $418K
|
5.65K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.27K+ 102.51% |
$323K - $413K
|
2.5K
$749K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.26K+ 34.96% |
$321K - $409K
|
4.85K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.23K+ 32.83% |
$315K - $402K
|
4.99K
$1.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.23KNew |
$314K - $401K
|
1.23K
$369K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.23K+ 81.04% |
$314K - $401K
|
2.75K
$824K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.23K+ 6.66% |
$314K - $400K
|
19.7K
$5.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.22K+ 1.01% |
$311K - $397K
|
122K
$36.5M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.21K+ 67.13% |
$310K - $395K
|
3.02K
$905K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.21K+ 11.46% |
$310K - $395K
|
11.8K
$3.53M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
1.21KNew |
$308K - $393K
|
1.21K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.21K+ 2.14% |
$308K - $393K
|
57.5K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.2K+ 12.21% |
$307K - $391K
|
11K
$3.31M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2K+ 15.8% |
$306K - $391K
|
8.79K
$2.63M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.2K+ 2.64% |
$306K - $390K
|
46.6K
$14M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.16KNew |
$297K - $379K
|
1.16K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.16KNew |
$297K - $378K
|
1.16K
$348K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.16K+ 1.02% |
$296K - $377K
|
114K
$34.3M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.16K+ 9.85% |
$296K - $377K
|
12.9K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.16K+ 108.13% |
$295K - $377K
|
2.23K
$667K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.16K+ 6.33% |
$295K - $377K
|
19.4K
$5.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.16K+ 18.26% |
$295K - $377K
|
7.49K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.15KNew |
$293K - $373K
|
1.15K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.14K+ 60.05% |
$291K - $371K
|
3.03K
$908K
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
BUY
|
- |
1.13K+ 28.3% |
$289K - $368K
|
5.12K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Prospect Hill Management, LLC
|
BUY
|
- |
1.13K+ 128.57% |
$287K - $367K
|
2K
$599K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 0.44% |
$286K - $365K
|
253K
$75.8M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1.11KNew |
$284K - $362K
|
1.11K
$333K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.11K+ 3.63% |
$283K - $361K
|
31.7K
$9.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.11K+ 4.93% |
$282K - $360K
|
23.6K
$7.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.1KNew |
$281K - $359K
|
1.1K
$330K
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
1.1K+ 15.18% |
$281K - $359K
|
8.36K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.1K+ 14.73% |
$280K - $357K
|
8.54K
$2.56M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.09K+ 38.97% |
$279K - $356K
|
3.9K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.09K+ 28.06% |
$279K - $356K
|
4.98K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.09K+ 7.51% |
$279K - $356K
|
15.6K
$4.68M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.09KNew |
$278K - $355K
|
1.09K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.09KNew |
$278K - $355K
|
1.09K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
1.09KNew |
$277K - $354K
|
1.09K
$325K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.09K+ 29.87% |
$277K - $354K
|
4.72K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.07K+ 5.23% |
$274K - $350K
|
21.6K
$6.47M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.07K+ 1.89% |
$273K - $349K
|
57.7K
$17.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 8.14% |
$272K - $347K
|
14.1K
$4.24M
|