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 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 82.97% |
$271K - $346K
|
2.34K
$701K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.06KNew |
$270K - $345K
|
1.06K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.06K+ 11.34% |
$269K - $344K
|
10.4K
$3.1M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.05K+ 129.63% |
$268K - $342K
|
1.86K
$557K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.05K+ 3.98% |
$268K - $342K
|
27.4K
$8.21M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.04KNew |
$266K - $339K
|
1.04K
$312K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.04KNew |
$266K - $339K
|
1.04K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.04K+ 39.83% |
$266K - $339K
|
3.65K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Troy Asset Management LTD
|
BUY
|
- |
1.04K+ 0.23% |
$265K - $338K
|
460K
$138M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.04K+ 12.76% |
$265K - $338K
|
9.17K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
1.03KNew |
$264K - $337K
|
1.03K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.03KNew |
$264K - $336K
|
1.03K
$309K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.01K+ 11.97% |
$257K - $327K
|
9.4K
$2.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
1K+ 62.85% |
$255K - $326K
|
2.59K
$776K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1K+ 107.53% |
$255K - $326K
|
1.93K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1KNew |
$255K - $326K
|
1K
$300K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
997+ 18.03% |
$255K - $325K
|
6.53K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
997+ 50.56% |
$255K - $325K
|
2.97K
$889K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
993New |
$254K - $324K
|
993
$297K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
977New |
$250K - $318K
|
977
$293K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
952+ 9.98% |
$243K - $310K
|
10.5K
$3.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
946New |
$242K - $308K
|
946
$283K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
935New |
$239K - $305K
|
935
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
920New |
$235K - $300K
|
920
$276K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
915+ 7.38% |
$234K - $298K
|
13.3K
$3.99M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
914+ 27.53% |
$233K - $298K
|
4.23K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
909+ 17.04% |
$232K - $296K
|
6.24K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
903New |
$231K - $294K
|
903
$270K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
900+ 48.86% |
$230K - $293K
|
2.74K
$821K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
900+ 7.67% |
$230K - $293K
|
12.6K
$3.78M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
899+ 38.13% |
$230K - $293K
|
3.26K
$976K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
891+ 1.8% |
$228K - $290K
|
50.5K
$15.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
889+ 29.38% |
$227K - $290K
|
3.92K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
882New |
$225K - $287K
|
882
$264K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
880+ 1.17% |
$225K - $287K
|
76.1K
$22.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
880New |
$225K - $287K
|
880
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
869+ 13.44% |
$222K - $283K
|
7.33K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
867+ 3.69% |
$221K - $283K
|
24.4K
$7.31M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
852New |
$218K - $278K
|
852
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
847New |
$216K - $276K
|
847
$254K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
845+ 12.44% |
$216K - $275K
|
7.64K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
844New |
$216K - $275K
|
844
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
831New |
$212K - $271K
|
831
$249K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
830+ 3.21% |
$212K - $270K
|
26.7K
$8M
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
828New |
$211K - $270K
|
828
$248K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
828+ 10.67% |
$211K - $270K
|
8.59K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
824New |
$210K - $269K
|
824
$247K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
823New |
$210K - $268K
|
823
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
820+ 100.0% |
$209K - $267K
|
1.64K
$491K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
820+ 14.4% |
$209K - $267K
|
6.51K
$1.95M
|