SEC 13F Intelligence

Sheaff Brock Investment Advisors, LLC / AXP

Sheaff Brock Investment Advisors, LLC’s American Express Co Position

Does Sheaff Brock Investment Advisors, LLC own American Express Co (AXP)? Yes — 39.4K shares worth $11M (+0.97% of its 13F portfolio) as of Q1 2025, up from 39.0K shares the prior filed quarter.

Position Value
$11M
Q1 2025
Shares
39.4K
% of Portfolio
+0.97%
Quarters Held
26
currently held

Position History AXP

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $4MQ3 ’20: $1MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $15MQ2 ’24: $9MQ3 ’24: $11MQ4 ’24: $12MQ4 ’24Q1 ’25: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202539.4K$11M+0.97%
Q4 202439.0K$12M+1.01%
Q3 202439.4K$11M+0.94%
Q2 202439.9K$9M+0.86%
Q1 202467.7K$15M+0.97%
Q4 202313.6K$3M+0.20%
Q3 202313.6K$2M+0.18%
Q2 202313.6K$2M+0.20%
Q1 202313.6K$2M+0.21%
Q4 202213.4K$2M+0.20%
Q3 202213.4K$2M+0.19%
Q2 202213.4K$2M+0.16%
Q1 202213.5K$3M+0.18%
Q4 202113.4K$2M+0.15%
Q3 202113.7K$2M+0.17%
Q2 202113.7K$2M+0.16%
Q1 202113.7K$2M+0.15%
Q4 202013.7K$2M+0.14%
Q3 202013.7K$1M+0.13%
Q2 202041.1K$4M+0.39%
Q1 202014.2K$1M+0.16%
Q4 201914.3K$2M+0.17%
Q3 201914.3K$2M+0.18%
Q2 201919.7K$2M+0.26%
Q1 201942.9K$5M+0.57%
Q4 201840.9K$4M+0.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sheaff Brock Investment Advisors, LLC’s full portfolio or all institutional holders of AXP.