Purchases and Sales Made in Q1 2023 in American Express CO (AXP)

AXP Quotes by TradingView

This table provides information about the institutional ownership of American Express CO (AXP) during Q1 2023. 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 10, 2023 Q1 2023
Graham Capital Wealth Management, LLC

Washington D.C., DC
BUY
 -
387
New
$56.7K - $70.2K
387 $120K
May 08, 2023 Q1 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
386
+ 4.71%
$56.5K - $70K
8.58K $2.67M
May 08, 2023 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
386
+ 23.21%
$56.5K - $70K
2.05K $637K
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
382
New
$55.9K - $69.3K
382 $119K
May 11, 2023 Q1 2023
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
378
+ 8.2%
$55.3K - $68.5K
4.99K $1.55M
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
377
+ 12.13%
$55.2K - $68.4K
3.48K $1.08M
Apr 17, 2023 Q1 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
375
+ 1.9%
$54.9K - $68K
20.1K $6.26M
Apr 17, 2023 Q1 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
370
+ 10.5%
$54.2K - $67.1K
3.9K $1.21M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
367
+ 5.49%
$53.7K - $66.5K
7.05K $2.19M
May 05, 2023 Q1 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
357
+ 4.63%
$52.3K - $64.7K
8.07K $2.51M
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
348
+ 4.15%
$51K - $63.1K
8.73K $2.71M
Apr 24, 2023 Q1 2023
Everett Harris & CO

BUY
 -
342
+ 3.6%
$50.1K - $62K
9.84K $3.06M
Apr 26, 2023 Q1 2023
Benedetti & Gucer, Inc.

BUY
 -
336
+ 14.69%
$49.2K - $60.9K
2.62K $816K
May 12, 2023 Q1 2023
Pearl River Capital, LLC

Niles, MI
BUY
 -
332
+ 8.85%
$48.6K - $60.2K
4.08K $1.27M
May 11, 2023 Q1 2023
Essex Financial Services, Inc.

BUY
 -
328
+ 4.39%
$48K - $59.5K
7.8K $2.43M
May 03, 2023 Q1 2023
Symphony Financial, Ltd. Co.

BUY
 -
321
+ 5.98%
$47K - $58.2K
5.69K $1.77M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
318
+ 6.77%
$46.6K - $57.7K
5.02K $1.56M
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
312
+ 9.72%
$45.7K - $56.6K
3.52K $1.1M
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
311
+ 9.63%
$45.5K - $56.4K
3.54K $1.1M
Apr 06, 2023 Q1 2023
Single Point Partners, LLC

BUY
 -
307
+ 22.52%
$45K - $55.7K
1.67K $519K
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
305
+ 9.89%
$44.7K - $55.3K
3.39K $1.05M
Apr 05, 2023 Q1 2023
Astoria Portfolio Advisors Llc.

BUY
 -
303
+ 15.43%
$44.4K - $54.9K
2.27K $705K
May 15, 2023 Q1 2023
Compass Wealth Management LLC

Guilford, CT
BUY
 -
302
+ 1.98%
$44.2K - $54.8K
15.6K $4.85M
Apr 25, 2023 Q1 2023
Solitude Financial Services

BUY
 -
300
+ 11.72%
$43.9K - $54.4K
2.86K $890K
May 11, 2023 Q1 2023
Drexel Morgan & Co.

Radnor, PA
BUY
 -
300
+ 0.84%
$43.9K - $54.4K
35.9K $11.2M
May 11, 2023 Q1 2023
Fairbanks Capital Management, Inc.

Rancho Santa Fe, CA
BUY
 -
300
+ 16.16%
$43.9K - $54.4K
2.16K $671K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
299
+ 14.94%
$43.8K - $54.2K
2.3K $716K
May 04, 2023 Q1 2023
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
295
+ 18.71%
$43.2K - $53.5K
1.87K $582K
Apr 27, 2023 Q1 2023
Securian Asset Management, Inc

BUY
 -
285
+ 0.57%
$41.7K - $51.7K
49.9K $15.5M
May 02, 2023 Q1 2023
Waldron Private Wealth LLC

BUY
 -
284
+ 5.22%
$41.6K - $51.5K
5.73K $1.78M
Apr 26, 2023 Q1 2023
Lindbrook Capital, LLC

BUY
 -
282
+ 17.16%
$41.3K - $51.1K
1.93K $599K
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
277
+ 5.08%
$40.6K - $50.2K
5.73K $1.78M
May 03, 2023 Q1 2023
Fagan Associates, Inc.

BUY
 -
275
+ 16.18%
$40.3K - $49.9K
1.98K $614K
May 15, 2023 Q1 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
275
+ 3.46%
$40.3K - $49.9K
8.23K $2.56M
May 08, 2023 Q1 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
273
+ 3.12%
$40K - $49.5K
9.02K $2.81M
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
267
+ 5.01%
$39.1K - $48.4K
5.6K $1.74M
Apr 25, 2023 Q1 2023
Patten & Patten Inc

BUY
 -
266
+ 3.98%
$38.9K - $48.2K
6.95K $2.16M
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
265
New
$38.8K - $48.1K
265 $82.4K
May 10, 2023 Q1 2023
Redw Wealth LLC

BUY
 -
263
+ 10.99%
$38.5K - $47.7K
2.66K $826K
May 11, 2023 Q1 2023
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
262
+ 1.51%
$38.4K - $47.5K
17.6K $5.47M
May 08, 2023 Q1 2023
Madison Wealth Management

Cincinnati, OH
BUY
 -
261
+ 2.06%
$38.2K - $47.3K
13K $4.03M
May 01, 2023 Q1 2023
Davis R M Inc

Portland, ME
BUY
 -
258
+ 15.39%
$37.8K - $46.8K
1.93K $602K
May 08, 2023 Q1 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
258
+ 1.19%
$37.8K - $46.8K
22K $6.84M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
253
+ 5.25%
$37K - $45.9K
5.07K $1.58M
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
253
+ 6.42%
$37K - $45.9K
4.19K $1.3M
Apr 25, 2023 Q1 2023
First National Bank Of Hutchinson

BUY
 -
249
+ 6.47%
$36.5K - $45.2K
4.1K $1.28M
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

BUY
 -
247
+ 9.58%
$36.2K - $44.8K
2.83K $879K
May 03, 2023 Q1 2023
Legacy Financial Advisors, Inc.

BUY
 -
247
+ 13.91%
$36.2K - $44.8K
2.02K $629K
May 11, 2023 Q1 2023
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
247
+ 16.54%
$36.2K - $44.8K
1.74K $541K

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