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 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
247
+ 1.96%
$36.2K - $44.8K
12.9K $4.08M
Jan 29, 2025 Q1 2023
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
241
+ 8.45%
$35.3K - $43.7K
3.09K $980K
May 02, 2023 Q1 2023
Aaron Wealth Advisors LLC

BUY
 -
237
+ 1.88%
$34.7K - $43K
12.9K $4.08M
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
234
+ 11.93%
$34.3K - $42.4K
2.2K $696K
Apr 21, 2023 Q1 2023
Trust CO Of Virginia

BUY
 -
233
+ 15.42%
$34.1K - $42.2K
1.74K $552K
May 04, 2023 Q1 2023
Summit Global Investments

Bountiful, UT
BUY
 -
233
+ 7.34%
$34.1K - $42.2K
3.41K $1.08M
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
227
+ 55.77%
$33.2K - $41.2K
634 $201K
Apr 26, 2023 Q1 2023
Monte Financial Group, LLC

BUY
 -
227
+ 3.27%
$33.2K - $41.2K
7.17K $2.27M
May 03, 2023 Q1 2023
9258 Wealth Management, LLC

BUY
 -
226
+ 10.81%
$33.1K - $41K
2.32K $734K
May 30, 2023 Q1 2023
Warther Private Wealth, LLC

Akron, OH
BUY
 -
226
+ 1.6%
$33.1K - $41K
14.4K $4.55M
Apr 20, 2023 Q1 2023
Altfest L J & CO Inc

BUY
 -
219
+ 7.35%
$32.1K - $39.7K
3.2K $1.01M
May 12, 2023 Q1 2023
Financial Avengers, Inc.

Oakland, CA
BUY
 -
219
+ 0.51%
$32.1K - $39.7K
42.9K $13.6M
May 11, 2023 Q1 2023
Buckhead Capital Management LLC

BUY
 -
217
+ 0.4%
$31.8K - $39.3K
53.8K $17M
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
216
+ 4.62%
$31.6K - $39.2K
4.89K $1.55M
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
215
+ 0.86%
$31.5K - $39K
25.3K $8M
May 12, 2023 Q1 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
211
+ 137.01%
$30.9K - $38.3K
365 $116K
Apr 13, 2023 Q1 2023
Focused Wealth Management, Inc

BUY
 -
210
+ 1400.0%
$30.7K - $38.1K
225 $71.3K
May 03, 2023 Q1 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
210
+ 10.65%
$30.7K - $38.1K
2.18K $691K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
208
+ 2.6%
$30.5K - $37.7K
8.21K $2.6M
Apr 19, 2023 Q1 2023
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
207
+ 1.08%
$30.3K - $37.5K
19.4K $6.15M
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
206
+ 1.53%
$30.2K - $37.4K
13.6K $4.32M
Apr 11, 2023 Q1 2023
Salvus Wealth Management, LLC

BUY
 -
205
+ 1.14%
$30K - $37.2K
18.2K $5.78M
Apr 20, 2023 Q1 2023
Private Ocean, LLC

BUY
 -
205
+ 6.24%
$30K - $37.2K
3.49K $1.11M
May 11, 2023 Q1 2023
Round Hill Asset Management

Pasadena, CA
BUY
 -
205
+ 8.85%
$30K - $37.2K
2.52K $799K
Apr 21, 2023 Q1 2023
Resonant Capital Advisors, LLC

BUY
 -
203
+ 1.34%
$29.7K - $36.8K
15.4K $4.86M
Apr 17, 2023 Q1 2023
Paragon Private Wealth Management, LLC

BUY
 -
202
+ 3.02%
$29.6K - $36.6K
6.9K $2.19M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
201
+ 4.63%
$29.4K - $36.4K
4.54K $1.44M
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
201
+ 16.25%
$29.4K - $36.4K
1.44K $456K
Apr 11, 2023 Q1 2023
Bond & Devick Financial Network, Inc.

BUY
 -
200
+ 4.86%
$29.3K - $36.3K
4.32K $1.37M
Apr 17, 2023 Q1 2023
Hall Capital Management CO Inc

BUY
 -
199
+ 5.22%
$29.1K - $36.1K
4.01K $1.27M
May 09, 2023 Q1 2023
Laffer Tengler Investments

Nashville, TN
BUY
 -
199
+ 2.29%
$29.1K - $36.1K
8.89K $2.82M
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
193
+ 13.87%
$28.3K - $35K
1.58K $502K
May 11, 2023 Q1 2023
Plancorp, LLC

BUY
 -
193
+ 6.69%
$28.3K - $35K
3.08K $975K
Apr 24, 2023 Q1 2023
Toth Financial Advisory Corp

BUY
 -
191
+ 9.18%
$28K - $34.6K
2.27K $719K
May 10, 2023 Q1 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
191
+ 0.68%
$28K - $34.6K
28.3K $8.95M
Apr 03, 2023 Q1 2023
Boltwood Capital Management

BUY
 -
190
+ 2.32%
$27.8K - $34.5K
8.38K $2.65M
May 15, 2023 Q1 2023
Brooks, Moore & Associates, Inc.

BUY
 -
184
+ 4.22%
$26.9K - $33.4K
4.55K $1.44M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
182
+ 66.67%
$26.6K - $33K
455 $144K
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
178
+ 0.71%
$26.1K - $32.3K
25.4K $8.04M
May 15, 2023 Q1 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
177
+ 7.5%
$25.9K - $32.1K
2.54K $804K
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
176
+ 1.64%
$25.8K - $31.9K
10.9K $3.45M
Apr 25, 2023 Q1 2023
Chesapeake Wealth Management

BUY
 -
175
+ 2.36%
$25.6K - $31.7K
7.6K $2.41M
Apr 18, 2023 Q1 2023
Twelve Points Wealth Management LLC

BUY
 -
170
+ 4.04%
$24.9K - $30.8K
4.37K $1.39M
Apr 17, 2023 Q1 2023
Czech National Bank

Prague, 2N
BUY
 -
168
+ 0.24%
$24.6K - $30.5K
70.1K $22.2M
Apr 24, 2023 Q1 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
168
+ 10.11%
$24.6K - $30.5K
1.83K $579K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
168
+ 0.91%
$24.6K - $30.5K
18.7K $5.93M
Apr 25, 2023 Q1 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
167
+ 3.57%
$24.5K - $30.3K
4.84K $1.53M
May 12, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
165
New
$24.2K - $29.9K
165 $52.3K
Apr 17, 2023 Q1 2023
City Holding CO

BUY
 -
161
+ 10.87%
$23.6K - $29.2K
1.64K $520K

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