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
Apr 27, 2023 Q1 2023
Covenant Asset Management, LLC

BUY
 -
161
+ 7.0%
$23.6K - $29.2K
2.46K $780K
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
161
+ 19.66%
$23.6K - $29.2K
980 $310K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
159
New
$23.3K - $28.8K
159 $50.4K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
156
+ 10.39%
$22.8K - $28.3K
1.66K $525K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
150
+ 14.11%
$22K - $27.2K
1.21K $384K
May 10, 2023 Q1 2023
Selway Asset Management

Boise, ID
BUY
 -
150
+ 0.86%
$22K - $27.2K
17.6K $5.58M
May 15, 2023 Q1 2023
Spears Abacus Advisors LLC

BUY
 -
150
+ 2.63%
$22K - $27.2K
5.85K $1.85M
Aug 14, 2023 Q1 2023
United American Securities Inc. (D

New York, NY
BUY
 -
150
+ 4.97%
$22K - $27.2K
3.17K $1M
Dec 18, 2023 Q1 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
150
+ 38.27%
$22K - $27.2K
542 $172K
Apr 25, 2023 Q1 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
148
+ 1.76%
$21.7K - $26.8K
8.56K $2.71M
May 08, 2023 Q1 2023
South State Corp

BUY
 -
146
+ 1.13%
$21.4K - $26.5K
13K $4.12M
Apr 12, 2023 Q1 2023
Stokes Capital Advisors, LLC

BUY
 -
143
+ 0.55%
$20.9K - $25.9K
26.1K $8.26M
Apr 17, 2023 Q1 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
142
+ 1.98%
$20.8K - $25.7K
7.33K $2.32M
Apr 28, 2023 Q1 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
142
+ 1.36%
$20.8K - $25.7K
10.6K $3.36M
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
142
+ 25.27%
$20.8K - $25.7K
704 $223K
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

BUY
 -
141
+ 2.02%
$20.6K - $25.6K
7.12K $2.25M
May 09, 2023 Q1 2023
Rb Capital Management, LLC

BUY
 -
140
+ 3.21%
$20.5K - $25.4K
4.51K $1.43M
Apr 19, 2023 Q1 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
139
+ 99.29%
$20.4K - $25.2K
279 $88.4K
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
139
+ 0.83%
$20.4K - $25.2K
16.8K $5.32M
May 15, 2023 Q1 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
136
+ 3.61%
$19.9K - $24.7K
3.9K $1.24M
May 12, 2023 Q1 2023
Doliver Advisors, LP

Houston, TX
BUY
 -
135
+ 4.27%
$19.8K - $24.5K
3.3K $1.04M
May 10, 2023 Q1 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
134
+ 80.72%
$19.6K - $24.3K
300 $95K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
133
+ 2.54%
$19.5K - $24.1K
5.37K $1.7M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
132
+ 24.09%
$19.3K - $23.9K
680 $215K
Apr 19, 2023 Q1 2023
Carnegie Capital Asset Management, LLC

BUY
 -
131
+ 4.03%
$19.2K - $23.8K
3.38K $1.07M
May 11, 2023 Q1 2023
Forte Capital LLC

BUY
 -
128
+ 8.19%
$18.7K - $23.2K
1.69K $536K
Apr 18, 2023 Q1 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
126
+ 6.6%
$18.4K - $22.8K
2.04K $645K
May 02, 2023 Q1 2023
Kingfisher Capital LLC

BUY
 -
126
+ 0.48%
$18.4K - $22.8K
26.3K $8.34M
May 12, 2023 Q1 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
126
+ 0.22%
$18.4K - $22.8K
56.7K $18M
Apr 03, 2023 Q1 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
120
+ 6.89%
$17.6K - $21.8K
1.86K $590K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
119
New
$17.4K - $21.6K
119 $37.7K
Apr 14, 2023 Q1 2023
Wp Advisors, LLC

BUY
 -
117
+ 0.65%
$17.1K - $21.2K
18.3K $5.78M
May 01, 2023 Q1 2023
Investors Asset Management Of Georgia Inc

BUY
 -
115
+ 1.36%
$16.8K - $20.9K
8.55K $2.71M
May 15, 2023 Q1 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
115
+ 0.11%
$16.8K - $20.9K
105K $33.2M
May 02, 2023 Q1 2023
Abundance Wealth Counselors

BUY
 -
113
+ 2.09%
$16.5K - $20.5K
5.53K $1.75M
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
111
+ 7.75%
$16.3K - $20.1K
1.54K $489K
Apr 18, 2023 Q1 2023
Eagle Ridge Investment Management

BUY
 -
110
+ 3.63%
$16.1K - $19.9K
3.14K $994K
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
110
+ 0.44%
$16.1K - $19.9K
25.1K $7.95M
May 09, 2023 Q1 2023
Sompo Asset Management Co., Ltd.

Tokyo, M0
BUY
 -
110
+ 3.72%
$16.1K - $19.9K
3.07K $972K
May 12, 2023 Q1 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
110
+ 4.04%
$16.1K - $19.9K
2.84K $898K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
109
+ 4.05%
$16K - $19.8K
2.8K $886K
May 05, 2023 Q1 2023
Steward Financial Group LLC

BUY
 -
108
+ 104.85%
$15.8K - $19.6K
211 $66.8K
May 10, 2023 Q1 2023
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
106
+ 0.44%
$15.5K - $19.2K
24.4K $7.74M
May 15, 2023 Q1 2023
Fred Alger Management, LLC

New York, NY
BUY
 -
106
+ 2.3%
$15.5K - $19.2K
4.71K $1.49M
May 12, 2023 Q1 2023
Trellis Advisors, LLC

BUY
 -
105
+ 5.17%
$15.4K - $19K
2.14K $677K
Apr 13, 2023 Q1 2023
Dubuque Bank & Trust CO

BUY
 -
104
+ 1.69%
$15.2K - $18.9K
6.24K $1.98M
May 15, 2023 Q1 2023
First Western Trust Bank

Denver, CO
BUY
 -
104
+ 2.48%
$15.2K - $18.9K
4.29K $1.36M
May 03, 2023 Q1 2023
North Rock Partners, LLC

BUY
 -
102
+ 2.14%
$14.9K - $18.5K
4.88K $1.54M
May 08, 2023 Q1 2023
Evoke Wealth, LLC

BUY
 -
102
+ 1.29%
$14.9K - $18.5K
7.99K $2.53M

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