Purchases and Sales Made in Q1 2023 in American Express CO (AXP)
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 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
101+ 0.73% |
$14.8K - $18.3K
|
14K
$4.44M
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
100+ 2.05% |
$14.6K - $18.1K
|
4.99K
$1.58M
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
100+ 0.59% |
$14.6K - $18.1K
|
17.2K
$5.43M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$14.6K - $18.1K
|
100
$31.7K
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
100+ 3.22% |
$14.6K - $18.1K
|
3.2K
$1.01M
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.26% |
$14.6K - $18.1K
|
38.7K
$12.3M
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
BUY
|
- |
100+ 2.42% |
$14.6K - $18.1K
|
4.23K
$1.34M
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
100+ 1.85% |
$14.6K - $18.1K
|
5.49K
$1.74M
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
100+ 0.88% |
$14.6K - $18.1K
|
11.5K
$3.64M
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100+ 4.07% |
$14.6K - $18.1K
|
2.56K
$810K
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100+ 1.41% |
$14.6K - $18.1K
|
7.21K
$2.28M
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
100+ 0.77% |
$14.6K - $18.1K
|
13K
$4.13M
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
100+ 2.37% |
$14.6K - $18.1K
|
4.32K
$1.37M
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
100+ 5.99% |
$14.6K - $18.1K
|
1.77K
$560K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
98+ 0.57% |
$14.3K - $17.8K
|
17.1K
$5.43M
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
97+ 0.78% |
$14.2K - $17.6K
|
12.5K
$3.96M
|
|
May 04, 2023
Q1 2023
|
William Allan, LLC
|
BUY
|
- |
97+ 0.63% |
$14.2K - $17.6K
|
15.6K
$4.94M
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
97+ 2.69% |
$14.2K - $17.6K
|
3.7K
$1.17M
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
96+ 0.94% |
$14.1K - $17.4K
|
10.3K
$3.26M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
96+ 6.72% |
$14.1K - $17.4K
|
1.53K
$483K
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
94+ 4.8% |
$13.8K - $17K
|
2.05K
$650K
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
94+ 82.46% |
$13.8K - $17K
|
208
$65.9K
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
93+ 0.66% |
$13.6K - $16.9K
|
14.2K
$4.49M
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
92+ 2.6% |
$13.5K - $16.7K
|
3.63K
$1.15M
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
91+ 2.02% |
$13.3K - $16.5K
|
4.61K
$1.46M
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
90+ 16.48% |
$13.2K - $16.3K
|
636
$201K
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
90+ 0.65% |
$13.2K - $16.3K
|
14K
$4.44M
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
90+ 10.24% |
$13.2K - $16.3K
|
969
$307K
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
90+ 0.26% |
$13.2K - $16.3K
|
34.2K
$10.8M
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
BUY
|
- |
89+ 0.12% |
$13K - $16.1K
|
73.8K
$23.4M
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
89+ 0.49% |
$13K - $16.1K
|
18.1K
$5.73M
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
87+ 4.13% |
$12.7K - $15.8K
|
2.19K
$694K
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
83+ 3.81% |
$12.2K - $15.1K
|
2.26K
$716K
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
81+ 2.66% |
$11.9K - $14.7K
|
3.13K
$991K
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
81+ 4.13% |
$11.9K - $14.7K
|
2.04K
$647K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
80+ 0.78% |
$11.7K - $14.5K
|
10.3K
$3.28M
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
80+ 1.99% |
$11.7K - $14.5K
|
4.11K
$1.3M
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
76+ 0.91% |
$11.1K - $13.8K
|
8.39K
$2.66M
|
|
May 11, 2023
Q1 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
75+ 0.82% |
$11K - $13.6K
|
9.21K
$2.92M
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
75+ 1.21% |
$11K - $13.6K
|
6.26K
$1.98M
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
74+ 0.16% |
$10.8K - $13.4K
|
46.2K
$14.6M
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
74+ 44.85% |
$10.8K - $13.4K
|
239
$75.7K
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
72+ 180.0% |
$10.5K - $13.1K
|
112
$35.5K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
71+ 1.56% |
$10.4K - $12.9K
|
4.63K
$1.47M
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
70+ 13.62% |
$10.2K - $12.7K
|
584
$185K
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
70+ 0.81% |
$10.2K - $12.7K
|
8.72K
$2.76M
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
70+ 53.85% |
$10.2K - $12.7K
|
200
$63.4K
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
68+ 0.12% |
$9.96K - $12.3K
|
56.6K
$17.9M
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
68+ 0.14% |
$9.96K - $12.3K
|
48.3K
$15.3M
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
66+ 0.67% |
$9.66K - $12K
|
9.99K
$3.16M
|