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 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
65+ 1.35% |
$9.52K - $11.8K
|
4.89K
$1.55M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
65+ 0.84% |
$9.52K - $11.8K
|
7.79K
$2.47M
|
|
|
May 18, 2023
Q1 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
64+ 0.98% |
$9.37K - $11.6K
|
6.56K
$2.08M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
64+ 4.86% |
$9.37K - $11.6K
|
1.38K
$438K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
63+ 0.59% |
$9.22K - $11.4K
|
10.8K
$3.42M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
62+ 0.81% |
$9.08K - $11.2K
|
7.74K
$2.45M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
61+ 1.89% |
$8.93K - $11.1K
|
3.3K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
61+ 0.64% |
$8.93K - $11.1K
|
9.62K
$3.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
60+ 1.58% |
$8.79K - $10.9K
|
3.86K
$1.22M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
60+ 1.17% |
$8.79K - $10.9K
|
5.18K
$1.64M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
60+ 2.02% |
$8.79K - $10.9K
|
3.04K
$961K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
60+ 4.0% |
$8.79K - $10.9K
|
1.56K
$494K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
59+ 1.74% |
$8.64K - $10.7K
|
3.45K
$1.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
58+ 725.0% |
$8.49K - $10.5K
|
66
$20.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
56New |
$8.2K - $10.2K
|
56
$17.7K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
56+ 1.83% |
$8.2K - $10.2K
|
3.11K
$986K
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
55+ 8.62% |
$8.05K - $9.97K
|
693
$220K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
53+ 0.47% |
$7.76K - $9.61K
|
11.4K
$3.61M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
52+ 1.93% |
$7.61K - $9.43K
|
2.74K
$869K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
51+ 8.25% |
$7.47K - $9.25K
|
669
$212K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
51+ 1.02% |
$7.47K - $9.25K
|
5.06K
$1.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
50+ 2.02% |
$7.32K - $9.07K
|
2.52K
$799K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
48+ 1.24% |
$7.03K - $8.7K
|
3.92K
$1.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
47+ 1.01% |
$6.88K - $8.52K
|
4.71K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
47+ 0.37% |
$6.88K - $8.52K
|
12.8K
$4.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
46+ 2.89% |
$6.74K - $8.34K
|
1.64K
$520K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
46+ 1.67% |
$6.74K - $8.34K
|
2.81K
$889K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
45+ 1.68% |
$6.59K - $8.16K
|
2.73K
$864K
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
45+ 1.68% |
$6.59K - $8.16K
|
2.73K
$864K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
44+ 0.02% |
$6.44K - $7.98K
|
184K
$58.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
42New |
$6.15K - $7.62K
|
42
$13.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
41+ 0.48% |
$6K - $7.43K
|
8.55K
$2.71M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
41+ 1.27% |
$6K - $7.43K
|
3.28K
$1.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
40+ 1.61% |
$5.86K - $7.25K
|
2.53K
$801K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
40New |
$5.86K - $7.25K
|
40
$12.7K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
40+ 14.87% |
$5.86K - $7.25K
|
309
$97.9K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
39+ 0.2% |
$5.71K - $7.07K
|
19.5K
$6.19M
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
38+ 0.64% |
$5.56K - $6.89K
|
5.99K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
38+ 0.83% |
$5.56K - $6.89K
|
4.6K
$1.46M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
38New |
$5.56K - $6.89K
|
38
$12K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
37+ 1.77% |
$5.42K - $6.71K
|
2.13K
$674K
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
36+ 0.18% |
$5.27K - $6.53K
|
19.6K
$6.2M
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
36+ 3.15% |
$5.27K - $6.53K
|
1.18K
$374K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
35New |
$5.12K - $6.35K
|
35
$11.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
35+ 2.41% |
$5.12K - $6.35K
|
1.49K
$471K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
34+ 2.31% |
$4.98K - $6.17K
|
1.5K
$476K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
34+ 242.86% |
$4.98K - $6.17K
|
48
$15.2K
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
34+ 1.13% |
$4.98K - $6.17K
|
3.03K
$961K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
33+ 4.8% |
$4.83K - $5.98K
|
721
$228K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33+ 60.0% |
$4.83K - $5.98K
|
88
$27.9K
|