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
|
Northstar Asset Management LLC
|
BUY
|
- |
32+ 1.28% |
$4.69K - $5.8K
|
2.54K
$804K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.32% |
$4.69K - $5.8K
|
9.92K
$3.14M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
32+ 0.46% |
$4.69K - $5.8K
|
6.94K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
30+ 0.36% |
$4.39K - $5.44K
|
8.3K
$2.63M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
30New |
$4.39K - $5.44K
|
30
$9.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
29+ 1.36% |
$4.25K - $5.26K
|
2.16K
$685K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
29+ 1.37% |
$4.25K - $5.26K
|
2.14K
$678K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 2.38% |
$4.25K - $5.26K
|
1.25K
$396K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
27+ 0.33% |
$3.95K - $4.9K
|
8.31K
$2.63M
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
27+ 0.2% |
$3.95K - $4.9K
|
13.4K
$4.25M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
26+ 0.29% |
$3.81K - $4.71K
|
9.07K
$2.87M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
25+ 0.91% |
$3.66K - $4.53K
|
2.79K
$882K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
25New |
$3.66K - $4.53K
|
25
$7.92K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
25+ 1.11% |
$3.66K - $4.53K
|
2.27K
$718K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
24+ 0.33% |
$3.51K - $4.35K
|
7.2K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
24+ 0.12% |
$3.51K - $4.35K
|
20K
$6.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
23+ 0.24% |
$3.37K - $4.17K
|
9.77K
$3.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
23+ 3.19% |
$3.37K - $4.17K
|
743
$235K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
21+ 0.91% |
$3.07K - $3.81K
|
2.33K
$738K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21New |
$3.07K - $3.81K
|
21
$6.65K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
20+ 0.45% |
$2.93K - $3.63K
|
4.45K
$1.41M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
20+ 2.19% |
$2.93K - $3.63K
|
935
$296K
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
20+ 1.4% |
$2.93K - $3.63K
|
1.45K
$459K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
19+ 1.38% |
$2.78K - $3.45K
|
1.4K
$443K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
19+ 0.37% |
$2.78K - $3.45K
|
5.18K
$1.64M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
18+ 0.25% |
$2.64K - $3.26K
|
7.16K
$2.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
18+ 0.29% |
$2.64K - $3.26K
|
6.12K
$1.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 4.95% |
$2.64K - $3.26K
|
382
$121K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
18+ 0.11% |
$2.64K - $3.26K
|
16.4K
$5.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
17+ 0.27% |
$2.49K - $3.08K
|
6.3K
$2M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
17New |
$2.49K - $3.08K
|
17
$5.39K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17+ 11.49% |
$2.49K - $3.08K
|
165
$52.3K
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
17+ 1.31% |
$2.49K - $3.08K
|
1.32K
$417K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
16+ 3.2% |
$2.34K - $2.9K
|
516
$163K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
16+ 64.0% |
$2.34K - $2.9K
|
41
$13K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 0.99% |
$2.2K - $2.72K
|
1.52K
$482K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
15+ 0.49% |
$2.2K - $2.72K
|
3.09K
$978K
|
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
15+ 0.07% |
$2.2K - $2.72K
|
21K
$6.64M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
14+ 0.35% |
$2.05K - $2.54K
|
3.97K
$1.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 1.0% |
$1.9K - $2.36K
|
1.31K
$416K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13+ 6.84% |
$1.9K - $2.36K
|
203
$64.3K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
12+ 5.63% |
$1.76K - $2.18K
|
225
$71.3K
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
12+ 0.85% |
$1.76K - $2.18K
|
1.43K
$454K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 4.87% |
$1.61K - $1.99K
|
237
$75.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
11+ 0.48% |
$1.61K - $1.99K
|
2.29K
$724K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
11+ 0.68% |
$1.61K - $1.99K
|
1.62K
$512K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 0.19% |
$1.61K - $1.99K
|
5.83K
$1.85M
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
10+ 33.33% |
$1.46K - $1.81K
|
40
$12.7K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10+ 0.35% |
$1.46K - $1.81K
|
2.86K
$907K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$1.46K - $1.81K
|
8.55K
$2.71M
|