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 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 5.66% |
$1.32K - $1.63K
|
168
$53.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 16.07% |
$1.32K - $1.63K
|
65
$20.6K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
9+ 0.55% |
$1.32K - $1.63K
|
1.65K
$521K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9+ 16.07% |
$1.32K - $1.63K
|
65
$20.6K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
9+ 0.58% |
$1.32K - $1.63K
|
1.56K
$493K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
9+ 0.03% |
$1.32K - $1.63K
|
34.2K
$10.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
8+ 0.03% |
$1.17K - $1.45K
|
25.6K
$8.11M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
8+ 1.35% |
$1.17K - $1.45K
|
599
$190K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.26% |
$1.02K - $1.27K
|
2.68K
$849K
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
7+ 0.23% |
$1.02K - $1.27K
|
3.05K
$967K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6+ 0.32% |
$879 - $1.09K
|
1.86K
$590K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6+ 0.14% |
$879 - $1.09K
|
4.16K
$1.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
5+ 0.17% |
$732 - $907
|
3.02K
$957K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$732 - $907
|
5
$1.58K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5+ 0.12% |
$732 - $907
|
4.23K
$1.34M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$586 - $725
|
1.76K
$556K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$586 - $725
|
4.41K
$1.4M
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
4+ 0.14% |
$586 - $725
|
2.89K
$915K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 0.58% |
$586 - $725
|
689
$218K
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4+ 0.06% |
$586 - $725
|
6.28K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4+ 0.06% |
$586 - $725
|
6.32K
$2M
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.19% |
$439 - $544
|
1.59K
$502K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 6.0% |
$439 - $544
|
53
$16.8K
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3+ 0.0% |
$439 - $544
|
64.7K
$20.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
2+ 0.14% |
$293 - $363
|
1.47K
$464K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
2+ 0.07% |
$293 - $363
|
2.81K
$891K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.18% |
$293 - $363
|
1.12K
$353K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.08% |
$293 - $363
|
2.44K
$773K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2+ 0.03% |
$293 - $363
|
7.67K
$2.43M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.03% |
$146 - $181
|
3.66K
$1.16M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.04% |
$146 - $181
|
2.44K
$772K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.06% |
$146 - $181
|
1.76K
$558K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$146 - $181
|
4.19K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$146 - $181
|
401
$127K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$146 - $181
|
2.31K
$733K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.04% |
$146 - $181
|
2.27K
$718K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$146 - $181
|
3.93K
$1.24M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1+ 0.07% |
$146 - $181
|
1.51K
$478K
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1+ 0.05% |
$146 - $181
|
1.84K
$582K
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$146 - $181
|
17.9K
$5.66M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$146 - $181
|
2.11K
$668K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$146 - $181
|
1
$317
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.06% |
$146 - $181
|
1.69K
$537K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.02% |
$146 - $181
|
99
$31.4K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$146 - $181
|
5.05K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$146 - $181
|
5.27K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
1+ 0.03% |
$146 - $181
|
3.19K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.1% |
$146 - $181
|
961
$304K
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.03% |
$146 - $181
|
3.64K
$1.15M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.44% |
$146 - $181
|
229
$72.5K
|